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.

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Personality Type

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

Knowledge

  • 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.

  • 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.

  • Economics

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

  • Actuarial science

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

  • 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.

  • 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.

  • Stock market

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

Skills

  • Obtain financial information

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

  • Review investment portfolios

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Analyse market financial trends

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

  • 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.

  • Consult information sources

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

Optional knowledge and skills

interpret financial statements commercial law examine credit ratings handle financial transactions perform stock valuation international financial reporting standards create a financial plan communicate with banking professionals advise on financial matters forecast economic trends liaise with managers provide cost benefit analysis reports statistics present reports liaise with board members consult credit score financial statements banking activities