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How do they match:
Financial and Investment Analysts
5
Alternate Occupation Titles
Acquisition
Specialist
Alternative Financing
Specialist
Government Incentives Alternative Financing
Specialist
Pricing
Specialist
Renewable Energy System Finance
Specialist
1
O*NET-SOC Description
Conduct quantitative analyses of information involving investment programs
or
financial data of public
or
private institutions, including valuation of
businesses.
11
Tasks
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.
11
Detailed Work Activities
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.
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STEM
All Occupations
Advanced Searches
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Professional Associations
Related Activities
Soft Skills
Technology Skills
O*NET Data
Abilities
Interests
Knowledge
Skills (Basic)
Skills (Cross-Functional)
Work Activities
Work Context
Work Styles
Work Values
Crosswalks
Military
Education
Occupation Handbook
SOC
DOT
RAPIDS
ESCO
Sites
My Next Move
Mi Próximo Paso
My Next Move for Veterans
Resource Center
O*NET Web Services
Code Connector
Partner sites
Data Collection Program
U.S. Department of Labor
Related Sites
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How do they match: 13-2051.00 - Financial and Investment Analysts
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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