Financial analyst
University of British Columbia
Kelowna
,
BC
· Canada
Job description
Education: Bachelor's degree. or equivalent experience. Work setting: Education. Tasks: Evaluate financial risk. Use portfolio management software. Collect financial and investment information about companies, stocks, bonds and other investments. Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends). Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence. Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates. Advise on and participate in the financial aspects of contracts and calls for tender. Analyze investment projects. Assist in preparing operating and investment budgets. Plan short- and long-term cash flows and assess financial performance. Prepare a regular risk profile for debt portfolios. Develop risk management plans. Variance analysis. Perform administrative tasks. Computer and technology knowledge: Data analysis software. MS Office. Quick Books. SAP (FI/CO / HR / MM / OT SD). Business intelligence. MS Outlook. Area of specialization: Investor relations. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Personal suitability: Accurate. Client focus. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Judgement. Organized. Reliability. Team player. Ability to multitask. Screening questions: Do you have the equipment you need to work from home (like internet and a workspace)?. Do you have the required certifications listed in the job posting?. Employment terms options: Flexible hours. Experience: 3 years to less than 5 years. Green job: Involves duties and responsibilities that lead to positive environmental outcomes. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: As per collective agreement. Other benefits: Other benefits. Team building opportunities. Parking available. Support for persons with disabilities: Provides visual accessibility accommodations (for example: braille, screen readers, etc.). Provides auditory accessibility accommodations (for example: transcription software, teletypewriters, etc.). Support for newcomers and refugees: Supports social and labour market integration of newcomers and/or refugees (for example: facilitating access to community resources, language training, skills training, etc.). Recruits newcomers and/or refugees who were displaced by a conflict or a natural disaster (for example: Ukraine, Afghanistan, etc.) . Support for Indigenous people: Offers mentorship, coaching and/or networking opportunities for Indigenous workers . Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations . Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers . Supports for visible minorities: Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.). Offers mentorship programs that pair members of visible minorities with experienced employees.