Occupation AtlasFinancial and Investment Analysts
O*NET · 13-2051.00
Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
51 more
Banking Analyst · Bond Analyst · Brand Analyst · CFA · 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 Associate · M and A Banker · M and A Banker (Mergers and Acquisitions Banker) · M and A Consultant · 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
Job Zone
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Zone 4: Considerable Preparation Needed
Considerable preparation. Usually a bachelor's degree plus several years of work-related experience, knowledge, or training.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
CEIConventional · Enterprising · Investigative — the three strongest interests, in order
- C Conventional5.54
- E Enterprising5.09
- I Investigative5.06
- S Social2.25
- A Artistic1.78
- R Realistic1.00
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Typically associated skills
No skills on file for this occupation.
Tasks
26 not yet ratedWhat people in this occupation do, as O*NET records it.
- 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.
Show the other 14
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Purchase investments for companies in accordance with company policy.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
Technology
180 toolsSoftware used in this work. In demand: among the tools job postings for this occupation name most. Hot: often named in job postings across the economy.
In demand (8)
- Microsoft Excelhot
- Microsoft Office softwarehot
- Microsoft Outlookhot
- Microsoft Power BIhot
- Microsoft PowerPointhot
- SAP softwarehot
- Structured query language SQLhot
- Tableauhot
Hot (25; 8 more marked hot above)
- Alteryx software
- Apache Hive
- Google Docs
- IBM SPSS Statistics
- Intuit QuickBooks
- Marketo Marketing Automation
- Microsoft Access
- Microsoft Project
- Microsoft SharePoint
- Microsoft SQL Server
- Microsoft SQL Server Reporting Services SSRS
- Microsoft Visio
- Microsoft Visual Basic
- Microsoft Visual Basic for Applications VBA
- Microsoft Word
- Oracle Database
- Oracle PeopleSoft
- Oracle Primavera Enterprise Project Portfolio Management
- R
- Salesforce software
- SAS
- Teradata Database
- The MathWorks MATLAB
- Workday software
Show the other 1
- Yardi software
Other tools (147)
- ADP Workforce Now
- Advanced Portfolio Technologies Report Builder
- Advanced Portfolio Technologies Simulator
- Analyse-it
- AnalyzerXL
- Annuities analysis software
- Apache Pig
- Apple AppleWorks
- Apple Keynote
- Aspen Graphics Technical Analysis Software
- BizBench
- BizPricer
- Bloomberg Professional
- Business Forecast Systems Forecast Pro
- Business intelligence software
- Corel QuattroPro
- dailyVest Investment Personalization Platform
- Data visualization software
- DealMaven Comparable Company Valuation Analysis
- DealMaven M&A Accretion/Dilution One-Pager
- DealMaven Modeling ToolPack for Excel
- DealMaven PresLink for PowerPoint and Word
- Decisioneering Crystal Ball
- Delphi Technology
- Derivatives Imagine Trading System
- Derivicom FinOptions XL
- Economic forecasting software
- Email software
- Experian Credinomics
- Express Business Valuations
- FileMaker Pro
- Financial modeling software
- FinEng Solutions PerfoRM
- FinEng Solutions Quantis
- Fractal pattern analysis software
- Fund accounting software
- Genetic algorithm optimization software
- Genetic algorithm software
- Google Slides
- Harland Financial Solutions DecisionPro
- Human resource management software HRMS
- I-flex Solutions Reveleus Investment Performance Measurement
- IBM Cognos Impromptu
- IBM Lotus 1-2-3
- IBM Lotus Approach
- IBM Notes
- IBM Power Systems software
- Innova Financial Solutions Derivatives Expert
- Ivorix Neurostrategy Finance
- Keypoint DataDesk
- Leading Market Technologies EXPO
- LexisNexis
- Longview Consolidation
- Longview Performance Management Platform
- Longview Solutions Khalix
- Market forecast software
- Mathematical software
- Matheny Pattern Forecaster Plus
- MergerStat Control Premiums
- MergerStat Price to Earnings Ratios
- Microsoft Dynamics
- Microsoft Dynamics GP
- Microsoft Exchange
- Microsoft OneNote
- Microsoft SharePoint Server
- MicroStrategy
- MoneySoft Corporate Valuation
- Monte Carlo simulation software
- Montgomery Investment Technology Bonds XL
- Montgomery Investment Technology Exotics XL
- Montgomery Investment Technology FinTools
- Montgomery Investment Technology Options XL
- Montgomery Investment Technology QuoteTools
- Montgomery Investment Technology Risk XL
- Montgomery Investment Technology SigTools
- Montgomery Investment Technology Utility XL
- Moody's KMV CreditEdge
- Moody's RiskCalc
- Moss Adams Profit Mentor
- Mutual fund analysis software
- NetSuite ERP
- Neural network modeling software
- NeuroSolutions for MatLab
- NeuroSolutions Trading Solutions
- OptionVue Options Analysis
- Oracle Business Intelligence Enterprise Edition
- Oracle E-Business Suite Financials
- Oracle Essbase
- Oracle Fusion Applications
- Oracle Hyperion
- Oracle Hyperion Financial Management
- Oracle JD Edwards EnterpriseOne
- Oracle PeopleSoft Financials
- Palisade Bond @nalyst
- Palisade Evolver
- Palisade StatTools
- Pattern recognition software
- Peer-to-Peer Financial Analysis
- Perforce Helix software
- Pi Blue OptWorks Excel
- Portfolio management software
- Pricing software
- Qlik Tech QlikView
- Quantifying marketability discount QMD modeling software
- Report generation software
- Reporting software
- RiskMetrics Group WealthBench
- Sage 50 Accounting
- SAP Business Objects
- SAP BusinessObjects Data Integrator
- SAP Crystal Reports
- SAS JMP
- Securities analysis software
- Spreadware Business Financial Analysis
- Spreadware Business Valuator
- Spreadware Pro Forma
- SSA Global Infinium Financial Management
- StataCorp Stata
- Steele Mutual Fund and Variable Annuity Expert
- SunGard BancWare
- SunGard Kiodex Risk Workbench
- Tax software
- TechHackers Convertible Bond @nalyst
- TechHackers Credit @nalyst
- TechHackers Exotic @nalyst
- TechHackers Financial @nalyst
- TechHackers IRO @nalyst
- TechHackers MBS @nalyst
- TechHackers Swap @nalyst
- Tetrahex Fractal Finance
- TickQuest NeoTicker
- Tips Standard Securities Calculation Bond Analytics Module
- Tips Standard Securities Calculation Mortgage-Backed Analytics Module
- TradeTools Financial Market Databases
- TradeTools Monthly U.S. Economic Database
- Trendsetter Software ProAnalyst
- Unlimited Learning Resources Valusource Pro
- ValuSource BIZCOMPS
- Ward Systems Group GeneHunter
- Ward Systems Group NeuralShell Predictor
- Ward Systems Group NeuroShell Trader
- Web browser software
- Whitebirch Software Projected Financials
- Wolfram Research Derivatives
- Wolfram Research Mathematica
- Wolfram Research Mathematica Finance Essentials
- Wolfram Research Mathematica UnRisk Pricing Engine
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.