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Financial and Investment Analysts - 13-2051.00

O*NET-SOC Description

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Sample of Reported Job Titles

No information available.

SOC Occupation Groups

13-0000 Business and Financial Operations Occupations
13-2000 Financial Specialists
13-2050 Financial Analysts and Advisors
13-2051.00 Financial and Investment Analysts

Related Occupations

No information available.

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.

Detailed Work Activities

  • Advise others on business or operational matters.
  • Advise others on financial matters.
  • Analyze business or financial data.
  • Analyze industry trends.
  • Analyze market conditions or trends.
  • Analyze risks related to investments in green technology.
  • Apply mathematical models of financial or business conditions.
  • Assess financial status of clients.
  • Assess risks to business operations.
  • Collaborate with others in marketing activities.
  • Confer with others about financial matters.
  • Create images of data, locations, or products.
  • Determine the value of goods or services.
  • Develop business relationships.
  • Develop financial or business plans.
  • Evaluate condition of properties.
  • Identify strategic business investment opportunities.
  • Prepare contracts or other transaction documents.
  • Present business-related information to audiences.
  • Present work to clients for approval.
  • Purchase products or services.
  • Recommend investments to clients.
  • Supervise employees.
  • Train personnel to enhance job skills.
  • Update professional knowledge.

Military Crosswalk Titles

  • Accounting Officer (Navy - Commissioned or Warrant Officer)
  • Budget Officer (Navy - Commissioned or Warrant Officer)
  • Comptroller (Navy - Commissioned or Warrant Officer)
  • Comptrollership (Coast Guard - Commissioned Officer only)
  • Contracting (Air Force - Enlisted)
  • Contracting Apprentice (Air Force - Enlisted)
  • Contracting Craftsman (Air Force - Enlisted)
  • Contracting Helper (Air Force - Enlisted)
  • Contracting Journeyman (Air Force - Enlisted)
  • Contracting Superintendent (Air Force - Enlisted)
  • Cost Analysis (Air Force - Commissioned Officer only)
  • Designated Project Business Administrator (Navy - Commissioned Officer only)
  • Financial Management (Air Force - Commissioned Officer only)
  • Financial Management (Coast Guard - Commissioned Officer only)
  • Financial Management and Comptroller (Air Force - Enlisted)
  • Financial Management and Comptroller Apprentice (Air Force - Enlisted)
  • Financial Management and Comptroller Craftsman (Air Force - Enlisted)
  • Financial Management and Comptroller Helper (Air Force - Enlisted)
  • Financial Management and Comptroller Journeyman (Air Force - Enlisted)
  • Financial Management and Comptroller Superintendent (Air Force - Enlisted)
  • Financial Management Officer (Marine Corps - Commissioned Officer only)
  • Financial Management Resource Officer (Marine Corps - Warrant Officer only)
  • Financial Management Specialist (Marine Corps - Commissioned Officer only)
  • Financial Manager (Army - Commissioned Officer only)
  • Fiscal Operations (Coast Guard - Commissioned Officer only)
  • Health Services Comptroller (Army - Commissioned Officer only)
  • Internal Review Officer (Navy - Commissioned or Warrant Officer)

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Investment Analyst