Job Duties Custom List 13-1199.06 — Online Merchants
- Measure and analyze Web site usage data to maximize search engine returns or refine customer interfaces.
Occupations with related tasks Save Table: XLSX CSV
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- 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.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- 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.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- 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 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.
- 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.
- Supervise, train, or mentor junior team members.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- 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.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.
- Inform financial 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.
- Develop or implement risk-assessment models or methodologies.
- Analyze areas of potential risk to the assets, earning capacity, or success of organizations.
- Analyze new legislation to determine impact on risk exposure.
- Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.
- Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
- Consult financial literature to ensure use of the latest models or statistical techniques.
- Contribute to development of risk management systems.
- Determine potential environmental impacts of new products or processes on long-term growth and profitability.
- Develop contingency plans to deal with emergencies.
- Devise scenario analyses reflecting possible severe market events.
- Devise systems or processes to monitor validity of risk assessments.
- Document, and ensure communication of, key risks.
- 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 the risks and benefits involved in implementing green building technologies.
- Evaluate the risks related to green investments, such as renewable energy company stocks.
- Gather risk-related data from internal or external resources.
- Maintain input or data quality of risk management systems.
- Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Prepare plans of action for investment, using financial analyses.
- Produce reports or presentations that outline findings, explain risk positions, or recommend changes.
- Provide statistical modeling advice to other departments.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Recommend ways to control or reduce risk.
- Review or draft risk disclosures for offer documents.
- Track, measure, or report on aspects of market risk for traded issues.
- Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.
- Inform financial 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.
- Develop or implement risk-assessment models or methodologies.
- Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
- Perform cost-benefit analyses to compare operating programs, review financial requests, or explore alternative financing methods.
- Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
- Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
- Review operating budgets to analyze trends affecting budget needs.
- Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
- Direct the preparation of regular and special budget reports.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Interpret budget directives and establish policies for carrying out directives.
- Consult with managers to ensure that budget adjustments are made in accordance with program changes.
- Seek new ways to improve efficiency and increase profits.
- Testify before examining and fund-granting authorities, clarifying and promoting the proposed budgets.
- Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
- Perform cost-benefit analyses to compare operating programs, review financial requests, or explore alternative financing methods.
- Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
- Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
- Review operating budgets to analyze trends affecting budget needs.
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
- Prepare adjusting journal entries.
- Develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
- Prepare detailed reports on audit findings.
- Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
- Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
- Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
- Supervise auditing of establishments, and determine scope of investigation required.
- Confer with company officials about financial and regulatory matters.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
- Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
- Review accounts for discrepancies and reconcile differences.
- Establish tables of accounts and assign entries to proper accounts.
- Examine inventory to verify journal and ledger entries.
- Report to management regarding the finances of establishment.
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
- 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 whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
- Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.
- Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
- Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
- Represent clients before taxing authorities and provide support during litigation involving financial issues.
- Direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.
- Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
- Prepare, analyze, or verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
- Process invoices for payment.
- Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
- Prepare adjusting journal entries.
- Develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
- Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
- Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.
- Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
- Generate financial ratios, using computer programs, to evaluate customers' financial status.
- Prepare reports that include the degree of risk involved in extending credit or lending money.
- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
- Consult with customers to resolve complaints and verify financial and credit transactions.
- Contact customers to collect payments on delinquent accounts.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Confer with credit association and other business representatives to exchange credit information.
- Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
- Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.
- Collect historical cost data to estimate costs for current or future products.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- Analyze blueprints and other documentation to prepare time, cost, materials, and labor estimates.
- Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Consult with clients, vendors, personnel in other departments, or construction foremen to discuss and formulate estimates and resolve issues.
- Establish and maintain tendering process, and conduct negotiations.
- Prepare estimates for use in selecting vendors or subcontractors.
- Prepare estimates used by management for purposes such as planning, organizing, and scheduling work.
- Set up cost monitoring and reporting systems and procedures.
- Review material and labor requirements to decide whether it is more cost-effective to produce or purchase components.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- Visit site and record information about access, drainage and topography, and availability of utility services.
- Prepare and maintain a directory of suppliers, contractors and subcontractors.
