This occupation group covers financial dealers not elsewhere classified. Occupations in this group include, equities analyst.

• Obtains information on market conditions, government regulations and financial circumstances of clients; interprets data from securities reports, financial periodicals and stock-quotation viewer screens; analyses financial markets and financial market products; provides information and offers advice on financial market matters, market conditions and the history and prospects of corporations; executes buy and sell orders in the market place on behalf of clients.

• Typically works indoors from an office or trading floor base that is part of a financial institution, typically adequately heated and ventilated.
• May travel to meet potential clients in their own homes or business premises.

• Sedentary physical demand levels. Frequently sits at an office desk and studies both hard copy and on-line market information.
• Frequently meets with clients and provides advice on the relative strengths and risks of various deals.
• Standing and walking about the office or trading floor will be occasional to frequent.
• Stretching, twisting, climbing and lifting is unlikely to be required.
• Occasional to frequent repetitive hand and finger movements are required when using pens, calculators, keyboard and mouse.
• Driving in cars is not a significant feature of the job but may be required occasionally.
• Use of hand-held objects will be frequent in the form of writing instruments, telephones, calculators and computers.
• Squatting, crouching or bending will be unnecessary for most situations.
• Mental skills necessary include interpretation, analytical, research, presentation, financial product knowledge, communication, negotiation, calculation, organisation and planning.

• A relevant NZQF Diploma (ANZSCO Skill Level 2). At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Registration or licensing is required.

• There are opportunities for flexibility of movement.