Financial and investment analysts (NOC 1112)

About this job

Financial and investment analysts:

  • collect and analyze financial information so as to provide financial and investment or financing advice for their company or their company's clients
  • cover areas such as takeover bids, private placements, mergers or acquisitions
  • work for a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms
Common job titles
  • adviser, corporate investment
  • analyst, financial
  • analyst, investment / planning / regional
  • consultant, financial analysis
  • manager, portfolio
  • mutual fund analyst
  • adviser, corporate investment
  • analyst, financial
  • analyst, investment / planning / regional
  • bond analyst
  • consultant, financial analysis
  • manager, portfolio

Duties

Financial analysts:

  • evaluate financial risk, prepare financial forecasts, approaches and other documents concerning capital management, and write reports and recommendations
  • plan short and long-term cash flows and assess financial performance
  • evaluate investment projects
  • advise on and participate in the financial aspects of contracts and calls for tender
  • follow up on financing projects with financial backers
  • develop, put into use and use tools for managing and evaluating financial record
  • prepare a regular risk profile for debt records
  • assist in preparing operating and investment budgets

Investment analysts:

  • collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
  • examine and evaluate financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
  • provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence

Work environment

Work in this occupation is typically performed in a structured environment, such as an office.

Career paths and resources

Career paths

Promotion to management positions, such as securities manager, is possible with experience.

Additional resources