Obtain financial information

Essential 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,…
• Credit analyst
  Credit analysts investigate credit applications from customers and evaluate if the applications comply with regulations and guidelines of the financial loan-granting institution. O…
• 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 …
• Investment manager
  Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represente…
• Actuarial assistant
  Actuarial assistants perform statistical data research in order to set premium rates and insurance policies. They review the possibility of accidents, injuries and property damage …
• Credit adviser
  Credit intermediaries are natural or legal persons who offer credit agreements to consumers. They act on behalf of creditors to conclude agreements with consumers. Credit advisers …
• Financial auditor
  Financial auditors collect and examine financial data for clients, organisations and companies. They ensure the financial data is properly maintained and free of material misstatem…
• 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…
• 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 …
• Foreclosure specialist
  Foreclosure specialists revise documentation related to properties that are under foreclosure. They assist clients whose property has been reclaimed by banks due to non-payment of …
• Insurance collector
  Insurance collectors collect payment for an overdue insurance bill. They specialise in all areas of insurance such as medical, life, car, travel, etc and recurrently contact indivi…
• Credit manager
  Credit managers oversee the application of credit policy in the bank. They decide the credit limits to be imposed, the reasonable levels of risk accepted and the conditions and…
• 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…
• Mortgage broker
  A mortgage broker, or a mortgage credit intermediary, is a natural or legal person who is not acting as a creditor or notary and not merely introducing, either directly…
• 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…
• Pensions administrator
  Pensions administrators perform administrative duties in the management of pension schemes, ensuring the correct calculation of client's pension benefits, compliance with legal req…
• 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 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…
• Loan officer
  Loan officers assess and authorise the approval of loan applications for individuals and businesses. They ensure complete transactions between loan organisations, borrowers, and se…
• 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…
• Property appraiser
  Property appraisers undertake detailed analysis and investigation of properties in order to determine their value for sales, mortgage and insurance purposes. They compare the value…
• Title closer
  Title closers handle and investigate all documentation needed for a property sale, including the contracts, settlement statements, mortgages, title insurance policies, etc. They en…
• 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…
• 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…
• Student financial support coordinator
  Student financial support coordinators assist students and education administrators in the management of tuition fees and student loans. They advise on and determine the amounts an…
• Property assistant
  Property assistants perform several duties including administrative tasks in the real estate sector. They provide clients with financial information about properties and advise the…
• Relationship banking manager
  Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial …
• Bankruptcy trustee
  Bankruptcy trustees administer a client's bankruptcy case, investigate legal documentation for fraud possibilities and manage the money received from the sale of non-exempt propert…
• 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…
• Personal property appraiser
  Personal property appraisers undertake detailed analysis and investigation of personal items such as books, wine, arts and antiques in order to determine their value for sales and …

Optional for

• Bank teller
  Bank tellers deal most frequently with customers of the bank. They promote the banks products and services, and provide information about the customers personal accounts and relate…
• 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…
• Insurance agency manager
  Insurance agency managers coordinate and oversee the operations of an institution or a branch of an institution that offers insurance services. They provide clients with advice on …
• Bank account manager
  Bank account managers advise prospective clients on the type of banking accounts suitable for their needs. They work with clients to set up the bank account and remain their…
• Pawnbroker
  Pawnbrokers offer loans to clients by securing them with personal objects or items. They assess the personal items given in exchange for the loan, they determine their value and…
• 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…
• 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…
• Shipbroker
  Shipbrokers act as intermediaries between buyers and sellers of ships, cargospace on ships and charter ships for the transfer of cargo. They inform clients on the shipping market m…
• Insurance fraud investigator
  Insurance fraud investigators combat fraudulent activities by investigating the circumstances of certain suspicious claims, activities related to new customers, buying insurance pr…
• Back office specialist
  Back office specialists perform operation of administrative and organisational nature in service of running a financial company. They process administration, take care of financial…
• Bank treasurer
  Bank treasurers oversee all aspects of the financial management of a bank. They manage the liquidity and solvency of the bank. They manage and present current budgets, revise finan…
• 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…
• Real estate surveyor
  Real estate surveyors undertake research in order to assess the value of property for tax purposes. They investigate multiple properties at once, using accurate appraisal technique…
• Pension scheme manager
  Pension scheme managers coordinate pension schemes in order to provide benefits in retirement to individuals or organisations. They ensure the daily deployment of the pension fund …
• Real estate leasing manager
  Real estate leasing managers set up the lease or rental efforts of an apartment community and properties not in co-ownership and also manage the leasing staff. They produce, track,…
• Letting agent
  Letting agents schedule appointments with clients in order to show and lease real estate to prospective residents. They assist in marketing the property for rent through advertisin…
• Housing manager
  Housing managers oversee housing services for tenants or residents. They work for housing associations or private organisations for which they collect rental fees, inspect properti…
• 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…
• 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…
• Loss adjuster
  Loss adjusters treat and evaluate insurance claims by investigating the cases and determining liability and damage, in accordance with the policies of the insurance company. They i…
• Investment clerk
  Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financia…