Low to No Risk

24

Moderate Risk

1

High Risk

0

Extreme Risk

1

• 1.5Advise clients on aspects of capitalization, such as amounts, sources, or timing.
• 1.8Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
• 0.5Assess companies as investments for clients by examining company facilities.
• 0.5Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
• 0.7Collaborate with investment bankers to attract new corporate clients.
• 2Conduct financial analyses related to investments in green construction or green retrofitting projects.
• 1.2Confer with clients to restructure debt, refinance debt, or raise new debt.
• 2.5Create client presentations of plan details.
• 0.7Determine the prices at which securities should be syndicated and offered to the public.
• 0.5Develop and maintain client relationships.
• 2Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
• 1.8Evaluate and compare the relative quality of various securities in a given industry.
• 2Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
• 1.5Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
• 1.7Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
• 1Monitor developments in the fields of industrial technology, business, finance, and economic theory.
• 1.5Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
• 1.5Perform securities valuation or pricing.
• 1.5Prepare plans of action for investment, using financial analyses.
• 1.5Present oral or written reports on general economic trends, individual corporations, and entire industries.
• 2.3Purchase investments for companies in accordance with company policy.
• 1.5Recommend investments and investment timing to companies, investment firm staff, or the public.
• 1.2Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
• 1.2Supervise, train, or mentor junior team members.

3.8% of Financial and Investment Analysts tasks can be automated with AI or robotics