Can someone tell me if the below list of duties and responsibilities matches NOC 1112 for Financial/Investment Analyst:
The primary purpose of this position is to perform a variety of acquisition and assistance duties including writing grants, cooperative agreements, contracts, and other procurement instruments and preparing amendments.
Main duties and responsibilities:
Review and recommend approval or revision of requisitions in the Global Acquisition and Assistance System (GLAAS);
Review and recommend approval or revision of scopes of work (SOW);
Draft Requests for Proposal (RFP), Request for Application (RFA), Annual Program Statement (APS);
Perform cost and price analysis; analyze proposals or quotes received;
Draft contracts and contract modifications;
Analyze contractor-proposed budgets;
Recommend revisions to various contract provisions;
Write Memoranda of Negotiation; and, prepare other required documentation;
Maintain contract files and records up to date;
Select the appropriate procurement instrument type, and apply appropriate USG procurement laws, regulations, policies, and procedures;
Assist in the preparation of annual procurement plans, the development of clear and concise statements of work, and full supporting documentation;
Assist the technical team personnel in the analysis of annual program plans, and advise on the selection of appropriate acquisition and assistance;
Prepare pre-solicitation documents and clearances, including determinations, justifications, synopses, and solicitations
Evaluate and analyze bids and proposals, ensuring compliance with evaluation criteria;
Assist in the development of pre-negotiation costs or programmatic objectives;
Recommend the competitive range, and negotiate with potential awardees; document negotiations in writing;
Assist in technical and cost evaluations; recommend the selected contractor and prepare contract files;
Monitor performance as required by the terms and conditions of the award, through review of performance and review of financial reports;
Manage the assigned portfolios;
Update the Business forecast;
Assure that funding is available when required; and, work with technical teams to assure targets/milestones are set and being met.
1112 - Financial and investment analysts
Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies.
Economic development officers (See 4163 Business development officers and marketing researchers and consultants)
Economists (See 4162 Economists and economic policy researchers and analysts)
Financial planners (See 1114 Other financial officers)
Securities agents, investment dealers and brokers (1113)
Main duties
Financial analysts perform some or all of the following duties:
Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
Plan short- and long-term cash flows and assess financial performance
Analyze investment projects
Advise on and participate in the financial aspects of contracts and calls for tender
Follow up on financing projects with financial backers
Develop, implement and use tools for managing and analyzing financial portfolio
Prepare a regular risk profile for debt portfolios
Assist in preparing operating and investment budgets.
Investment analysts perform some or all of the following duties:
Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.
