Financial and Investment Analysts

What does a professional in this career do?

In this job you will...

• 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.
• 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.
• Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
• 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.
• 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.
• 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.