Responsibilities

Tasks

• Evaluate financial risk
• Collect financial and investment information about companies, stocks, bonds and other investments
• Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
• Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
• Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
• Advise on and participate in the financial aspects of contracts and calls for tender
• Assist in preparing operating and investment budgets
• Plan short- and long-term cash flows and assess financial performance
• Develop risk management plans
• Perform administrative tasks