Chartered finance analyst vs investment analyst

Differences between chartered finance analyst and investment analyst duties and responsibilities

Chartered finance analyst example responsibilities.

• Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
• Document formatting/printing/production anomalies produce by new CMS.
• Proofread final drafts of post migration hard copy character-by-character, ensuring correctness.
• Present findings and analysis to executive level management and work collaboratively with management in decision making processes regarding the asset portfolio.
• Analyze potential investments, including securities, real estate, options strategies and structure derivatives and make recommendations to senior management.

Investment analyst example responsibilities.

• Update weekly liquidity stress report and utilize VBA and SQL to automate the process
• Manage and update early engagement processes daily through SharePoint.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform financial analyses including discount cash flow, leverage buyout, public market comparable trading and precedent transaction-base valuations
• Participate in the asset management valuation committee and provide management oversight to accounting, legal, and operations personnel.
• Used JAVA to develop trading spread calculator.
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