Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
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.
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.