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Investment Accountant Jobs

Investment Specialist-Mutual Funds, Bmo Investment Centre
By BMO At British Columbia, Canada
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
Escalates complex or unresolved customer situations to senior managers as required.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Broader work or accountabilities may be assigned as needed.
Investment Specialist Jobs
By BMO At Maple Creek, Saskatchewan, Canada
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Good working knowledge of financial industry.
Verbal & written communication skills - Good.
Investment Assistant Jobs
By JLL Global Marketing At Canada
Assist in the management of investment portfolios, including monitoring asset allocations, performance, and risk exposure.
Strong understanding of financial markets, investment principles, and portfolio management.
Bachelor's degree in Finance, Economics, Business, or a related field.
Excellent attention to detail and organizational skills.
Effective written and verbal communication skills.
Knowledge of investment software and tools is a plus.
Fund/Investment Accountant Jobs
By Asset Management Firm-Oakville Ontario At Oakville, Ontario, Canada
Liaise with senior management, external service providers and company auditors.
Assist and support senior management with various special projects and requests.
Assist with and perform other daily investment management and operations tasks and requests.
WORK EXPERIENCE AND OTHER SKILLS
Undergraduate Degree in finance, accounting or related field.
3–5 years fund accounting experience with investment funds.
Investment Administrator Superstar Jobs
By Griffith & Associates Financial & Estate Planning Services Ltd. At Calgary, Alberta, Canada
Knowledge & experience of industry legislation, rules and requirements.
Experience working within financial services advisory firm and executing trading orders is required.
Salesforce experience is an asset.
Canadian Securities Course or IFIC (mandatory)
Provincial Life Insurance license, including Accident & Sickness. (preferred but not mandatory)
University degree or College diploma. (preferred but not mandatory)
Investment Representative Jobs
By Robertson & Company Ltd. At Ontario, Canada
Proven track record of investment sales and client relationship management
Accurately complete all investment paperwork ensuring it is in compliance with all regulatory requirements.
3-5 years of experience in the financial service industry, preferably in investment sales or mortgage lending
Strong communication and presentation skills
Identify, source, and secure potential investors for mortgage fund trust.
Present and explain investment products to potential investors, ensuring they understand the potential risks and returns.
Investment Specialist Jobs
By CIBC At Mississauga, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Rotational Program (Toronto)
By OMERS At Toronto, Ontario, Canada
Strong research, problem-solving and project management skills, self-motivated with a strong work ethic and high level of attention to detail.
Strong leadership skills, with a commitment to collaborative sharing of knowledge in a collegial environment.
Strong analytical, quantitative and financial modeling skills.
Excellent interpersonal skills, with strong written and verbal communication skills.
Rotational placements may be subject to change to ensure they align with business priorities
Conducting financial analysis, modelling and due diligence
Investment Specialist Jobs
By CIBC At Kingston, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Peterborough, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Thunder Bay, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Partner Jobs
By Enigmatic Ventures At Canada

Job Description Summary The principle functions include investment analysis, due diligence, investment recommendation, investment monitoring, and fund reporting. Job Skills & Abilities Ability to ...

Investment Specialist - Midtown
By CIBC At Toronto, Ontario, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At London, Ontario, Canada
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
What You Need To Know
Investment Principal Jobs
By Invest Nova Scotia At Halifax, Nova Scotia, Canada
Five to 10 years of relevant work experience.
Experience at a venture capital firm or in an operating role at a start-up.
Generating deal flow by proactively identifying attractive seed and early stage investment opportunities.
Leading all aspects of the investment process, including screening opportunities, due diligence approvals, and deal closing.
Preparing internal documents and presenting investment opportunities to the investment committee.
Supporting portfolio companies, helping them accelerate their growth, achieve milestones and secure additional financing.
Director, Investment Jobs
By dentsu At Toronto, Ontario, Canada
Managed and conducts team’s goal setting and annual performance appraisals.
Grows the sophistication of the team’s media knowledge, expanding into data and technology through workshops and training seminars.
Drives Media Brand and client adoption of DAN capabilities, e.g. The Story Lab, Dentsu Data Labs, Cardinal Path, ICUC, etc.
6+ years of media planning and/or buying experience focused on Broadcast Channels and 3+ years experience leading a team.
Experience with driving change and ability to think innovatively in developing and executing changes to processes and ways of working.
Previous experience with support new business efforts at the Network or brand level.
Investment Specialist Jobs
By CIBC At Calgary, Alberta, Canada
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
What You Need To Know
Investment Specialist Jobs
By CIBC At Surrey, British Columbia, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Delta, British Columbia, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Winnipeg, Manitoba, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know

Are you looking for an exciting new opportunity to use your accounting skills to help drive financial success? We are looking for an Investment Accountant to join our team and help us maximize our investments. You will be responsible for analyzing financial data, preparing reports, and providing financial advice to our team. If you are a motivated and detail-oriented individual, this could be the perfect job for you!

Overview:

Investment Accountants are responsible for managing and monitoring the financial performance of investments. They analyze financial data, prepare reports, and provide advice to clients on investment strategies. They also ensure that investments are in compliance with applicable laws and regulations.

Detailed Job Description:

Investment Accountants are responsible for managing and monitoring the financial performance of investments. They analyze financial data, prepare reports, and provide advice to clients on investment strategies. They also ensure that investments are in compliance with applicable laws and regulations. Investment Accountants must have a thorough understanding of financial markets and investment products. They must be able to identify and evaluate potential investments, and develop strategies to maximize returns. Investment Accountants must be able to analyze financial statements and other data to identify trends and opportunities. They must be able to communicate their findings to clients in a clear and concise manner.

What is Investment Accountant Job Skills Required?

• Knowledge of financial markets and investment products
• Ability to analyze financial statements and other data
• Ability to identify and evaluate potential investments
• Ability to develop strategies to maximize returns
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

What is Investment Accountant Job Qualifications?

• Bachelor’s degree in accounting, finance, or related field
• CPA or CFA certification preferred
• 5+ years of experience in investment accounting
• Knowledge of applicable laws and regulations

What is Investment Accountant Job Knowledge?

• Knowledge of financial markets and investment products
• Knowledge of applicable laws and regulations
• Knowledge of accounting principles and practices
• Knowledge of financial analysis and reporting

What is Investment Accountant Job Experience?

• 5+ years of experience in investment accounting
• Experience in financial analysis and reporting
• Experience in preparing financial statements
• Experience in developing investment strategies

What is Investment Accountant Job Responsibilities?

• Analyze financial data and prepare reports
• Identify and evaluate potential investments
• Develop strategies to maximize returns
• Monitor investments and ensure compliance with applicable laws and regulations
• Provide advice to clients on investment strategies
• Prepare financial statements and other documents
• Maintain accurate records and documentation