Financial Analyst Job Responsibilities

Financial Analyst Job Responsibilities

Job Responsibilities:

1. Familiar with international and domestic financial markets, grasp domestic and foreign macroeconomic trends and industry development trends, collect and analyze relevant industry information and data, and conduct correlation analysis and explanation;

2. Be able to communicate with customers and provide guidance, design corresponding investment and wealth management plans according to the needs of customers;

3. Provide market analysis suggestions for corporate customers and improve customers’ operation plans, while tracking and guiding;

4. Carry out corresponding technical analysis and disk research, and write relevant transaction reports or market reports

5. Provide other value-added services related to investment, and have a strong ability to grasp market conditions and investment analysis.

Business requirements for financial analysts

The following content comes from the responsibilities of Kanzhuan.com for financial analysis requirement A

Job Responsibilities:

1. Familiar with international and domestic financial markets, grasp domestic and foreign macroeconomic trends and industry development trends, collect and analyze relevant industry information and data, and conduct correlation analysis and explanation;

2. Be able to communicate with customers and provide guidance, design corresponding investment and wealth management plans according to the needs of customers;

3. Provide market analysis suggestions for corporate customers and improve customers’ operation plans, while tracking and guiding;

4. Carry out corresponding technical analysis and disk research, and write relevant transaction reports or market reports

5. Provide other value-added services related to investment, and have a strong ability to grasp market conditions and investment analysis.

Requirement B

Job Responsibilities:

1. According to product characteristics, conduct fundamental analysis and trend analysis, write research and analysis reports, and put forward investment suggestions;

2. Responsible for the collection and arrangement of daily information and the establishment of a database, prompting investment opportunities and risks promptly;

3. Conduct strategic research and product design in asset allocation, including the establishment of strategic models, product function realization, etc.;

4. Study the changes in market trends, formulate investment plans according to the operating characteristics of commodities; explore business model innovations combined with futures;

5. Organize and participate in relevant market research, keep abreast of spot market conditions, and grasp the development trend of the research industry;

6. Follow up the policy direction and make corresponding adjustment suggestions for the customer’s investment ;

8. Daily consultation information analysis and release, responsible for guiding financial institution clients’ investment support work ;

9. Provide website content, including daily gold reviews and writing industry in-depth reports ;

10. Have strong trend control and short-term operation ability, provide financial consulting for important customers, and formulate reasonable investment plans ;

job requirements:

1. Bachelor degree or above in finance, economics, futures, mathematics, and other related majors is preferred ;

2. Those with more than three years of professional financial industry research or working background are preferred ;

3. Familiar with the principles of finance, economics, and financial data statistics is preferred ;

4. Love the financial industry, master market theoretical knowledge, and various analytical tools, and have a deep understanding of the financial market and accurate judgment ability; 5. Clear logical thinking ability, language expression ability, and text organization ability are preferred ;

6. Teamwork spirit and good professionalism.

Requirement C

Job Responsibilities:

1. Interpret recent economic events and organize commentary articles based on various information;

2. Provide customers with practical investment and financial planning according to their specific circumstances and their actual investment needs, and provide relevant consulting services;

3. , Maintain and guide the company’s customers, and guide customers to call orders;

4. Regularly visit customers to understand their needs and ideas, to provide customers with effective and reasonable solutions;

5. Responsible for the maintenance and management of the live studio;

6. With Establish good relationships with customers, improve customer satisfaction, and maintain long-term good cooperative relations;

7. Complete other tasks assigned by superiors; 

job requirements:

1. College degree or above, major in finance, marketing, etc.;

2. More than one year of work experience in gold and other precious metals research and analysis is preferred;

3. Familiar with securities, futures, precious metals, and other industry knowledge, and have experience in real-time operation, Those who can give lectures are preferred;

4. Have strong development skills, negotiation skills, and abilities;

5. Excellent language and communication skills, good at grasping the psychology of customers;

6. Have certain marketing thinking and awareness, and have done sales-related work 

7. Proficient in using office software;

8. Have a certain ability to withstand pressure and teamwork spirit;

By Master James

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