Projected Growth: Average
Projected Job Openings
Considerable Preparation Needed
Your job is to Conduct quantitative analyses of information affecting investment programs of public or private institutions.
Common job titles of Financial Analysts include:
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.
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.
Personal digital assistants PDA
IBM Cognos Impromptu
IBM SPSS Statistics
Marketo Marketing Automation
Microsoft Dynamics GPAll Technologies
Microsoft Exchange Server
Microsoft SQL Server Reporting Services
Oracle Business Intelligence Enterprise Edition
Oracle Fusion Applications
Oracle PeopleSoft Financials
Qlik Tech QlikView
SAP Business Objects
SAP BusinessObjects Data Integrator
SAP Crystal Reports
SSA Global Infinium Financial Management
Advanced Portfolio Technologies Report Builder
Advanced Portfolio Technologies Simulator
Annuities analysis software
Business Forecast Systems Forecast Pro
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
Derivatives Imagine Trading System
Derivicom FinOptions XL
Economic forecasting software
Express Business Valuations
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
Leading Market Technologies EXPO
Longview Performance Management Platform
Longview Solutions Khalix
Market forecast 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
Pattern recognition software
Peer-to-Peer Financial Analysis
Pi Blue OptWorks Excel
Portfolio management software
Quantifying marketability discount QMD modeling software
Report generation software
RiskMetrics Group WealthBench
Securities analysis software
Spreadware Business Financial Analysis
Spreadware Business Valuator
Spreadware Pro Forma
Steele Mutual Fund and Variable Annuity Expert
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
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
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
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Understanding written sentences and paragraphs in work related documents.
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.
Using mathematics to solve problems.
Talking to others to convey information effectively.
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.
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/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
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