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Client
Service Representative or Relationship
Manager
CFAI Description: "Responsible for
all activities related to investment firm client service,
including: communicating investment performance and strategy
to clients and serving as a liason between client and portfolio
manager."
Compliance
Analyst or Compliance
Officer
CFAI
Description: "Responsible
for ensuring investment firm’s adherence to applicable
laws, regulations and professional standards of practice."
Investment
Consultant
CFAI
Description: "Provides
investment consulting services, including developing investment
policy statements; formulating and delivering investment
reviews, conducting asset allocation studies, managing client
relationships; monitoring investment performance."
Corporate Chief Financial Officer
CFAI
Description: "Responsible
for determining structure and funding needs through equity,
debt, and alternative investments; evaluating financial
fundamentals, and making capital investment decisions."
Corporate
Finance Analyst
CFAI
Description: "Analyze
financial fundamentals and capital needs for ongoing corporate
operations and/or new projects; conduct long range financial
planning; analyze and value possible mergers and acquisitions,
asset sales and capital investment decisions. Determine
and recommend funding strategies through various
security or financing options."
Investment
Banking Analyst
CFAI
Description: "Analyze
and value securities for public offering; target and value
mergers and acquisitions for corporate clients."
Derivatives
Analyst
CFAI
Description: "Formulate
strategies and valuations for derivative securities."
Economist
CFAI
Description: "Develop
economic outlooks to be used in the formulation of investment
strategies and portfolio structuring."
Institutional
Sales Professional or Business
Development
CFAI
Description: "Cultivate
new business opportunities by marketing investment products
to institutional investors. Execute trades and convey research
of securities and strategies to institutional investors."
Investment
Strategist
CFAI
Description: "Apply investment
knowledge to develop and analyze investment strategies designed
to achieve investor goals as part of the overall investment
process."
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Portfolio
Manager
CFAI
Description: "Manage
clients’ investment portfolios. Responsible for investment
decision-making, including security selection, industry/sector
selection and portfolio construction."
Private
Client Investment Advisor
CFAI
Description: "Manage
portfolios of high net-worth clients. Identify investor
objectives and develop investment policies. Manage client
relationships."
Professor/Instructor
CFAI
Description: "Academic,
full-time professor or instructor at a college or university
teaching investments, finance and/or economics. Other “business”
course instruction does not qualify for the award of the
CFA Charter."
Quantitative
Investment or Risk
Analyst
CFAI
Description: "Conduct
quantitative research and/or performance attribution analysis
to assist portfolio managers and traders with investment
decisions and risk management. Supply portfolio managers
with analytical tools needed for portfolio management."
Real
Estate Investment Manager
CFAI
Description: "In the
context of diversified securities portfolios, specialize
in the management of real estate investments, including,
developing investment policies and monitoring performance."
Regulator/Supervisor
of Investment Firm
CFAI
Description: "Oversee
legal/regulatory compliance matters, perform due diligence
and ensure firm compliance with all applicable federal securities
laws, state statutes, regulatory agencies, and investment
laws. Review and maintain investment contracts, registration
statements, regulatory filings and documents."
Security/Investment
Analyst
CFAI
Description: "Analyze,
value, and recommend securities in one or more asset classes
(equity, fixed income, alternative investments, or derivatives)."
Securities
Trader
CFAI
Description: "Execute
buy and sell transactions in investment securities. Develop
and disseminate information about markets and the trading
environment to securities dealers and portfolio managers."
Valuator
of Closely Held Business
CFAI
Description: "Value business/company/corporation
where stock is thinly traded (or privately held) and for
which the market offers limited buyers/sellers. Analyze
financial statements, accounting methods, capital budget
projects, acquisitions and asset sales."
Venture
Capital Analyst
CFAI
Description: "Conduct
market research and analysis to solicit/raise capital for
equity or debt funding, mergers, capital leasing, acquisitions
or divestitures."
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