How do they match: Financial and Investment Analysts

  • Credit Products Officer
  • Financial Planning and Analysis Manager
  • Investment Officer
  • Money Manager
  • Portfolio Manager
  • Trust Officer

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

  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
  • 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.

  • Present business-related information to audiences.