Hi, I'm going to create an express entry profile soon, and I'm going to choose NOC code 1112 (Financial and Investment Analysts). Can you please tell me if any changes need to be made to my responsibilities on my reference letter?
My current responsibilities (that would be mentioned on my reference letter) are:
Financial analysts perform some or all of the following duties:
My current responsibilities (that would be mentioned on my reference letter) are:
- Created pitchbooks (investment presentations), that included company & industry overviews, financial information, merger & acquisition rationale, and strategy
- Used financial databases, annual & quarterly filings, press releases, earnings call transcripts, and investor presentations to collect and analyze financial information
- Identified relevant companies for mergers & acquisitions using financial databases
- Created comparable company analysis models using Microsoft Excel
- Created Public Information Books (investment documents), that included the company’s latest annual report, equity research reports, industry information, news articles, and recent quarterly earnings webcasts or conference calls transcripts
- Identified and extracted industry-specific quantitative data (Key Performance Indicators) from various databases and publicly available sources, specifically for the Consumer & Retail; Tech Enabled Services; and Supply Chain, Commercial Services & Technologies industries
Financial analysts perform some or all of the following duties:
- Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
- Plan short- and long-term cash flows and assess financial performance
- Analyze investment projects
- Advise on and participate in the financial aspects of contracts and calls for tender
- Follow up on financing projects with financial backers
- Develop, implement and use tools for managing and analyzing financial portfolio
- Prepare a regular risk profile for debt portfolios
- Assist in preparing operating and investment budgets
- Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
- Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
- Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence