Modern portfolio theory

Essential for

• Securities analyst
  Securities analysts conduct research to gather and analyse financial, legal, and economic information. They interpret data on the price, stability, and future investment trends in …
• Mergers and acquisitions analyst
  Mergers and acquisitions analysts oversee the execution of transactions for the purchase, sale, merger or takeover of companies. They negotiate and complete the deal on the client'…
• Financial planner
  A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
• Corporate investment banker
  Corporate investment bankers offer strategic advice on financial services to companies and other institutions. They ensure that legal regulations are being followed by their client…
• Investment adviser
  Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or fre…
• Stock trader
  Stock traders use their technical expertise of financial markets performance to advise and make recommendations to asset managers or shareholders for a profitable investment strate…
• Securities trader
  Securities traders purchase and sell securities such as stocks, bonds and shares on their own account or on their employers account based on their expertise in the financial market…
• Investor relations manager
  Investor relations managers disseminate the investment strategy of the company and monitor the reactions of the investment community towards it. They use marketing, financial, comm…
• Real estate investor
  Real estate investors buy and sell own real estate such as apartments, dwellings, land and non-residential buildings to make a profit. They might actively invest in these propertie…
• Stock broker
  Stock brokers act on behalf of their individual or institutional clients to buy and sell stocks and other securities. They are in close contact with their clients and ensure…
• Investment analyst
  Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally, but depending on the nature and field of their employe…
• Investment fund manager
  Investment fund managers implement and monitor the investment strategy of a fund. They manage the fund's portfolio trading activities and supervise the financial, securities, and i…
• Mutual fund broker
  Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds, and money-market securities. They engage with investors by inquiring about the…
• Asset manager
  Asset managers invest a client's money into financial assets through vehicles such as investment funds or the management of individual clients' portfolios. This includes the manage…
• Insurance underwriter
  Insurance underwriters assess business risks and liability policies and make decisions about commercial property. They inspect the conditions of businesses' properties, analyse ins…

Optional for

• Actuarial consultant
  An actuarial consultant is a specialized professional who applies mathematical and statistical methods to assess and manage financial risks, particularly in the areas of insurance,…
• Energy trader
  Energy traders sell or buy shares of energy, sometimes from different sources. They analyse the energy market and investigate price trends to decide when to buy or sell shares…
• Commodity broker
  Commodity brokers act as intermediary between buyers and sellers of movable and immovable property such as raw materials, livestock or real estate. They negotiate prices and receiv…
• Financial trader
  Financial traders buy and sell financial products such as assets, shares and bonds for private clients, banks or companies. They monitor the financial markets closely and aim to ma…
• Venture capitalist
  Venture capitalists invest in young or small startup companies by providing private funding. They research potential markets and particular product opportunities to help business o…
• Insurance product manager
  Insurance product managers set and direct the development of new insurance products, following the product lifecycle policy and the general insurance strategy. They also coordinate…
• Insurance risk consultant
  Insurance risk consultants prepare reports for insurance underwriters. For this purpose, they undertake surveys in order to determine the potential financial risk for personal prod…
• Real estate agent
  Real estate agents administer the sales or letting process of residential, commercial properties or land on behalf of their clients. They investigate the property's condition and a…
• Insurance broker
  Insurance brokers are natural or legal persons who provide insurance. They are also called insurance intermediaries. Insurance brokers promote, sell and provide advice on various i…
• Financial broker
  Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions,…
• Securities broker
  Securities brokers create the connection between the investors and the available investment opportunities. They purchase and sell securities on their clients' behalf based on their…
• Dividend analyst
  Dividend analysts calculate and allocate dividends and interest incomes of a company's earnings to a category of its shareholders. They assess business systems and processes in ord…