Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
55 alternate job titles:
Accounting Analyst
Acquisition Analyst
Acquisition Specialist
Acquisitions Analyst
Acquisitions Consultant
Alternative Financing Specialist
Analyst
Bank Analyst
Banking Analyst
Bond Analyst
Brand Analyst
Chartered Financial Analyst (CFA)
Commodity Analyst
Corporate Financial Analyst
Corporate Securities Research Analyst
Corporate Statistical Financial Analyst
Credit Products Officer
Equity Research Analyst
Finance Analyst
Financial Analyst
Financial Planning and Analysis Analyst
Financial Reporting Analyst
Financial Systems Analyst
Fiscal Analyst
Government Incentives Alternative Financing Specialist
Green Material Value-Added Assessor
Institutional Commodity Analyst
Investment Analyst
Investment Banker
Investment Officer
Investment Underwriter
Investor
M and A Banker (Mergers and Acquisitions Banker)
Mergers and Acquisitions Associate (M and A Associate)
Mergers and Acquisitions Consultant (M and A Consultant)
Money Manager
Mutual Fund Accountant
Organizational Investment Analyst
Planning Analyst
Portfolio Analyst
Portfolio Manager
Pricing Analyst
Pricing Specialist
Prime Broker
Real Estate Analyst
Real Estate Investor
Renewable Energy System Finance Specialist
Securities Analyst
Securities Consultant
Securities Research Analyst
Securities Underwriter
Statistical Financial Analyst
Stock Analyst
Treasury Analyst
Trust Officer
Salary Information
Financial and Investment Analysts: $101,350 (median) per year.
Starting salary (10th percentile).
Required expreience: Varies by Company
Data source: U.S. Bureau of Labor Statistics
Daily Tasks & Responsibilities
| Task Description | Category |
|---|---|
| Advise others on business or operational matters. | General |
| Identify strategic business investment opportunities. | General |
| Confer with others about financial matters. | General |
| Collaborate with others in marketing activities. | General |
| Advise others on financial matters. | General |
| Determine the value of goods or services. | General |
| Apply mathematical models of financial or business conditions. | General |
| Prepare contracts or other transaction documents. | General |
| Purchase products or services. | General |
| Recommend investments to clients. | General |
| Train personnel to enhance job skills. | General |
| Analyze business or financial data. | Analysis |
| Evaluate condition of properties. | Analysis |
| Analyze risks related to investments in green technology. | Analysis |
| Assess financial status of clients. | Analysis |
| Analyze market conditions or trends. | Analysis |
| Assess risks to business operations. | Analysis |
| Analyze industry trends. | Analysis |
| Present work to clients for approval. | Communication |
| Present business-related information to audiences. | Communication |
| Develop business relationships. | Development |
| Create images of data, locations, or products. | Development |
| Develop financial or business plans. | Development |
| Update professional knowledge. | Maintenance |
| Supervise employees. | Management |
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Technology Requirements
| Technology | Description |
|---|---|
| Microsoft Excel | Spreadsheet software |
| Microsoft Office software | Office suite software |
| Microsoft Outlook | Electronic mail software |
| Microsoft PowerPoint | Presentation software |
| SAP software | Enterprise resource planning ERP software |
| Google Docs | Word processing software |
| IBM SPSS Statistics | Analytical or scientific software |
| Intuit QuickBooks | Accounting software |
| Marketo Marketing Automation | Sales and marketing software |
| Microsoft Dynamics | Enterprise resource planning ERP software |
| Microsoft Project | Project management software |
| Microsoft SharePoint | Document management software |
| Microsoft Visio | Process mapping and design software |
| Microsoft Visual Basic | Development environment software |
| Microsoft Visual Basic for Applications VBA | Development environment software |
| Microsoft Word | Word processing software |
| Oracle PeopleSoft | Enterprise resource planning ERP software |
| Oracle Primavera Enterprise Project Portfolio Management | Project management software |
| R | Object or component oriented development software |
| SAS | Analytical or scientific software |
| Salesforce software | Customer relationship management CRM software |
| The MathWorks MATLAB | Analytical or scientific software |
| Workday software | Enterprise resource planning ERP software |
| ADP Workforce Now | Human resources software |
| Accounting software | Accounting software |
| Advanced Portfolio Technologies Report Builder | Financial analysis software |
| Advanced Portfolio Technologies Simulator | Financial analysis software |
| Analyse-it | Analytical or scientific software |
| AnalyzerXL | Financial analysis software |
| Annuities analysis software | Financial analysis software |
| Apple AppleWorks | Spreadsheet software |
| Apple Keynote | Presentation software |
| Aspen Graphics Technical Analysis Software | Financial analysis software |
| BizBench | Financial analysis software |
| BizPricer | Financial analysis software |
| Bloomberg Professional | Financial analysis software |
| Business Forecast Systems Forecast Pro | Financial analysis software |
| Corel QuattroPro | Spreadsheet software |
| Data visualization software | Analytical or scientific software |
| DealMaven Comparable Company Valuation Analysis | Financial analysis software |
