The financial engineer provides his/her own assessment of every financial decision. The set of activities of the financial engineer can be summarized:
Control of the company’s equity and financial situation, including the use of liquidity.
Collection of information on the corporate financial statements and estimation of transferable securities (shares and other securities).
Care of relationships with credit institutions.
Choice of asset allocation and timing (timing of entry and exit from the markets), in the case of companies with particular liquidity.
These tasks give rise to a series of activities that the financial engineer is in charge of carrying out in everyday work. More specifically, as a financial engineer, you will be called upon to perform tasks such as:
- Giving advice to your clients on investment strategies.
- Analyzing and interpreting financial data.
- Studying the client’s financial statements to determine their value.
- Making a planning, calculation, and budget review.
- Setting up purchase and sale contracts.
- Preparing and presenting financial and economic reports.
The engineer’s activity is carried out mostly in the form of employee work, but there are spaces to practice the profession, as a financial consultant at the service of companies, both public and private.