Finance analyst vs investment analyst

Differences between finance analyst and investment analyst duties and responsibilities

Finance analyst example responsibilities.

• Manage company asset accounts, wire funds to clients and record and structure amounts into QuickBooks.
• Manage the UAT team involve in the testing of an enterprise accounting and project management software.
• Manage customer portfolio to department KPI's, target balance, aging metrics, cash recovery and write-off tolerance.
• Manage contract database and SalesForce for historical research and financial reporting purposes.
• Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
• Accomplish project accounting functions including project costing, time reporting, project accruals and proper capitalization of development costs.
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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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