Financial and Investment Analysts

A typical week, in the words of people in the job

1. 01Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
2. 02Assess companies as investments for clients by examining company facilities.
3. 03Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
4. 04Collaborate with investment bankers to attract new corporate clients.
5. 05Conduct financial analyses related to investments in green construction or green retrofitting projects.
6. 06Confer with clients to restructure debt, refinance debt, or raise new debt.
7. 07Create client presentations of plan details.
8. 08Determine the prices at which securities should be syndicated and offered to the public.
9. 09Develop and maintain client relationships.
10. 10Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
11. 11Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
12. 12Advise clients on aspects of capitalization, such as amounts, sources, or timing.

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