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Financial analysts conduct quantitative analyses of information affecting investment programmes of public or private institutions.
Tasks include -
(a) analysing financial information to produce forecasts of business, industry and economic conditions for use in making investment decisions;
(b) maintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance and economic theory;
(c) interpreting data affecting investment programmes such as price, yield, stability, future trends in investment risks and economic influences;
(d) monitoring economic, industrial and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources and personal interviews;
(e) recommending investments and investment timing to companies, investment firm staff or the investing public;
(f) determining the prices at which securities should be syndicated and offered to the public;
(g) preparing plans of action for investment based on financial analyses;
(h) evaluating and comparing the relative quality of various securities in a given industry;
(i) presenting oral and written reports on general economic trends, individual corporations and entire industries.
Examples of the occupations classified here:
- Bond analyst
- Investment analyst
- Securities consultant

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