Investment Analyst Role at National Bank
National Bank of Canada • lac mégantic, Canada
Role Description
Drive investment success as an Investment Analyst at National Bank Financial in Lac‑Mégantic. Use analytical skills to enhance client portfolios and produce actionable financial insights.
As part of the Gagnon Advisory Group, you’ll engage with a collaborative team of 1,000 advisors in one of Canada's top investment firms. Your role will focus on analyzing stocks and securities, tracking performance, and providing essential support for client investment decisions.
Key Responsibilities:
• Track and analyze stocks and various securities
• Develop and regularly update investment model portfolios
• Produce detailed financial reports for stakeholders
• Stay informed on relevant economic developments
• Aid managers in preparing investment recommendations
Requirements:
• Bachelor’s degree in Finance or related discipline
• At least three years in the securities industry
• Completion of the Canadian Securities Course
• Preferable CFA and/or CIM designation
As part of the Gagnon Advisory Group, you’ll engage with a collaborative team of 1,000 advisors in one of Canada's top investment firms. Your role will focus on analyzing stocks and securities, tracking performance, and providing essential support for client investment decisions.
Key Responsibilities:
• Track and analyze stocks and various securities
• Develop and regularly update investment model portfolios
• Produce detailed financial reports for stakeholders
• Stay informed on relevant economic developments
• Aid managers in preparing investment recommendations
Requirements:
• Bachelor’s degree in Finance or related discipline
• At least three years in the securities industry
• Completion of the Canadian Securities Course
• Preferable CFA and/or CIM designation