How do they match: Financial and Investment Analysts

  • Acquisition Specialist
  • Alternative Financing Specialist
  • Government Incentives Alternative Financing Specialist
  • Pricing Specialist
  • Renewable Energy System Finance Specialist

  • Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

  • 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.
  • Assess companies as investments for clients by examining company facilities.
  • Collaborate with investment bankers to attract new corporate clients.
  • Confer with clients to restructure debt, refinance debt, or raise new debt.
  • Create client presentations of plan details.
  • Develop and maintain client relationships.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
  • 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.
  • Present oral or written reports on general economic trends, individual corporations, and entire industries.

  • Advise others on business or operational matters.
  • Analyze business or financial data.
  • Apply mathematical models of financial or business conditions.
  • Assess financial status of clients.
  • Assess risks to business operations.
  • Develop business relationships.
  • Develop financial or business plans.
  • Identify strategic business investment opportunities.
  • Present business-related information to audiences.
  • Present work to clients for approval.
  • Recommend investments to clients.