Investment banker vs finance analyst

Differences between investment banker and finance analyst duties and responsibilities

Investment banker example responsibilities.

• Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
• Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
• Attain NMLS identification number for mortgage origination.
• Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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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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