Financial Analysts

Finance > Business Finance

Projected Growth: Average

30900+
Projected Job Openings

Considerable Preparation Needed

Job Description

Your job is to Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Common job titles of Financial Analysts include:
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Experience and Education

A considerable amount of work-related skill, knowledge, or experience is needed for this occupation. For example, a person in this occupation must complete four years of college and work for several years in industry to be considered qualified.

  • 61.13% said they needed a Bachelor's Degree.

  • 35.41% said they needed a Master's Degree.

Tasks

    Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

    Evaluate and compare the relative quality of various securities in a given industry.

    Monitor developments in the fields of industrial technology, business, finance, and economic theory.

    Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.

    Recommend investments and investment timing to companies, investment firm staff, or the public.

    Prepare plans of action for investment, using financial analyses.

    Collaborate with investment bankers to attract new corporate clients to securities firms.

    Present oral or written reports on general economic trends, individual corporations, and entire industries.

    Determine the prices at which securities should be syndicated and offered to the public.

    Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

    Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

    Purchase investments for companies in accordance with company policy.

    Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand.

    Conduct financial analyses related to investments in green construction or green retrofitting projects.

    Research and recommend environmentally-related financial products, such as energy futures, water rights, carbon credits, government environmental funds, and cleantech industry funds and company stocks.

    Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity.

    Evaluate financial viability and potential environmental benefits of cleantech innovations to secure capital investments from sources such as venture capital firms and government green fund grants.

    Determine the financial viability of alternative energy generation or fuel production systems, based on power source or feedstock quality, financing costs, potential revenue, and total project costs.

Tools

Tablet computers

Personal digital assistants PDA

Personal computers

Notebook computers

Desktop computers

10-key calculators

Technologies

Apache Hive

Google Docs

IBM Cognos Impromptu

IBM SPSS Statistics

Marketo Marketing Automation

MEDITECH software

Microsoft Dynamics GP

All Technologies

Microsoft Exchange Server

Microsoft SQL Server Reporting Services

NetSuite ERP

Oracle Business Intelligence Enterprise Edition

Oracle Fusion Applications

Oracle Hyperion

Oracle PeopleSoft Financials

Qlik Tech QlikView

Salesforce software

SAP Business Objects

SAP BusinessObjects Data Integrator

SAP Crystal Reports

SSA Global Infinium Financial Management

Teradata Database

Advanced Portfolio Technologies Report Builder

Advanced Portfolio Technologies Simulator

Analyse-it

AnalyzerXL

Annuities analysis software

Apple AppleWorks

Aspen Graphics

BizBench

BizPricer

Business Forecast Systems Forecast Pro

Corel QuattroPro

dailyVest Investment Personalization Platform

Data visualization software

DealMaven Comparable Company Valuation Analysis

DealMaven M&A Accretion/Dilution One-Pager

DealMaven Modeling ToolPack for Excel

DealMaven PresLink for PowerPoint and Word

Decisioneering Crystal Ball

Delphi Technology

Derivatives Imagine Trading System

Derivicom FinOptions XL

Economic forecasting software

Experian Credinomics

Express Business Valuations

FileMaker Pro

Financial modeling software

FinEng Solutions PerfoRM

FinEng Solutions Quantis

Fractal pattern analysis software

Genetic algorithm optimization software

Genetic algorithm software

Harland Financial Solutions DecisionPro

Human resource management software HRMS

I-flex Solutions Reveleus Investment Performance Measurement

IBM Lotus 1-2-3

IBM Lotus Approach

IBM Power Systems software

Innova Financial Solutions Derivatives Expert

Ivorix Neurostrategy Finance

Keypoint DataDesk

Leading Market Technologies EXPO

LexisNexis

Longview Consolidation

Longview Performance Management Platform

Longview Solutions Khalix

Market forecast software

Mathematical software

Matheny Pattern Forecaster Plus

Medical procedure coding software

MergerStat Control Premiums

MergerStat Price to Earnings Ratios

Microsoft Office SharePoint Server MOSS

MoneySoft Corporate Valuation

Monte Carlo simulation software

Montgomery Investment Technology Bonds XL

Montgomery Investment Technology Exotics XL

Montgomery Investment Technology FinTools

Montgomery Investment Technology Options XL

Montgomery Investment Technology QuoteTools

Montgomery Investment Technology Risk XL

Montgomery Investment Technology SigTools

Montgomery Investment Technology Utility XL

Moss Adams Profit Mentor

Mutual fund analysis software

Neural network modeling software

NeuroSolutions for MatLab

NeuroSolutions Trading Solutions

OptionVue Options Analysis

Palisade Bond @nalyst

Palisade Evolver

Palisade StatTools

Pattern recognition software

Peer-to-Peer Financial Analysis

Pi Blue OptWorks Excel

Portfolio management software

Pricing software

Quantifying marketability discount QMD modeling software

Report generation software

RiskMetrics Group WealthBench

SAS JMP

Securities analysis software

Spreadware Business Financial Analysis

Spreadware Business Valuator

Spreadware Pro Forma

Steele Mutual Fund and Variable Annuity Expert

SunGard BancWare

SunGard Kiodex Risk Workbench

TechHackers Convertible Bond @nalyst

TechHackers Credit @nalyst

TechHackers Exotic @nalyst

TechHackers Financial @nalyst

TechHackers IRO @nalyst

TechHackers MBS @nalyst

TechHackers Swap @nalyst

Tetrahex Fractal Finance

TickQuest NeoTicker

Tips Standard Securities Calculation Bond Analytics Module

Tips Standard Securities Calculation Mortgage-Backed Analytics Module

TradeTools Financial Market Databases

TradeTools Monthly U.S. Economic Database

Trendsetter Software ProAnalyst

Unlimited Learning Resources Valusource Pro

ValuSource BIZCOMPS

Ward Systems Group GeneHunter

Ward Systems Group NeuralShell Predictor

Ward Systems Group NeuroShell Trader

Whitebirch Software Projected Financials

Wolfram Research Derivatives

Wolfram Research Mathematica

Wolfram Research Mathematica Finance Essentials

Wolfram Research Mathematica UnRisk Pricing Engine

Skills

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Reading Comprehension

Understanding written sentences and paragraphs in work related documents.

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Mathematics

Using mathematics to solve problems.

Speaking

Talking to others to convey information effectively.

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

Judgment and Decision Making

Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Active Learning

Understanding the implications of new information for both current and future problem-solving and decision-making.

Complex Problem Solving

Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Systems Analysis

Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

Systems Evaluation

Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.

Abilities

Listen to and understand information and ideas presented through spoken words and sentences.

Cognitive Abilities › Verbal Abilities › Oral Comprehension

Read and understand information and ideas presented in writing.

Cognitive Abilities › Verbal Abilities › Written Comprehension

Communicate information and ideas in speaking so others will understand.

Cognitive Abilities › Verbal Abilities › Oral Expression

Communicate information and ideas in writing so others will understand.

Cognitive Abilities › Verbal Abilities › Written Expression

Apply general rules to specific problems to produce answers that make sense.

Cognitive Abilities › Idea Generation and Reasoning Abilities › Deductive Reasoning

See details at close range (within a few feet of the observer).

Sensory Abilities › Visual Abilities › Near Vision

Add, subtract, multiply, or divide quickly and correctly.

Cognitive Abilities › Quantitative Abilities › Number Facility

Tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

Cognitive Abilities › Idea Generation and Reasoning Abilities › Problem Sensitivity

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Occupation Sections

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