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13-2051.0011% growth 2024-2034, Much faster than average (~35,900 openings/yr)101350

Financial and Investment Analysts

Primary Directive

Provide expert financial analysis and investment recommendations.

Execution Steps
  1. 1

    Analyze financial performance

    Evaluate companies facing financial difficulties to identify potential remedies.

  2. 2

    Advise clients on investments

    Consult with clients on capitalization aspects, including amounts and timing.

  3. 3

    Conduct financial analyses

    Perform analyses related to investments in green construction or retrofitting projects.

  4. 4

    Prepare client presentations

    Create detailed presentations to communicate investment plans and recommendations.

  5. 5

    Monitor economic developments

    Stay updated on trends in finance, industry, and economic theory to inform decisions.

Toolbox Requirements
Alteryx softwareApache HiveGoogle DocsIBM SPSS StatisticsIntuit QuickBooksMarketo Marketing AutomationMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft Power BIMicrosoft PowerPointMicrosoft ProjectMicrosoft SharePointMicrosoft SQL ServerMicrosoft SQL Server Reporting Services SSRSMicrosoft VisioMicrosoft Visual BasicMicrosoft Visual Basic for Applications VBAMicrosoft WordOracle DatabaseOracle PeopleSoftOracle Primavera Enterprise Project Portfolio ManagementRSalesforce softwareSAP softwareSASStructured query language SQLTableauTeradata DatabaseThe MathWorks MATLABWorkday softwareYardi software

Free — no credit card required. 200 messages included.