Investigative Analysis | SUNY College of Technology at Canton

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 11-3031.03

Skills

Active ListeningCritical ThinkingReading ComprehensionSpeakingJudgment and Decision MakingComplex Problem SolvingActive LearningWriting

Knowledge

Economics and AccountingEnglish LanguageMathematicsCustomer and Personal ServiceAdministration and Management

Abilities

Deductive ReasoningOral ComprehensionWritten ComprehensionOral ExpressionInductive ReasoningInformation OrderingMathematical ReasoningWritten ExpressionProblem SensitivitySpeech Clarity

Tasks

Manage investment funds to maximize return on client investments.
Select specific investments or investment mixes for purchase by an investment fund.
Monitor financial or operational performance of individual investments to ensure portfolios meet ris

Technology

Computer aided design CAD softwareAccounting softwareData base user interface and query softwareSpreadsheet softwareMap creation software

Tools

Desktop computersLaptop computersMultiline telephone systemsPersonal computersTeleconferencing equipmentVideoconferencing equipment

Work Values

AchievementRecognitionWorking ConditionsIndependenceRelationshipsSupport

Career Pathways

Occupations this program prepares you for

Auto-populatedfrom O*NET + BLS

Occupations matched to this program, with median wage, top wage, growth, and openings
SOC	Occupation	Method	Wage	Growth	Openings
Match confidence: medium11-3031.03	Investment Fund Managers	title_inference	—	—	—

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: emerging (Level 1)(based on Micro-Credential)

Investment fund fundamentals — demonstrate understanding of portfolio construction principles under the guidance of senior managers in an institutional fund environment.
Financial data and market reports — read and summarize with accuracy to support senior analysts conducting company or industry research.
Spreadsheet and business intelligence tools — apply to organize and present portfolio holdings data under supervision in a professional asset management setting.
Risk and return concepts — identify basic tradeoffs when reviewing existing investment mixes as part of a structured onboarding program at an investment firm.
Trade execution platforms — assist in entering and confirming trades under direct supervision in compliance with established fund protocols.
Client-facing investment materials — draft initial versions of fund performance summaries and fee disclosures under editorial review by senior fund managers.
Regulatory and compliance guidelines — follow established procedures when handling fund documentation within a legally governed investment management firm.
Quantitative analysis techniques — apply foundational mathematics and accounting principles to evaluate individual securities as assigned by portfolio managers.
Security valuation models — use pre-built templates to calculate basic valuations under the direction of experienced investment professionals.
Fund investment policies — review and interpret existing policy documents to support implementation tasks assigned by senior investment managers.

Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.