11101 财务和投资分析师 Financial and investment analysts-FLYabroad NOC 2021

飞出国论坛综合 NOC
1

noc_code: “11101”
noc_version: “2021.0”
translation_mode: “basic”
title_en: “Financial and investment analysts”
title_zh: “金融和投资分析师”
official_url: “https://noc.esdc.gc.ca/Structure/NOCProfile?GocTemplateCulture=en-CA&code=11101&version=2021.0”
description: “Complete NOC profile for Financial and investment analysts (NOC 11101) in basic translation mode - 100% faithful to official data, bilingual Chinese-English, enhanced with emojis for better readability. Contains occupation definition, job titles, main duties, employment requirements and TEER category system. No salary or employment inference included in basic mode.”
keywords:

  • NOC 11101
  • 11101 Financial and investment analysts
  • 11101 金融和投资分析师
  • 11101 NOC 2021
    tags:
  • noc-1
  • teer-1
  • basic-mode

:money_bag: NOC 11101 金融和投资分析师 | Financial and investment analysts

:clipboard: 关键信息速览 | Key Information

:canada: NOC 项目 内容
:clipboard: NOC 代码 11101

:open_book: 职业概述

:canada: Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company’s clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by 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. Investment analysts are employed primarily by brokerage houses and fund management companies.

| :bullseye: TEER 类别 | TEER 1 |
| :bar_chart: 主要类别 | 1 - 商业、金融和行政职业 (Business, finance and administration occupations) |
| :busts_in_silhouette: 主要组别 | 11 - 金融和商业专业职业 (Professional occupations in finance and business) |
| :magnifying_glass_tilted_left: 次要组别 | 111 - 金融专业职业 (Professional occupations in finance) |
| :pushpin: 次级组别 | 1110 - 审计师、会计师和投资专业人员 (Auditors, accountants and investment professionals) |
| :date: 数据版本 | :canada: NOC 2021 Version 1.0 |

📍 职业层级 | Occupational Hierarchy

:canada: NOC 11101 金融和投资分析师在 NOC 2021 分类体系中的位置：

1 商业、金融和行政职业
  └── 11 金融和商业专业职业
      └── 111 金融专业职业
          └── 1110 审计师、会计师和投资专业人员
              └── 11101 金融和投资分析师 ⭐ 您在这里

📖 职业定义 | Definition

:money_bag: NOC 11101 金融和投资分析师收集和分析 (collect and analyze) 金融信息 (financial information)，例如经济预测 (economic forecasts)、交易量 (trading volumes) 和资本流动 (movement of capital)、公司的财务背景 (financial backgrounds of companies)、股票 (stocks)、债券 (bonds) 和其他投资工具 (other investment instruments) 的历史表现 (historical performances) 和未来趋势 (future trends)，以为其公司 (their company) 或其公司的客户 (their company’s clients) 提供金融和投资 (financial and investment) 或融资建议 (financing advice)。他们的研究和评估涵盖 (cover) 收购要约 (takeover bids)、私募 (private placements)、合并 (mergers) 或收购 (acquisitions) 等领域。金融分析师受雇于 (are employed by) 私营和公共部门 (private and public sector) 的各种机构 (establishments)，例如银行 (banks)、经纪公司 (brokerage houses)、保险公司 (insurance companies)、投资公司 (investment companies)、制造企业 (manufacturing firms)、信托公司 (trust companies)、公用事业公司 (utility companies) 和承销公司 (underwriting firms)。投资分析师主要受雇于 (are employed primarily by) 经纪公司 (brokerage houses) 和基金管理公司 (fund management companies)。

📄 **NOC 11101 金融和投资分析师** 英文原文 | View Original English Definition

Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company’s clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by 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. Investment analysts are employed primarily by brokerage houses and fund management companies.

💼 职位名称示例 | Illustrative Examples

NOC 11101 金融和投资分析师职业的常见职位名称包括：

  • :sports_medal: 特许金融分析师 (Chartered financial analyst)
  • :bar_chart: 金融分析师 (Financial analyst)
  • :briefcase: 金融服务研究助理 (Financial services research associate)
  • :chart_increasing: 投资分析师 (Investment analyst)
  • :money_bag: 货币市场分析师 (Money market analyst)
  • :file_folder: 投资组合经理 (Portfolio manager)
📋 **NOC 11101 金融和投资分析师** 完整职位名称索引 | Complete Index of Titles

