Financial Analysts
Financial Analysts
13-2051.00
Median wages
$69,560
Conduct quantitative analyses of information affecting investment programs of public or private institutions.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Prepare plans of action for investment, using financial analyses.
- Evaluate and compare the relative quality of various securities in a given industry.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- 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.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Purchase investments for companies in accordance with company policy.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Collaborate with investment bankers to attract new corporate clients to securities firms.
- Accounting software — Fund accounting software
; Intuit QuickBooks ; Sage 50 Accounting ; Tax software - Analytical or scientific software — SAS ; StataCorp Stata ; The MathWorks MATLAB ; Ward Systems Group NeuralShell Predictor
- Business intelligence and data analysis software — IBM Cognos Impromptu ; MicroStrategy ; Qlik Tech QlikView ; Tableau
- Charting software — Montgomery Investment Technology Utility XL; TickQuest NeoTicker
- Customer relationship management CRM software — Salesforce software
- Data base management system software — Teradata Database
- Data base reporting software — SAP Crystal Reports
- Data base user interface and query software — IBM Lotus Approach; Microsoft Access ; Structured query language SQL ; Yardi
- Development environment software — Microsoft Visual Basic
- Document management software — Microsoft Office SharePoint Server MOSS
- Electronic mail software — IBM Notes
- Enterprise resource planning ERP software — Microsoft Dynamics GP ; Oracle Fusion Applications ; Oracle PeopleSoft ; SAP Business Objects
- Enterprise system management software — IBM Power Systems software
- Expert system software — Ivorix Neurostrategy Finance; Matheny Pattern Forecaster Plus; NeuroSolutions for MatLab
- Financial analysis software — Delphi Technology ; Longview Performance Management Platform; Oracle E-Business Suite Financials ; Wolfram Research Mathematica UnRisk Pricing Engine
- Graphics or photo imaging software — Microsoft Visio
- Human resources software — Human resource management software HRMS
- Information retrieval or search software — dailyVest Investment Personalization Platform; LexisNexis ; TradeTools Monthly U.S. Economic Database; Ward Systems Group NeuroShell Trader
- Medical software — MEDITECH software
- Object or component oriented development software — R
- Office suite software — Microsoft Office
- Presentation software — DealMaven PresLink for PowerPoint and Word; Microsoft PowerPoint
- Project management software — Microsoft Project ; Microsoft SharePoint
- Spreadsheet software — Apple AppleWorks; Corel QuattroPro; IBM Lotus 1-2-3; Microsoft Excel
- Word processing software — Microsoft Word; Report generation software
- Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
- 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.
- Mathematics — Using mathematics to solve problems.
- Speaking — Talking to others to convey information effectively.
- Writing — Communicating effectively in writing as appropriate for the needs of the audience.
- Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.
- Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
- Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
- Systems Analysis — Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
- 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.
