How do they match: Financial and Investment Analysts

  • Accounting Analyst
  • Mutual Fund Accountant

  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Assess companies as investments for clients by examining company facilities.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • 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.
  • Purchase investments for companies in accordance with company policy.
  • 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.