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securities analyst

View on ESCO Portal

Description

Securities analysts perform research activities to gather and analyse financial, legal and economic information. They interpret data on the price, stability and future investment trends in a certain economic area and make recommendations and forecasts to business clients.

EssentialOptional

Theoretical Knowledge

asset managementmodern portfolio theoryinvestment analysissecuritieseconomicsfundamental analysisfinancial productsstock marketactuarial sciencequantitative analysisfinancial marketsinvestment bankingbanking activitiesfinancial statementsinternational financial reporting standardsstatisticscryptocurrencycommercial lawMonte Carlo simulation

Practical Skills

analyse financial riskcollect financial datamonitor stock marketanalyse economic trendsconsult information sourcesdevelop investment portfolioreview investment portfoliosobtain financial informationadvise on investmentanalyse market financial trendsexamine credit ratingsforecast economic trendsprovide cost benefit analysis reportscommunicate with banking professionalsadvise on financial mattersperform stock valuationliaise with board memberspresent reportsinterpret financial statementsliaise with managersconsult credit scorehandle financial transactionscreate a financial plan

Data Source: ESCO v1.2.1 Classification · European Commission

Supported by

EUPortugal GovAmadora City

Incubated by

Amadora InovaIAPMEI

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