| DealMaven M&A Accretion/Dilution One-Pager | Financial analysis software |
| DealMaven Modeling ToolPack for Excel | Financial analysis software |
| DealMaven PresLink for PowerPoint and Word | Presentation software |
| Decisioneering Crystal Ball | Analytical or scientific software |
| Delphi Technology | Financial analysis software |
| Derivatives Imagine Trading System | Financial analysis software |
| Derivicom FinOptions XL | Financial analysis software |
| Economic forecasting software | Financial analysis software |
| Email software | Electronic mail software |
| Experian Credinomics | Financial analysis software |
| Express Business Valuations | Financial analysis software |
| FinEng Solutions PerfoRM | Financial analysis software |
| FinEng Solutions Quantis | Financial analysis software |
| Financial modeling software | Financial analysis software |
| Fractal pattern analysis software | Financial analysis software |
| Fund accounting software | Accounting software |
| Genetic algorithm optimization software | Financial analysis software |
| Genetic algorithm software | Analytical or scientific software |
| Google Slides | Presentation software |
| Harland Financial Solutions DecisionPro | Financial analysis software |
| Human resource management software HRMS | Human resources software |
| I-flex Solutions Reveleus Investment Performance Measurement | Financial analysis software |
| IBM Lotus 1-2-3 | Spreadsheet software |
| IBM Notes | Electronic mail software |
| IBM Power Systems software | Enterprise system management software |
| Innova Financial Solutions Derivatives Expert | Financial analysis software |
| Ivorix Neurostrategy Finance | Expert system software |
| Keypoint DataDesk | Analytical or scientific software |
| Leading Market Technologies EXPO | Financial analysis software |
| LexisNexis | Information retrieval or search software |
| Longview Consolidation | Financial analysis software |
| Longview Performance Management Platform | Financial analysis software |
| Longview Solutions Khalix | Financial analysis software |
| Market forecast software | Financial analysis software |
| Mathematical software | Analytical or scientific software |
| Matheny Pattern Forecaster Plus | Expert system software |
| MergerStat Control Premiums | Financial analysis software |
| MergerStat Price to Earnings Ratios | Financial analysis software |
| Microsoft Dynamics GP | Enterprise resource planning ERP software |
| Microsoft Exchange | Electronic mail software |
| Microsoft OneNote | Word processing software |
| Microsoft SharePoint Server | Document management software |
| MoneySoft Corporate Valuation | Financial analysis software |
| Monte Carlo simulation software | Financial analysis software |
| Montgomery Investment Technology Bonds XL | Financial analysis software |
| Montgomery Investment Technology Exotics XL | Financial analysis software |
| Montgomery Investment Technology FinTools | Financial analysis software |
| Montgomery Investment Technology Options XL | Financial analysis software |
| Montgomery Investment Technology QuoteTools | Financial analysis software |
| Montgomery Investment Technology Risk XL | Financial analysis software |
| Montgomery Investment Technology SigTools | Financial analysis software |
| Montgomery Investment Technology Utility XL | Charting software |
| Moody's KMV CreditEdge | Financial analysis software |
| Moody's RiskCalc | Financial analysis software |
| Moss Adams Profit Mentor | Financial analysis software |
| Mutual fund analysis software | Financial analysis software |
| NetSuite ERP | Enterprise resource planning ERP software |
| Neural network modeling software | Analytical or scientific software |
| NeuroSolutions Trading Solutions | Financial analysis software |
| NeuroSolutions for MatLab | Expert system software |
| OptionVue Options Analysis | Financial analysis software |
| Oracle E-Business Suite Financials | Financial analysis software |
| Oracle Fusion Applications | Enterprise resource planning ERP software |
| Oracle Hyperion | Enterprise resource planning ERP software |
| Oracle Hyperion Financial Management | Financial analysis software |
| Oracle JD Edwards EnterpriseOne | Enterprise resource planning ERP software |
| Oracle PeopleSoft Financials | Enterprise resource planning ERP software |
| Palisade Bond @nalyst | Financial analysis software |
| Palisade Evolver | Analytical or scientific software |
| Palisade StatTools | Analytical or scientific software |
| Pattern recognition software | Analytical or scientific software |
| Peer-to-Peer Financial Analysis | Financial analysis software |
| Perforce Helix software | Configuration management software |
| Pi Blue OptWorks Excel | Financial analysis software |
| Portfolio management software | Financial analysis software |
| Pricing software | Financial analysis software |
| Quantifying marketability discount QMD modeling software | Financial analysis software |
| Report generation software | Word processing software |
| RiskMetrics Group WealthBench | Financial analysis software |
| SAP Business Objects | Enterprise resource planning ERP software |
| SAP BusinessObjects Data Integrator | Enterprise resource planning ERP software |
| SAS JMP | Analytical or scientific software |
| SSA Global Infinium Financial Management | Enterprise resource planning ERP software |
| Sage 50 Accounting | Accounting software |
| Securities analysis software | Financial analysis software |
| Spreadware Business Financial Analysis | Financial analysis software |
