What You'll Do

  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Assess companies as investments for clients by examining company facilities.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Collaborate with investment bankers to attract new corporate clients.
  • Conduct financial analyses related to investments in green construction or green retrofitting projects.
  • Confer with clients to restructure debt, refinance debt, or raise new debt.
  • Create client presentations of plan details.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Develop and maintain client relationships.

Career Fit Overview

Use this summary to sense whether the day to day rhythm and focus of this path line up with what energizes you.

Top passions

  • Organizer: Bringing order to data and processes satisfies you.
  • Leader: Taking charge and moving ideas forward motivates you.
  • Analyst: Investigating problems and finding patterns keeps you engaged.

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Technologies & Tools

Accounting software ADP Workforce Now Advanced Portfolio Technologies Report Builder Advanced Portfolio Technologies Simulator Alteryx software Analyse-it AnalyzerXL Annuities analysis software Apache Hive Apache Pig Apple AppleWorks Apple Keynote Aspen Graphics Technical Analysis Software BizBench BizPricer Bloomberg Professional Business Forecast Systems Forecast Pro Business intelligence software Corel QuattroPro dailyVest Investment Personalization Platform

How to Become One

Most employers require a bachelor's degree in a relevant field. Some positions may also require experience through internships, co-ops, or entry-level work to strengthen your candidacy.

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Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Accounting Analyst Acquisition Analyst Acquisition Specialist Acquisitions Analyst Acquisitions Consultant Alternative Financing Specialist Analyst Bank Analyst Banking Analyst Bond Analyst Brand Analyst Chartered Financial Analyst (CFA) Commodity Analyst Corporate Financial Analyst Corporate Securities Research Analyst Corporate Statistical Financial Analyst Credit Products Officer Equity Research Analyst Finance Analyst Financial Analyst Financial Planning and Analysis Analyst Financial Reporting Analyst Financial Systems Analyst Fiscal Analyst Government Incentives Alternative Financing Specialist Green Material Value-Added Assessor Institutional Commodity Analyst Investment Analyst Investment Banker Investment Officer Investment Underwriter Investor M and A Banker (Mergers and Acquisitions Banker) Mergers and Acquisitions Associate (M and A Associate) Mergers and Acquisitions Consultant (M and A Consultant) Money Manager Mutual Fund Accountant Organizational Investment Analyst Planning Analyst Portfolio Analyst Portfolio Manager Pricing Analyst Pricing Specialist Prime Broker Real Estate Analyst Real Estate Investor Renewable Energy System Finance Specialist Securities Analyst Securities Consultant Securities Research Analyst Securities Underwriter Statistical Financial Analyst Stock Analyst Treasury Analyst Trust Officer