Financial Analysts

$85.66K Median Salary 29K Job Openings (Annual Projection) 10.8% Job Growth

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About This Career

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Reported Job Titles

Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst, Portfolio Manager, Real Estate Analyst, Securities Analyst, Trust Officer

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Skills You'll Need

Click on skills to find related courses.

Technology Skills

Tools

Notebook computers Personal digital assistant PDAs or organizers Tablet computers Desktop computers Personal computers Desktop calculator

Abilities

Deductive Reasoning: The ability to apply general rules to specific problems to produce answers that make sense.
Near Vision: The ability to see details at close range (within a few feet of the observer).
Oral Comprehension: The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression: The ability to communicate information and ideas in speaking so others will understand.
Written Comprehension: The ability to read and understand information and ideas presented in writing.
Written Expression: The ability to communicate information and ideas in writing so others will understand.
Inductive Reasoning: The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Number Facility: The ability to add, subtract, multiply, or divide quickly and correctly.
Mathematical Reasoning: The ability to choose the right mathematical methods or formulas to solve a problem.
Problem Sensitivity: The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Speech Clarity: The ability to speak clearly so others can understand you.
Information Ordering: The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Speech Recognition: The ability to identify and understand the speech of another person.
Category Flexibility: The ability to generate or use different sets of rules for combining or grouping things in different ways.
Flexibility of Closure: The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
Fluency of Ideas: The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
Selective Attention: The ability to concentrate on a task over a period of time without being distracted.

Knowledge

Economics and Accounting: Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
English Language: Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics: Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Computers and Electronics: Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Communications and Media: Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
Customer and Personal Service: Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Administration and Management: Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Law and Government: Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Sales and Marketing: Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Skills

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.

Technology Skills

Financial analysis software: Delphi Technology
Analytical or scientific software: Computer modeling software; HATPRO; SAS; Statistical software
Enterprise resource planning ERP software: Oracle PeopleSoft
Data base user interface and query software: Data entry software; Database management software; Microsoft Access; Relational database software
Business intelligence and data analysis software: Tableau
Information retrieval or search software: DOC Cop; iParadigms Turnitin
Spreadsheet software: IBM Lotus 1-2-3; Microsoft Excel
Medical software: SRSsoft SRS EHR
Accounting software: Intuit QuickBooks
Expert system software: Ansible software
Data base management system software: Microsoft SQL Server
Electronic mail software: Email software; Microsoft Outlook
Word processing software: Microsoft Word
Charting software:
Presentation software: Microsoft PowerPoint
Project management software: Microsoft Project
Configuration management software: Chef; Perforce Helix software; Puppet
Enterprise system management software: IBM Power Systems software; Splunk Enterprise
Graphics or photo imaging software: Microsoft Visio
Document management software: Adobe Systems Adobe Acrobat
Development environment software: Adobe Systems Adobe Creative Suite
Customer relationship management CRM software: Blackbaud CRM; Oracle Siebel CRM; Swiftpage Act!
Office suite software: Corel WordPerfect; Microsoft Office
Sales and marketing software: Google AdWords; Marketo Marketing Automation
Data base reporting software: Microsoft SQL Server Reporting Services; SAP Crystal Reports
Object or component oriented development software: Python; R
Human resources software: Oracle Taleo

Tools

Notebook computers:
Personal digital assistant PDAs or organizers: Personal digital assistants PDA
Tablet computers:
Desktop computers:
Personal computers:
Desktop calculator: Desktop calculators

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