Financial & Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Technology Tools
Key Tasks
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Evaluate and compare the relative quality of various securities in a given industry.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Prepare plans of action for investment, using financial analyses.
- Create client presentations of plan details.
- Collaborate with investment bankers to attract new corporate clients.
- Assess companies as investments for clients by examining company facilities.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Purchase investments for companies in accordance with company policy.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Supervise, train, or mentor junior team members.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
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Interests
Conventional
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or hum
Enterprising
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertis
Investigative
Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the f
Social
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
Artistic
Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts,
Realistic
Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, t
Work Styles
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