- Perform securities valuation or pricing.
Occupations with related tasks Save Table: XLSX CSV
- Recommend mark-up rates, mark-down rates, or merchandise selling prices.
- Inspect merchandise or products to determine quality, value, or yield.
- Buy merchandise or commodities for resale to wholesale or retail consumers.
- Negotiate prices, discount terms, or transportation arrangements with suppliers.
- Examine, select, order, or purchase merchandise consistent with quality, quantity, specification requirements, or other factors, such as environmental soundness.
- Obtain information about customer needs or preferences by conferring with sales or purchasing personnel.
- Authorize payment of invoices or return of merchandise.
- Monitor and analyze sales records, trends, or economic conditions to anticipate consumer buying patterns, company sales, and needed inventory.
- Collaborate with vendors to obtain or develop desired products.
- Conduct sales meetings to introduce new merchandise.
- Consult with store or merchandise managers about budgets or goods to be purchased.
- Provide clerks with information to print on price tags, such as price, mark-ups or mark-downs, manufacturer number, season code, or style number.
- Train or supervise sales or clerical staff.
- Determine which products should be featured in advertising, the advertising medium to be used, or when the ads should be run.
- Monitor competitors' sales activities by following their advertisements in newspapers or other media.
- Analyze environmental aspects of competing merchandise when making buying decisions.
- Compare transportation options to determine the most energy-efficient options.
- Develop strategies to advertise green products or merchandise to consumers.
- Identify opportunities to buy green commodities, such as alternative energy, water, or carbon-neutral products for resale to consumers.
- Monitor consumer preferences or environmental trends to determine the best way to introduce new green products.
- Recommend mark-up rates, mark-down rates, or merchandise selling prices.
- Inspect merchandise or products to determine quality, value, or yield.
- Determine salvage value on total-loss vehicle.
- Evaluate practicality of repair as opposed to payment of market value of vehicle before accident.
- Estimate parts and labor to repair damage, using standard automotive labor and parts cost manuals and knowledge of automotive repair.
- Review repair cost estimates with automobile repair shop to secure agreement on cost of repairs.
- Examine damaged vehicle to determine extent of structural, body, mechanical, electrical, or interior damage.
- Prepare insurance forms to indicate repair cost estimates and recommendations.
- Arrange to have damage appraised by another appraiser to resolve disagreement with shop on repair cost.
- Determine salvage value on total-loss vehicle.
- Evaluate practicality of repair as opposed to payment of market value of vehicle before accident.
- Estimate parts and labor to repair damage, using standard automotive labor and parts cost manuals and knowledge of automotive repair.
- Determine appraised values of diamonds and other gemstones based on price guides, market fluctuations, and stone grades and rarity.
- Compute costs of labor and materials to determine production costs of products and articles.
- Position stones and metal pieces, and set, mount, and secure items in place, using setting and hand tools.
- Smooth soldered joints and rough spots, using hand files and emery paper, and polish smoothed areas with polishing wheels or buffing wire.
- Create jewelry from materials such as gold, silver, platinum, and precious or semiprecious stones.
- Make repairs, such as enlarging or reducing ring sizes, soldering pieces of jewelry together, and replacing broken clasps and mountings.
- Clean and polish metal items and jewelry pieces, using jewelers' tools, polishing wheels, and chemical baths.
- Cut and file pieces of jewelry such as rings, brooches, bracelets, and lockets.
- Select and acquire metals and gems for designs.
- Examine assembled or finished products to ensure conformance to specifications, using magnifying glasses or precision measuring instruments.
- Pierce and cut open designs in ornamentation, using hand drills and scroll saws.
- Construct preliminary models of wax, metal, clay, or plaster, and form sample castings in molds.
- Pour molten metal alloys or other materials into molds to cast models of jewelry.
- Shape and straighten damaged or twisted articles by hand or using pliers.
- Soften metal to be used in designs by heating it with a gas torch and shape it, using hammers and dies.
- Grade stones based on their color, perfection, and quality of cut.
