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
- 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
Document management software
- Microsoft SharePoint
- Microsoft SharePoint Server
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
Customer relationship management CRM software
- Salesforce software
Office suite software
- Microsoft Office software
Sales and marketing software
- Marketo Marketing Automation
Object or component oriented development software
- R
Internet browser software
- Web browser software
Process mapping and design software
- Microsoft Visio
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.