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

• Investment Analyst

• Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer.
• Collaborate with investment bankers to attract new corporate clients to securities firms.
• Contact brokers and purchase investments for companies, according to company policy.
• 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.
• Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
• Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.
• 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.
• Prepare plans of action for investment based on financial analyses.
• Present oral and written reports on general economic trends, individual corporations, and entire industries.
• Recommend investments and investment timing to companies, investment firm staff, or the investing public.

• advise clients on financial matters
• analyze financial data
• analyze financial information to project future revenues or expense
• analyze market conditions
• analyze scientific research data or investigative findings
• analyze social or economic data
• compile data for financial reports
• compute financial data
• conduct financial investigations
• create mathematical or statistical diagrams or charts
• evaluate degree of financial risk
• follow tax laws or regulations
• gather relevant financial data
• identify financial risks to company
• interpret charts or tables for social or economic research
• make presentations on financial matters
• perform general financial analysis
• prepare financial reports
• use computers to enter, access and retrieve financial data
• use knowledge of economic trends
• use spreadsheet software
• use statistical cost estimation methods