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Financial analysts

UK - Financial analysts conduct quantitative analyses of information affecting investment programs of public or private institutions.

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Tasks

  • (a) analyzing financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions
  • (b) maintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance, and economic theory
  • (c) interpreting data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences
  • (d) 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
  • (e) recommending investments and investment timing to companies, investment firm staff, or the investing public
  • (f) determining the prices at which securities should be syndicated and offered to the public
  • (g) preparing plans of action for investment based on financial analyses
  • (h) evaluating and comparing the relative quality of various securities in a given industry
  • (i) presenting oral and written reports on general economic trends, individual corporations, and entire industries
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