Occupational Profiles

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.

• 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.