Conduct quantitative analyses of information affecting investment programs of public or private institutions.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- 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.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Determine the prices at which securities should be syndicated and offered to the public.
- Prepare plans of action for investment, using financial analyses.
- Evaluate and compare the relative quality of various securities in a given industry.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Economics and Accounting — Knowledge of accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
- Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Accounting software — Accurate NXG; Blackbaud The Financial Edge; FlexiLedger software; Intuit Quicken software
- Compliance software — Corporate Responsibility System Technologies Limited CRSTL Compliance Positioning System; FLS eDP.Payrolltax; Intrax ProcedureNet; Paisley Cardmap
- Document management software — Accutrac software; Document management system software; OmniRIM software; Records management software
- Financial analysis software — AuditWare software; MethodWare ProAudit Advisor; Paisley AutoAudit; RSM McGladrey Auditor Assistant
- Project management software — HCSS HeavyBid; HCSS HeavyJob; Sage Master Builder
- Complex Problem Solving — Identifying complex problems and reviewing related information to
- Considerable Preparation Needed
- Education: Most of these occupations require a four-year bachelor's degree, but some do not.
- Related Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
- Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
- Job Zone Examples: Many of these occupations involve coordinating, supervising, managing, or training others. Examples include accountants, sales managers, database administrators, teachers, chemists, environmental engineers, criminal investigators, and special agents.
- Specific Vocational Preparation in years: (7.0 to < 8.0)