【NOC-1112】​1112-财务和投资分析师

作者/来源:新新源移民/newnewland   发表时间:2015-04-24 17:47:38

1112-财务和投资分析师

1112 Financial and investmentanalysts


综述---新新源移民:

财务和投资分析师,收集和分析财务信息,如经济预测、交易额、资本流动、公司财务背景、股票/债券/其他投资工具的历史行为和未来趋势等,为公司或公司客户提供财务建议或投融资建议。他们的研究和评估范围包括收购竞标、私募配售、兼并收购、财务分析师可以受雇于庞大的单位群体中的私营企业或公共机构,比如银行、经纪行、保险公司、投资公司、制造企业、信托公司、公共事业单位、承销公司。投资分析师主要受雇于经纪行和基金管理公司。

Financial and investment analysts collect and analyzefinancial information such as economic forecasts, trading volumes and themovement of capital, financial backgrounds of companies, historicalperformances and future trends of stocks, bonds and other investmentinstruments to provide financial and investment or financing advice for theircompany or their company's clients. Their studies and evaluations cover areassuch as takeover bids, private placements, mergers or acquisitions. Financialanalysts are employed by a wide range of establishments throughout the privateand public sector, such as banks, brokerage houses, insurance companies,investment companies, manufacturing firms, trust companies, utility companiesand underwriting firms. Investment analysts are employed primarily by brokeragehouses and fund management companies.


ExampleTitles示例职位-新新源移民

analyst, investments-投资分析师

analyst, money market-金融/货币市场分析师

analyst, securities-证券/债券分析师

assistant financial analyst-助理财务分析师

chartered financial analyst-注册财务分析师

cost financial analyst-成本财务分析师

economic analyst, financialservices-经纪分析师(财务服务)

finance and commercial affairsanalyst-财务和商业事务分析师

financial analysis consultant-财务分析咨询顾问

financial analyst-财务分析师

fiscal projections consultant-财政预测咨询顾问

investment adviser, corporate-公司投资顾问

investment analyst-投资分析师

investment consultant-投资咨询顾问

junior financial analyst-初级财务分析师

money market analyst-货币市场分析师

portfolio manager-投资组合经理

regional financial analyst-区域财务分析师

research analyst, securities-证券研究分析师

research associate, financialservices-助理研究员(财务服务)

securities analyst-证券分析师

securities research analyst-证券研究分析师

senior financial analyst-高级财务分析师

senior investment officer-高级投资主管

senior planning and returnanalyst-高级计划和回报分析师

senior planning and yieldanalyst-高级计划和收益分析师


主要岗位职责-Mainduties-新新源移民

财务分析师执行部分或全部如下岗位职责:-新新源移民

-评估财务风险,准备财务预测、融资报告和其他关于资本管理的文件,做相应报告和提出意见;

-规划短期和长期现金流,评估财务状况;

-对投资项目进行深入分析;

-就投标的合同或要约提出建议,并参与其财务方面的相关工作;

-跟踪投资者的项目融资情况;

-开发、实施和使用相关工具,对财务投资组合进行管理和分析;

-定期准备债务投资组合的风险预测;

-协助准备运营和投资预算;

 

投资分析师执行部分或全部如下岗位职责:新新源移民

-通过日常的股票和债券报告、经济预测、交易量、金融期刊、证券指南、公司财务报表、其他财务报告和出版物,收集公司、股票、债券和其他投资产品的财务和投资信息;

-检查和分析收集的财务和投资信息,包括公司配置、股票和有价债券、投资收益、未来趋势和其他投资信息;

-为客户、公司高级主管、养老基金经理、证券代理和伙伴提供投资建议和意见;

-准备有关公司、行业、经济前景的分析性报告、简介资料和处理相关沟通联系事宜;

 


Financial analysts perform some or allof the following duties:

Evaluate financial risk, prepare financial forecasts,financing scenarios and other documents concerning capital management, andwrite reports and recommendations

Plan short- and long-term cash flows and assess financialperformance

Analyze investment projects

Advise on and participate in the financial aspects ofcontracts and calls for tender

Follow up on financing projects with financial backers

Develop, implement and use tools for managing andanalyzing financial portfolio

Prepare a regular risk profile for debt portfolios

Assist in preparing operating and investment budgets.


Investment analysts perform some or allof the following duties:

Collect financial and investment information aboutcompanies, stocks, bonds and other investments using daily stock and bondreports, economic forecasts, trading volumes, financial periodicals, securitiesmanuals, company financial statements and other financial reports andpublications

Examine and analyze financial and investment informationcollected, including profiles of companies, stock and bond prices, yields andfuture trends and other investment information

Provide investment advice and recommendations to clients,senior company officials, pension fund managers, securities agents andassociates

Prepare company, industry and economic outlooks,analytical reports, briefing notes and correspondence.

 

雇佣要求-Employmentrequirements-新新源移民

-A bachelor's degree in commerce,business administration or economics
andOn-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 Institute of Chartered FinancialAnalysts in the United States, may be required by some employers.

Additional information

Progression tomanagement positions, such as securities manager, is possible with experience.


其他分类Classified elsewhere—新新源移民

Economicdevelopment officers (in 4163 Business development officers andmarketing researchers and consultants ) –经济开发主任

Economists(in 4162 Economists and economic policyresearchers and analysts ) –经济学家

Financialplanners (in 1114 Other financial officers ) –财务计划师

Securitiesagents, investment dealers and brokers (1113) –证券代理、投资经销商、经纪人

 


相关链接:---新新源移民(www.newnewland.com)

(1)新西兰技术移民评分标准

(2)加拿大联邦技术移民评分标准

(3)澳洲技术移民评分标准

(4)2015-2016移民指引

(5)2015-2016移民地图

(6)2015年加拿大NS省技术移民评分标准

(7)2015年加拿大萨省技术移民评分标准

(8)2015年加拿大曼省技术移民评分标准

(9)2015年魁北克技术移民41新政评分标准

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