TCFCA 学习空间
TCFCA 学习空间
Financial and investment analysts
金融和投资分析师收集和分析经济预测、交易量和资本流动、公司财务背景、股票、债券和其他投资工具的历史表现和未来趋势等金融信息，为其公司或其公司的客户提供金融和投资或融资建议。他们的研究和评估涵盖收购要约、私募、兼并或收购等领域。金融分析师受雇于私营和公共部门的各种机构，例如银行、经纪公司、保险公司、投资公司、制造公司、信托公司、公用事业公司和承销公司。投资分析师主要受雇于经纪公司和基金管理公司。
Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies.
中文内容为本站机器翻译，未经加拿大政府审核；申请与职业匹配请以英文原文为准。
金融分析师
Financial analysts
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
Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
规划短期和长期现金流并评估财务业绩
Plan short- and long-term cash flows and assess financial performance
分析投资项目
Analyze investment projects
就合同和招标的财务方面提供建议并参与
Advise on and participate in the financial aspects of contracts and calls for tender
与财务支持者跟进融资项目
Follow up on financing projects with financial backers
开发、实施和使用管理和分析金融投资组合的工具
Develop, implement and use tools for managing and analyzing financial portfolio
为债务投资组合准备定期风险简介
Prepare a regular risk profile for debt portfolios
协助准备运营和投资预算
Assist in preparing operating and investment budgets
制定和更新财务或财政政策。
Develop and update financial or treasury policies.
投资分析师
Investment analysts
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
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
检查和分析收集的金融和投资信息，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
Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
向客户、公司高级官员、养老基金经理、证券经纪人和同事提供投资建议和建议
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
准备公司、行业和经济前景、分析报告、简报和信件。
Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.
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。
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.
可能需要工商管理 (MBA)（主修金融）或金融硕士学位。
A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
通常需要通过特许金融分析师 (CFA) 协会开展的计划获得特许金融分析师 (CFA) 资格或其他公认的金融资格（CFP、CIM 或其他）。
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.
一些雇主可能会要求其他资格，例如特许专业会计师 (CPA) 和注册财务专业人士 (CTP)。
Other designations, such as Chartered Professional Accountant (CPA) and Certified Treasury Professional (CTP), may be required by some employers.
随着经验的积累，可以晋升到管理职位，例如证券经理。
Progression to management positions, such as securities manager, is possible with experience.
经济发展官员（见41402业务发展官员和市场研究人员和分析师）
Economic development officer (See 41402 Business development officers and market researchers and analysts)
经济学家（参见 41401 经济学家和经济政策研究人员和分析师）
Economist (See 41401 Economists and economic policy researchers and analysts)
财务规划师（参见 11102 财务顾问）
Financial planner (See 11102 Financial advisors)
证券代理人、投资交易商和经纪人（参见 11103 证券代理人、投资交易商和经纪人）
Securities agents, investment dealers and brokers (See 11103 Securities agents, investment dealers and brokers)
Source: Statistics Canada, National Occupational Classification (NOC) 2021 Version 1.0, September 28, 2021. Reproduced and distributed on an "as is" basis with the permission of Statistics Canada.
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