完整职位名称索引 | Complete Index of Titles

  • 助理金融分析师 (Assistant financial analyst)
  • 债券分析师 (Bond analyst)
  • 特许金融分析师 (Chartered financial analyst)
  • 公司投资顾问 (Corporate investment adviser)
  • 成本金融分析师 (Cost financial analyst)
  • 金融和商业事务分析师 (Finance and commercial affairs analyst)
  • 金融分析顾问 (Financial analysis consultant)
  • 金融分析师 (Financial analyst)
  • 金融服务经济分析师 (Financial services economic analyst)
  • 金融服务研究助理 (Financial services research associate)
  • 财政预测顾问 (Fiscal projections consultant)
  • 投资分析师 (Investment analyst)
  • 投资顾问 (Investment consultant)
  • 初级金融分析师 (Junior financial analyst)
  • 货币市场分析师 (Money market analyst)
  • 共同基金分析师 (Mutual fund analyst)
  • 投资组合经理 (Portfolio manager)
  • 区域金融分析师 (Regional financial analyst)
  • 证券分析师 (Securities analyst)
  • 证券研究分析师 (Securities research analyst)
  • 高级金融分析师 (Senior financial analyst)
  • 高级投资官 (Senior investment officer)
  • 高级规划和回报分析师 (Senior planning and return analyst)
  • 高级规划和收益分析师 (Senior planning and yield analyst)
  • 高级财务分析师 (Senior treasury analyst)
  • 财务分析师 (Treasury analyst)
  • 财务经理 (Treasury manager)

📋 主要职责 | Main Duties

NOC 11101 金融和投资分析师执行以下部分或全部职责 (performs some or all of the following duties)：

  • :bar_chart: 金融分析师
    • 评估 (Evaluate) 财务风险 (financial risks)，准备 (prepare) 财务预测 (financial forecasts)、融资方案 (financing scenarios) 和其他 (other documents) 资本管理文件 (concerning capital management)，并撰写 (write) 报告和建议 (reports and recommendations)。
    • 规划 (Plan) 短期 (short-term) 和长期 (long-term) 现金流 (cash flows)，并评估 (assess) 财务绩效 (financial performance)。
    • 分析 (Analyze) 投资项目 (investment projects)。
    • 就合同 (contracts) 和招标 (calls for tender) 的财务方面 (financial aspects) 提供建议 (Advise on) 并参与 (participate in)。
    • 跟进 (Follow up on) 融资项目 (financing projects) 与金融支持者 (financial backers)。
    • 开发 (Develop)、实施 (implement) 和使用 (use) 财务组合 (financial portfolio) 管理和分析工具 (tools for managing and analyzing)。
    • 为债务组合 (debt portfolios) 准备定期风险概况 (Prepare a regular risk profile)。
    • 协助 (Assist in) 编制 (preparing) 运营 (operating) 和投资预算 (investment budgets)。
    • 开发和更新 (Develop and update) 财务 (financial) 或财政政策 (treasury policies)。
  • :chart_increasing: 投资分析师
    • 使用 (using) 每日股票和债券报告 (daily stock and bond reports)、经济预测 (economic forecasts)、交易量 (trading volumes)、金融期刊 (financial periodicals)、证券手册 (securities manuals)、公司财务报表 (company financial statements) 和其他 (other financial reports and publications) 财务报告和出版物 (financial reports and publications)，收集 (Collect) 有关公司 (companies)、股票 (stocks)、债券 (bonds) 和其他投资 (other investments) 的金融和投资信息 (financial and investment information)。
    • 审查和分析 (Examine and analyze) 收集到的金融和投资信息 (financial and investment information collected)，包括公司概况 (profiles of companies)、股票和债券价格 (stock and bond prices)、收益 (yields) 和未来趋势 (future trends) 以及其他投资信息 (other investment information)。
    • 向 (to) 客户 (clients)、公司高级官员 (senior company officials)、养老基金经理 (pension fund managers)、证券代理 (securities agents) 和同事 (associates) 提供投资建议 (investment advice) 和推荐 (recommendations)。
    • 准备 (Prepare) 公司 (company)、行业 (industry) 和经济展望 (economic outlooks)、分析报告 (analytical reports)、简报 (briefing notes) 和信函 (correspondence)。
📄 **NOC 11101 金融和投资分析师** 英文原文 | View Original English Main Duties

This group performs some or all of the following duties:

  • Financial analysts
  • Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendationsPlan short- and long-term cash flows and assess financial performanceAnalyze investment projectsAdvise on and participate in the financial aspects of contracts and calls for tenderFollow up on financing projects with financial backersDevelop, implement and use tools for managing and analyzing financial portfolioPrepare a regular risk profile for debt portfoliosAssist in preparing operating and investment budgetsDevelop and update financial or treasury policies.Investment analystsCollect 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 publicationsExamine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment informationProvide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associatesPrepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.
  • Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
  • Plan short- and long-term cash flows and assess financial performance
  • Analyze 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, implement and use tools for managing and analyzing financial portfolio
  • Prepare a regular risk profile for debt portfolios
  • Assist in preparing operating and investment budgets
  • Develop and update financial or treasury policies.
  • 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 publicationsExamine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment informationProvide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associatesPrepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.
  • 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 analyze 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.

