Financial Analysts

Financial Analysts typically perform the following 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. • Conduct financial analyses related to investments in green construction or green retrofitting projects. • Confer with clients to restructure debt, refinance debt, or raise new debt. • Create client presentations of plan details. • Determine the prices at which securities should be syndicated and offered to the public. • Develop and maintain client relationships. • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. • Evaluate and compare the relative quality of various securities in a given industry. • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. • Monitor developments in the fields of industrial technology, business, finance, and economic theory. • Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews. • Perform securities valuation or pricing. • Prepare all materials for transactions or execution of deals.