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Financial Analysts

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Summary Description


	Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Sample Job Titles

1.	Alternative Financing Specialist

2.	Bank Analyst

3.	Banking Analyst

4.	Bond Analyst

5.	Budget Analyst

6.	Chartered Financial Analyst (CFA)

7.	Commodity Analyst

8.	Corporate Financial Analyst

9.	Corporate Securities Research Analyst

10.	Corporate Statistical Financial Analyst

11.	Credit Products Officer

12.	Energy Efficiency Finance Manager

13.	Equity Research Analyst

14.	Finance Analyst

15.	Financial Advisor

16.	Financial Analyst

17.	Financial Manager

18.	Financial Planner

19.	Financial Systems Analyst

20.	Fiscal Analyst

21.	Government Incentives Alternative Financing Specialist

22.	Green Material Value-Added Assessor

23.	Institutional Commodity Analyst

24.	Investment Analyst

25.	Investment Officer

26.	Investments Manager

27.	Investor

28.	Money Manager

29.	Mutual Fund Accountant

30.	Operational Risk Analyst

31.	Planning Analyst

32.	Portfolio Analyst

33.	Portfolio Manager

34.	Pricing Analyst

35.	Pricing Specialist

36.	Real Estate Analyst

37.	Real Estate Investor

38.	Renewable Energy System Finance Specialist

39.	Research Analyst

40.	Securities Analyst

41.	Securities Consultant

42.	Securities Research Analyst

43.	Statistical Financial Analyst

44.	Stock Analyst

45.	Treasury Analyst

46.	Trust Evaluation Supervisor

Job Tasks

	Recommend investments and investment timing to companies, investment firm staff, or the public. Recommend investments to clients.

	Determine the prices at which securities should be syndicated and offered to the public. Determine the value of goods or services.

	Prepare plans of action for investment, using financial analyses. Develop financial or business plans.

	Evaluate and compare the relative quality of various securities in a given industry. Determine the value of goods or services.

	Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. Create images of data, locations, or products.

	Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. Apply mathematical models of financial or business conditions. Analyze business or financial data.

	Monitor developments in the fields of industrial technology, business, finance, and economic theory. Analyze industry trends.

	Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. Assess risks to business operations. Analyze business or financial data.

	Present oral or written reports on general economic trends, individual corporations, and entire industries. Present business-related information to audiences.

	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. Analyze industry trends.

	Contact brokers and purchase investments for companies, according to company policy. Purchase products or services.

	Collaborate with investment bankers to attract new corporate clients to securities firms. Market products, services, or events.

Work Activities

Importance	Work Activity

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.

Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.

Provide Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.

Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.

Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.

Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Staffing Organizational Units — Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.

Controlling Machines and Processes — Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).

Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Nature of the Work


	(Abstract from Career Articles)

	Financial Analysts
	Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

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Working Conditions


	(Abstract from Career Articles)

	Financial Analysts
	Financial analysts work in offices. Most work full time, and many work more than 40 hours per week.

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Interesting Fact

Thomas Edison not only invented electric light, he also invented wax paper, the phonograph (and record), the radio vacuum tube, the motion picture camera, an electronic voting machine and dozens more!

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