Financial and investment analysts

NOC

11101

collect and analyze financial, economic and statistical data to provide financial and investment advice for their company or their company's clients.

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Full NOC Description

Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions.

Main Duties

This group performs some or all of the following duties:

Financial analysts

Evaluate financial risks, 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

Develop and update financial or treasury policies.

Investment analysts

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.

Also Known As

chartered financial analyst
financial analyst
financial services research associate
investment analyst
money market analyst

portfolio manager

Requirements

Employment Requirements

A bachelor's degree in commerce, business administration, accounting, finance or economics and on-the-job training and industry courses and programs are usually required.

A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.

The Chartered Financial Analyst (CFA) designation, available through a program conducted by the CFA Institute or an other recognized financial designations (CFP, CIM or others), is usually required.

Other designations, such as Chartered Professional Accountant (CPA) and Certified Treasury Professional (CTP), may be required by some employers.

Provincial Regulation

Not Provincially Regulated

Employment by Sex

The following graph shows the percentage of men and women working in this occupation in New Brunswick.

Data legend

42.1%

Female

57.9%

Male

Employment by age

The following graph shows the breakdown of all persons working in this occupation in New Brunswick by age group.

Data legend

8.3%

15-24

25.9%

25-34

40.7%

35-44

19.4%

45-54

5.6%

55-64

0.0%

65+

Employment by highest level of education

The following graph shows the breakdown of all persons working in this occupation in New Brunswick by highest level of education achieved.

Data legend

0.0%

No Certificate, Diploma or Degree

11.9%

High School, Diploma or Equivalent

0.0%

Apprenticeship or Trades Certificate or Diploma

17.4%

College or University Below Bachelor Level

70.6%

University - Bachelor Level or Above

Employment by Industry

The following graph shows the industry groups in which the largest shares of persons working in this occupation in New Brunswick are employed. Small percentages for all top three industry groups may suggest employment for this occupation is widely distributed amongst many industry groups.

Data legend

51.4%

Finance and insurance

18.7%

Public administration

8.4%

Manufacturing

21.5%

All Other Industries

Employment by Economic Regions

The following graph shows the breakdown of all persons employed in this occupation in New Brunswick by which economic region they reside in.

Data legend

3.80%

Northeast

50.90%

Southeast

20.80%

Southwest

17.00%

Central

7.50%

Northwest

Economic Regions

The following map displays New Brunswick’s five economic regions. An economic region (ER) is a grouping of counties, created as a standard unit for analysis of regional economic activity across Canada.

Annual Average Salary by Economic Regions

The following graph shows the average salary of all persons employed in this occupation in each of New Brunswick’s five economic regions.

Data legend

N/A

Northeast

$72,500

Southeast

$86,000

Southwest

$132,000

Central

$64,000

Northwest

Economic Regions

Hourly Median Wages by Economic Regions

The following represents the median hourly wage of all persons employed in this occupation in each of New Brunswick’s five economic regions.

Salary

The following shows the average salary of everyone who worked full-time and year-round in this occupation across each of the Atlantic Provinces and nationally.

Employment Outlook

The following represents the number of job openings that are expected to occur in this occupation over the next three and ten years respectively, broken down by openings expected to result from growth (“new jobs”) and openings expected to result from attrition (death and retirements).

Occupational Profiles