Financial and Investment Analysts

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Bright Outlook

Interest Profile (RIASEC)

Common Job Titles

Key Tasks

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.

Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.

Collaborate with investment bankers to attract new corporate clients.

Conduct financial analyses related to investments in green construction or green retrofitting projects.

Confer with clients to restructure debt, refinance debt, or raise new debt.

Create client presentations of plan details.

Determine the prices at which securities should be syndicated and offered to the public.

Develop and maintain client relationships.

Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.

Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.

Evaluate and compare the relative quality of various securities in a given industry.

Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.

Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

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

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.

Perform securities valuation or pricing.

Prepare all materials for transactions or execution of deals.

Prepare plans of action for investment, using financial analyses.

Present oral or written reports on general economic trends, individual corporations, and entire industries.

Purchase investments for companies in accordance with company policy.

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

Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.

Supervise, train, or mentor junior team members.

Technology Skills

Analytical or scientific software

IBM SPSS Statistics
SAS
StataCorp Stata
The MathWorks MATLAB

Word processing software

Google Docs
Microsoft OneNote
Microsoft Word
Report generation software

Financial analysis software

Delphi Technology
Moody's RiskCalc
Oracle E-Business Suite Financials
Oracle Hyperion Financial Management

Enterprise resource planning ERP software

Microsoft Dynamics
Oracle PeopleSoft
SAP software
Workday software

Business intelligence and data analysis software

Alteryx software
IBM Cognos Impromptu
Microsoft Power BI
Tableau

Data base user interface and query software

Microsoft SQL Server
Oracle Database
Structured query language SQL
Yardi software

Information retrieval or search software

dailyVest Investment Personalization Platform
LexisNexis
TradeTools Monthly U.S. Economic Database
Ward Systems Group NeuroShell Trader

Spreadsheet software

Apple AppleWorks
Corel QuattroPro
IBM Lotus 1-2-3
Microsoft Excel

Electronic mail software

Email software
IBM Notes
Microsoft Exchange
Microsoft Outlook

Accounting software

Fund accounting software
Intuit QuickBooks
Sage 50 Accounting
Tax software

Presentation software

Apple Keynote
DealMaven PresLink for PowerPoint and Word
Google Slides
Microsoft PowerPoint

Expert system software

Ivorix Neurostrategy Finance
Matheny Pattern Forecaster Plus
NeuroSolutions for MatLab

Data base management system software

Apache Hive
Apache Pig
Teradata Database

Data base reporting software

Microsoft SQL Server Reporting Services SSRS
Reporting software
SAP Crystal Reports

Development environment software

Microsoft Visual Basic
Microsoft Visual Basic for Applications VBA

Charting software

Montgomery Investment Technology Utility XL
TickQuest NeoTicker

Human resources software

ADP Workforce Now
Human resource management software HRMS

Project management software

Microsoft Project
Oracle Primavera Enterprise Project Portfolio Management

Configuration management software

Perforce Helix software

Enterprise system management software

IBM Power Systems software

Document management software

Microsoft Office SharePoint Server MOSS

Customer relationship management CRM software

Salesforce software

Office suite software

Microsoft Office software

Cloud-based data access and sharing software

Microsoft SharePoint

Sales and marketing software

Marketo Marketing Automation

Object or component oriented development software

Internet browser software

Web browser software

Process mapping and design software

Microsoft Visio

Tools and Equipment

Photocopiers

Photocopying equipment

Scanners

Computer data input scanners

Notebook computers

Laptop computers

Special purpose telephones

Multi-line telephone systems

Laser fax machine

Laser facsimile machines

Desktop calculator

10-key calculators

Desktop computers

Personal computers

Tablet computers

Detailed Work Activities

Analyze business or financial data.

Determine the value of goods or services.

Analyze industry trends.

Apply mathematical models of financial or business conditions.

Advise others on business or operational matters.

Advise others on financial matters.

Analyze market conditions or trends.

Analyze risks related to investments in green technology.

Assess financial status of clients.

Assess risks to business operations.

Collaborate with others in marketing activities.

Confer with others about financial matters.

Create images of data, locations, or products.

Develop business relationships.

Develop financial or business plans.

Evaluate condition of properties.

Identify strategic business investment opportunities.

Prepare contracts or other transaction documents.

Present business-related information to audiences.

Present work to clients for approval.

Purchase products or services.

Recommend investments to clients.

Supervise employees.

Train personnel to enhance job skills.

Update professional knowledge.

Job Zone

Job Zone Four: Considerable Preparation Needed

Most of these occupations require a four-year bachelor's degree, but some do not.

A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, conservation scientists, art directors, and cost estimators.

SVP Range: (7.0 to < 8.0)