investment-analyst/references/tasks.md

Tasks & work activities — investment analyst

Source: O*NET 30.3, occupation 13-2099.01 (Financial Quantitative Analysts).

Task statements

• [Core] Provide application or analytical support to researchers or traders on issues such as valuations or data.
• [Core] Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
• [Core] Research new financial products or analytics to determine their usefulness.
• [Core] Maintain or modify all financial analytic models in use.
• [Core] Produce written summary reports of financial research results.
• [Core] Interpret results of financial analysis procedures.
• [Core] Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.
• [Core] Define or recommend model specifications or data collection methods.
• [Core] Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.
• [Core] Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.
• [Core] Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
• [Core] Devise or apply independent models or tools to help verify results of analytical systems.
• [Core] Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
• [Supplemental] Prepare requirements documentation for use by software developers.
• [Supplemental] Identify, track, or maintain metrics for trading system operations.
• [Supplemental] Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.
• [Supplemental] Analyze pricing or risks of carbon trading products.
• [Supplemental] Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.
• [Supplemental] Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.
• [Supplemental] Develop solutions to help clients hedge carbon exposure or risk.
• [Supplemental] Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.

Detailed work activities

• Advise others on analytical techniques.
• Analyze business or financial data.
• Analyze risks related to investments in green technology.
• Apply mathematical models of financial or business conditions.
• Assess the cost effectiveness of products, projects, or services.
• Confer with personnel to coordinate business operations.
• Develop business or financial information systems.
• Develop financial analysis methods.
• Develop technical specifications for systems or equipment.
• Discuss business strategies, practices, or policies with managers.
• Measure effectiveness of business strategies or practices.
• Monitor business indicators.
• Prepare financial documents, reports, or budgets.