Financial Risk Specialists

Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk.

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Conventional

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Enterprising

First Interest High-Point

Second Interest High-Point

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Investigative

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Realistic

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Social

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Artistic

Third Interest High-Point

Financial Specialists, All Other

Analyze areas of potential risk to the assets, earning capacity, or success of organizations.

Analyze new legislation to determine impact on risk exposure.

Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.

Confer with traders to identify and communicate risks associated with specific trading strategies or positions.

Consult financial literature to ensure use of the latest models or statistical techniques.

Contribute to development of risk management systems.

Determine potential environmental impacts of new products or processes on long-term growth and profitability.

Develop contingency plans to deal with emergencies.

Develop or implement risk-assessment models or methodologies.

Devise scenario analyses reflecting possible severe market events.

Devise systems or processes to monitor validity of risk assessments.

Document, and ensure communication of, key risks.

Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

Evaluate and compare the relative quality of various securities in a given industry.

Evaluate the risks and benefits involved in implementing green building technologies.

Evaluate the risks related to green investments, such as renewable energy company stocks.

Gather risk-related data from internal or external resources.

Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.

Inform financial decisions by analyzing financial information to forecast business, industry, or economic conditions.

Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

Maintain input or data quality of risk management systems.

Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.

Monitor developments in the fields of industrial technology, business, finance, and economic theory.

Prepare plans of action for investment, using financial analyses.

Produce reports or presentations that outline findings, explain risk positions, or recommend changes.

Provide statistical modeling advice to other departments.

Recommend investments and investment timing to companies, investment firm staff, or the public.

Recommend ways to control or reduce risk.

Review or draft risk disclosures for offer documents.

Track, measure, or report on aspects of market risk for traded issues.

Computer data input scanners

Desktop computers

Laptop computers

Laser facsimile machines

Multi-line telephone systems

Personal computers

Photocopying equipment

Bloomberg Professional

Email software

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft SharePoint

Microsoft Visio

Microsoft Word

Web browser software

Adobe Systems Adobe Acrobat

Adobe Systems Adobe AfterEffects

Adobe Systems Adobe Distiller

Adobe Systems Adobe Dreamweaver

Blackbaud eTapestry

Data entry software

Drupal

Fund accounting software

Google AdWords

Google Analytics

Human resource management software HRMS

Microsoft Dynamics

MicroStrategy

10-key calculators

Personal digital assistants PDA

Tablet computers

Analyse-it

Apache Hive

dailyVest Investment Personalization Platform

Healthcare common procedure coding system HCPCS

IBM Power Systems software

Ivorix Neurostrategy Finance

Microsoft Visual Basic

Montgomery Investment Technology Utility XL

Perforce Helix software

SAP Crystal Reports

Linux

McAfee

You will often find yourself as one of a few or the only one from your ethnicity. Learn to be comfortable with that feeling and remember that you are representative of your family and your culture. Always outwork them!

A typical day includes talking to business owners or CFOs, to reading financial reports to reading loan agreements. No two days are the same. 

Senior Relationship Manager

You have street smarts but would benefit from a formal degree.

Gil Flores

Senior Relationship Manager

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Writing

Problem Solving

Day to Day

Recommended Education

Hurdles

The Noise I Shed

From Peers:

Challenges I Overcame

First-Generation Immigrant

Gil Flores

Senior Relationship Manager

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Writing

Problem Solving

Day to Day

Recommended Education

My career is not related to what I studied. I'd recommend this path instead:

Hurdles

The Noise I Shed

From Peers:

Challenges I Overcame

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