Financial Analyst

Work setting

• Consulting firm

Responsibilities

Tasks

• 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
• Develop, implement and use tools for managing and analyzing financial portfolio
• Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management
• 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

Additional information

Personal suitability

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