About this role

The Senior Financial Analyst collaborates closely with the Investment Strategy Manager, playing a key role in managing securities transactions, executing investment decisions, and presenting portfolio reports to clients.
Responsibilities include preparing periodic reviews for clients.
Key duties include:
Maintaining and initiating changes in client portfolios
Preparing reviews and marketing materials about the financial markets and investment products
Conducting research and analysis on investment opportunities across various asset classes
Evaluating financial instruments
Consulting clients and colleagues on financial markets and transactions with securities.
Gathering, analyzing, and summarizing performance data

Have a keen interest in financial markets and aspire to build a career in this sector
Strong analytical and problem-solving skills
Great oral and written communication skills
Ability to work effectively in a team environment
Financial broker or BFIA license or willingness to obtain it
Education in finance, economics, or a related field
Experience in investment analysis, portfolio management, and working with bank’s system is a plus

Senior Financial Analyst, Private Banking

Key skills