ISCO Unit Group 2413 Financial Analysts

From Open Risk Manual

Definition

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

Tasks include -

(a) analysing 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 programmes 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.

Examples of the occupations classified here:

- Bond analyst

- Investment analyst

- Securities consultant


Occupations

Occupation Title
C2413.1 ISCO Occupation Group 2413.1 Financial Analyst
C2413.2 ISCO Occupation Group 2413.2 Middle Office Analyst

Higher Level