Financial Analyst

Sound Oil Plc; Houston (TX); On-site; Full time

Job summary

A financial services company in the United States is seeking a skilled financial analyst to interpret data and provide forecasts impacting investment decisions. The ideal candidate will be responsible for analyzing financial reports, preparing actionable investment plans, and presenting findings to stakeholders. Responsibilities also include collaborating with investment bankers and staying updated on industry trends. A strong background in finance and analytical skills are crucial for this role.

Responsibilities

• Analyze financial information to produce forecasts for investment decisions.
• Assemble spreadsheets and draw charts for technical reports.
• Evaluate and compare the relative quality of various securities.
• Prepare investment plans based on financial analyses.
• Present reports on economic trends and recommendations.

Job description

Responsibilities

• Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer.
• Evaluate and compare the relative quality of various securities in a given industry.
• Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
• Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.
• Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
• Prepare plans of action for investment based on financial analyses.
• Present oral and written reports on general economic trends, individual corporations, and entire industries.
• Recommend investments and investment timing to companies, investment firm staff, or the investing public.
• Collaborate with investment bankers to attract new corporate clients to securities firms.
• Contact brokers and purchase investments for companies, according to company policy.
• Determine the prices at which securities should be syndicated and offered to the public.
• Analysing of finance reports obtained from various departments such as sales, marketing, purchase, production, communication, etc.
• Preparing reports on their research and making important suggestions on investments.
• Determining, planning and foreseeing marketing activities.