Take on the Investment Analyst role to make a difference! Analyze investments and manage portfolios in an inclusive, growth-oriented setting focused on client success.Your analytical skills will shine as you join a team of investment professionals committed to optimizing client portfolios. With a background of at least three years in the securities industry, your responsibilities encompass tracking stocks, preparing reports, and contributing to investment recommendations. Your insights are crucial to shaping effective strategies for our clientele.Key Responsibilities:• Analyze stocks and securities for client portfolios• Create and update model portfolios effectively• Track performance metrics diligently• Generate insightful financial reports• Participate in bi-monthly investment committee meetingsRequirements:• Bachelor's degree in Finance mandatory• Three years of securities industry experience necessary• Completed Canadian Securities Course essential• CFA and/or CIM designation preferred• Familiarity with Croesus 8+ asset managementEmbrace this chance to enhance client relationships and investment strategies with your analytical expertise in a supportive atmosphere.#J-18808-Ljbffr
Investment Analyst Seeking Impactful Client Engagement
BANQUE NATIONALE DU CANADA
sherbrooke, sherbrooke
Published 27 days ago
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