- Evaluate and compare the relative quality of various securities in a given industry.
Occupations with related tasks Save Table: XLSX CSV
- Determine the prices at which securities should be syndicated and offered to the public.
- Evaluate and compare the relative quality of various securities in a given industry.
- Perform securities valuation or pricing.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- 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.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- 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.
- 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.
- 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.
- Determine the prices at which securities should be syndicated and offered to the public.
- Evaluate and compare the relative quality of various securities in a given industry.
- Perform securities valuation or pricing.
- 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.
- Contact vendors to locate replacement parts for vehicles.
- Discuss insurance claims with customers or damage claimants.
- 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.
- Clean and polish metal items and jewelry pieces, using jewelers' tools, polishing wheels, and chemical baths.
- 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.
- Cut and file pieces of jewelry such as rings, brooches, bracelets, and lockets.
- Examine assembled or finished products to ensure conformance to specifications, using magnifying glasses or precision measuring instruments.
- Make repairs, such as enlarging or reducing ring sizes, soldering pieces of jewelry together, and replacing broken clasps and mountings.
- Position stones and metal pieces, and set, mount, and secure items in place, using setting and hand tools.
- Grade stones based on their color, perfection, and quality of cut.
- Select and acquire metals and gems for designs.
- Shape and straighten damaged or twisted articles by hand or using pliers.
- Create new jewelry designs and modify existing designs, using computers as necessary.
- Plate articles such as jewelry pieces and watch dials, using silver, gold, nickel, or other metals.
- Record the weights and processing times of finished pieces.
- Construct preliminary models of wax, metal, clay, or plaster, and form sample castings in molds.
- Write or modify design specifications such as the metal contents and weights of items.
- Soften metal to be used in designs by heating it with a gas torch and shape it, using hammers and dies.
- Pierce and cut open designs in ornamentation, using hand drills and scroll saws.
- Research and analyze reference materials, and consult with interested parties to develop new products or modify existing designs.
- Mark, engrave, or emboss designs on metal pieces such as castings, wire, or jewelry, following specifications.
- Pour molten metal alloys or other materials into molds to cast models of jewelry.
- Buy and sell jewelry, or serve as agents between buyers and sellers.
- Lay out designs on metal stock, and cut along markings to fabricate pieces used to cast metal molds.
- Design and fabricate molds, models, and machine accessories, and modify hand tools used to cast metal and jewelry pieces.
- Cut designs in molds or other materials to be used as models in the fabrication of metal and jewelry products.
- Rout out locations where parts are to be joined to items, using routing machines.
- Weigh, mix, and melt metal alloys or materials needed for jewelry models.
- Anneal precious metal objects such as coffeepots, tea sets, and trays in gas ovens for prescribed times to soften metal for reworking.
- Rotate molds to distribute alloys and to prevent formation of air pockets.
- 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.
- 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.
- 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.
- Dismantle lapping, boring, cutting, polishing, and shaping equipment and machinery to clean and lubricate it.
- Estimate wholesale and retail value of gems, following pricing guides, market fluctuations, and other relevant economic factors.
- Wrap and price completed arrangements.
- Confer with clients regarding price and type of arrangement desired and the date, time, and place of delivery.
- Select flora and foliage for arrangements, working with numerous combinations to synthesize and develop new creations.
- Order and purchase flowers and supplies from wholesalers and growers.
- Deliver arrangements to customers, or oversee employees responsible for deliveries.
- Plan arrangement according to client's requirements, using knowledge of design and properties of materials, or select appropriate standard design pattern.
- Water plants, and cut, condition, and clean flowers and foliage for storage.
- Trim material and arrange bouquets, wreaths, terrariums, and other items, using trimmers, shapers, wire, pins, floral tape, foam, and other materials.
- Perform office and retail service duties, such as keeping financial records, serving customers, answering telephones, selling giftware items, and receiving payment.
- Unpack stock as it comes into the shop.
- Create and change in-store and window displays, designs, and looks to enhance a shop's image.
- Inform customers about the care, maintenance, and handling of various flowers and foliage, indoor plants, and other items.
- Perform general cleaning duties in the store to ensure the shop is clean and tidy.
- Decorate, or supervise the decoration of, buildings, halls, churches, or other facilities for parties, weddings and other occasions.
- Conduct classes or demonstrations, or train other workers.
- Wrap and price completed arrangements.
- 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.
- Determine prices for styles.
- Sketch rough and detailed drawings of apparel or accessories, and write specifications such as color schemes, construction, material types, and accessory requirements.
- Examine sample garments on and off models, modifying designs to achieve desired effects.
- Confer with sales and management executives or with clients to discuss design ideas.
- Select materials and production techniques to be used for products.
- Provide sample garments to agents and sales representatives, and arrange for showings of sample garments at sales meetings or fashion shows.
- Direct and coordinate workers involved in drawing and cutting patterns and constructing samples or finished garments.
- Identify target markets for designs, looking at factors such as age, gender, and socioeconomic status.
- Collaborate with other designers to coordinate special products and designs.
- Attend fashion shows and review garment magazines and manuals to gather information about fashion trends and consumer preferences.
- Purchase new or used clothing and accessory items as needed to complete designs.
- Visit textile showrooms to keep up-to-date on the latest fabrics.
- Adapt other designers' ideas for the mass market.
- Test fabrics or oversee testing so that garment care labels can be created.
- Develop a group of products or accessories, and market them through venues such as boutiques or mail-order catalogs.
- Draw patterns for articles designed, cut patterns, and cut material according to patterns, using measuring instruments and scissors.
- Sew together sections of material to form mockups or samples of garments or articles, using sewing equipment.
- Design custom clothing and accessories for individuals, retailers, or theatrical, television, or film productions.
- Research the styles and periods of clothing needed for film or theatrical productions.
- Read scripts and consult directors and other production staff to develop design concepts and plan productions.
- Determine prices for styles.
- 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.
