Chartered finance analyst vs investment banking analyst

Differences between chartered finance analyst and investment banking 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 banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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