Financial and investment analysts
collect and analyze financial, economic and statistical data to provide financial and investment advice for their company or their company's clients.
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Full NOC Description
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.
Main Duties
This group performs some or all of the following duties:
Financial analysts
- Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
- Plan short- and long-term cash flows and assess financial performance
- Analyze investment projects
- Advise on and participate in the financial aspects of contracts and calls for tender
- Follow up on financing projects with financial backers
- Develop, implement and use tools for managing and analyzing financial portfolio
- Prepare a regular risk profile for debt portfolios
- Assist in preparing operating and investment budgets
- Develop and update financial or treasury policies.
Investment analysts
- 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
- Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
- Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.
Also Known As
- chartered financial analyst
- financial analyst
- financial services research associate
- investment analyst
- money market analyst
Employment Requirements
- A bachelor's degree in commerce, business administration, accounting, finance or economics and on-the-job training and industry courses and programs are usually required.
- A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
- The Chartered Financial Analyst (CFA) designation, available through a program conducted by the CFA Institute or an other recognized financial designations (CFP, CIM or others), is usually required.
- Other designations, such as Chartered Professional Accountant (CPA) and Certified Treasury Professional (CTP), may be required by some employers.
Provincial Regulation
Not Provincially Regulated
The following graph shows the percentage of men and women working in this occupation in New Brunswick.
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The following graph shows the breakdown of all persons working in this occupation in New Brunswick by age group.
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The following graph shows the breakdown of all persons working in this occupation in New Brunswick by highest level of education achieved.
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The following graph shows the industry groups in which the largest shares of persons working in this occupation in New Brunswick are employed. Small percentages for all top three industry groups may suggest employment for this occupation is widely distributed amongst many industry groups.
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The following graph shows the breakdown of all persons employed in this occupation in New Brunswick by which economic region they reside in.
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Economic Regions
The following map displays New Brunswick’s five economic regions. An economic region (ER) is a grouping of counties, created as a standard unit for analysis of regional economic activity across Canada.
The following graph shows the average salary of all persons employed in this occupation in each of New Brunswick’s five economic regions.
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Economic Regions
The following map displays New Brunswick’s five economic regions. An economic region (ER) is a grouping of counties, created as a standard unit for analysis of regional economic activity across Canada.
The following represents the median hourly wage of all persons employed in this occupation in each of New Brunswick’s five economic regions.
The following shows the average salary of everyone who worked full-time and year-round in this occupation across each of the Atlantic Provinces and nationally.
The following represents the number of job openings that are expected to occur in this occupation over the next three and ten years respectively, broken down by openings expected to result from growth (“new jobs”) and openings expected to result from attrition (death and retirements).
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