Stock analyst vs investment banking analyst

Differences between stock analyst and investment banking analyst duties and responsibilities

Stock analyst example responsibilities.

• Manage and update early engagement processes daily through SharePoint.
• Analyze charts, volatility, and indicators relate to stocks, options and futures strategies.
• Counsele senior management of NASDAQ list companies regarding material news disclosure and unusual trading activity.
• Review data files for errors comparing current information provide by clients to historical data contain in database and fix them utilizing SAS
• Prepare quantitative analyses for senior management concerning portfolio strategies, tactical actions, and specific programs, including use of derivatives.

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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