Profession securities analyst

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.

Would you like to know what kind of career and professions suit you best? Take our free Holland code career test and find out.

Personality Type

• Conventional / Enterprising
• Conventional / Investigative
• Enterprising / Conventional

Knowledge

• Modern portfolio theory

  The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an investment by judiciously choosing the right combination of financial products.

• Actuarial science

  The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.

• Financial products

  The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.

• Stock market

  The market in which shares of publicly held companies are issued and traded.

• Economics

  Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.

• Securities

  The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim of securities which is raising capital and hedging risk in financial markets.

• Financial markets

  The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.

• Investment analysis

  The methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide decision on investment.

Skills

• Review investment portfolios

  Meet with clients to review or update an investment portfolio and provide financial advice on investments.

• Analyse market financial trends

  Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

• Consult information sources

  Consult relevant information sources to find inspiration, to educate yourself on certain topics and to acquire background information.

• Advise on investment

  Assess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.

• Monitor stock market

  Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.

• Analyse economic trends

  Analyse developments in national or international trade, business relations, banking, and developments in public finance and how these factors interact with one another in a given economic context.

• Develop investment portfolio

  Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.

• Obtain financial information

  Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.

• Collect financial data

  Gather, organise, and combine financial data for their interpretation and analysis in order to predict possible financial scenarios and performance of a company or project.

• Analyse financial risk

  Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.

Optional knowledge and skills

Source: Sisyphus ODB