29-30). In summary, as an analyst, you need to understand the “big picture,” which is how your client's business is interrelated from all dimensions. Your role is to provide the client with a framework that is the foundation for understanding where to invest his capital and how to make an organization more profitable. I believe that the primary responsibility of an analyst begins at the very top of the organization: the principal. This is where the primary responsibility rests: Identify the organization's strategic goals. Develop a plan for meeting those goals and for implementing that plan. Prepare information that is needed to execute the plan. Assess the organization's current or projected resources, and make recommendations regarding how those resources can be utilized most effectively. Analyze the results, if any, of the plan to see if they demonstrate a profit increase or a return on the investment.
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