What do you do for a living?

I’m in equity research for an investment firm, I’m an associate analyst there.

How would you describe what you do?

Currently, as an associate analyst, I help the more senior analysts do research on different stocks that we follow and help try and determine whether they’re stocks that our clients should buy or sell.

What does your work entail?

There are several different things.

Probably the most rewarding is knowing that if you’re doing a good job, you’re helping people build their financial wealth. Most of our clients are people either building towards retirement or are in retirement, and by helping them invest properly then you’re directly helping them live better.

A lot of my job is helping the senior analyst’s keep that up to date and making sure we’re keeping up on the trends and news about what’s happening with the companies we follow. And there’s all kinds of small projects associated with that. The other part of it is trying to develop my own knowledge so that I can follow my own companies here at some point. Continue Reading …

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What do you do for a living?

I’m an investment consultant for TD Ameritrade.

How would you describe what you do?

I would say that my goal is to contact high net worth clients in regards to their investment strategies, and make sure that they’re doing everything they can as far as investment strategy goes to reach their financial goals.  I basically analyze their situation, consult, and I’m not giving specific recommendations per se for stocks, bonds etc., I give them advice advice on channels that our company has available to them, and see if one of those advice channels might be fit their needs. I get them in touch with advisors who can make recommendations, or help them through our market watchers and our portfolio managers to build accounts or customize their portfolios to fit their needs.

What does your work entail?

Typically, I work eight to five Monday through Friday. The schedule is pretty flexible depending on the manager. And being a sales position, they don’t micromanage you too much, so you still kind of have that feeling like you are your own boss in a certain way.  Continue Reading …

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