Job Role Description

Finance > Senior Budget Analyst

Salary National Average

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71010.0000 93580.0000 119230.0000

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Short Description:

A Senior Budget Analyst role involves analyzing budgets and looking for ways to allocate resources more efficiently to maximize profits. Organize and provide complex analysis, reporting, reviewing, researching, developing, implementing, and administering budgetary and management reporting systems.

 

Duties / Responsibilities:

  • Provide client consultation to develop investment objectives.
  • Provide advice and guidance for investment opportunities to customers.
  • Create reports on investment performance and activity.
  • Communicate with clients about their accounts, market conditions, and economic trends.
  • Manage equity and bond portfolios to maximize investment returns.
  • Commensurate acceptable levels of risk based on client instructions.
  • Handle financial products as required.
  • Work together with investment research teams to identify investment opportunities.

Skills / Requirements / Qualifications

  • Education: Bachelor’s degree in finance or related field.
  • Certification: Current certificates, which may include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Chartered Alternative Investment Analyst (CAIA).
  • Experience: 4-5 years of financial or investment experience.
  • Miscellaneous: Knowledge of securities, insurance, and mutual fund industries. Personal integrity and the ability to keep client and company confidence. 

Job Zones

  • Education: Most of these occupations require a four-year bachelor's degree, but some do not.
  • Related Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. 
  • Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, or vocational training.
  • Job Zone Examples: Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, conservation scientists, art directors, and cost estimators.
  • Specific Vocational Preparation in years: 2=4 years of preparation (7.0 to < 8.0)

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