How do they match: Financial and Investment Analysts

  • Credit Products Officer
  • Investment Officer
  • Trust Officer

  • Develop and maintain client relationships.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
  • 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.

  • Develop business relationships.
  • Develop financial or business plans.