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Financial Analysts
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CheckoutCareers.com
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Financial Analysts
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Conduct quantitative analyses of information affecting investment programs of public or private institutions.
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Degrees
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Abilities
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Deductive Reasoning| | The ability to apply general rules to specific problems to produce answers that make sense. |
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Written Comprehension| | The ability to read and understand information and ideas presented in writing. |
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Oral Expression| | The ability to communicate information and ideas in speaking so others will understand. |
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Near Vision| | The ability to see details at close range (within a few feet of the observer). |
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Oral Comprehension| | The ability to listen to and understand information and ideas presented through spoken words and sentences. |
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Written Expression| | The ability to communicate information and ideas in writing so others will understand. |
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Number Facility| | The ability to add, subtract, multiply, or divide quickly and correctly. |
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Problem Sensitivity| | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. |
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Mathematical Reasoning| | The ability to choose the right mathematical methods or formulas to solve a problem. |
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Inductive Reasoning| | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). |
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Information Ordering| | The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). |
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Category Flexibility| | The ability to generate or use different sets of rules for combining or grouping things in different ways. |
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Flexibility of Closure| | The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material. |
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Originality| | The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem. |
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Fluency of Ideas| | The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity). |
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Speech Clarity| | The ability to speak clearly so others can understand you. |
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Speech Recognition| | The ability to identify and understand the speech of another person. |
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Selective Attention| | The ability to concentrate on a task over a period of time without being distracted. |
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Memorization| | The ability to remember information such as words, numbers, pictures, and procedures. |
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Speed of Closure| | The ability to quickly make sense of, combine, and organize information into meaningful patterns. |
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Far Vision| | The ability to see details at a distance. |
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Perceptual Speed| | The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object. |
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Time Sharing| | The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources). |
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Visualization| | The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged. |
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Finger Dexterity| | The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects. |
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Auditory Attention| | The ability to focus on a single source of sound in the presence of other distracting sounds. |
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Visual Color Discrimination| | The ability to match or detect differences between colors, including shades of color and brightness. |
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Hearing Sensitivity| | The ability to detect or tell the differences between sounds that vary in pitch and loudness. |
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Wrist-Finger Speed| | The ability to make fast, simple, repeated movements of the fingers, hands, and wrists. |
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Trunk Strength| | The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without 'giving out' or fatiguing. |
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Depth Perception| | The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object. |
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Interests
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Investigative| | Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally. |
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Second Interest High-Point| | Secondary-Cutoff/Rank Descriptiveness |
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Conventional| | Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow. |
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Third Interest High-Point| | Tertiary-Cutoff/Rank Descriptiveness |
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Enterprising| | Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business. |
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Social| | Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others. |
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Realistic| | Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others. |
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Artistic| | Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules. |
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First Interest High-Point| | Primary-Rank Descriptiveness |
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Knowledge
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Economics and Accounting| | Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. |
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Mathematics| | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. |
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English Language| | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. |
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Administration and Management| | Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. |
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Education and Training| | Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects. |
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Clerical| | Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. |
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Customer and Personal Service| | Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. |
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Computers and Electronics| | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. |
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Law and Government| | Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. |
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Communications and Media| | Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media. |
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Personnel and Human Resources| | Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. |
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Sales and Marketing| | Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. |
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Psychology| | Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders. |
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Foreign Language| | Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation. |
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Philosophy and Theology| | Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture. |
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Sociology and Anthropology| | Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins. |
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History and Archeology| | Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures. |
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Public Safety and Security| | Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions. |
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Transportation| | Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits. |
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Telecommunications| | Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems. |
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Geography| | Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life. |
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Production and Processing| | Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods. |
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Engineering and Technology| | Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services. |
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Design| | Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models. |
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Fine Arts| | Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture. |
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Therapy and Counseling| | Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance. |
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Chemistry| | Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods. |
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Biology| | Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment. |
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Medicine and Dentistry| | Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures. |
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Physics| | Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub- atomic structures and processes. |
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Building and Construction| | Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads. |
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Mechanical| | Knowledge of machines and tools, including their designs, uses, repair, and maintenance. |
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Wages
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| District of Columbia | $80,920.00 |
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| North Carolina | $57,970.00 |
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| South Carolina | $48,550.00 |
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| Virgin Islands | $62,530.00 |
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Related Careers
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Accountants| | Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization. |
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Actuaries| | Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits. May ascertain premium rates required and cash reserves necessary to ensure payment of future benefits. |
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Auditors| | Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures. |
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Credit Analysts| | Analyze current credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with this credit information for use in decision-making. |
