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Related Occupations for Task
13-2099.03 - Investment Underwriters Bright Outlook Green Occupation

Related occupations for task:

Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

13-2052.00 Personal Financial Advisors   Bright Outlook Bright Outlook     Green Occupation Green
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Monitor financial market trends to ensure that client plans are responsive.
13-1161.00 Market Research Analysts and Marketing Specialists Bright Outlook
  • Forecast and track marketing and sales trends, analyzing collected data.
  • Gather data on competitors and analyze their prices, sales, and method of marketing and distribution.
13-1022.00 Wholesale and Retail Buyers, Except Farm Products Green Occupation
  • Monitor and analyze sales records, trends, or economic conditions to anticipate consumer buying patterns and determine what the company will sell and how much inventory is needed.
  • Monitor competitors' sales activities by following their advertisements in newspapers or other media.
13-2041.00 Credit Analysts
  • Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
  • Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
13-2011.02 Auditors Bright Outlook
  • Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
  • Examine records, tax returns, and related documents pertaining to settlement of decedent's estate.

See all 18 related occupations >>