How do they match: Financial and Investment Analysts

  • Financial and Investment Analysts

  • Securities Analyst
  • Securities Consultant
  • Securities Research Analyst
  • Securities Underwriter
  • Investment Analyst
  • Investment Banker
  • Investment Officer
  • Investment Underwriter
  • Investor
  • Corporate Securities Research Analyst
  • Organizational Investment Analyst
  • Real Estate Investor

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

  • Assess companies as investments for clients by examining company facilities.
  • Collaborate with investment bankers to attract new corporate clients.
  • Conduct financial analyses related to investments in green construction or green retrofitting projects.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Evaluate and compare the relative quality of various securities in a given industry.
  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
  • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
  • 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.
  • Perform securities valuation or pricing.
  • Prepare plans of action for investment, using financial analyses.
  • Purchase investments for companies in accordance with company policy.
  • Recommend investments and investment timing to companies, investment firm staff, or the public.

  • Analyze risks related to investments in green technology.
  • Identify strategic business investment opportunities.
  • Recommend investments to clients.