Investment Analyst

OBSI is an organization of highly skilled professionals inspired by a public service mission. The Investment Analyst plays a critical role in the analysis of consumer complaints, conducting qualitative and quantitative analyses to achieve fair case resolutions.

Responsibilities

• The Analyst conducts qualitative and quantitative analyses by assessing consumer investments and portfolios and comparing this to a consumer’s risk tolerance and investment objectives
• If issues are identified, the analyst is responsible for quantifying damages
• To assist in their analysis, the analyst will be required to use Bloomberg, Refinitiv and Microsoft Excel

Skills

• Strong knowledge of the capital markets
• Advanced financial analysis skills
• Experience using Bloomberg
• Experience using Refinitiv
• Strong command of Microsoft Excel
• Superior communication skills
• Enrollment in the Chartered Financial Analyst program with the completion of level I

Benefits

• Comprehensive group benefits program
• Company contributed pension program

Company Overview