11101 – Financial and investment analysts
11101 – Financial and investment analysts
Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies.
Profile
Index of titles
Assistant financial analyst
Bond analyst
Chartered financial analyst
Corporate investment adviser
Cost financial analyst
Finance and commercial affairs analyst
Financial analysis consultant
Financial analyst
Financial services economic analyst
Financial services research associate
Fiscal projections consultant
Investment analyst
Investment consultant
Junior financial analyst
Money market analyst
Mutual fund analyst
Portfolio manager
Regional financial analyst
Securities analyst
Securities research analyst
Senior financial analyst
Senior investment officer
Senior planning and return analyst
Senior planning and yield analyst
Senior treasury analyst
Treasury analyst
Treasury manager
Main duties
This group performs some or all of the following duties:
Financial analysts
Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
Plan short- and long-term cash flows and assess financial performance
Analyze investment projects
Advise on and participate in the financial aspects of contracts and calls for tender
Follow up on financing projects with financial backers
Develop, implement and use tools for managing and analyzing financial portfolio
Prepare a regular risk profile for debt portfolios
Assist in preparing operating and investment budgets
Develop and update financial or treasury policies.
Investment analysts
Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.
Employment requirements
A bachelor's degree in commerce, business administration, accounting, finance or economics and on-the-job training and industry courses and programs are usually required.
A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
The Chartered Financial Analyst (CFA) designation, available through a program conducted by the CFA Institute or an other recognized financial designations (CFP, CIM or others), is usually required.
Other designations, such as Chartered Professional Accountant (CPA) and Certified Treasury Professional (CTP), may be required by some employers.
Additional information
Progression to management positions, such as securities manager, is possible with experience.
Exclusions
Economic development officer (in 41402 Business development officers and market researchers and analysts)
Economist (in 41401 Economists and economic policy researchers and analysts)
Securities agents, investment dealers and brokers (11103)
Financial planner (in 11102 Financial advisors)
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