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Economists| | Conduct research, prepare reports, or formulate plans to aid in solution of economic problems arising from production and distribution of goods and services. May collect and process economic and statistical data using econometric and sampling techniques. |
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Personal Financial Advisors| | Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. |
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Tax Examiners, Collectors, & Revenue Agents| | Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations. |
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Skills
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Management of Financial Resources| | Determining how money will be spent to get the work done, and accounting for these expenditures. |
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Judgment and Decision Making| | Considering the relative costs and benefits of potential actions to choose the most appropriate one. |
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Active Learning| | Understanding the implications of new information for both current and future problem-solving and decision-making. |
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Monitoring| | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. |
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Reading Comprehension| | Understanding written sentences and paragraphs in work related documents. |
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Time Management| | Managing one's own time and the time of others. |
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Critical Thinking| | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. |
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Complex Problem Solving| | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. |
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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. |
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Mathematics| | Using mathematics to solve problems. |
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Learning Strategies| | Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things. |
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Writing| | Communicating effectively in writing as appropriate for the needs of the audience. |
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Speaking| | Talking to others to convey information effectively. |
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Persuasion| | Persuading others to change their minds or behavior. |
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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. |
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Operations Analysis| | Analyzing needs and product requirements to create a design. |
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Service Orientation| | Actively looking for ways to help people. |
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Social Perceptiveness| | Being aware of others' reactions and understanding why they react as they do. |
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Instructing| | Teaching others how to do something. |
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Systems Analysis| | Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. |
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Equipment Selection| | Determining the kind of tools and equipment needed to do a job. |
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Negotiation| | Bringing others together and trying to reconcile differences. |
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Coordination| | Adjusting actions in relation to others' actions. |
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Management of Personnel Resources| | Motivating, developing, and directing people as they work, identifying the best people for the job. |
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Management of Material Resources| | Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work. |
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Technology Design| | Generating or adapting equipment and technology to serve user needs. |
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Programming| | Writing computer programs for various purposes. |
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Quality Control Analysis| | Conducting tests and inspections of products, services, or processes to evaluate quality or performance. |
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Science| | Using scientific rules and methods to solve problems. |
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Troubleshooting| | Determining causes of operating errors and deciding what to do about it. |
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Operation Monitoring| | Watching gauges, dials, or other indicators to make sure a machine is working properly. |
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Operation and Control| | Controlling operations of equipment or systems. |
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Repairing| | Repairing machines or systems using the needed tools. |
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Equipment Maintenance| | Performing routine maintenance on equipment and determining when and what kind of maintenance is needed. |
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Installation| | Installing equipment, machines, wiring, or programs to meet specifications. |
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Tasks
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| Recommend investments and investment timing to companies, investment firm staff, or the investing public. |
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| Determine the prices at which securities should be syndicated and offered to the public. |
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| Prepare plans of action for investment based on financial analyses. |
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| Evaluate and compare the relative quality of various securities in a given industry. |
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| Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer. |
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| Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. |
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| Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory. |
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| Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences. |
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| Present oral and written reports on general economic trends, individual corporations, and entire industries. |
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| Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews. |
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| Contact brokers and purchase investments for companies, according to company policy. |
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| Collaborate with investment bankers to attract new corporate clients to securities firms. |
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Tools
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| Adding machines |
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| 10-key calculators |
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| Desktop computers |
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| Notebook computers |
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| Personal computers |
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| Personal digital assistant PDAs or organizers |
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| Personal digital assistant PDAs |
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| Tablet computers |
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Technology
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| Analytical or scientific software |
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| Analyse-It Software |
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| Decisioneering Crystal Ball |
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| Genetic algorithm software |
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| Keypoint DataDesk |
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| Mathematical software |
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| Mathworks MATLAB |
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| Palisade Evolver |
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| Palisade StatTools |
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| Pattern recognition software |
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| SAS JMP Statistical Discovery |
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| Ward Systems Group GeneHunter |
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| Ward Systems Group NeuralShell Predictor |
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| Wolfram Research Mathematica |
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| Charting software |
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| Data visualization software |
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| Montgomery Investment Technology Utility XL |
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| TickQuest NeoTicker |
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| Data base user interface and query software |
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| Microsoft Access |
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| Expert system software |
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| Ivorix Neurostrategy Finance |
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| Matheny Pattern Forecaster Plus |
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| Neural network modeling software |
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| NeuroSolutions for MatLab |
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| Financial analysis software |
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| Advanced Portfolio Technologies Report Builder |
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| Advanced Portfolio Technologies Simulator |
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| AnalyzerXL software |
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| Annuities analysis software |
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| Aspen Graphics software |
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| BizBench Benchmarking Software |
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| BizPricer Business Valuation Software |
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| Business Forecast Systems Forecast Pro |
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| DealMaven Comparable Company Valuation Analysis |
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| DealMaven M&A Accretion/Dilution One-Pager |
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| DealMaven Modeling ToolPack for Excel |
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| Derivatives Imagine Trading System |
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| Derivicom FinOptions XL |
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| Economic forecasting software |
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| Experian Credinomics |
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| Express Business Valuations |
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| Financial modeling software |
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| FinEng Solutions PerfoRM |
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| FinEng Solutions Quantis |
