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

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

飞出国 NOC2021:11101 财务和投资分析师收集和分析经济预测、交易量和资本流动、公司财务背景、股票、债券和其他投资工具的历史表现和未来趋势等金融信息,为其提供金融和投资或融资建议。公司或其公司的客户。他们的研究和评估涵盖收购要约、私募、兼并或收购等领域。金融分析师受雇于私营和公共部门的各种机构,例如银行、经纪公司、保险公司、投资公司、制造公司、信托公司、公用事业公司和承销公司。投资分析师主要受雇于经纪公司和基金管理公司。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.

11101 财务和投资分析师示例职业名称 - 飞出国 Example titles- FLYabroad NOC

  • 注册金融分析师 / Chartered financial analyst
  • 财务分析师 / Financial analyst
  • 金融服务研究助理 / Financial services research associate
  • 投资分析师 / Investment analyst
  • 货币市场分析师 / Money market analyst
  • 投资组合经理 / Portfolio manager

11101 财务和投资分析师主要职责 Main duties- FLYabroad NOC

11101 该小组执行以下部分或全部职责 This group performs some or all of the following duties:

11101 财务分析师 Financial analysts

  • 评估财务风险,准备财务预测、融资方案等有关资本管理的文件,并撰写报告和建议 / Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
  • 规划短期和长期现金流并评估财务业绩 / Plan short- and long-term cash flows and assess financial performance
  • 分析投资项目 / Analyze investment projects
  • 就合同和招标的财务方面提供建议并参与其中 / Advise on and participate in the financial aspects of contracts and calls for tender
  • 跟进资金支持者的融资项目 / Follow up on financing projects with financial backers
  • 开发、实施和使用工具来管理和分析金融投资组合 / Develop, implement and use tools for managing and analyzing financial portfolio
  • 为债务投资组合准备定期风险概况 / Prepare a regular risk profile for debt portfolios
  • 协助编制营运及投资预算 / Assist in preparing operating and investment budgets
  • 制定和更新财务或财政政策 / Develop and update financial or treasury policies.

11101 投资分析师 Investment analysts

  • 使用每日股票和债券报告、经济预测、交易量、金融期刊、证券手册、公司财务报表和其他财务报告和出版物收集有关公司、股票、债券和其他投资的财务和投资信息 / 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
  • 检查和分析收集的财务和投资信息,包括公司概况、股票和债券价格、收益率和未来趋势以及其他投资信息 / Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
  • 向客户、公司高级官员、养老基金经理、证券代理人和联营公司提供投资建议和建议 / Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • 准备公司、行业和经济展望、分析报告、简报和信函 / Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.

11101 财务和投资分析师就业要求 Employment requirements- FLYabroad NOC

  • 通常需要商业、工商管理、会计、金融或经济学学士学位以及在职培训和行业课程和计划 / 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.
  • 可能需要工商管理 (MBA)(金融专业)或金融硕士学位 / A master’s degree in business administration (MBA) (concentration in finance) or in finance may be required.
  • 通常需要特许金融分析师 (CFA) 称号,可通过 CFA 协会开展的计划或其他公认的金融称号(CFP、CIM 或其他)获得 / 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.
  • 某些雇主可能需要其他名称,例如特许专业会计师 (CPA) 和注册财务专业人员 (CTP) / Other designations, such as Chartered Professional Accountant (CPA) and Certified Treasury Professional (CTP), may be required by some employers.

11101 附加信息 Additional information

  • 根据经验可以晋升到管理职位,例如证券经理 / Progression to management positions, such as securities manager, is possible with experience.

11101 排除 Exclusions

  • 经济发展官(41402 业务发展官和市场研究人员和分析师) / Economic development officer (in 41402 Business development officers and market researchers and analysts)
  • 经济学家(在 41401 经济学家和经济政策研究人员和分析师) / Economist (in 41401 Economists and economic policy researchers and analysts)
  • 证券代理、投资交易商和经纪人 (11103) / Securities agents, investment dealers and brokers (11103)
  • 理财规划师(11102 理财顾问) / Financial planner (in 11102 Financial advisors)

11101 财务和投资分析师职业名称 - 飞出国 All titles- FLYabroad NOC

  • 助理财务分析师 / Assistant financial analyst
  • 债券分析师 / Bond analyst
  • 注册金融分析师 / Chartered financial analyst
  • 企业投资顾问 / Corporate investment adviser
  • 成本财务分析师 / Cost financial analyst
  • 金融和商业事务分析师 / Finance and commercial affairs analyst
  • 财务分析顾问 / 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
  • 高级财务分析师 / 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
  • 高级资金分析师 / Senior treasury analyst
  • 财资分析师 / Treasury analyst
  • 资金经理 / Treasury manager

广泛的职业类别
1 – 商业, 金融, 和行政职业
TEER类别
1 – 通常需要大学学历
Major group次主要分组
11 – 金融和商业职业
Sub-major group次要分组
111 –金融和商业职业
Minor group单元组
1110-审计师, 会计师和投资专业人士

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