🎓 任职要求 | Employment Requirements

NOC 11101 金融和投资分析师任职必备条件：

📚 学历要求 | Educational Requirements

:white_check_mark: 必需学历：

  • 通常需要 (usually required) 商科 (commerce)、商业管理 (business administration)、会计 (accounting)、金融 (finance) 或经济学 (economics) 的学士学位 (bachelor’s degree)；
  • 以及
  • 通常需要 (and on-the-job training and industry courses and programs are usually required) 在职培训和行业课程及计划。
  • 可能需要 (may be required) 工商管理硕士 (MBA)（金融方向）(master’s degree in business administration (MBA) (concentration in finance)) 或金融硕士学位 (in finance)。

:blue_book: 对应加拿大学历框架：TEER 1（大学学位职业，通常需要学士、硕士或博士学位）

🏅 专业资格 | Professional Designations

:pushpin: 可能要求以下专业资格之一：

  • 通常需要 (usually required) 通过 CFA 协会 (CFA Institute) 提供的课程 (program) 获得的特许金融分析师 (Chartered Financial Analyst (CFA)) 资格，或 (or) 其他认可的金融资格 (other recognized financial designations) (CFP, CIM 或其他)。
  • 某些雇主可能要求 (may be required by some employers) 其他资格 (Other designations)，例如特许专业会计师 (Chartered Professional Accountant (CPA)) 和注册财务专业人员 (Certified Treasury Professional (CTP))。
📄 **NOC 11101 金融和投资分析师** 英文原文 | View Original English Employment Requirements
  • A bachelor’s degree in commerce, business administration, accounting, finance or economics
    and
    on-the-job training and industry courses and programs are usually required.
  • A master’s degree in business administration (MBA) (concentration in finance) or in finance may be required.
  • The Chartered Financial Analyst (CFA) designation, available through a program conducted by the CFA Institute or an other recognized financial designations (CFP, CIM or others), is usually required.
  • Other designations, such as Chartered Professional Accountant (CPA) and Certified Treasury Professional (CTP), may be required by some employers.

💡 附加信息 | Additional Information

📈 职业发展 | Career Progression

随着经验的积累 (with experience)，有可能晋升 (Progression is possible) 到管理职位 (management positions)，例如证券经理 (such as securities manager)。

📄 **NOC 11101 金融和投资分析师** 英文原文 | View Original English Additional Information
  • Progression to management positions, such as securities manager, is possible with experience.

🚫 排除职业 | Exclusions

以下职业不属于 NOC 11101 金融和投资分析师类别：

:cross_mark: 经济发展官员 (Economic development officer)
:backhand_index_pointing_right: 参见 41402 业务发展官员和市场研究员及分析师

:cross_mark: 经济学家 (Economist)
:backhand_index_pointing_right: 参见 41401 经济学家和经济政策研究员及分析师

:cross_mark: 证券代理、投资交易商和经纪人 (Securities agents, investment dealers and brokers)
:backhand_index_pointing_right: 参见 11103 证券代理、投资交易商和经纪人

:cross_mark: 理财规划师 (Financial planner)
:backhand_index_pointing_right: 参见 11102 理财顾问

📊 TEER 系统说明 | TEER Category System

NOC 11101 金融和投资分析师对应 TEER 1 大学学位职业 (Occupations usually require a university degree)。

TEER (Training, Education, Experience and Responsibilities) 是 NOC 2021 引入的新分类系统，替代了旧版 NOC 2016 的技能水平分类 (Skill Level)。

🎯 TEER 1 - 大学学位职业特征

TEER 1 包括：

  • 通常需要学士 (bachelor’s)、硕士 (master’s) 或博士学位 (doctorate)。

:books: 典型要求：

  • 完成大学学士学位 (completion of a university bachelor’s degree)；或
  • 完成数年的大学 (several years of university) 或大专 (college) 教育，并具备数年相关经验 (several years of experience)，以及特定的专业培训 (specific training)。

:light_bulb: 职位特点：

  • 需要高水平的专业知识 (high level of specialized knowledge)。
  • 复杂问题解决能力 (complex problem-solving skills)。
  • 独立判断和决策 (independent judgment and decision-making)。

:pushpin: TEER 系统完整分类：

TEER 类别 说明 典型要求
TEER 1 管理职业 大学学位或大专+经验
TEER 1 大学学位职业 学士/硕士/博士学位
TEER 1 大专/学徒职业 2-3年大专文凭或学徒训练
TEER 1 中学后教育职业 2年以下大专或学徒训练
TEER 1 中学教育职业 高中文凭或数周在职培训
TEER 1 短期培训职业 短期工作示范或在职培训

:memo: 微出国版权声明 | Copyright Notice

本内容基于 Employment and Social Development Canada (ESDC) NOC 2021 Version 1.0 和 Statistics Canada 官方数据整理，由 微出国 (veryvisa.com) 编译制作。

数据来源 | Data Sources:

翻译模式 | Translation Mode: 基础模式 (Basic Mode) - 100% 忠实于官方数据，不包含联网搜索的薪资和就业推断信息。本文档仅翻译 JSON 原文字段，使用 emoji 美化和中英文对照增强可读性。

加拿大国家职业分类 National Occupational Classification 列表-FLYabroad NOC 2021