| Spreadware Business Valuator | Financial analysis software |
| Spreadware Pro Forma | Financial analysis software |
| StataCorp Stata | Analytical or scientific software |
| Steele Mutual Fund and Variable Annuity Expert | Financial analysis software |
| SunGard BancWare | Financial analysis software |
| SunGard Kiodex Risk Workbench | Financial analysis software |
| Tax software | Accounting software |
| TechHackers Convertible Bond @nalyst | Financial analysis software |
| TechHackers Credit @nalyst | Financial analysis software |
| TechHackers Exotic @nalyst | Financial analysis software |
| TechHackers Financial @nalyst | Financial analysis software |
| TechHackers IRO @nalyst | Financial analysis software |
| TechHackers MBS @nalyst | Financial analysis software |
| TechHackers Swap @nalyst | Financial analysis software |
| Tetrahex Fractal Finance | Financial analysis software |
| TickQuest NeoTicker | Charting software |
| Tips Standard Securities Calculation Bond Analytics Module | Financial analysis software |
| Tips Standard Securities Calculation Mortgage-Backed Analytics Module | Financial analysis software |
| TradeTools Financial Market Databases | Information retrieval or search software |
| TradeTools Monthly U.S. Economic Database | Information retrieval or search software |
| Trendsetter Software ProAnalyst | Financial analysis software |
| Unlimited Learning Resources Valusource Pro | Financial analysis software |
| ValuSource BIZCOMPS | Financial analysis software |
| Ward Systems Group GeneHunter | Analytical or scientific software |
| Ward Systems Group NeuralShell Predictor | Analytical or scientific software |
| Ward Systems Group NeuroShell Trader | Information retrieval or search software |
| Web browser software | Internet browser software |
| Whitebirch Software Projected Financials | Financial analysis software |
| Wolfram Research Derivatives | Financial analysis software |
| Wolfram Research Mathematica | Analytical or scientific software |
| Wolfram Research Mathematica Finance Essentials | Financial analysis software |
| Wolfram Research Mathematica UnRisk Pricing Engine | Financial analysis software |
| dailyVest Investment Personalization Platform | Information retrieval or search software |
| Microsoft Power BI | Business intelligence and data analysis software |
| Structured query language SQL | Data base user interface and query software |
| Tableau | Business intelligence and data analysis software |
| Alteryx software | Business intelligence and data analysis software |
| Apache Hive | Data base management system software |
| Microsoft Access | Data base user interface and query software |
| Microsoft SQL Server | Data base user interface and query software |
| Microsoft SQL Server Reporting Services SSRS | Data base reporting software |
| Oracle Database | Data base user interface and query software |
| Teradata Database | Data base management system software |
| Yardi software | Data base user interface and query software |
| Apache Pig | Data base management system software |
| Business intelligence software | Business intelligence and data analysis software |
| FileMaker Pro | Data base user interface and query software |
| IBM Cognos Impromptu | Business intelligence and data analysis software |
| IBM Lotus Approach | Data base user interface and query software |
| MicroStrategy | Business intelligence and data analysis software |
| Oracle Business Intelligence Enterprise Edition | Business intelligence and data analysis software |
| Oracle Essbase | Data base user interface and query software |
| Qlik Tech QlikView | Business intelligence and data analysis software |
| Reporting software | Data base reporting software |
| SAP Crystal Reports | Data base reporting software |
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Relevant Certifications
Industry certifications that may be valuable for this career role:
| Certification | Issuing Organization | Practice Test |
|---|---|---|
| Accredited Financial Analyst | American Academy of Financial Management | Not Available |
| Accredited Financial Examiner - Financial Analyst | Society of Financial Examiners | Not Available |
| Accredited Investment Fiduciary | Fi360 Inc. | Not Available |
| Associate in Commercial Underwriting | The Institutes | Not Available |
| Certified Credit Union Investments Professional | Credit Union National Association | Not Available |
| Certified Divorce Financial Analyst | Institute for Divorce Financial Analysts | Not Available |
| Certified Financial Examiner - Financial Analyst | Society of Financial Examiners | Not Available |
| Certified Financial Research Administrator | Research Administrators Certification Council | Not Available |
| Certified Funds Specialist | Institute of Business & Finance | Not Available |
| Certified Income Specialist | Institute of Business & Finance | Not Available |
| Certified Investment Management Analyst | Investment and Wealth Institute | Not Available |
| Certified Residential Underwriter | Mortgage Bankers Association of America | Not Available |
| Chartered Financial Analyst | CFA Institute | Not Available |
| Economic Development Finance Professional | The National Development Council | Not Available |
| Personal Financial Planner | Canadian Securities Institute | Not Available |
| Registered Professional Liability Underwriter | Professional Liability Underwriting Society | Not Available |
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