- Collect historical cost data to estimate costs for current or future products.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- Analyze financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance procedures.
- Evaluate business operations to identify risk areas for fraud.
- Gather financial documents related to investigations.
- Interview witnesses or suspects and take statements.
- Prepare written reports of investigation findings.
- Document all investigative activities.
- Create and maintain logs, records, or databases of information about fraudulent activity.
- Coordinate investigative efforts with law enforcement officers and attorneys.
- Lead, or participate in, fraud investigation teams.
- Testify in court regarding investigation findings.
- Prepare evidence for presentation in court.
- Recommend actions in fraud cases.
- Review reports of suspected fraud to determine need for further investigation.
- Design, implement, or maintain fraud detection tools or procedures.
- Maintain knowledge of current events and trends in such areas as money laundering and criminal tools and techniques.
- Conduct in-depth investigations of suspicious financial activity, such as suspected money-laundering efforts.
- Advise businesses or agencies on ways to improve fraud detection.
- Train others in fraud detection and prevention techniques.
- Conduct field surveillance to gather case-related information.
- Negotiate with responsible parties to arrange for recovery of losses due to fraud.
- Research or evaluate new technologies for use in fraud detection systems.
- Obtain and serve subpoenas.
- Arrest individuals to be charged with fraud.
- Analyze financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance procedures.
- Evaluate business operations to identify risk areas for fraud.
- Interpret results of financial analysis procedures.
- Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
- Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.
- Maintain or modify all financial analytic models in use.
- Devise or apply independent models or tools to help verify results of analytical systems.
- Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
- Define or recommend model specifications or data collection methods.
- Produce written summary reports of financial research results.
- Provide application or analytical support to researchers or traders on issues such as valuations or data.
- Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
- Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.
- Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.
- Research new financial products or analytics to determine their usefulness.
- Identify, track, or maintain metrics for trading system operations.
- Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.
- Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.
- Prepare requirements documentation for use by software developers.
- Develop solutions to help clients hedge carbon exposure or risk.
- Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.
- Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.
- Analyze pricing or risks of carbon trading products.
- Interpret results of financial analysis procedures.
- Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
- Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.
- Maintain or modify all financial analytic models in use.
- Devise or apply independent models or tools to help verify results of analytical systems.
- Analyze corporate intelligence data to identify trends, patterns, or warnings indicating threats to security of people, assets, information, or infrastructure.
- Create scenarios to reestablish operations from various types of business disruptions.
- Create business continuity and disaster recovery budgets.
- Develop emergency management plans for recovery decision making and communications, continuity of critical departmental processes, or temporary shut-down of non-critical departments to ensure continuity of operation and governance.
- Develop disaster recovery plans for physical locations with critical assets, such as data centers.
- Test documented disaster recovery strategies and plans.
- Analyze impact on, and risk to, essential business functions or information systems to identify acceptable recovery time periods and resource requirements.
- Write reports to summarize testing activities, including descriptions of goals, planning, scheduling, execution, results, analysis, conclusions, and recommendations.
- Review existing disaster recovery, crisis management, or business continuity plans.
- Establish, maintain, or test call trees to ensure appropriate communication during disaster.
- Conduct or oversee contingency plan integration and operation.
- Identify opportunities for strategic improvement or mitigation of business interruption and other risks caused by business, regulatory, or industry-specific change initiatives.
- Interpret government regulations and applicable codes to ensure compliance.
- Create or administer training and awareness presentations or materials.
- Prepare reports summarizing operational results, financial performance, or accomplishments of specified objectives, goals, or plans.
- Attend professional meetings, read literature, and participate in training or other educational offerings to keep abreast of new developments and technologies related to disaster recovery and business continuity.
- Recommend or implement methods to monitor, evaluate, or enable resolution of safety, operations, or compliance interruptions.
- Maintain and update organization information technology applications and network systems blueprints.
- Design or implement products and services to mitigate risk or facilitate use of technology-based tools and methods.
- Conduct or oversee collection of corporate intelligence to avoid fraud, financial crime, cyber attack, terrorism, and infrastructure failure.
- Identify individual or transaction targets to direct intelligence collection.