- Plate articles such as jewelry pieces and watch dials, using silver, gold, nickel, or other metals.
- Write or modify design specifications such as the metal contents and weights of items.
- Create new jewelry designs and modify existing designs, using computers as necessary.
- Buy and sell jewelry, or serve as agents between buyers and sellers.
- Record the weights and processing times of finished pieces.
- Lay out designs on metal stock, and cut along markings to fabricate pieces used to cast metal molds.
- Mark, engrave, or emboss designs on metal pieces such as castings, wire, or jewelry, following specifications.
- Cut designs in molds or other materials to be used as models in the fabrication of metal and jewelry products.
- Design and fabricate molds, models, and machine accessories, and modify hand tools used to cast metal and jewelry pieces.
- Research and analyze reference materials, and consult with interested parties to develop new products or modify existing designs.
- Anneal precious metal objects such as coffeepots, tea sets, and trays in gas ovens for prescribed times to soften metal for reworking.
- Weigh, mix, and melt metal alloys or materials needed for jewelry models.
- Rotate molds to distribute alloys and to prevent formation of air pockets.
- Rout out locations where parts are to be joined to items, using routing machines.
- Determine appraised values of diamonds and other gemstones based on price guides, market fluctuations, and stone grades and rarity.
- Compute costs of labor and materials to determine production costs of products and articles.
- Examine or test crops or products to estimate their value, determine their grade, or locate any evidence of disease or insect damage.
- Purchase, for further processing or for resale, farm products, such as milk, grains, or Christmas trees.
- Arrange for processing or resale of purchased products.
- Negotiate contracts with farmers for the production or purchase of farm products.
- Arrange for transportation or storage of purchased products.
- Maintain records of business transactions and product inventories, reporting data to companies or government agencies as necessary.
- Review orders to determine product types and quantities required to meet demand.
- Coordinate or direct activities of workers engaged in cutting, transporting, storing, or milling products and maintaining records.
- Sell supplies, such as seed, feed, fertilizers, or insecticides, arranging for loans or financing as necessary.
- Advise farm groups or growers on land preparation or livestock care techniques that will maximize the quantity and quality of production.
- Calculate applicable government grain quotas.
- Estimate land production possibilities, surveying property and studying factors such as crop rotation history, soil fertility, or irrigation facilities.
- Examine or test crops or products to estimate their value, determine their grade, or locate any evidence of disease or insect damage.
- Check value of customer collateral to be held as loan security.
- Verify and examine information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Submit loan applications with recommendation for underwriting approval.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- File and maintain loan records.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Answer questions and advise customers regarding loans and transactions.
- Present loan and repayment schedules to customers.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Accept payment on accounts.
- Schedule and conduct closings of mortgage transactions.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Check value of customer collateral to be held as loan security.
- Estimate wholesale and retail value of gems, following pricing guides, market fluctuations, and other relevant economic factors.
- Examine gems during processing to ensure accuracy of angles and positions of cuts or bores, using magnifying glasses, loupes, or shadowgraphs.
- Assign polish, symmetry, and clarity grades to stones, according to established grading systems.
- Examine gem surfaces and internal structures, using polariscopes, refractometers, microscopes, and other optical instruments, to differentiate between stones, to identify rare specimens, or to detect flaws, defects, or peculiarities affecting gem values.
- Identify and document stones' clarity characteristics, using plot diagrams.
- Advise customers and others on the best use of gems to create attractive jewelry items.
- Examine diamonds or gems to ascertain the shape, cut, and width of cut stones, or to select the cuts that will result in the biggest, best quality stones.
- Immerse stones in prescribed chemical solutions to determine specific gravities and key properties of gemstones or substitutes.
- Hold stones, gems, dies, or styluses against rotating plates, wheels, saws, or slitters to cut, shape, slit, grind, or polish them.
- Sort rough diamonds into categories based on shape, size, color, and quality.
- Secure gems or diamonds in holders, chucks, dops, lapidary sticks, or blocks for cutting, polishing, grinding, drilling, or shaping.
