Responsible for analyzing investment activities. Evaluates short-term debt securities, investment projects and objectives. Reports on investment opportunities and recommends investments. Requires a bachelor's degree and at least 2 years of experience in the field or in a related area. May require NASD series 6, 7 and 63 licenses. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. A certain degree of creativity and latitude is required. Works under general supervision; typically reports to a supervisor or manager.
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