- Analyze corporate intelligence data to identify trends, patterns, or warnings indicating threats to security of people, assets, information, or infrastructure.
- Create scenarios to reestablish operations from various types of business disruptions.
- Create business continuity and disaster recovery budgets.
- Analyze data gathered and develop solutions or alternative methods of proceeding.
- Gather and organize information on problems or procedures.
- Confer with personnel concerned to ensure successful functioning of newly implemented systems or procedures.
- Document findings of study and prepare recommendations for implementation of new systems, procedures, or organizational changes.
- Plan study of work problems and procedures, such as organizational change, communications, information flow, integrated production methods, inventory control, or cost analysis.
- Interview personnel and conduct on-site observation to ascertain unit functions, work performed, and methods, equipment, and personnel used.
- Prepare manuals and train workers in use of new forms, reports, procedures or equipment, according to organizational policy.
- Review forms and reports and confer with management and users about format, distribution, and purpose, identifying problems and improvements.
- Develop and implement records management program for filing, protection, and retrieval of records, and assure compliance with program.
- Design, evaluate, recommend, and approve changes of forms and reports.
- Recommend purchase of storage equipment and design area layout to locate equipment in space available.
- Analyze data gathered and develop solutions or alternative methods of proceeding.
- Apply feature selection algorithms to models predicting outcomes of interest, such as sales, attrition, and healthcare use.
- Analyze, manipulate, or process large sets of data using statistical software.
- Apply sampling techniques to determine groups to be surveyed or use complete enumeration methods.
- Clean and manipulate raw data using statistical software.
- Create graphs, charts, or other visualizations to convey the results of data analysis using specialized software.
- Deliver oral or written presentations of the results of mathematical modeling and data analysis to management or other end users.
- Design surveys, opinion polls, or other instruments to collect data.
- Identify business problems or management objectives that can be addressed through data analysis.
- Identify relationships and trends or any factors that could affect the results of research.
- Identify solutions to business problems, such as budgeting, staffing, and marketing decisions, using the results of data analysis.
- Propose solutions in engineering, the sciences, and other fields using mathematical theories and techniques.
- Read scientific articles, conference papers, or other sources of research to identify emerging analytic trends and technologies.
- Recommend data-driven solutions to key stakeholders.
- Test, validate, and reformulate models to ensure accurate prediction of outcomes of interest.
- Write new functions or applications in programming languages to conduct analyses.
- Compare models using statistical performance metrics, such as loss functions or proportion of explained variance.
- Apply feature selection algorithms to models predicting outcomes of interest, such as sales, attrition, and healthcare use.
- Analyze price proposals, financial reports, and other data and information to determine reasonable prices.
- Monitor and follow applicable laws and regulations.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Negotiate, renegotiate, and administer contracts with suppliers, vendors, and other representatives.
- Purchase the highest quality merchandise at the lowest possible price and in correct amounts.
- Formulate policies and procedures for bid proposals and procurement of goods and services.
- Hire, train, or supervise purchasing clerks, buyers, and expediters.
- Maintain and review computerized or manual records of purchased items, costs, deliveries, product performance, and inventories.
- Research and evaluate suppliers, based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.
- Confer with staff, users, and vendors to discuss defective or unacceptable goods or services and determine corrective action.
- Evaluate and monitor contract performance to ensure compliance with contractual obligations and to determine need for changes.
- Monitor shipments to ensure that goods come in on time, and resolve problems related to undelivered goods.
- Study sales records and inventory levels of current stock to develop strategic purchasing programs that facilitate employee access to supplies.
- Write and review product specifications, maintaining a working technical knowledge of the goods or services to be purchased.
- Review catalogs, industry periodicals, directories, trade journals, and Internet sites and consult with other department personnel to locate necessary goods and services.
- Monitor changes affecting supply and demand, tracking market conditions, price trends, or futures markets.
- Interview vendors and visit suppliers' plants and distribution centers to examine and learn about products, services, and prices.
- Arrange the payment of duty and freight charges.
- Attend meetings, trade shows, conferences, conventions, and seminars to network with people in other purchasing departments.
- Analyze price proposals, financial reports, and other data and information to determine reasonable prices.
