Investment Analyst Gagnon Advisory Group
National Bank • lac mégantic, Canada
Role Description
Join National Bank Financial - Wealth Management as an Investment Analyst in Lac-Mégantic. Leverage your analytical skills to manage client investments and provide strategic insights.
As an Investment Analyst on the Gagnon Advisory Group team, you will track individual stocks, ETFs, and funds. This role requires a Bachelor’s in Finance and 3 years of securities industry experience. Engage in creating model portfolios, analyzing performance, and producing financial reports while staying updated on economic trends.
Key Responsibilities:
• Analyze individual stocks, ETFs, and investment funds
• Create and update model portfolios regularly
• Track and report portfolio performance
• Produce detailed financial reports for clients
• Assist in preparing recommendations for managers
Requirements:
• Bachelor’s degree in Finance or related field
• Minimum three years in the securities industry
• Completion of the Canadian Securities Course
• CFA and/or CIM desi...
As an Investment Analyst on the Gagnon Advisory Group team, you will track individual stocks, ETFs, and funds. This role requires a Bachelor’s in Finance and 3 years of securities industry experience. Engage in creating model portfolios, analyzing performance, and producing financial reports while staying updated on economic trends.
Key Responsibilities:
• Analyze individual stocks, ETFs, and investment funds
• Create and update model portfolios regularly
• Track and report portfolio performance
• Produce detailed financial reports for clients
• Assist in preparing recommendations for managers
Requirements:
• Bachelor’s degree in Finance or related field
• Minimum three years in the securities industry
• Completion of the Canadian Securities Course
• CFA and/or CIM desi...