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Financial analysts

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Duties and tasks

  • Analyzing financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions
  • Maintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance, and economic theory
  • Interpreting data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences
  • Monitoring economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews
  • Recommending investments and investment timing to companies, investment firm staff, or the investing public
  • Determining the prices at which securities should be syndicated and offered to the public
  • Preparing plans of action for investment based on financial analyses
  • Evaluating and comparing the relative quality of various securities in a given industry
  • Presenting oral and written reports on general economic trends, individual corporations, and entire industries

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    Skill level

    Highly skilled
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