- Perform system lifecycle cost analysis and develop component studies.
- Maintain and develop positive business relationships with a customer's key personnel involved in, or directly relevant to, a logistics activity.
- Develop an understanding of customers' needs and take actions to ensure that such needs are met.
- Manage subcontractor activities, reviewing proposals, developing performance specifications, and serving as liaisons between subcontractors and organizations.
- Develop proposals that include documentation for estimates.
- Review logistics performance with customers against targets, benchmarks, and service agreements.
- Direct availability and allocation of materials, supplies, and finished products.
- Redesign the movement of goods to maximize value and minimize costs.
- Explain proposed solutions to customers, management, or other interested parties through written proposals and oral presentations.
- Direct team activities, establishing task priorities, scheduling and tracking work assignments, providing guidance, and ensuring the availability of resources.
- Perform managerial duties such as hiring and training employees and overseeing facility needs or requirements.
- Collaborate with other departments as necessary to meet customer requirements, to take advantage of sales opportunities or, in the case of shortages, to minimize negative impacts on a business.
- Report project plans, progress, and results.
- Protect and control proprietary materials.
- Stay informed of logistics technology advances and apply appropriate technology to improve logistics processes.
- Develop and implement technical project management tools, such as plans, schedules, and responsibility and compliance matrices.
- Provide project management services, including the provision and analysis of technical data.
- Manage the logistical aspects of product life cycles, including coordination or provisioning of samples, and the minimization of obsolescence.
- Plan, organize, and execute logistics support activities, such as maintenance planning, repair analysis, and test equipment recommendations.
- Participate in the assessment and review of design alternatives and design change proposal impacts.
- Direct and support the compilation and analysis of technical source data necessary for product development.
- Support the development of training materials and technical manuals.
- Perform system lifecycle cost analysis and develop component studies.
- Perform multifactor data and cost analyses that may be used in areas such as support of collective bargaining agreements.
- Evaluate job positions, determining classification, exempt or non-exempt status, and salary.
- Ensure company compliance with federal and state laws, including reporting requirements.
- Prepare occupational classifications, job descriptions, and salary scales.
- Provide advice on the resolution of classification and salary complaints.
- Research job and worker requirements, structural and functional relationships among jobs and occupations, and occupational trends.
- Advise managers and employees on state and federal employment regulations, collective agreements, benefit and compensation policies, personnel procedures, and classification programs.
- Prepare reports, such as organization and flow charts and career path reports, to summarize job analysis and evaluation and compensation analysis information.
- Plan, develop, evaluate, improve, and communicate methods and techniques for selecting, promoting, compensating, evaluating, and training workers.
- Assess need for and develop job analysis instruments and materials.
- Consult with, or serve as, technical liaison between business, industry, government, and union officials.
- Observe, interview, and survey employees and conduct focus group meetings to collect job, organizational, and occupational information.
- Assist in preparing and maintaining personnel records and handbooks.
- Analyze organizational, occupational, and industrial data to facilitate organizational functions and provide technical information to business, industry, and government.
- Administer employee insurance, pension, and savings plans, working with insurance brokers and plan carriers.
- Research employee benefit and health and safety practices, and recommend changes or modifications to existing policies.
- Develop, implement, administer, and evaluate personnel and labor relations programs, including performance appraisal, affirmative action, and employment equity programs.
- Advise staff of individuals' qualifications.
- Negotiate collective agreements on behalf of employers or workers, and mediate labor disputes and grievances.
- Review occupational data on Alien Employment Certification Applications to determine the appropriate occupational title and code, and provide local offices with information about immigration and occupations.
- Plan and develop curricula and materials for training programs and conduct training.
- Work with the Department of Labor and promote its use with employers.
- Prepare research results for publication in form of journals, books, manuals, and film.
- Speak at conferences and events to promote apprenticeships and related training programs.
- Perform multifactor data and cost analyses that may be used in areas such as support of collective bargaining agreements.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Explain stock market terms or trading practices to clients.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Price securities or commodities based on market conditions.
- Purchase or sell financial derivatives for customers.
- Evaluate costs and revenue of agreements to determine continued profitability.
