Job description Portfolio Manager in the South Coast–Burin Peninsula Region
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Find out what work is like for a portfolio manager in Canada. This work description is applicable to all Financial and investment analysts (NOC 11101).

Financial and investment analysts

Description

Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies.

Job duties

Here are some of the main activities and tasks that Financial and investment analysts have to perform, and some of the physical demands they involve:

  • Financial analysts
  • Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
  • Plan short- and long-term cash flows and assess financial performance
  • Analyze investment projects
  • Advise on and participate in the financial aspects of contracts and calls for tender
  • Follow up on financing projects with financial backers
  • Develop, implement and use tools for managing and analyzing financial portfolio
  • Prepare a regular risk profile for debt portfolios
  • Assist in preparing operating and investment budgets
  • Develop and update financial or treasury policies.
  • Investment analysts
  • Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
  • Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
  • Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.

Physical demands

Physical demands are the physical activities that the job requires the worker to do. Physical demands are selected according to the likeliness that workers will have to perform them for at least half of the time they spend at work.

Work environment

The work environment refers to the physical setting in which people work. The characteristics and conditions of the work environment are selected according to the likeliness that workers will be exposed to them at least once a week.

Physical proximity from others

Physical proximity from others refers to the physical distance between individuals in the workplace. The likeliness that the job requires to perform tasks while being physically close to other people is rated on a scale with 3 levels: "Somewhat close", "Close" and "Very close".

Related job titles

Here are some other related job titles that are found in the same occupational category (NOC 11101), and a list of similar occupations:

  • chartered financial analyst
  • financial analyst
  • financial services research associate
  • investment analyst
  • money market analyst
  • portfolio manager

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Similar occupations

This section lists other occupations that are part of the same broad occupational category as Financial and investment analysts in the National Occupational Classification (NOC). These occupations involve similar core qualifications but involve different responsibilities. To see more similar occupations, use the Job Transition Tool.

Sources Occupational and Skills Information System & National Occupational Classification

Labour Market Information Survey
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