Financial Analysts

Specific duties and responsibilities regularly performed in this occupation.

• 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.—

Developed capacities that facilitate learning or the more rapid acquisition of knowledge.

No data reported.

Organized sets of principles and facts that apply in general domains.

No data reported.

Enduring attributes of the individual that influence performance.

No data reported.

General types of job behaviors occurring on multiple jobs.

No data reported.

Personal characteristics that can affect how well someone performs a job.

• Attention to Detail100

  A tendency to be detail-oriented, organized, and thorough in completing work.

• Integrity93

  A tendency to be honest and ethical at work.

• Dependability86

  A tendency to be reliable, responsible, and consistent in meeting work-related obligations.

• Intellectual Curiosity83

  A tendency to seek out and acquire new work-related knowledge and obtain a deep understanding of work-related subjects.

• Achievement Orientation75

  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.

• Cautiousness68

  A tendency to be careful, deliberate, and risk-avoidant when making work-related decisions or doing work.

• Tolerance for Ambiguity61

  A tendency to be comfortable with ambiguity and uncertainty at work.

• Perseverance60

  A tendency to exhibit determination and resolve to perform or complete tasks in the face of difficult circumstances or obstacles at work.

• Stress Tolerance60

  A tendency to cope and function effectively in stressful situations at work.

• Self-Confidence57

  A tendency to believe in one's work-related capabilities and ability to control one's work-related outcomes.

• Self-Control51

  A tendency to remain calm and composed and to manage emotions effectively in response to criticism or difficult situations at work.

• Initiative50

  A tendency to be proactive and take on extra responsibilities and tasks that may fall outside of one's required work role.

Holland's six occupational interest types (RIASEC) this work tends to attract.

• Conventional76

  Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.

• Enterprising68

  Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.

• Investigative68

  Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the fields of humanities, mathematics/statistics, information technology, or health care service.

• Social21

  Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.

• Artistic13

  Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts, applied arts and design, performing arts, music, creative writing, media, or culinary art.

• Realistic0

  Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, transportation, machine operation, agriculture, animal services, physical or manual labor, athletics, or protective services.

Physical and social factors that influence the nature of work.

No data reported.

Education levels O*NET survey respondents in this occupation most often reported having.

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Specific software and technology tools commonly used on the job.

• 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

Organizations related to this occupation, such as industry and licensing bodies.

• Association for Financial Professionals
• Alternative Investment Management Association
• American Bankers Association
• American Economic Association
• American Finance Association
• Association of International Risk Intelligence Professionals
• Eastern Finance Association
• Financial Management Association International
• Financial Women's Association
• International Association for Quantitative Finance
• International Federation of Accountants
• Midwest Economic Association
• National Association for Business Economics
• National Association of Personal Financial Advisors
• Society of Financial Service Professionals
• Southern Finance Association
• Western Finance Association
• Midwest Finance Association
• New England Association for Financial Professionals
• Northeast Business and Economics Association
• Northwest Association for Financial Professionals
• Southwestern Finance Association
• Certified Financial Planner Board of Standards
• CFA Institute
• Financial Executives International
• Financial Industry Regulatory Authority
• Financial Planning Association
• Investments and Wealth Institute

Occupations that call for similar work and worker requirements.

• Personal Financial Advisors
• Securities, Commodities, and Financial Services Sales Agents
• Financial Managers
• Financial Specialists, All Other
• Financial Specialists, All Other
• Credit Analysts
• Financial Managers
• Credit Counselors and Loan Officers
• Miscellaneous mathematical science occupations, including mathematicians and statisticians
• Credit Counselors and Loan Officers
• Market Research Analysts and Marketing Specialists
• Accountants and Auditors
• Financial Examiners
• Economists
• Management Analysts
• Real Estate Brokers and Sales Agents
• Marketing and Sales Managers
• Marketing and Sales Managers
• Sales Representatives, Services, All Other

More specific, granular versions of the Work Activities above.

• 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.