# Financial and Investment Analysts > Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. - Code: 13-2051.00 (O*NET-SOC; SOC 2018 13-2051) - Family: [Business & Financial](https://foundation.org.ai/occupations#family-13), one of its 50 occupations - Tasks: 26 tasks (26 not rated) - Page: https://foundation.org.ai/occupations/13-2051.00 - JSON: https://foundation.org.ai/data/tasks/13-2051.00.json ## What the work is made of 1. Advise clients on aspects of capitalization, such as amounts, sources, or timing. Not rated · Task 21579 · Listed by O*NET analysts, November 2020 2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. Not rated · Task 21580 · Listed by O*NET analysts, November 2020 3. Assess companies as investments for clients by examining company facilities. Not rated · Task 21581 · Listed by O*NET analysts, November 2020 4. Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. Not rated · Task 21582 · Listed by O*NET analysts, November 2020 5. Collaborate with investment bankers to attract new corporate clients. Not rated · Task 21583 · Listed by O*NET analysts, November 2020 6. Conduct financial analyses related to investments in green construction or green retrofitting projects. Not rated · Task 21584 · Listed by O*NET analysts, November 2020 7. Confer with clients to restructure debt, refinance debt, or raise new debt. Not rated · Task 21585 · Listed by O*NET analysts, November 2020 8. Create client presentations of plan details. Not rated · Task 21586 · Listed by O*NET analysts, November 2020 9. Determine the prices at which securities should be syndicated and offered to the public. Not rated · Task 21587 · Listed by O*NET analysts, November 2020 10. Develop and maintain client relationships. Not rated · Task 21588 · Listed by O*NET analysts, November 2020 11. Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. Not rated · Task 21589 · Listed by O*NET analysts, November 2020 12. Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. Not rated · Task 21590 · Listed by O*NET analysts, November 2020 13. Evaluate and compare the relative quality of various securities in a given industry. Not rated · Task 21591 · Listed by O*NET analysts, November 2020 14. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Not rated · Task 21592 · Listed by O*NET analysts, November 2020 15. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. Not rated · Task 21593 · Listed by O*NET analysts, November 2020 16. Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. Not rated · Task 21594 · Listed by O*NET analysts, November 2020 17. Monitor developments in the fields of industrial technology, business, finance, and economic theory. Not rated · Task 21595 · Listed by O*NET analysts, November 2020 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 rated · Task 21596 · Listed by O*NET analysts, November 2020 19. Perform securities valuation or pricing. Not rated · Task 21597 · Listed by O*NET analysts, November 2020 20. Prepare all materials for transactions or execution of deals. Not rated · Task 21598 · Listed by O*NET analysts, November 2020 21. Prepare plans of action for investment, using financial analyses. Not rated · Task 21599 · Listed by O*NET analysts, November 2020 22. Present oral or written reports on general economic trends, individual corporations, and entire industries. Not rated · Task 21600 · Listed by O*NET analysts, November 2020 23. Purchase investments for companies in accordance with company policy. Not rated · Task 21601 · Listed by O*NET analysts, November 2020 24. Recommend investments and investment timing to companies, investment firm staff, or the public. Not rated · Task 21602 · Listed by O*NET analysts, November 2020 25. Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies. Not rated · Task 21603 · Listed by O*NET analysts, November 2020 26. Supervise, train, or mentor junior team members. 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