Financial and Investment Analyst

Also called: Accounting Analyst, Acquisition Analyst, Acquisition Specialist, Acquisitions Analyst, Acquisitions Consultant

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Financial and investment analysts conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

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.