Financial and Investment Analysts
What is a Financial and Investment Analyst?
Financial and investment analysts evaluate financial data and investment opportunities to assist individuals and businesses in making informed decisions regarding their investments. They analyze trends, performance metrics, and economic conditions to assess the viability of stocks, bonds, commodities, and other financial instruments. Analysts often provide recommendations based on comprehensive research, helping clients maximize their returns while managing risks. They may work for banks, investment firms, insurance companies, or corporations, and their insights are crucial in shaping investment strategies and fiscal policies. In addition to quantitative analysis, they must also interpret broader market trends and understand regulatory environments to deliver well-rounded financial advice.
Tasks
- 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.
Technology Skills
- Analytical or scientific software
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Word processing software
- Google Docs
- Microsoft OneNote
- Microsoft Word
- Report generation software
- Financial analysis software
- Enterprise resource planning ERP software
- Business intelligence and data analysis software
Tools Used
- Photocopiers
- Scanners
- Notebook computers
- Special purpose telephones
- Laser fax machine
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.
Work Interests
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Conventional
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.
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Enterprising
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.
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Investigative
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.
Job Outlook
Projected salary and job growth
$60830.0 - $175840.0
This career will grow rapidly in the next few years.
Assessment
Related assessments and tests
No assessment available.