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| Fractal pattern analysis software |
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| Genetic algorithm optimization software |
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| Harland Decision Pro |
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| I-flex Solutions Reveleus Investment Performance Measurement |
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| Leading Market Technologies EXPO |
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| Market forecast software |
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| MergerStat Control Premiums |
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| MergerStat Price to Earnings Ratios |
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| Mid-Market Comps software |
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| MoneySoft Corporate Valuation |
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| Monte carlo simulation software |
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| Montgomery Investment Technology Bonds XL |
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| Montgomery Investment Technology Exotics XL |
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| Montgomery Investment Technology FinTools |
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| Montgomery Investment Technology Options XL |
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| Montgomery Investment Technology QuoteTools |
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| Montgomery Investment Technology Risk XL |
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| Montgomery Investment Technology SigTools |
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| Moss Adams Profit Mentor |
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| Mutual fund analysis software |
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| NeuroSolutions Trading Solutions |
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| OptionVue Options Analysis |
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| Palisade Bond @nalyst |
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| Peer-to-Peer Financial Analysis |
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| Pi Blue OptWorks Excel |
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| Portfolio management software |
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| Pricing software |
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| Quantifying marketability discount QMD modeling software |
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| RiskMetrics Group WealthBench |
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| Securities analysis software |
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| Spreadware Business Financial Analysis |
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| Spreadware Business Valuator |
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| Spreadware Pro Forma |
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| Steele Mutual Fund and Variable Annuity Expert |
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| SunGard BancWare |
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| SunGard Kiodex Risk Workbench |
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| TechHackers Convertible Bond @nalyst |
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| TechHackers Credit @nalyst |
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| TechHackers Exotic @nalyst |
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| TechHackers Financial @nalyst |
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| TechHackers IRO @nalyst |
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| TechHackers MBS @nalyst |
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| TechHackers Swap @nalyst |
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| Tetrahex Fractal Finance |
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| Tips Standard Securities Calculation Bond Analytics Module |
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| Tips Standard Securities Calculation Mortgage-Backed Analytics Module |
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| Trendsetter Software ProAnalyst |
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| Unlimited Learning Resources Valusource Pro |
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| ValuSource BIZCOMPS |
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| Whitebirch Software Projected Financials |
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| Wolfram Research Derivatives |
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| Wolfram Research Derivatives Expert |
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| Wolfram Research Mathematica Finance Essentials |
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| Wolfram Research Mathematica Pricing Engine |
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| Information retrieval or search software |
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| dailyVest Investment Personalization Platform |
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| TradeTools Financial Market Databases |
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| TradeTools Monthly U.S. Economic Database |
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| Ward Systems Group NeuroShell Trader |
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| Presentation software |
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| DealMaven PresLink for PowerPoint and Word |
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| Microsoft PowerPoint |
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| Spreadsheet software |
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| Apple AppleWorks |
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| Corel QuattroPro |
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| IBM Lotus 1-2-3 |
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| Microsoft Excel |
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| Word processing software |
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| Microsoft Word |
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| Report generation software |
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Career Activities
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| Processing Information |
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| compile data for financial reports |
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| compute financial data |
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| Analyzing Data or Information |
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| analyze financial data |
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| analyze financial information to project future revenues or expense |
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| analyze market conditions |
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| analyze scientific research data or investigative findings |
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| analyze social or economic data |
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| conduct financial investigations |
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| evaluate degree of financial risk |
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| identify financial risks to company |
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| perform general financial analysis |
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| Getting Information |
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| gather relevant financial data |
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| Updating and Using Relevant Knowledge |
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| follow tax laws or regulations |
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| use knowledge of economic trends |
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| use statistical cost estimation methods |
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| Thinking Creatively |
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| create mathematical or statistical diagrams or charts |
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| Interpreting the Meaning of Information for Others |
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| interpret charts or tables for social or economic research |
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| Provide Consultation and Advice to Others |
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| advise clients on financial matters |
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| Interacting With Computers |
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| use computers to enter, access and retrieve financial data |
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| use spreadsheet software |
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| Communicating with Persons Outside Organization |
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| make presentations on financial matters |
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| Performing Administrative Activities |
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| prepare financial reports |
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Career Context
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| Face-to-Face Discussions |
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| Indoors, Environmentally Controlled |
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| Structured versus Unstructured Work |
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| Electronic Mail |
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| Telephone |
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| Spend Time Sitting |
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| Freedom to Make Decisions |
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| Contact With Others |
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| Importance of Being Exact or Accurate |
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| Impact of Decisions on Co-workers or Company Results |
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| Frequency of Decision Making |
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| Time Pressure |
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| In an Enclosed Vehicle or Equipment |
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| Outdoors, Under Cover |
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| Importance of Repeating Same Tasks |
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| Work With Work Group or Team |
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| Level of Competition |
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| Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls |
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| Responsibility for Outcomes and Results |
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| Deal With External Customers |
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| Frequency of Conflict Situations |
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| Coordinate or Lead Others |
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| Sounds, Noise Levels Are Distracting or Uncomfortable |
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| Letters and Memos |
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| Degree of Automation |
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| Extremely Bright or Inadequate Lighting |
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| Spend Time Making Repetitive Motions |
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| Consequence of Error |
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| Public Speaking |
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