VETASSESS职业评估Financial Dealers nec 222299其他未分类的金融交易商职业介绍Information Sheet

Financial Dealers nec 222299其他未分类的金融交易商职业基本介绍

金融交易商代表客户进行金融市场交易。其他未分类的金融交易商包括ANZSCO中没有另外分类的金融交易商。

Financial Dealers conduct financial market transactions on behalf of clients. Financial Dealers nec covers Financial Dealers not elsewhere classified in ANZSCO.

以下职业 可以 算入该职业组别:

  • 股票分析师 Equities Analyst

以下职业 不能 算入该职业组别:

  • 222211 Financial Market Dealer 金融市场交易商
  • 222212 Futures Trader 期货交易商
  • 222213 Stockbroking Dealer 股票交易商
  • 222112 Finance Broker 金融经纪人

飞出国注:以上这些职业都有对应其他ANZSCO代码或者达不到要求的技能水平。

Financial Dealers nec 222299其他未分类的金融交易商职业评估要求

  1. Financial Dealers nec 222299其他未分类的金融交易商属于VETASSESS评估的Group B职业,要求至少有等同于澳洲本科层次学历才可以。申请人可以通过以下四类途径之一满足评估要求:
  • 本科学历且是与提名职业高度相关的专业,那么需要近五年内有一年与提名职业相关的工作经验
  • 本科学历但专业不是与提名职业相关的,但是有相关专业的专科学历,那么需要近五年内有两年与提名职业相关的工作经验
  • 本科学历且专业不适于提名职业相关的,且没有其他相关专业的学历,那么需要近五年内有三年与提名职业相关的工作经验
  • 如果申请人的相关工作经验是在获得本科学历之前的,那么可以是近五年内有一年相关工作经验的基础上,有额外五年相关的工作经验(这五年可以不是近五年内的,但是需要是近十年内的)

  1. 学历要求至少有本科学位,相关专业可以包括:
  • 财务Finance,商学 Business,商务 Commerce,会计 Accounting,经济学 Economics,精算学 Actuarial Studies
  • 如果与所做的工作相关,数学,统计学,物理学,工程和ICT专业可能可以算作相关专业
  1. 工作经验要求,学历前的工作经验可以纳入职评考虑范围内,高度相关的工作职责,包括但不限于:
  • 获取有关证券、市场状况、政府法规和客户财务状况的信息 Obtaining information on securities, market conditions, government regulations and financial circumstances of clients
  • 解读来自证券报告、金融期刊和股票报价查看器屏幕的数据 Interpreting data from securities reports, financial periodicals and stock-quotation viewer screens
  • 分析金融市场和金融市场产品 Analysing financial markets and financial market products
  • 就金融市场事务、市场状况以及公司的历史和前景提供信息和建议 Providing information and offering advice on financial market matters, market conditions and the history and prospects of corporations
  • 代表客户在市场上执行买卖订单 Executing buy and sell orders in the market place on behalf of clients
  • 向客户传递交易信息,例如买卖合约的数量和价格 Relaying trade information to clients such as the number of contracts bought and sold and the price
  • 监控期货价格和市场变化,竞标商品期货合约 Monitoring futures prices and market changes, and bidding for commodity futures contracts
  • 记录和传输买卖订单 Recording and transmitting buy and sell orders
  • 计算和记录交易成本 Calculating and recording costs of transactions.

股票分析师 Equities Analyst的职责与上面的会有所不同,包括但不限于:

  • 研究企业的公共记录以预测公司未来的财务业绩 Studying public records of businesses in order to predict companies’ future financial performance
  • 撰写公司财务报告并通过分配财务评级(例如买入、卖出、持有等)来描述投资潜力 Writing reports on company finances and describing the investment potential by assigning financial ratings, such as buy, sell, hold, etc.
  1. Financial Dealers nec 222299其他未分类的金融交易商就业情况:
  • 提名“其他未分类nec”的只有要求申请人所持有的学历以及工作履历不能更好地匹配其他提名职业代码。因此,其他未分类的金融交易商与同职业组别的金融市场交易商,期货交易商,股票交易商和金融经纪人是区分开来的。
  • 股票分析师研究和分析公司,从而可以断定他们的整体金融价值。分析师通过仔细研究财务报告以及与公司管理层和业内专业人士面谈从而断定公司的金融价值。股票分析师就分为买方和卖方分析师。
  • 股票分析师可以受雇于证券公司,银行,共同基金,对冲基金,养老金,及保险公司。分析师断定一个公司的价值之后,他们的分析可以决定一家公司是否被认为是投资风险。
  • 除开评估一家公司的当前金融价值,股票分析师还会考虑一家公司的未来价值,通常会通过财务报表,销售,成本,以及税务信息等来判断。同时,分析师也会与管理层会面以获得更好的全面财务了解。

Nomination of the ‘not elsewhere classified’ (nec) code requires applicants to hold qualifications and employment that do not better fit under any other ANSZCO code.

The occupation of Financial Dealers nec is distinct from other related occupations classified in ANZSCO, such as Financial Market Dealer, Futures Trader, Stockbroking Dealer and Finance Broker.

An Equities Analyst studies and analyses companies in order to determine their overall financial worth. Analysts determine the financial value of a company by scrutinising financial reports and conducting interviews with company management and industry professionals. They are classified into buy-side and sell-side analysts.

Equities Analysts may be employed by securities firms, banks, mutual funds, hedge funds, pension funds, and insurance companies. Since analysts determine a company’s worth, their analyses can determine whether or not a company is considered an investment risk.

In addition to evaluating a company’s present financial value, Equities Analysts also consider the future worth of a company. Determinations may be made based upon financial statements, sales, costs, and tax information. Analysts may also meet with management in order to gain a better overall financial picture.

  1. 其他证明材料: 除开VETASSESS常规要求的工作材料,需要提供Cover Letter说明选择提名NEC职业的理由。另外,如果有相关执业证书,也可以提供,如果有参加相关培训课程,也可以在简历中提及。

You should provide a cover letter that justifies the rationale for choosing an ‘nec’ category.

While the VETASSESS Skills Assessment for migration purposes is distinct from an assessment for licensing or registration purposes, you are advised to provide copies of relevant licences (including from overseas), if held.

You should also provide details of any relevant training or professional development courses undertaken. These may be detailed in the Curriculum Vitae/Resume provided.

飞出国:以上VETASSESS职业评估Financial Dealers nec 222299其他未分类的金融交易商职业介绍Information Sheet为官网2021年10月公布的最新版本,目前依然有效,该Information Sheet内容根据VETASSESS职业评估需要会不定期修改。