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Investment Clerk

Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.

Investment Banker

Provides potential investors or buyers with investment banking, financial management, and/or financial advisory services, including aiding in the sale of securities, facilitating mergers and other corporate reorganizations, acting as brokers to both individual and institutional clients, and trading for their own accounts.: Performs financial analysis as preparation for refinancing and/or divestiture efforts. Prepares descriptive materials and other information for potential investors or buyers. Targets and contacts potential investors or buyers. Reviews and facilitates fees. Assists in the investigation, research, and preparation of offering documents. Studies and executes marketing programs, canvassing and communicating with clients, respondents, finders, brokers, and others. Qualifies and builds relationships with potential investors. Arranges and participates in negotiations concerning purchase and sale. Negotiates with potential investors or buyers. Performs business planning and modeling, cash forecasting, and cash management. Evaluates business plans and coordinates due-diligence and closing procedures on behalf of lenders or equity investors.

Investment Broker

Analyzes past and present financial data of organization and estimates future revenues and expenditures, applying principles of finance. Conducts and documents financial analysis projects. Assists organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. : Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses. Documents revenues and expenditures expected and submits to management. Develops financial/accounting concepts for financial planning and control. Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts. Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management. Conducts and may lead audits. May assist in financial analysis of legislative projects to develop capital improvement budget. May act as consultant to management on financial policies, procedures, and applications. May assist communities in developing budget and efficient use of funds. May provide functional and technical direction to other staff members.

Investment Dealer

Buy and sell securities in investment and trading firms, or call upon businesses and individuals to sell financial services. Provide financial services, such as loan, tax, and securities counseling. May advise securities customers about such things as stocks, bonds, and market conditions.

Investment Manager

Manages various securities, including portfolios, or assets to meet specified investment goals for the benefit of the investors, who may be institutions or private investors. Manages or monitors the investments in accordance with legal and other requirements and restrictions. Invests and divests organization or client investments, providing investment counseling, financial analysis, asset selection, stock selection, plan implementation, and ongoing monitoring of investments.: Designs, implements, and manages organization or client investments. Reviews or monitors investment policies, guidelines, and processes that will achieve market rate of return on invested funds. Monitors, analyzes, and interprets investment portfolio performance evaluation reports and makes recommendations to management or client on recommended changes. Provides investment operational support to organization or client. Reviews, observes, and monitors credit rating information of entities and compares against written investment guidelines to determine if securities traded are in compliance with written investment guidelines. Monitors contract compliance for other investment managers, custodian banks, and/or investment consultants. Analyzes investment portfolios to determine prudent bond swap/asset reallocation opportunities, generate additional yield, or minimize investment risk. Compiles and prepares spreadsheets, reports, and analyses. Develops, reviews, and makes recommendations for changes in organization's investment policies due to changing market conditions. Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively to provide quality seamless customer service.

Investment Advisor

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Investment Analyst

Analyzes financial information to forecast business, industry, and economic conditions, for use in making investment decisions. Summarizes data describing current and long-term trends in investment risks and economic influences pertinent to investments. Recommends investment timing and buy-and-sell orders to company or to staff of investment establishment for advising clients. Typically requires a four-year college degree in a related field; however, some companies may accept equivalent education and experience combined.: Gathers and analyzes company financial statements, industry, regulatory and economic information, and financial periodicals and newspapers. Interprets data concerning price, yield, stability, and future trends of investments. Draws charts and graphs to illustrate reports. May call brokers and purchase investments for company, according to company policy. May recommend modifications to management's investment policy. May specialize in specific investment area, such as bond, commodity, equity, currency, or portfolio management.

Investment Officer

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Investment Adviser

Investment Director

Directs and coordinates company's financial affairs according to financial principles and government regulations. Establishes major economic objectives and policies for the company. Directs and prepares financial analyses of operations for guidance of management. Typically reports to Chief Executive Officer or Chief Operations Officer and director level personnel report to this position.: Reports and recommends to top management or board of directors in regard to policies and programs. Plans and directs new operational procedures to obtain optimum efficiency and reduced costs. Establishes extensive line of credit. Directs receipt, disbursement, and expenditures of money or capital assets. Approves and signs documents effecting monetary transactions. Directs the activities concerned with safekeeping, control, and accounting for assets and securities. Directs preparation of budgets and financial forecasts. Analyzes division or department budget requests to identify areas in which reductions can be made, and allocates operating budget. Directs the preparation of reports which outline company's financial position in areas of income, expenses, and earnings based on past, present and future operations. Directs preparation of directives to division or department administrator outlining policy, program, or operating changes to be implemented. Promotes organization in financial markets to assure sources of capital.

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