• Gathering and assessing securities data including industry-related stocks and bonds.
• Analyzing company financial reports to determine the market performance of existing securities.
• Using data modeling software and methodologies to create financial forecasts reports.
• Developing and delivering investment reports to the financial manager and the investment team.
• Providing direction and expert advice on securities to buy, sell, or hold.
• Monitoring industry and market trends for changes and investment opportunities.
• Staying up to date with the latest industry news including company sales and mergers.
• Preparing detailed internal investment reports as well as external reports for public presentation in the insight & recommendation.
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