How do they match: Financial and Investment Analysts

  • Securities Analyst
  • Securities Consultant
  • Securities Research Analyst
  • Securities Underwriter
  • Corporate Securities Research Analyst

  • 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.
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  • Evaluate and compare the relative quality of various securities in a given industry.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
  • 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.

  • Analyze risks related to investments in green technology.
  • Assess risks to business operations.
  • Present business-related information to audiences.