Investment Analyst (NOC: 11101)
Vaughan, Ontario 1 month ago
Job Description
5051035 ONTARIO INC. O/A The BridgGroup of Companies
5051035 ONTARIO INC. O/A The BridgGroup of Companies has an immediate opening
for an Investment Analyst (NOC: 11101) at our location in Vaughan, Ontario.
As an Investment Analyst (NOC: 11101), you will perform some or all of the following duties:
· Support of Transaction Processing with Data
· Execute and monitor the end-to-end process of client transaction and Transfer applications.
· Conduct weekly checks of Fund Fees and help Investor to understand their cost.
· Collect Financial and Investment Information about Private Investment Companies to stay informed about market trends and economic indicators specific to real estate Investor and Mortgage Investment Co.
· Utilize quantitative and qualitative analysis to assess the potential risks and generate analytical report.
· Provide investment advice and recommendations based on the analyzed data.
· Ensure accurate and timely execution of Compliance Policies and Reporting Procedure to avoid any discrepancies
· Oversee the management of the investment portfolio, ensuring alignment with the firm's overall investment strategy.
· Investigate and resolve any discrepancies identified during reporting promptly including negative balances and / or large balances difference.
· Interact with clients to understand their investment goals, risk tolerance, and preferences.
· Tailor investment advice to align with clients' individual financial objectives.
· Ensure adherence to compliance regulations and Code of Conduct and Ethics
· Communicate effectively with Shareholder to ensure accurate and timely resolution of queries
· Communicate effectively with internal Partners to ensure accurate and timely resolution of queries
· Other tasks/projects assigned
Qualifications:
· Bachelor's degree in business administration in finance/accounting or equivalent
· Completion or candidacy in CFA, CSC, or similar designation an asset
· Intermediate proficiency in MS Excel
· Strong analytical skills and knowledge of financial instruments
· Strong adaptability and propensity to learn new and challenging things
· Excellent oral and written communication skills
· Typing 50WPM
· Excellent communication skills and a collaborative mindset to work effectively in cross-functional teams
· Must own a vehicle and have full access at all times
· Mandatory attendance in Company Corporate Events
· Participation in Charitable Events
Terms of employment: Permanent, Full time (40 hours/week)
Compensation: CA $37.25/hour
Location: 261 Milani Blvd suite 101, Vaughan, Ontario , L4H 0A4
To apply e-mail your resume to: thebridgegroupjobs@gmail.com
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