How do they match: Financial and Investment Analysts

  • Prepare all materials for transactions or execution of deals.
  • Prepare plans of action for investment, using financial analyses.
  • Present oral or written reports on general economic trends, individual corporations, and entire industries.
  • Create client presentations of plan details.

  • Prepare contracts or other transaction documents.
  • Present business-related information to audiences.
  • Present work to clients for approval.