Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Match
Job outlook
Full Occupation Profile
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.
Technology Skills
Analytical or scientific software
Word processing software
Financial analysis software
Enterprise resource planning ERP software
Business intelligence and data analysis software
Data base user interface and query software
Information retrieval or search software
Spreadsheet software
Electronic mail software
Accounting software
Presentation software
Expert system software
Data base management system software
Data base reporting software
Document management software
Development environment software
Charting software
Human resources software
Project management software
Configuration management software
Enterprise system management software
Customer relationship management CRM software
Office suite software
Sales and marketing software
Object or component oriented development software
Internet browser software
Process mapping and design software
Tools and Equipment
Notebook computer
Photocopiers
Scanners
Desktop computer
Special purpose telephones
Laser fax machine
Personal computer
Tablet computer
Desktop calculator
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.
Work Styles
A tendency to be detail-oriented, organized, and thorough in completing work.
A tendency to be honest and ethical at work.
A tendency to be reliable, responsible, and consistent in meeting work-related obligations.
A tendency to seek out and acquire new work-related knowledge and obtain a deep understanding of work-related subjects.
A tendency to establish and maintain personally challenging work-related goals, set high work-related standards, and exert high effort toward meeting those goals and standards.
A tendency to be careful, deliberate, and risk-avoidant when making work-related decisions or doing work.
A tendency to be comfortable with ambiguity and uncertainty at work.
A tendency to exhibit determination and resolve to perform or complete tasks in the face of difficult circumstances or obstacles at work.
A tendency to cope and function effectively in stressful situations at work.
A tendency to believe in one's work-related capabilities and ability to control one's work-related outcomes.
A tendency to remain calm and composed and to manage emotions effectively in response to criticism or difficult situations at work.
A tendency to be proactive and take on extra responsibilities and tasks that may fall outside of one's required work role.
A tendency to be open to and comfortable with change, new experiences, or ideas at work.
A tendency to seek out, enjoy, and be energized by social interaction at work.
A tendency to be inventive, to be imaginative, and to adopt new perspectives on ways to accomplish work.
A tendency to be pleasant, helpful, and willing to assist others at work.
A tendency to lead, take charge, offer opinions, and provide direction at work.
A tendency to be genuine and sincere in interactions with others at work, without concern for personal gain or self-interest.
A tendency to show concern for others and be sensitive to others' needs and feelings at work.
A tendency to exhibit a positive attitude and positive emotions at work, even under difficult circumstances.
Reference
This page includes information from the O*NET Career Exploration Tools by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the O*NET Tools Developer License. O*NET® is a trademark of USDOL/ETA. Beesla has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.