Financial & Investment Analysts
Also called: Analyst, Financial Analyst, Investment Analyst, Securities Analyst
Produced by CareerOneStop
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Investing has become more complex than ever. There are literally thousands of stocks, bonds and funds to choose from. That's why advice from Financial Analysts is in great demand. They do the research that helps investors make decisions. The analyst examines a company's financial records, its projections, even its competitors to get a handle on whether it's a smart investment...or a risky one. While analysts may travel to visit companies they're analyzing, for a first hand look, much of the work is done from an office desk, using computers and phones. Based upon their research, they make recommendations to their clients. Some analysts advise banks, insurance companies and other large investment groups. Other analysts are employed by firms that handle investments for individuals. In either case, the requirements are the same: you need strong math and analytical skills, as well as keen business savvy. A college education is usually a must. To move ahead in the field, a financial analyst might seek an advanced degree in business, and certification as a Chartered Financial Analyst. More and more organizations and individuals are turning to investing to increase the return on their money. That means the job outlook for financial analysts is becoming increasingly "bullish."
What they do:Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
On the job, you would:
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
Knowledge information for this career will be available soon.
Skills information for this career will be available soon.
Abilities information for this career will be available soon.
Information for this career will be available soon.
You might use software like this on the job:
Analytical or scientific software
Word processing software
Financial analysis software
- Moody's RiskCalc
- Oracle E-Business Suite Financials
- Credit Analysts
- Financial Risk Specialists
- Investment Fund Managers
- Personal Financial Advisors
- Securities, Commodities, & Financial Services Sales Agents
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