Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
Most of these occupations require a four-year bachelor's degree, but some do not.
Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Detailed Work Activities
Advise others on business or operational matters.
Analyze business or financial data.
Identify strategic business investment opportunities.
Evaluate condition of properties.
Confer with others about financial matters.
Collaborate with others in marketing activities.
Analyze risks related to investments in green technology.
Advise others on financial matters.
Present work to clients for approval.
Determine the value of goods or services.
Develop business relationships.
Create images of data, locations, or products.
Apply mathematical models of financial or business conditions.
Assess financial status of clients.
Analyze market conditions or trends.
Assess risks to business operations.
Analyze industry trends.
Prepare contracts or other transaction documents.
Develop financial or business plans.
Present business-related information to audiences.
Purchase products or services.
Recommend investments to clients.
Update professional knowledge.
Train personnel to enhance job skills.
Supervise employees.
Tasks
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.
Data Source: This page includes information from the O*NET 28.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. This page includes Employment Projections program, Occupational Employment and Wage Statistics program, U.S. Bureau of Labor Statistics.
