Desarrollan planes financieros para personas y organizaciones, hacen inversiones y administran fondos por cuenta propia.

Financial analysts conduct quantitative analyses of information affecting investment programmes of public or private institutions.

• Recomendar y organizar la cobertura de seguro para los clientes.
• Gestionar la compra y la venta de acciones y bonos para sus clientes.
• Entrevistar a clientes para determinar su nivel de solvencia y sus objetivos financieros, su tolerancia al riesgo y otra información necesaria para formular planes financieros y estrategias de inversión.
• Construir y mantener una base de clientes.
• Establecer objetivos financieros, y desarrollar e implementar estrategias para alcanzarlos.
• Efectuar el seguimiento en el desempeño de las inversiones y examinar y revisar los planes de inversión sobre la base de la evolución de las necesidades y de las fluctuaciones de los mercados.
• Desempeñar tareas afines.

Tasks include

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