investment 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.
Venture capitalists invest in young or small start-up companies by providing private funding. They research potential markets and particular product opportunities to help business owners develop or expand a business. They provide business advice, technical expertise, and network contacts based on their experience and activities. They do not assume executive managerial positions within the company, but have a say in its strategic direction.
Competences and skills
38 ESCO relationsEssential knowledge 5 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
2 competencesmanagement consulting
The process of giving paid advice with the aim of improving businesses performance and promote their growth.
Cross-sector
3 competencesbusiness analysis
The research field which addresses the identification of business needs and problems and the determination of the solutions that would mitigate or prevent the smooth functioning of a business. Business analysis comprises IT solutions, market challenges, policy development and strategic matters.
business 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.
funding methods
The financial possibilities for funding projects such as the traditional ones, namely loans, venture capital, public or private grants up to alternative methods such as crowdfunding.
Essential skills and competences 10 competences
Occupation specific
1 competencedecide on providing funds
Take into account the potential risks involved in providing an organisation or project with funding, and which benefits this may deliver the funder, in order to decide on whether to provide the necessary funds or not.
Sector-specific
0 competencesNo competences in this bucket.
Cross-sector
9 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.
analyse financial performance of a company
Analyse the performance of the company in financial matters in order to identify improvement actions that could increase profit, based on accounts, records, financial statements and external information of the market.
analyse financial risk
Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.
apply technical communication skills
Explain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.
assess financial viability
Revise and analyse financial information and requirements of projects such as their budget appraisal, expected turnover, and risk assessment for determining the benefits and costs of the project. Assess if the agreement or project will redeem its investment, and whether the potential profit is worth the financial risk.
build business relationships
Establish a positive, long-term relationship between organisations and interested third parties such as suppliers, distributors, shareholders and other stakeholders in order to inform them of the organisation and its objectives.
create a financial plan
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
make strategic business decisions
Analyse business information and consult directors for decision making purposes in a varied array of aspects affecting the prospect, productivity and sustainable operation of a company. Consider the options and alternatives to a challenge and make sound rational decisions based on analysis and experience.
perform business analysis
Evaluate the condition of a business on its own and in relation to the competitive business domain, performing research, placing data in context of the business' needs and determining areas of opportunity.
Optional knowledge 9 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
3 competencesactuarial science
The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.
holding company activities
The principles, legal actions and strategies of a holding company such as influencing the management of a firm through the acquirement of outstanding stock and other means, more specifically by influencing or electing the board of directors of a company.
investment banking
The branch of banking that provides services of capital raising and mergers and acquisitions (M&A).
Cross-sector
6 competencescredit control processes
The various techniques and procedures applied to ensure that credit is given to the suitable customers and that they pay on time.
debt systems
The processes needed to obtain goods or services before payment and when a sum of money is owed or overdue.
financial forecasting
The tool used in performing fiscal financial management to identify revenue trends and estimated financial conditions.
foreign languages for international careers
Languages of the countries in which a potential target labour market would exist to facilitate your career.
international business
The processes related to production or distribution of goods and services across borders.
modern portfolio theory
The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an investment by judiciously choosing the right combination of financial products.
Optional skills and competences 14 competences
Occupation specific
1 competenceestablish investment funds
Set up a mutual fund in order to aggregate the funds of a larger number of investors and benefit from the advantages of working as part of a group.
Sector-specific
0 competencesNo competences in this bucket.
Cross-sector
13 competencesanalyse loans
Examine and analyse the loans provided to organisations and individuals through different forms of credit such as overdraft protection, export packing credit, term loan, and purchase of commercial bills.
analyse market financial trends
Monitor and forecast the tendencies of a financial market to move in a particular direction over time.
apply credit risk policy
Implement company policies and procedures in the credit risk management process. Permanently keep company's credit risk at a manageable level and take measures to avoid credit failure.
budget for financial needs
Observe the status and availability of funds for the smooth running of projects or operations in order to foresee and estimate the quantity of future financial resources.
develop investment portfolio
Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.
examine credit ratings
Investigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.
liaise with financiers
Liaise with people willing to finance the project. Negotiate deals and contracts.
maintain client debt records
Preserve a list with the debt records of clients and update it regularly.
make investment decisions
Determine whether to buy or sell financial products such as fonds, bonds or stocks in order to enhance profitability and to reach the best performance.
manage contracts
Negotiate the terms, conditions, costs and other specifications of a contract while making sure they comply with legal requirements and are legally enforceable. Oversee the execution of the contract, agree on and document any changes in line with any legal limitations.
obtain financial information
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
perform debt investigation
Use research techniques and tracing strategies to identify overdue payment arrangements and address them
review investment portfolios
Meet with clients to review or update an investment portfolio and provide financial advice on investments.