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Financial and Investment Analysts

  • Bright Outlook
  • Rapid Growth

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

What you’d do

  • 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.

How to get there

Considerable preparation: most need a four-year bachelor's degree

Also called

  • Analyst
  • Financial Analyst
  • Investment Analyst
  • Securities Analyst
  • Credit Products Officer
  • Equity Research Analyst

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