Financial Quantitative Analysts

investigative mathematics quantitative technique statistical model research business pricing information problem data computer

Investment Strategist, Portfolio Manager, Quantitative Analyst, Quantitative Equity Analyst

What they do:
Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
On the job, you would:
  • Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
  • Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
  • Interpret results of financial analysis procedures.

Knowledge

Math and Science

  • arithmetic, algebra, geometry, calculus, or statistics

Business

  • accounting and economics

Engineering and Technology

  • computers and electronics

Arts and Humanities

  • English language

Skills

Basic Skills

  • using math to solve problems
  • 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

Abilities

Math

  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide

Verbal

  • read and understand what is written
  • communicate by writing

Ideas and Logic

  • use rules to solve problems
  • make general rules or come up with answers from lots of detailed information

Personality

People interested in this work like activities that include ideas, thinking, and figuring things out.

They do well at jobs that need:

  • Analytical Thinking
  • Integrity
  • Attention to Detail
  • Persistence
  • Initiative
  • Achievement/Effort

Technology

You might use software like this on the job:

Object or component oriented development software

  • C# Hot Technology
  • Perl Hot Technology

Presentation software

  • Microsoft PowerPoint Hot Technology In Demand

Analytical or scientific software

  • IBM SPSS Statistics Hot Technology
  • The MathWorks MATLAB Hot Technology In Demand

Education

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

Get started on your career:

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Job Outlook

Bright
New job opportunities are very likely in the future.
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See more details at O*NET OnLine about financial quantitative analysts.