1112 財(cái)務(wù)及投資分析員 （1112 Financial and investment analysts） - Immiknow NOC - LEVEL A

財(cái)務(wù)及投資分析員搜集并分析財(cái)政信息，例如經(jīng)濟(jì)預(yù)測(cè)，交易量和資金，公司財(cái)政背景，歷史業(yè)績(jī)和股票發(fā)展趨勢(shì)，基金和其他投資工具，以便為公司和客戶(hù)提供財(cái)政和投資融資建議。他們的研究和評(píng)價(jià)領(lǐng)域涉及接管投標(biāo)，股票出售和并購(gòu)。財(cái)務(wù)分析員受雇于大范圍的公共企業(yè)和私企，例如銀行，經(jīng)紀(jì)行，保險(xiǎn)公司，投資公司，制造公司，信托公司，公用事業(yè)公司和幫助首次公開(kāi)招股的公司確定發(fā)行價(jià)格和銷(xiāo)售股票給公眾的公司。投資分析員主要受雇于經(jīng)紀(jì)行和基金管理公司。

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

## 1112 加拿大財(cái)務(wù)及投資分析員頭銜范例 Example Titles - Immiknow NOC

* 注冊(cè)金融分析師 chartered financial analyst
* 財(cái)務(wù)分析師 financial analyst
* 投資分析師 investment analyst
* 金融市場(chǎng)分析師 money market analyst
* 有價(jià)證券管理人 portfolio manager
* 助理研究員，財(cái)政服務(wù) research associate, financial services

## 1112 財(cái)務(wù)及投資分析員主要職責(zé) Main duties - Immiknow NOC

### 財(cái)務(wù)分析員主要職責(zé) - Immiknow

* 評(píng)估金融風(fēng)險(xiǎn)，進(jìn)行財(cái)政預(yù)測(cè)，準(zhǔn)備金融場(chǎng)景和其他有關(guān)資金管理的文件，并撰寫(xiě)報(bào)告和給出建議
Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations

* 計(jì)劃短期和長(zhǎng)期現(xiàn)金流動(dòng)并對(duì)財(cái)政狀況進(jìn)行評(píng)估
Plan short- and long-term cash flows and assess financial performance

* 分析投資項(xiàng)目
Analyze investment projects

* 就投標(biāo)合同和要求給出財(cái)務(wù)方面的建議
Advise on and participate in the financial aspects of contracts and calls for tender

* 跟蹤金融支持者的相關(guān)財(cái)務(wù)項(xiàng)目
Follow up on financing projects with financial backers

* 發(fā)展，實(shí)踐并通過(guò)金融工具管理和分析金融投資組合
Develop, implement and use tools for managing and analyzing financial portfolio

* 為債務(wù)投資組合進(jìn)行常規(guī)風(fēng)險(xiǎn)預(yù)測(cè)
Prepare a regular risk profile for debt portfolios

* 協(xié)助準(zhǔn)備操作和投資預(yù)算
Assist in preparing operating and investment budgets.

### 投資分析員主要職責(zé) - Immiknow

利用日常股票和債券報(bào)告，經(jīng)濟(jì)預(yù)測(cè)，交易額，金融期刊，證券手冊(cè)，公司財(cái)政狀況和其他財(cái)政報(bào)告和發(fā)表期刊搜集公司財(cái)政和投資信息，股票，債券和其他投資方式
Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications

* 調(diào)查分析搜集的財(cái)務(wù)和投資信息，包括公司檔案，股票和債券價(jià)格，收益和未來(lái)的發(fā)展趨勢(shì)，以及其他投資信息
Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information

* 向客戶(hù)，公司高級(jí)管理人員，養(yǎng)老基金經(jīng)理，安全代理和相關(guān)人員提供投資建議
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates

* 準(zhǔn)備公司和企業(yè)的經(jīng)濟(jì)前景分析報(bào)告，簡(jiǎn)介資料和相關(guān)報(bào)告
Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.

## 1112 財(cái)務(wù)及投資分析員任職要求 Employment requirements - Immiknow NOC

* 商業(yè)，企業(yè)管理，經(jīng)濟(jì)學(xué)專(zhuān)業(yè)學(xué)士學(xué)，需要在職培訓(xùn)，相關(guān)課程和項(xiàng)目A bachelor's degree in commerce, business administration or economics and On-the-job training and industry courses and programs are usually required.

* 工商管理碩士學(xué)位或者財(cái)政學(xué)碩士（財(cái)政方向）
A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.

* 一些雇主可能要求經(jīng)美國(guó)特許金融分析師協(xié)會(huì)認(rèn)可的特許財(cái)務(wù)分析師
The Chartered Financial Analyst (CFA) designation, available through a program conducted by the Institute of Chartered Financial Analysts in the United States, may be required by some employers.

## 1112 財(cái)務(wù)及投資分析員附加信息 Additional information - Immiknow NOC

* 發(fā)展為管理職位的，例如證券經(jīng)理，有工作經(jīng)驗(yàn)亦可
Progression to management positions, such as securities manager, is possible with experience.

## 1112 財(cái)務(wù)及投資分析員其他分類(lèi) Classified elsewhere - Immiknow NOC

* 經(jīng)濟(jì)發(fā)展官員 Economic development officers (in [4163](4163) Business development officers and marketing researchers and consultants )
* 經(jīng)濟(jì)學(xué)者 Economists (in [4162](4162) Economists and economic policy researchers and analysts )
* 財(cái)務(wù)預(yù)算員 Financial planners (in [1114](1114) Other financial officers )
* 證券代理， 投資經(jīng)濟(jì)人 Securities agents, investment dealers and brokers ([1113](1113))

## 1112 財(cái)務(wù)及投資分析員職稱(chēng)頭銜 Titles - Immiknow NOC

* 分析員，投資analyst, investments
* 分析員，金融市場(chǎng)analyst, money market
* 分析員，證券analyst, securities
* 財(cái)務(wù)分析員助理assistant financial analyst
* 特許財(cái)務(wù)分析師chartered financial analyst
* 成本財(cái)務(wù)分析員cost financial analyst
* 經(jīng)濟(jì)分析師，財(cái)政服務(wù)economic analyst, financial services
* 財(cái)務(wù)和商務(wù)分析員finance and commercial affairs analyst
* 財(cái)務(wù)分析咨詢(xún)financial analysis consultant
* 財(cái)務(wù)分析員financial analyst
* 財(cái)政規(guī)劃顧問(wèn)fiscal projections consultant
* 投資顧問(wèn)investment adviser, corporate
* 投資分析員investment analyst
* 投資顧問(wèn)investment consultant
* 初級(jí)財(cái)務(wù)分析員junior financial analyst
* 金融市場(chǎng)分析員money market analyst
* 有價(jià)證券管理人portfolio manager
* 地區(qū)財(cái)務(wù)分析員regional financial analyst
* 調(diào)研分析員，證券research analyst, securities
* 調(diào)研助理，財(cái)政服務(wù)research associate, financial services
* 證券分析師securities analyst
* 證券研究分析員securities research analyst
* 高級(jí)財(cái)務(wù)分析師senior financial analyst
* 高級(jí)投資主任senior investment officer
* 高級(jí)規(guī)劃和回歸分析senior planning and return analyst
* 高級(jí)規(guī)劃和產(chǎn)量分析senior planning and yield analyst