- Develop or implement risk-assessment models or methodologies.
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- 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.
- 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.
- 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.
- Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
- Interpret results of financial analysis procedures.
- Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
- 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.
- 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.
- Prepare requirements documentation for use by software developers.
- 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.
- 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.
- 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.
- 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.
- Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
- Interpret results of financial analysis procedures.
- Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- 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.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- 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.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- 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.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Apply logistics modeling techniques to address issues, such as operational process improvement or facility design or layout.
- Create models or scenarios to predict the impact of changing circumstances, such as fuel costs, road pricing, energy taxes, or carbon emissions legislation.
- Develop logistic metrics, internal analysis tools, or key performance indicators for business units.
- Propose logistics solutions for customers.
- Conduct logistics studies or analyses, such as time studies, zero-base analyses, rate analyses, network analyses, flow-path analyses, or supply chain analyses.
- Identify cost-reduction or process-improvement logistic opportunities.
- Review contractual commitments, customer specifications, or related information to determine logistics or support requirements.
- Evaluate effectiveness of current or future logistical processes.
- Prepare logistic strategies or conceptual designs for production facilities.
- Provide logistics technology or information for effective and efficient support of product, equipment, or system manufacturing or service.
- Develop or maintain cost estimates, forecasts, or cost models.
- Analyze or interpret logistics data involving customer service, forecasting, procurement, manufacturing, inventory, transportation, or warehousing.
- Determine logistics support requirements, such as facility details, staffing needs, or safety or maintenance plans.
- Direct the work of logistics analysts.
- Evaluate the use of inventory tracking technology, Web-based warehousing software, or intelligent conveyor systems to maximize plant or distribution center efficiency.
- Develop specifications for equipment, tools, facility layouts, or material-handling systems.
- Identify or develop business rules or standard operating procedures to streamline operating processes.
- Determine requirements for compliance with environmental certification standards.
- Prepare or validate documentation on automated logistics or maintenance-data reporting or management information systems.
- Provide logistical facility or capacity planning analyses for distribution or transportation functions.
- Design plant distribution centers.
- Interview key staff or tour facilities to identify efficiency-improvement, cost-reduction, or service-delivery opportunities.
- Design comprehensive supply chains that minimize environmental impacts or costs.
- Determine feasibility of designing new facilities or modifying existing facilities, based on factors such as cost, available space, schedule, technical requirements, or ergonomics.
- Review global, national, or regional transportation or logistics reports for ways to improve efficiency or minimize the environmental impact of logistics activities.
- Evaluate the use of technologies, such as global positioning systems (GPS), radio-frequency identification (RFID), route navigation software, or satellite linkup systems, to improve transportation efficiency.
- Develop or document reverse logistics management processes to ensure maximal efficiency of product recycling, reuse, or final disposal.
- Conduct environmental audits for logistics activities, such as storage, distribution, or transportation.
- Develop or document procedures to minimize or mitigate carbon output resulting from the movement of materials or products.
- Assess the environmental impact or energy efficiency of logistics activities, using carbon mitigation software.
- Apply logistics modeling techniques to address issues, such as operational process improvement or facility design or layout.
- Create models or scenarios to predict the impact of changing circumstances, such as fuel costs, road pricing, energy taxes, or carbon emissions legislation.
- Develop logistic metrics, internal analysis tools, or key performance indicators for business units.
- Create scenarios to reestablish operations from various types of business disruptions.
- Create business continuity and disaster recovery budgets.
- Design or implement products and services to mitigate risk or facilitate use of technology-based tools and methods.
- Analyze corporate intelligence data to identify trends, patterns, or warnings indicating threats to security of people, assets, information, or infrastructure.
- 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.
- 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.
- Create scenarios to reestablish operations from various types of business disruptions.
- Create business continuity and disaster recovery budgets.
- Design or implement products and services to mitigate risk or facilitate use of technology-based tools and methods.
- Analyze corporate intelligence data to identify trends, patterns, or warnings indicating threats to security of people, assets, information, or infrastructure.
- Develop or maintain models for logistics uses, such as cost estimating or demand forecasting.
- Develop or maintain payment systems to ensure accuracy of vendor payments.
- Develop or maintain freight rate databases for use by supply chain departments to determine the most economical modes of transportation.
- Maintain databases of logistics information.
- Remotely monitor the flow of vehicles or inventory, using Web-based logistics information systems to track vehicles or containers.
- Communicate with or monitor service providers, such as ocean carriers, air freight forwarders, global consolidators, customs brokers, or trucking companies.
- Track product flow from origin to final delivery.
- Interpret data on logistics elements, such as availability, maintainability, reliability, supply chain management, strategic sourcing or distribution, supplier management, or transportation.
- Recommend improvements to existing or planned logistics processes.
- Apply analytic methods or tools to understand, predict, or control logistics operations or processes.
- Prepare reports on logistics performance measures.
- Enter logistics-related data into databases.
- Provide ongoing analyses in areas such as transportation costs, parts procurement, back orders, or delivery processes.
- Analyze logistics data, using methods such as data mining, data modeling, or cost or benefit analysis.
- Monitor inventory transactions at warehouse facilities to assess receiving, storage, shipping, or inventory integrity.
- Maintain logistics records in accordance with corporate policies.
- Contact carriers for rates or schedules.
- Manage systems to ensure that pricing structures adequately reflect logistics costing.
- Confer with logistics management teams to determine ways to optimize service levels, maintain supply-chain efficiency, or minimize cost.
- Compute reporting metrics, such as on-time delivery rates, order fulfillment rates, or inventory turns.
- Identify opportunities for inventory reductions.
- Review procedures, such as distribution or inventory management, to ensure maximum efficiency or minimum cost.
- Monitor industry standards, trends, or practices to identify developments in logistics planning or execution.
- Write or revise standard operating procedures for logistics processes.
- Reorganize shipping schedules to consolidate loads, maximize vehicle usage, or limit the movement of empty vehicles or containers.
- Contact potential vendors to determine material availability.
- Route or reroute drivers in real time with remote route navigation software, satellite linkup systems, or global positioning systems (GPS) to improve operational efficiencies.
- Determine packaging requirements.
- Enter carbon-output or environmental-impact data into spreadsheets or environmental management or auditing software programs.
- Compare locations or environmental policies of carriers or suppliers to make transportation decisions with lower environmental impact.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
- Develop or maintain models for logistics uses, such as cost estimating or demand forecasting.
- Develop or maintain payment systems to ensure accuracy of vendor payments.
- Develop or maintain freight rate databases for use by supply chain departments to determine the most economical modes of transportation.
- Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
- Send notices to taxpayers when accounts are delinquent.
- Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
- Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
- Maintain records for each case, including contacts, telephone numbers, and actions taken.
- Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
- Answer questions from taxpayers and assist them in completing tax forms.
- Collect taxes from individuals or businesses according to prescribed laws and regulations.
- Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
- Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
- Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
- Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
- Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
- Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
- Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
- Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
- Process individual and corporate income tax returns, and sales and excise tax returns.
- Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
- Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.
- Review selected tax returns to determine the nature and extent of audits to be performed on them.
- Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
- Participate in informal appeals hearings on contested cases from other agents.
- Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
- Enter tax return information into computers for processing.
- Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
- Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.