该小组履行以下部分或全部职责：

金融分析师

• 评估财务风险，准备财务预测、融资方案和其他有关资本管理的文件，并撰写报告和建议
• 规划短期和长期现金流并评估财务绩效
• 分析投资项目
• 就合同和招标的财务方面提供建议并参与其中
• 与金融支持者跟进融资项目
• 开发、实施和使用工具来管理和分析金融投资组合
• 为债务投资组合准备定期风险概况
• 协助编制经营和投资预算
• 制定和更新财务或财政政策。

投资分析师

• 使用每日股票和债券报告、经济预测、交易量、金融期刊、证券手册、公司财务报表和其他财务报告和出版物收集有关公司、股票、债券和其他投资的财务和投资信息
• 检查和分析收集到的财务和投资信息，包括公司概况、股票和债券价格、收益率和未来趋势以及其他投资信息
• 向客户、公司高级官员、养老基金经理、证券代理人和同事提供投资意见和建议
• 准备公司、行业和经济展望、分析报告、简报和信件。

• 通常需要商业、工商管理、会计、金融或经济学学士学位以及在职培训和行业课程和计划。
• 可能需要工商管理硕士学位 (MBA)（主修金融）或金融。
• 通常需要特许金融分析师 (CFA) 称号，可通过 CFA 协会开展的课程或其他公认的金融称号（CFP、CIM 或其他）获得。
• 一些雇主可能需要其他称号，例如特许专业会计师 (CPA) 和注册财务专家 (CTP)。

• 随着经验的积累，可能晋升到管理职位，例如证券经理。

• 经济发展官员 (在 41402 商业开发官员和市场调研分析师中 )
• 经济学家（在41401 经济学家和经济政策研究人员和分析师中）
• 证券代理人、投资交易商和经纪人（11103）
• 财务规划师（11102财务顾问）

This group performs some or all of the following duties:

Financial analysts

• Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
• Plan short- and long-term cash flows and assess financial performance
• Analyze investment projects
• Advise on and participate in the financial aspects of contracts and calls for tender
• Follow up on financing projects with financial backers
• Develop, implement and use tools for managing and analyzing financial portfolio
• Prepare a regular risk profile for debt portfolios
• Assist in preparing operating and investment budgets
• Develop and update financial or treasury policies.

Investment analysts

• Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
• Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
• Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
• Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.

• A bachelor's degree in commerce, business administration, accounting, finance or economics and on-the-job training and industry courses and programs are usually required.
• A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
• The Chartered Financial Analyst (CFA) designation, available through a program conducted by the CFA Institute or an other recognized financial designations (CFP, CIM or others), is usually required.
• Other designations, such as Chartered Professional Accountant (CPA) and Certified Treasury Professional (CTP), may be required by some employers.

• Progression to management positions, such as securities manager, is possible with experience.

• Economic development officer (in 41402 Business development officers and market researchers and analysts)
• Economist (in 41401 Economists and economic policy researchers and analysts)
• Securities agents, investment dealers and brokers (11103)
• Financial planner (in 11102 Financial advisors)