Financial and Investment Analysts

What the job really is

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

At a glance

• Sector: Business & Financial
• O*NET-SOC code: 13-2051
• O*NET job zone: 4 — considerable preparation
• Work sample tasks on file: 12
• Tools and technologies listed: 12

What you actually do

Work sample tasks recorded for 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.

Tools and technology

Alteryx software, Apache Hive, Google Docs, IBM SPSS Statistics, Intuit QuickBooks, Marketo Marketing Automation, Microsoft Access, Microsoft Excel, Microsoft Office software, Microsoft Outlook, Microsoft Power BI, Microsoft PowerPoint

What employers expect you to already be comfortable with.

Where this job leads

Related occupations — the usual moves up and sideways:

• Personal Financial Advisors
• Securities, Commodities, and Financial Services Sales Agents
• Investment Fund Managers
• Financial Risk Specialists
• Financial Quantitative Analysts
• Credit Analysts
• Financial Managers
• Loan Officers

Getting in

O*NET assigns this occupation job zone 4 (considerable preparation). The related occupations above are the realistic routes in and out.

Find openings

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Check this against the source

O*NET OnLine: Financial and Investment Analysts — the authoritative public-domain profile this page is derived from, including the full task list, reported skills and the wage estimates for your region.

Derived and rewritten from the public-domain O*NET database (U.S. Department of Labor / Employment and Training Administration). Figures are observations, not promises — always confirm salary, licensing and visa requirements with the employer and the relevant authority.