Financial and Investment Analysts
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Investing has become more complex than ever. There are literally thousands of stocks, bonds, and funds to choose from. That's why advice from financial analysts is in great demand. They do the research that helps investors make decisions. The analyst examines a company's financial records, its projections, even its competitors, to get a handle on whether it's a smart investment or a risky one.
While analysts may travel to visit companies they're analyzing for a first-hand look, much of the work is done from an office desk, using computers and phones. Based upon their research, they make recommendations to their clients.
Some analysts advise banks, insurance companies, and other large investment groups. Other analysts are employed by firms that handle investments for individuals. In either case, the requirements are the same - you need strong math and analytical skills, as well as keen business savvy.
A college education is usually a must. To move ahead in the field, a financial analyst might seek an advanced degree in business and certification as a chartered financial analyst. More and more organizations and individuals are turning to investing to increase the return on their money. That means the job outlook for financial analysts is becoming increasingly "bullish."
|Critical decision making|| |
|Level of responsibilities|| |
|Job challenge and pressure to meet deadlines|| |
|Dealing and handling conflict|| |
|Competition for this position|| |
|Communication with others|| |
|Work closely with team members, clients etc.|| |
|Comfort of the work setting|| |
|Exposure to extreme environmental conditions|| |
|Exposure to job hazards|| |
|Physical demands|| |
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
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.
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
|Analyzing Data or Information||Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.|
|Getting Information||Observing, receiving, and otherwise obtaining information from all relevant sources.|
|Interacting With Computers||Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.|
|Processing Information||Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.|
|Communicating with Supervisors, Peers, or Subordinates||Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.|
|Documenting/Recording Information||Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.|
|Making Decisions and Solving Problems||Analyzing information and evaluating results to choose the best solution and solve problems.|
|Organizing, Planning, and Prioritizing Work||Developing specific goals and plans to prioritize, organize, and accomplish your work.|
|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.|
|Law and Government||Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.|
|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.|
|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.|
|Clerical||Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.|
|Written Comprehension||The ability to read and understand information and ideas presented in writing.|
|Oral Expression||The ability to communicate information and ideas in speaking so others will understand.|
|Written Expression||The ability to communicate information and ideas in writing so others will understand.|
|Oral Comprehension||The ability to listen to and understand information and ideas presented through spoken words and sentences.|
|Deductive Reasoning||The ability to apply general rules to specific problems to produce answers that make sense.|
|Inductive Reasoning||The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).|
|Near Vision||The ability to see details at close range (within a few feet of the observer).|
|Speech Clarity||The ability to speak clearly so others can understand you.|
|Writing||Communicating effectively in writing as appropriate for the needs of the audience.|
|Reading Comprehension||Understanding written sentences and paragraphs in work related documents.|
|Critical Thinking||Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.|
|Speaking||Talking to others to convey information effectively.|
|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.|
|Complex Problem Solving||Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.|
|Judgment and Decision Making||Considering the relative costs and benefits of potential actions to choose the most appropriate one.|
|Mathematics||Using mathematics to solve problems.|