investment banking
The branch of banking that provides services of capital raising and mergers and acquisitions (M&A).
Business valuers provide valuation assessements of business entities, stock and other securities and intangible assets, in order to assist their clients in strategic decision-making procedures such as mergers and acquisitions, litigation cases, bankruptcy, taxation compliance and general restructuring of the companies.
Competences and skills
40 ESCO relationsEssential knowledge 11 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
2 competencesmarket pricing
Price volatility according to market and price elasticity, and the factors which influence pricing trends and changes in the market in the long and short term.
Cross-sector
9 competencesbusiness valuation techniques
The processes to valuate the worth of the assets of the company and the value of the business following techniques such as asset-based approach, business comparison, and past earnings.
financial markets
The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.
financial statements
The set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five parts which are the statement of financial position, the statement of comprehensive income, the statement of changes in equity (SOCE), the statement of cash flows and notes.
mergers and acquisitions
The process of joining together separate companies and relatively equal in size, and the purchase of a smaller company by a bigger one. The financial deals, the legal implications, and the consolidation of financial records and statements at the end of the fiscal year.
security of assets legislation
The current relevant legislation, regulations and codes of practice in the field of protecting private and public assets.
stock market
The market in which shares of publicly held companies are issued and traded.
strategic planning
The elements defining the foundation and core of an organisation such as its mission, vision, values, and objectives.
tax legislation
Tax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.
value-added tax law
Taxes imposed on the purchase prices of goods and the legislation that governs this activity.
Essential skills and competences 7 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
1 competenceperform asset recognition
Analyse expenditures to verify whether some may be classified as assets in the case where it is likely that the investment will return profit over time.
Cross-sector
6 competencesanalyse business plans
Analyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan and verify the business' ability to meet external requirements such as the repayment of a loan or return of investments.
apply strategic thinking
Apply generation and effective application of business insights and possible opportunities, in order to achieve competitive business advantage on a long-term basis.
interpret financial statements
Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the development of the department's plans.
perform stock valuation
Analyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.
trade securities
Buy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.
value properties
Examine and evaluate land and buildings in order to make valuations about their price.
Optional knowledge 7 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
1 competenceinvestment analysis
The methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide decision on investment.
Cross-sector
6 competencesbusiness law
The field of law concerned with the trade and commerce activities of businesses and private persons and their legal interactions. This relates to numerous legal disciplines, including tax and employment law.
insolvency law
The legal rules regulating the incapacity to pay debts when they fall due.
intellectual property law
The regulations that govern the set of rights protecting products of the intellect from unlawful infringement.
pricing strategies
The techniques, theories, and commonly accepted strategies regarding pricing of goods. The relation between pricing strategies and outcomes in the market such as profitability maximisation, deterrence of newcomers, or increase of market share.
property law
The law and legislation that regulates all the different ways to handle property, such as the types of property, how to handle property disputes and property contract rules.
public offering
The elements comprised in public offerings of companies in the stock market such as determining the initial public offering (IPO), the type of security, and the timing to launch it in the market.
Optional skills and competences 15 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
4 competencescreate a financial report
Finalise project accounting. Prepare an actual budget, compare the discrepancy between the planned and actual budget, and draw final conclusions.
determine resale value of items
Examine items to search for any damages or signs of deterioration and take into account the current demand for used goods of the item's nature in order to set a likely price at which the item can be resold, and to determine the manner in which the item can be sold.
estimate value of used goods
Examine items owned by an individual in order to determine its current price by assessing damage and taking into account the original retail price and the current demand for such items.
negotiate on asset value
Negotiate with asset owners or parties involved in handling the asset on the monetary value of the asset for selling, insurance, usage as collatoral, or other purposes, in order to secure the most financially beneficial agreement for the client.
Cross-sector
11 competencesadvise on bankruptcy proceedings
Guide and advise clients on the formalities, procedures and the actions that can ameliorate the losses in case of bankruptcy.
advise on property value
Provide advise to those that own a property, professionals in real estate, or prospective clients in real estate on the current monetary value of a property, the potential of development in order to increase the value, and other relevant information concerning the value of the in the future developments of the real estate market.
advise on tax planning
Advise on appropriate strategies to include taxes in the overall financial plan in order to reduce the tax load. Advise on questions related to tax legislation and provide advise on the possible implications that decisions in financial matters can cause in a tax declaration. Advise on questions concerning things such as the creation of a company, investments, recruitments, or company successions.
assist with litigation matters
Provide assistance with the management of litigation matters, including document collection and investigation.
compare property values
Obtain information on the value of properties comparable to a property which is in need of valuation in order to make more accurate appraisals and assessments, or to set or negotiate the price at which the property can be sold or leased.
disseminate information on tax legislation
Provide advise on the possible implications for companies or individuals on decisions regarding tax declaration based on tax legislation. Advise on the favourable tax strategies that could be followed depending on the needs of the client.
liaise with financiers
Liaise with people willing to finance the project. Negotiate deals and contracts.
liaise with managers
Liaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.
manage brand assets
Process for managing brands as assets in order to maximise their value.
review investment portfolios
Meet with clients to review or update an investment portfolio and provide financial advice on investments.
use consulting techniques
Advise clients in different personal or professional matters.