Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Conduct quantitative analyses of information affecting investment programs of public or private institutions.
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.