Analyzers will often perform the following tasks:

• Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
• Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
• Assessing the value, importance, or quality of things or people.
• Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Any mentor is expected to perform well at:

• Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
• Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
• Convincing others to accept and idea or to otherwise change their minds or actions in accordance to the companies objectives.
• Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

• Keeping accurate records of transactions.
• Discussing financial options with clients and keep them informed about transactions.
• Developing financial plans, based on analysis of clients’ financial status.
• Reading corporate reports and calculating ratios for determining best prospects for profit on stocks purchases.
• Completing sales order tickets and submitting for processing of client requested transactions.
• Interviewing clients for determining clients’ assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
• Reviewing all securities transactions for ensuring accuracy of information and conformance to governing agency regulations.
• Offering advices on the purchasing or sale of particular securities.
• Identifying potential clients, using advertising campaigns, mailing lists, or personal contacts.
• Reviewing financial periodicals, stocks and bonds reports, business publications, or other material for identifying potential investments for clients or for keeping abreast of trends affecting market conditions.