MehnaTi

Financial and Investment Analysts

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Sample of reported job titles:
Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst, Portfolio Manager, Real Estate Analyst, Securities Analyst, Trust Officer

Occupation-Specific Information

Tasks

  • 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.

Technology Skills

  • Accounting software:Fund accounting software
    ,    Intuit QuickBooks
    ,    Sage 50 Accounting
    ,    Tax software
  • Analytical or scientific software:Analyse-it
    ,    Data visualization software
    ,    Decisioneering Crystal Ball
    ,    Genetic algorithm software
    ,    IBM SPSS Statistics
    ,    Keypoint DataDesk
    ,    Mathematical software
    ,    Neural network modeling software
    ,    Palisade Evolver
    ,    Palisade StatTools
    ,    Pattern recognition software
    ,    SAS JMP
    ,    SAS statistical software
    ,    StataCorp Stata
    ,    The MathWorks MATLAB
    ,    Ward Systems Group GeneHunter
    ,    Ward Systems Group NeuralShell Predictor
    ,    Wolfram Research Mathematica
  • Business intelligence and data analysis software:IBM Cognos Impromptu
    ,    MicroStrategy
    ,    Oracle Business Intelligence Enterprise Edition
    ,    Qlik Tech QlikView
    ,    Tableau
  • Charting software:Montgomery Investment Technology Utility XL
    ,    TickQuest NeoTicker
  • Cloud-based data access and sharing software:Microsoft SharePoint

Occupational Requirements

Detailed Work Activities

  • Advise others on business or operational matters.
  • Advise others on financial matters.
  • Analyze business or financial data.
  • Analyze industry trends.
  • Analyze market conditions or trends.
Get yourself a new skill

In this Path

Track1
Microsoft Office Set
Microsoft Excel
This course is designed to take you from Zero to Hero on Excel, and make your accounting job and req...
Read more
Filtered AI
Microsoft Word
Word is not just for writing plain text; and this is why this course is here to guide you through ev...
Read more
Intellezy Learning