National Bank Financial Analyst

Position: National Bank Financial Analyst Opportunity
Join National Bank Financial as an Investment Analyst in Lac-Mégantic and apply your finance knowledge to elevate client investments. Your analytical skills will be essential in managing diverse portfolios.

In the Gagnon Advisory Group, you'll contribute to a team of investment experts focused on maximizing client success. Your responsibilities will include portfolio analysis, updating investment models, and producing detailed financial reports. Staying current on economic trends will be pivotal for making strategic recommendations.

Key Responsibilities:

• Analyze stocks and other securities for investment portfolios

• Create and maintain model investment portfolios

• Track and report on the performance of portfolios

• Produce detailed financial reports regularly

• Assist in preparing recommendations for new clientele

Requirements:

• Bachelor’s degree in Finance or a related field

• Minimum three years' experience in investment analysis

• Successful completion of required finance courses

• Preferred CFA or CIM designation

• Familiarity with Croesus 8 asset management

Leverage your finance expertise to make a positive impact at National Bank Financial.
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