 Review financial periodicals, stock and bond reports, business publications and other material, and develop a network within the financial industry to gather relevant information and identify potential investments Monitor investment portfolios and ensure that the investment transactions are carried out according to industry regulations Develop trading strategies by reviewing investment information and monitoring market conditions through contact with trading departments of other investment firms, pension fund managers and financial analysts Make bids and offers to buy and sell securities and complete details of sales on exchange trade tickets. Prepare reviews of portfolios’ positions Develop long-term relationships with clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios Buy and sell stocks, bonds, commodity futures, foreign currencies and other securities at stock exchanges