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Investment Analyst

Accountants analyse, report and give advice about the financial dealings of organisations and individuals, and advise on associated record-keeping and compliance requirements.

Duties & Tasks
Accountants may perform the following tasks:
  • assist with the formulation of budgetary and accounting policies
  • prepare financial statements for presentation to boards of directors, management, shareholders and statutory bodies
  • conduct financial investigations, undertake audits, prepare reports and advise on such matters as the purchase and sale of businesses, mergers, financing, suspected fraud, insolvency and taxation
  • examine the income and expenditure of institutions
  • provide assurance about the accuracy of information contained in financial reports and their compliance with statutory requirements
  • provide financial and taxation advice about business structures, plans and operations
  • liaise with bankers and brokers to establish funds management arrangements
  • advise on the selection and application of computer-based accounting systems
  • appraise cash flow and financial risk of investment projects.
  • Working conditions
    Accountants may work on their own or with other accountants. Accountants in private practice have a high level of public contact. Some positions involve travel, which is often interstate or overseas.
    Personal requirements
  • good communication skills
  • good presentation skills
  • able to build rapport with clients
  • able to analyse and solve problems
  • good organisational skills
  • discretion when dealing with confidential information
  • professional and ethical
  • able to work as part of a team.
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