Financial and Investment Analysts perform some or all of the following duties:

• Evaluate financial risks and prepare forecasts, capital plans, and recommendations
• Analyze investment projects and corporate-financing scenarios
• Advise on tendering and contract financing
• Track financing initiatives with lenders and investors
• Develop tools for portfolio and treasury analysis
• Prepare risk profiles for debt portfolios
• Assist in operating and capital budgets
• Update treasury and financial policies
• Research companies, equities, bonds, and market trends
• Analyze financial statements, yields, and valuation metrics
• Prepare industry and economic outlook reports
• Provide portfolio recommendations to executives, fund managers, and advisors
• Draft briefing notes and analytical correspondence

These are the typical employment requirements and benefits associated with this occupation in Canada:

• A bachelor's degree in commerce, business administration, finance, accounting, or economics is usually required.
• An MBA or a master's degree in finance may be required for some roles.
• Professional credentials such as CFA, CFP, CIM, or CPA are often preferred or required depending on the position.
• Treasury certifications such as CTP may be required for some roles.
• Many employers offer pension plans, medical and dental coverage, life insurance, paid leave, and employer contributions to pension and employment insurance programs.