In the past, both the securities business department and the headquarters research institute were called analysts, but now only the headquarters research institute is called analysts, and the business department is renamed as an investment consultant. Investment consultants generally work in branches, including branches, A-type business departments and B-type business departments, while analysts generally work in research institutes at headquarters. Let me analyze the topic for you:
1. Responsibility of securities analysts and securities investment consultants
Familiar with the trading rules of the securities market, know how to analyze the market conditions, be responsible for the formulation of investment strategies, and be responsible for the investment and financial services of customers. Simply put, it is through your judgment on the market that investors can maximize their benefits through your suggestions.
2. Different jobs
Securities analysts focus on forecasting and analyzing the trend of the securities market according to the national financial policy, the current policy of project investment and the interest rate of bank loans, and can use technical special tools to analyze the securities market. Securities analysts must write various reports, including macroeconomics, countermeasures, manufacturing, enterprises and so on. Scientific research results are data analysis reports of market trends, and investment analysts are interested in large customers such as direct sales of domestic service projects, asset management companies and stock funds of open service projects.
Securities investment consulting focuses on understanding the characteristics of each type of stock investment, and can also make project investment management decisions and suggestions for customers' investment and financial management according to the results obtained from market trends. Securities investment consulting must screen out the stocks with good technical form from the investment analysts' reports, assist them to introduce the types of stock investment and securities financing investment suggestions in detail, promote transactions and increase the commission income of the sales department.
The registration requirements for investment are relatively simple. You have two years working experience in the securities industry, bachelor degree, education, and you can pass the investment exam. Generally speaking, within a securities company, the investment level is one level lower than that of an analyst and one level higher than that of an account manager.
3. Different salaries
The salary composition of the two companies is also different. The basic salary of an investment manager will be higher than that of an account manager (generally ranging from 1000 to 3000), but it will be much lower than that of an analyst. However, investment consultants can get commissions, and some companies will give some high-quality customer resources to investment tracking services appropriately, and get commissions according to transaction commissions, but only if you are a competent investment manager. If you can achieve something, it is normal for securities analysts to earn millions a year, but the salary of analysts who have just entered the industry will not be particularly high. Generally speaking, these two jobs are based on skills, and how much you can get depends on your own skills.
4. How to choose
According to the general requirements of the job:
(1) Bachelor degree or above as an investment consultant, with relevant professional knowledge in securities. At present, securities analysts generally start with a postgraduate degree;
(2) Having the qualification of securities practice.
(3) Engaged in or familiar with the market analysis work of securities companies and consulting institutions;
(4) Familiar with the stock market, able to conduct independent analysis, familiar with fundamental analysis and technical analysis.
How to choose two kinds of exams or development paths? First of all, look at education. If you plan to be a graduate student and are a top financial school in China, then you can choose the path of securities analyst. If you don't plan to take the postgraduate entrance examination, you can take the exam and invest. Through the accumulation of contacts and funds, it is also excellent to go to private placement in the future. To sum up, it is some related contents about the differences between special examination subjects in the securities industry compiled and released by Bian Xiao today, hoping to help everyone.