ISCO 08 Code  2413    Financial analysts

Lead Statement

Financial analysts conduct quantitative analyses of information affecting investment programs of public or private institutions.

Task statement

• analysing financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions;
• maintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance, and economic theory;
• interpreting data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences;
• monitoring fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews;
• recommending investments and investment timing to companies, investment firm staff, or the investing public;
• determining the prices at which securities should be syndicated and offered to the public;
• preparing plans of action for investment based on financial analyses;
• evaluating and comparing the relative quality of various securities in a given industry;
• presenting oral and written reports on general economic trends, individual corporations, and entire industries.

Included occupations

Examples of the occupations classified here:

• Analyst, bond
• Consultant, investment
• Consultant, securities

Notes

(NCvB; Mei 2010)