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Investment Consultant

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 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.

Banking Investment Manager

Manages the allocation and investment of cash/funds to optimize rate of return and compliance with governing regulations. Directs purchasing of government bonds or other acceptable securities, sale or redemption of bonds and securities on due date, substitution of purchased bonds and securities for those sold or redeemed, and regulation of funds to branch offices, correspondent banks, and reserve banks to ensure funds are kept at prescribed levels and in accordance with deposit agreements. NOTE--ERI's findings based on asset size.: Arranges deposit agreements with correspondent banks or designated reserve bank, and directs placement of funds to fulfill agreements. May manage placement of collateral funds in safekeeping accounts of correspondent banks or banks designated as reserve banks to adjust and provide for institution's reserve position following prescribed requirements of regulatory bodies. Reviews consolidated financial statements to determine reserve position, and adjusts reserves in order to obtain specified ratio of reserves to liabilities. Prepares reports for management on status of legal reserves and reserve position. May manage cashier activities.

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 Manager Banking

Manages the allocation and investment of cash/funds to optimize rate of return and compliance with governing regulations. Directs purchasing of government bonds or other acceptable securities, sale or redemption of bonds and securities on due date, substitution of purchased bonds and securities for those sold or redeemed, and regulation of funds to branch offices, correspondent banks, and reserve banks to ensure funds are kept at prescribed levels and in accordance with deposit agreements. NOTE--ERI's findings based on asset size.: Arranges deposit agreements with correspondent banks or designated reserve bank, and directs placement of funds to fulfill agreements. May manage placement of collateral funds in safekeeping accounts of correspondent banks or banks designated as reserve banks to adjust and provide for institution's reserve position following prescribed requirements of regulatory bodies. Reviews consolidated financial statements to determine reserve position, and adjusts reserves in order to obtain specified ratio of reserves to liabilities. Prepares reports for management on status of legal reserves and reserve position. May manage cashier activities.

Manager Investment Bank

Manages the allocation and investment of cash/funds to optimize rate of return and compliance with governing regulations. Directs purchasing of government bonds or other acceptable securities, sale or redemption of bonds and securities on due date, substitution of purchased bonds and securities for those sold or redeemed, and regulation of funds to branch offices, correspondent banks, and reserve banks to ensure funds are kept at prescribed levels and in accordance with deposit agreements. NOTE--ERI's findings based on asset size.: Arranges deposit agreements with correspondent banks or designated reserve bank, and directs placement of funds to fulfill agreements. May manage placement of collateral funds in safekeeping accounts of correspondent banks or banks designated as reserve banks to adjust and provide for institution's reserve position following prescribed requirements of regulatory bodies. Reviews consolidated financial statements to determine reserve position, and adjusts reserves in order to obtain specified ratio of reserves to liabilities. Prepares reports for management on status of legal reserves and reserve position. May manage cashier activities.

Banking 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.

Analyst Investment

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 Specialist

Buys and sells stocks and bonds for individuals and organizations as representative of stock brokerage firm, applying knowledge of securities, market conditions, government regulations, and financial circumstances of customers. Must have broker's license.: Gives information and advice regarding stocks, bonds, market conditions, and history and prospects of various corporations to prospective customers, based on interpretation of data from securities reports, financial periodicals, and stock-quotation-viewer screen, and persuades customers to buy or sell specific securities according to their financial needs. Transmits buy or sell orders in accordance with customer's wishes. Develops portfolio of selected investments for customer. Compiles list of prospective customers and telephones prospects to obtain additional business.

Investment Accountant

Applies principles of accounting to investment accounts, including maintaining ledger accounts and developing financial statements and reports.: Prepares and inputs general ledger entries. Assists in the preparation of standardized financial reports. Retrieves data from various sources to perform general ledger account reconciliations. Reviews and updates job documentation. Analyzes and distributes requested financial data. Calculates the daily Net Asset Value (NAV) for assigned funds. Reviews market quotes for acceptable fluctuation, reasonableness, and accuracy. Researches and resolves market valuation and/or fee variances and inconsistencies utilizing available technology. Prepares financial statements, month-end closing, fund analysis, monthly accruals, monthly management reporting, requested audit schedules, and market value and asset allocation reports. Suggests and implements improvements, where appropriate.

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