Finance

Financial and Investment Analysts

Also called: financial, analyst, investment, credit products officer, equity research analyst

✓Your job

2What you do

3Your result

4Your plan

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Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programsAnalyze financial or operational performance of companies facing financial difficulties to identify or recommend remediesPresent oral or written reports on general economic trends, individual corporations, and entire industriesDraw charts and graphs, using computer spreadsheets, to illustrate technical reportsEmploy financial models to develop solutions to financial problems or to assess the financial or capital impact of transactionsMonitor 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 interviewsRecommend investments and investment timing to companies, investment firm staff, or the publicPrepare plans of action for investment, using financial analysesInform investment decisions by analyzing financial information to forecast business, industry, or economic conditionsCreate client presentations of plan detailsEvaluate and compare the relative quality of various securities in a given industryPrepare all materials for transactions or execution of deals