They also respond to queries from clients and client advisors regarding asset allocation and alternative investment topics including hedge funds, real property, and venture capital. Investment analysts assess information involving investment programs or financial data of institutions, such as business valuation. Both fund managers and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions. They also make recommendations to limit risk.įund managers work exclusively with hedge funds or mutual funds. They make investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio. The following are examples of types of financial analysts:įinancial risk specialists, also called financial risk analysts, evaluate threats to investment decisions and determine how to manage unpredictability and limit potential losses. Companies want these specialists to understand the business environment, culture, language, and political conditions in the country or region that they cover. Investing has become more global, and some specialize in a particular country or world region. They must understand how economic trends, new regulations, policies, and political situations may affect investments. For example, they may focus on a subject area or a foreign exchange market. Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.Īnalysts may work for the business media or other research houses, which are independent from the buy and sell side.įinancial analysts generally focus on trends affecting a specific geographical region, industry, or type of product. These companies, called institutional investors, include hedge funds, insurance companies, independent money managers, nonprofit organizations with large endowments, private equity firms, and pension funds.
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