Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
- Tasks
- 26 tasksNot rated core or supplemental
- Family
- Business & FinancialOne of its 50 occupations
- Code
- 13-2051.00SOC 2018: 13-2051
What the work is made of
O*NET lists these 26 tasks but has not rated them core or supplemental. Each is quoted as published, with where it came from.
Not rated: O*NET has not rated it core or supplemental
- Task 1. Advise clients on aspects of capitalization, such as amounts, sources, or timing.Not ratedTask 21579Listed by O*NET analysts, November 2020
- Task 2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.Not ratedTask 21580Listed by O*NET analysts, November 2020
- Task 3. Assess companies as investments for clients by examining company facilities.Not ratedTask 21581Listed by O*NET analysts, November 2020
- Task 4. Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.Not ratedTask 21582Listed by O*NET analysts, November 2020
- Task 5. Collaborate with investment bankers to attract new corporate clients.Not ratedTask 21583Listed by O*NET analysts, November 2020
- Task 6. Conduct financial analyses related to investments in green construction or green retrofitting projects.Not ratedTask 21584Listed by O*NET analysts, November 2020
- Task 7. Confer with clients to restructure debt, refinance debt, or raise new debt.Not ratedTask 21585Listed by O*NET analysts, November 2020
- Task 8. Create client presentations of plan details.Not ratedTask 21586Listed by O*NET analysts, November 2020
- Task 9. Determine the prices at which securities should be syndicated and offered to the public.Not ratedTask 21587Listed by O*NET analysts, November 2020
- Task 10. Develop and maintain client relationships.Not ratedTask 21588Listed by O*NET analysts, November 2020
- Task 11. Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.Not ratedTask 21589Listed by O*NET analysts, November 2020
- Task 12. Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.Not ratedTask 21590Listed by O*NET analysts, November 2020
- Task 13. Evaluate and compare the relative quality of various securities in a given industry.Not ratedTask 21591Listed by O*NET analysts, November 2020
- Task 14. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.Not ratedTask 21592Listed by O*NET analysts, November 2020
- Task 15. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.Not ratedTask 21593Listed by O*NET analysts, November 2020
- Task 16. Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.Not ratedTask 21594Listed by O*NET analysts, November 2020
- Task 17. Monitor developments in the fields of industrial technology, business, finance, and economic theory.Not ratedTask 21595Listed by O*NET analysts, November 2020
- Task 18. 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.Not ratedTask 21596Listed by O*NET analysts, November 2020
- Task 19. Perform securities valuation or pricing.Not ratedTask 21597Listed by O*NET analysts, November 2020
- Task 20. Prepare all materials for transactions or execution of deals.Not ratedTask 21598Listed by O*NET analysts, November 2020
- Task 21. Prepare plans of action for investment, using financial analyses.Not ratedTask 21599Listed by O*NET analysts, November 2020
- Task 22. Present oral or written reports on general economic trends, individual corporations, and entire industries.Not ratedTask 21600Listed by O*NET analysts, November 2020
- Task 23. Purchase investments for companies in accordance with company policy.Not ratedTask 21601Listed by O*NET analysts, November 2020
- Task 24. Recommend investments and investment timing to companies, investment firm staff, or the public.Not ratedTask 21602Listed by O*NET analysts, November 2020
- Task 25. Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.Not ratedTask 21603Listed by O*NET analysts, November 2020
- Task 26. Supervise, train, or mentor junior team members.Not ratedTask 21604Listed by O*NET analysts, November 2020
Where this comes from
Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.
How we copy and credit sources- Published byO*NET 29.0, U.S. Department of LaborEmployment and Training Administration
- ClassificationStandard Occupational Classification 2018, 13-2051
- LicenseCC BY 4.0Free to copy and reuse, with credit
- Changed by usNothing.
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