securities analyst
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.
Alternative label
bonds analyst
securities research analyst
rating analyst
corporate securities research analyst
shares analyst
stock analyst
securities research director
Regulatory aspect
To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database: http://ec.europa.eu/growth/single-market/services/free-movement-professionals/qualifications-recognition_en
Hierarchy
Essential skills and competences
- advise on investment
- analyse economic trends
- analyse financial risk
- analyse market financial trends
- collect financial data
- consult information sources
- develop investment portfolio
- monitor stock market
- obtain financial information
- review investment portfolios
Essential Knowledge
- actuarial science
- economics
- financial markets
- financial products
- investment analysis
- modern portfolio theory
- securities
- stock market
Optional skills and competences
- advise on financial matters
- communicate with banking professionals
- consult credit score
- create a financial plan
- examine credit ratings
- forecast economic trends
- handle financial transactions
- interpret financial statements
- liaise with board members
- liaise with managers
- perform stock valuation
- present reports
- provide cost benefit analysis reports
Optional Knowledge
- banking activities
- commercial law
- financial statements
- international financial reporting standards
- statistics
Status
released
Concept URI
http://data.europa.eu/esco/occupation/076d23f3-a689-4f1a-8b55-ae870c9aaa85