What it pays
Government survey numbers — not estimates, not ads.
The work, task by task
These are the real jobs-to-be-done, not a wish list. Each task shows where we found it, and the prompt underneath is written for that exact task.
Analyze investment projects
+Run a cashflow-first project analysis for the three greenfield investments in the pipeline, update the…
Analyze investment projects
+Develop financial models and forecasts
+Build a three-statement forecast for the new product line through year five, include monthly revenue drivers,…
Develop financial models and forecasts
+Develop and operate financial analysis tools
+Develop a reusable valuation toolkit that automates input collection, calculates NPV, IRR, and scenario…
Develop and operate financial analysis tools
+Prepare financial analysis reports
+Prepare the quarterly investment analysis summarising income, IRR, comparable benchmarks, and scenario…
Prepare financial analysis reports
+Assess the viability of financial actions or entities
+Assess the proposed acquisition financing: run sensitivity on leverage, calculate covenant headroom, model…
Assess the viability of financial actions or entities
+Gather and analyze financial information
+Collect the latest financial statements, cashflow forecasts and market data for the sector, normalise the…
Gather and analyze financial information
+Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated financial review covering cash flow forecasts, capital allocation recommendations, a…
Handle all the matters in reference to the finance and investments of a company
+Maintain transparent financial operations for taxation and auditing bodies
+Assemble a complete audit package with reconciled ledgers, tax provision workings, trial balance, and…
Maintain transparent financial operations for taxation and auditing bodies
+Perform securities valuation or pricing.
+Value the client’s listed equity and fixed income holdings as of yesterday close using the latest cash flows…
Perform securities valuation or pricing.
+Develop and maintain client relationships.
+Draft a personalised outreach summarising portfolio performance, suggested rebalance and next meeting dates,…
Develop and maintain client relationships.
+Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Produce charts showing returns, attribution and sector exposure for Q2 versus benchmark, format them for the…
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Supervise, train, or mentor junior team members.
+Run a two-hour training for new analysts on our valuation template: walk through revenue drivers, model…
Supervise, train, or mentor junior team members.
+Make investment recommendations
+Prepare a short recommendation on increasing allocation to mid-cap industrials: summarise thesis, three…
Make investment recommendations
+Advise clients or organizations on financial decisions
+Draft a clear recommendation for Greenfield Holdings explaining whether to invest in the proposed midstream…
Advise clients or organizations on financial decisions
+Collaborate with portfolio managers and analysts
+Work with Priya, the lead portfolio manager, to reconcile sector weightings across the technology book, list…
Collaborate with portfolio managers and analysts
+Monitor financial markets and asset performance
+Produce an end-of-day note for the investment committee summarising market moves, flagging the top three…
Monitor financial markets and asset performance
+Purchase investments for companies in accordance with company policy.
+Place the approved corporate bond purchases for the treasury account, ensuring each trade complies with the…
Purchase investments for companies in accordance with company policy.
+Confer with clients to restructure debt, refinance debt, or raise new debt.
+Call the Smith family this afternoon to review refinancing options, propose a three-scenario debt structure…
Confer with clients to restructure debt, refinance debt, or raise new debt.
+Create client presentations of plan details.
+Prepare a concise client presentation for Blue River Capital summarising the financial plan, three…
Create client presentations of plan details.
+Follow-up on financing records with backers
+Chase the three backers from last quarter for missing financing records, attach the signed term sheets and…
Follow-up on financing records with backers
+Present findings to stakeholders
+Prepare a concise deck of valuations, key risks, and recommended actions, include the latest P&L and scenario…
Present findings to stakeholders
+Meet with company management and key players
+Set up 60-minute meetings with the CEO, CFO and head of product to review our due diligence checklist,…
Meet with company management and key players
+Evaluate the stability of financial investments
+Run a stability assessment on the portfolio holding, produce a one-page summary of liquidity, leverage…
Evaluate the stability of financial investments
+Research market trends and economic data
+Compile the latest macro indicators, sector performance and commodity moves into a two-page market trends…
Research market trends and economic data
+Compare financial products and services
+Compare three competing bond and loan products for yield, covenants, prepayment penalties and fee structure,…
Compare financial products and services
+Says who?
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Activities this job lives in
The human activities behind the tasks — each with its honest AI ceiling.
The logs, files & records this job keeps
Shared with other careers — the same record means something different in each.
Related careers
Same family of work — each with its own tasks and prompts.
The rest of the map
Same library, five ways in.
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