Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Other names for Financial Analysts: Bank Analyst, Banking Analyst, Bond Analyst, Budget Analyst, Chartered Financial Analyst (CFA), Commodity Analyst, Corporate Financial Analyst, Credit Products Officer, Equity Research Analyst, Finance Analyst, Financial Advisor, Financial Analyst, Financial Manager, Financial Planner, Financial Systems Analyst, Fiscal Analyst, Investment Analyst, Investment Officer, Investments Manager, Investor, Money Manager, Mutual Fund Accountant, Operational Risk Analyst, Planning Analyst, Portfolio Analyst, Pricing Specialist, Real Estate Analyst, Real Estate Investor, Research Analyst, Securities Analyst, Securities Consultant, Securities Research Analyst, Statistical Financial Analyst, Stock Analyst, Treasury Analyst, Trust Evaluation Supervisor,

• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer.
• Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
• Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.
• Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
• Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
• Recommend investments and investment timing to companies, investment firm staff, or the investing public.
• Determine the prices at which securities should be syndicated and offered to the public.
• Prepare plans of action for investment based on financial analyses.
• Evaluate and compare the relative quality of various securities in a given industry.
• Present oral and written reports on general economic trends, individual corporations, and entire industries.
• Contact brokers and purchase investments for companies, according to company policy.
• Collaborate with investment bankers to attract new corporate clients to securities firms.

• Calculators or accessories
• Desktop computers
• Notebook computers
• Personal computers
• Personal digital assistant PDAs or organizers
• Tablet computers

Expert system software

Enterprise resource planning ERP software

Financial analysis software

Word processing software

Charting software

Presentation software

Spreadsheet software

Data base management system software

Data base user interface and query software

Information retrieval or search software

Analytical or scientific software