Job Information |
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Enter 1 - 4 in the skill boxes that apply. You can edit on the next page. (4 = Highest). | |||||
Select Tasks Help | |||||
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. |
Select Abilities | |||||
Select Tools | |||||
Computer data input scanners | Desktop computers | Laptop computers | |||
Laser facsimile machines | Multi-line telephone systems | Notebook computers | |||
Personal computers | Photocopying equipment | Tablet computers | |||
Add Additional Job Requirements: Work Condition, Physical requirements, Certifications, License, etc. |