How do they match: Financial and Investment Analysts

  • Financial and Investment Analysts

  • Financial Planning and Analysis Analyst
  • Financial Planning and Analysis Manager
  • M and A Associate
  • M and A Banker
  • M and A Consultant
  • Mergers and Acquisitions Associate
  • Mergers and Acquisitions Banker
  • Mergers and Acquisitions Consultant

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

  • 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.
  • 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 oral or written reports on general economic trends, individual corporations, and entire industries.
  • Recommend investments and investment timing to companies, investment firm staff, or the public.
  • Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

  • Present work to clients for approval.