Career Overview 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. Also Known As Investment Strategist Portfolio Manager Quantitative Analyst Quantitative Equity Analyst Alternate Job Titles Analyst Data Analyst Equity Analyst Equity Structurer Finance …
Career Overview Obtain evidence, take statements, produce reports, and testify to findings regarding resolution of fraud allegations. May coordinate fraud detection and prevention activities. Also Known As Certified Fraud Examiner (CFE) Forensic Accountant Investigator Special Investigations Unit Investigator (SIU Investigator) Alternate Job Titles AML Analyst (Anti-Money Laundering Analyst) AML Consultant (Anti-Money Laundering Consultant) AML Investigator …
Career Overview Prepare tax returns for individuals or small businesses. Also Known As CPA (Certified Public Accountant) Enrolled Agent Tax Advisor Tax Preparer Alternate Job Titles Corporate Tax Preparer CPA (Certified Public Accountant) Credentialed Tax Expert Credentialed Tax Professional Enrolled Agent Income Tax Advisor Income Tax Consultant Income Tax Expert Income Tax Preparer Licensed Tax …
Career Overview Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers. Also Known As Commercial Loan Officer Financial Aid Counselor Loan Counselor Loan Officer Alternate Job Titles …
Career Overview Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations. Also Known As Revenue Agent Tax Collector Tax Compliance Officer Tax Examiner Alternate Job Titles Adjustment Examiner Block Advisor City Collector City Tax Auditor Collections Specialist Collector Corporate Tax Associate Credentialed Tax Expert Customs Agent Customs …
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Career Overview Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records. Also Known As Bank Examiner Bank Secrecy Act Anti-Money Laundering Officer (BSA/AML Officer) Credit Union Examiner Examining Officer Alternate Job Titles AML Director (Anti-Money Laundering Director) Anti Money …
Career Overview Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling. …
Career Overview Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications. Also Known As Account Underwriter Life Underwriter Personal Lines Underwriter Underwriter Alternate Job Titles Account Manager Underwriter Account Underwriter Automobile and Property Underwriter Bond Underwriter Casualty Underwriter Commercial Credit Underwriter Commercial Insurance Underwriter Commercial Lines Underwriter Commercial …
Career Overview Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk. Also Known As Analyst Risk Analyst Risk Specialist Securities Analyst Alternate Job Titles Analyst Bank and Savings Securities Trader Bond Analyst Business Risk Manager Compliance Risk Manager …
Career Overview Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Also Known As Analyst Financial Analyst Investment Analyst Securities Analyst Alternate Job Titles Accounting Analyst Acquisition Analyst Acquisition Specialist Acquisitions Analyst Acquisitions Consultant Alternative Financing Specialist Analyst Bank Analyst Banking Analyst Bond Analyst …