perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.

buy and sell securities and commodities to transfer debt, capital, or risk. Establish and negotiate unit prices and terms of sale.

sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.

manage communications or negotiations between corporate issuers of securities and clients regarding private equity investments. Underwrite the issuance of securities to provide capital for client growth. Negotiate and structure the terms of mergers or acquisitions.

obtain evidence, take statements, produce reports, and testify to findings regarding resolution of fraud allegations. May coordinate fraud detection and prevention activities.

plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

Investment Bankers help corporations and governments with financial planning. They help select stocks, bonds, and other investment products based on the needs of their clients.

Portfolio Managers manage the portfolios of investment funds. This may include mutual funds, exchange-traded funds (ETFs), or money market funds.