NOC 11101 - Financial and investment analysts

Analyze financial information and investment opportunities to support decision-making and portfolio management. Prepare clear reports, forecasts and recommendations for clients and internal stakeholders.

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• Perform quantitative and qualitative analysis of companies, industries and market trends to support investment decisions.
• Build and maintain financial models, valuations and scenario analyses to estimate returns and risks.
• Review and analyze financial statements, cash flows and key performance indicators.
• Monitor portfolio performance and produce regular performance and risk reports.
• Prepare written research reports, investment recommendations and presentation materials for stakeholders.
• Collaborate with portfolio managers, analysts and other teams to gather information and implement investment strategies.

• Bachelor’s degree in finance, economics, accounting, business or a related field.
• Relevant experience analyzing financial statements and preparing valuations or investment research.
• Proficiency with spreadsheet modelling and familiarity with financial data platforms.
• Strong quantitative, analytical and problem-solving abilities.
• Excellent written and verbal communication skills for report writing and presentations.
• Ability to manage multiple priorities, meet deadlines and maintain attention to detail.

• Financial modelling and valuation techniques
• Advanced spreadsheet skills (e.g., Excel) and experience with financial databases
• Financial statement analysis
• Quantitative analysis and risk assessment
• Report writing and presentation skills
• Attention to detail and time management

Benefits include competitive wages, supportive work environment, opportunities for growth, training support, and other employer-specific benefits depending on the position and location.

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We are a Canadian immigration, recruitment, and settlement company based in Canada, with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment, education, immigration, recruitment, and settlement.

At GTR Worldwide, we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed, prepared, and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada.

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