- Locate and mark drilling or cutting positions on stones or dies, using diamond chips and power hand tools.
- Place stones in clamps on polishing machines and polish facets of stones, using felt-covered or canvas-covered polishing wheels and polishing compounds such as tripoli and rouge.
- Lap girdles on rough diamonds, using diamond girdling lathes.
- Measure sizes of stones' bore holes and cuts to ensure adherence to specifications, using precision measuring instruments.
- Select shaping wheels for tasks, and mix and apply abrasives, bort, or polishing compounds.
- Split gems along pre-marked lines to remove imperfections, using blades and jewelers' hammers.
- Regulate the speed of revolutions and reciprocating actions of drilling mechanisms.
- Replace, true, and sharpen blades, drills, and plates.
- Secure stones in metal mountings, using solder.
- Dismantle lapping, boring, cutting, polishing, and shaping equipment and machinery to clean and lubricate it.
- Regrind drill points, and advance drill cutting points according to specifications for channel depths and shapes.
- Estimate wholesale and retail value of gems, following pricing guides, market fluctuations, and other relevant economic factors.
- Evaluate and compare the relative quality of various securities in a given industry.
- 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.
- Develop or implement risk-assessment models or methodologies.
- 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 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.
- 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.
- 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.
- Evaluate and compare the relative quality of various securities in a given industry.
- Determine and set product prices.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Receive and process payments from customers, using electronic transaction services.
- Create, manage, or automate orders or invoices, using order management or invoicing software.
- Deliver e-mail confirmation of completed transactions and shipment.
- Correspond with online customers via electronic mail, telephone, or other electronic messaging to address questions or complaints about products, policies, or shipping methods.
- Purchase new or used items from online or physical sources for resale via retail or auction Web site.
- Calculate purchase subtotals, taxes, and shipping costs for submission to customers.
- Compose descriptions of merchandise for posting to online storefront, auction sites, or other shopping Web sites.
- Compose images of products, using video or still cameras, lighting equipment, props, or photo or video editing software.
- Upload digital media, such as photos, video, or scanned images to online storefront, auction sites, or other shopping Web sites.
- Calculate revenue, sales, and expenses, using financial accounting or spreadsheet software.
- Cancel orders based on customer requests or inventory or delivery problems.
- Prepare or organize online storefront marketing material, including product descriptions or subject lines, optimizing content to search engine criteria.
- Order or purchase merchandise to maintain optimal inventory levels.
- Determine location for product listings to maximize exposure to online traffic.
- Create or maintain database of customer accounts.
- Promote products in online communities through weblog or discussion-forum postings, e-mail marketing programs, or online advertising.
- Collaborate with search engine shopping specialists to place marketing content in desired online locations.
- Investigate products or markets to determine areas for opportunity or viability for merchandising specific products, using online or offline sources.
- Maintain inventory of shipping supplies, such as boxes, labels, tape, bubble wrap, loose packing materials, or tape guns.
- Measure and analyze Web site usage data to maximize search engine returns or refine customer interfaces.
- Develop or revise business plans for online business, emphasizing factors such as product line, pricing, inventory, or marketing strategy.
- Disclose merchant information and terms and policies of transactions in online or offline materials.
- Design customer interface of online storefront, using web programming or e-commerce software.
- Select and purchase technical web services, such as web hosting services, online merchant accounts, shopping cart software, payment gateway software, or spyware.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Devise, select, or purchase domain name and web address.
- Initiate online auctions through auction hosting sites or auction management software.
- Implement security practices to preserve assets, minimize liabilities, or ensure customer privacy, using parallel servers, hardware redundancy, fail-safe technology, information encryption, or firewalls.
- Investigate sources, such as auctions, estate sales, liquidators, wholesalers, or trade shows for new items, used items, or collectibles.
- Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
- Integrate online retailing strategy with physical or catalogue retailing operations.
- Create or distribute offline promotional material, such as brochures, pamphlets, business cards, stationary, or signage.
- Determine and set product prices.
