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Financial Analysts

Also called: Equity Research Analyst, Financial Analyst, Investment Analyst, Securities Analyst

What they do:
Conduct quantitative analyses of information affecting investment programs of public or private institutions.
On the job, you would:
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory.


  • accounting and economics
  • management
Arts and Humanities
  • English language
Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
  • computers and electronics


Basic Skills
  • reading work related information
  • thinking about the pros and cons of different ways to solve a problem
Problem Solving
  • noticing a problem and figuring out the best way to solve it
People and Technology Systems
  • thinking about the pros and cons of different options and picking the best one
  • figuring out how a system should work and how changes in the future will affect it


  • read and understand what is written
  • communicate by speaking
  • add, subtract, multiply, or divide
  • choose the right type of math to solve a problem
Ideas and Logic
  • use rules to solve problems
  • make general rules or come up with answers from lots of detailed information


People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
  • Attention to Detail
  • Stress Tolerance
  • Dependability
  • Integrity
  • Persistence
  • Adaptability/Flexibility


You might use software like this on the job:

Financial analysis software
  • Longview Performance Management Platform
  • Wolfram Research Mathematica UnRisk Pricing Engine
Analytical or scientific software
  • The MathWorks MATLAB
  • Ward Systems Group NeuralShell Predictor
Enterprise resource planning ERP software
  • SAP BusinessObjects Data Integrator
  • SSA Global Infinium Financial Management


Education: (rated 4 of 5)
bachelor's degree or
master's degree
usually needed

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Job Outlook

Bright Outlook
New job opportunities are very likely in the future.
per year, on average
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See more details at O*NET OnLine about financial analysts.