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Job Details

Investment Analyst

Employer

Refraction Asset Management

Date Posted

December 20, 2024

Languages

English
  • Location Calgary, AB
  • Earnings $140,000.00 to $240,000.00 annually (to be negotiated)
  • Work Hours 44 hours per week
  • Position Temporary Full Time
  • Vacancies 2  Vacancies
  • Closing Date Jan 19, 2025
Job Requirements

Employer

Refraction Asset Management

Languages

English

Education

  • Bachelor's degree
  • Business administration and management, general
  • Accounting
  • Finance, general
  • or equivalent experience

Asset languages

Russian

Work setting

  • Bank or caisse populaire
  • Financial management/services
  • Office building

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
  • Analyze investment projects
  • Plan short- and long-term cash flows and assess financial performance
  • Variance analysis
  • Perform administrative tasks

Certificates, licences, memberships, and courses 

  • Anti-Money Laundering (CAMS) Certification
  • Chartered Financial Analyst Designation

Computer and technology knowledge

  • Bloomberg Terminal
  • Excel Visual Basic for Applications (VBA)
  • Data analysis software
  • MS Excel
  • MS Office
  • MS PowerPoint
  • Business intelligence
  • Electronic mail
  • MS Outlook
  • MS SQL Server

Security and safety

  • Enhanced reliability security clearance
  • Confidential security clearance
  • Driver's validity licence check
  • Eligible for professional liability insurance

Transportation/travel information

  • Valid driver's licence
  • Parking paid by employer
  • Public transportation is available

Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail

Personal suitability

  • Accurate
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Reliability
  • Team player
  • Ability to multitask
  • Due diligence

Screening questions

  • Are you available for the advertised start date?
  • Are you currently legally able to work in Canada?
  • Are you willing to relocate for this position?
  • Do you have previous experience in this field of employment?
  • Do you have the above-indicated required certifications?
  • What is the highest level of study you have completed?
  • What is your current field of study?
  • What is your current level of study?

Experience

5 years or more

Green job

Involves duties and responsibilities that lead to positive environmental outcomes

Health benefits

  • Dental plan
  • Health care plan
  • Vision care benefits

Financial benefits

  • As per collective agreement
  • Bonus
  • Gasoline paid
  • Pension plan
  • Registered Retirement Savings Plan (RRSP)

Long term benefits

  • Long-term care insurance
  • Maternity and parental benefits

Other benefits

  • Free parking available
  • Learning/training paid by employer
  • On-site amenities
  • On-site daycare available
  • On-site recreation and activities
  • Paid time off (volunteering or personal days)
  • Team building opportunities
  • Transportation provided by employer
  • Parking available
  • Wellness program

Support for newcomers and refugees

  • Participates in a government or community program or initiative that supports newcomers and/or refugees
  • Assists with immediate settlement needs of newcomers and/or refugees (for example: housing, transportation, storage, childcare, winter clothing, etc.)
  • 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.)
  • Supports newcomers and/or refugees with foreign credential recognition
  • Offers mentorship programs that pair newcomers and/or refugees with experienced employees
  • Does not require Canadian work experience

Support for Veterans

  • Participates in a government or community program or initiative that supports Veterans
  • Offers mentorship, coaching and/or networking opportunities for Veterans
  • Provides awareness training to employees to create a welcoming work environment for Veterans
  • Recruits Veterans and other candidates with military experience through targeted hiring initiatives (for example: job fairs, outreach programs etc.)
  • Assists with immediate transition needs of Veterans (for example: relocation, housing, etc.)
  • Offers workshops, counselling services or other resources to help Veterans navigate their transition into the civilian workforce (for example: adapting to different organizational structures)
  • Supports Veterans in translating their military skills and experience into the language of the civilian job market

Important notice: This job posting has been provided by an external employer.The Government of Alberta and the Government of Canada are not responsible for the accuracy, authenticity or reliability of the content.

Interest Codes & Abilities
The Investment Analyst is part of the following larger National Occupational Classification (NOC).

Interest Codes

Financial Analysts
METHODICAL

Interest in planning short- and long-term cash flows, assessing financial performance, and in implementing and using tools for managing and analyzing financial portfolios

INNOVATIVE

Interest in analyzing investment projects; in developing tools for managing and analyzing financial portfolios; and in evaluating financial risk and preparing financial forecasts, financing scenarios and other documents concerning capital management

directive

Interest in consulting with financial backers to follow up on financing projects

Reading Interest Codes
A Quick Guide

The interest code helps you figure out if you’d like to work in a particular occupation. 

It’s based on the Canadian Work Preference Inventory (CWPI), which measures 5 occupational interests: Directive, Innovative, Methodical, Objective, and Social.

Each set of 3 interest codes for this NOC group is listed in order of importance.

A code in capital letters means it’s a strong fit for the occupation.

A code in all lowercase letters means the fit is weaker.

Learn About Interests

Learn More

Abilities

Compared to my abilities

The abilities related to this job are shown along with your selected abilities.

Typical ability expectations for this job
Selected abilities

Mental Abilities

General Learning Ability

Verbal Ability

Numerical Ability

Visual Abilities

Spatial Perception

Form Perception

Clerical Perception

Physical Abilities

Motor Coordination

Finger Dexterity

Manual Dexterity

Learn More
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