Financial and Investment Analyst Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Financial and Investment Analyst is Also Know as
In different settings, Financial and Investment Analyst is titled as
- Analyst
- Credit Products Officer
- Equity Research Analyst
- Financial Analyst
- Investment Analyst
- Planning Analyst
- Portfolio Manager
- Real Estate Analyst
- Securities Analyst
- Trust Officer
Education and Training of Financial and Investment Analyst
Financial and Investment Analyst is categorized in Job Zone Four: Considerable Preparation Needed
Experience Required for Financial and Investment Analyst
A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
Education Required for Financial and Investment Analyst
Most of these occupations require a four-year bachelor's degree, but some do not.
Degrees Related to Financial and Investment Analyst
- Bachelor in Financial Mathematics
- Associate Degree Courses in Financial Mathematics
- Masters Degree Courses in Financial Mathematics
- Bachelor in Financial Analytics
- Associate Degree Courses in Financial Analytics
- Masters Degree Courses in Financial Analytics
- Bachelor in Accounting and Finance
- Associate Degree Courses in Accounting and Finance
- Masters Degree Courses in Accounting and Finance
- Bachelor in Accounting and Business/Management
- Associate Degree Courses in Accounting and Business/Management
- Masters Degree Courses in Accounting and Business/Management
- Bachelor in Finance, General
- Associate Degree Courses in Finance, General
- Masters Degree Courses in Finance, General
- Bachelor in International Finance
- Associate Degree Courses in International Finance
- Masters Degree Courses in International Finance
Training Required for Financial and Investment Analyst
Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Related Ocuupations
Some Ocuupations related to Financial and Investment Analyst in different industries are
- Personal Financial Advisors
- Securities, Commodities, and Financial Services Sales Agents
- Investment Fund Managers
- Financial Risk Specialists
- Credit Analysts
- Financial Quantitative Analysts
- Financial Managers
- Loan Officers
- Brokerage Clerks
- Credit Counselors
- Business Intelligence Analysts
- Market Research Analysts and Marketing Specialists
- Financial Examiners
- Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
- Economists
- Management Analysts
- Accountants and Auditors
- Real Estate Brokers
- New Accounts Clerks
- Insurance Sales Agents
What Do Financial and Investment Analyst do?
- 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.
- 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.
Qualities of Good Financial and Investment Analyst
Tools Used by Financial and Investment Analyst
- 10-key calculators
- Computer data input scanners
- Desktop computers
- Laptop computers
- Laser facsimile machines
- Multi-line telephone systems
- Notebook computers
- Personal computers
- Photocopying equipment
- Tablet computers
Technology Skills required for Financial and Investment Analyst
- Accounting software
- ADP Workforce Now
- Advanced Portfolio Technologies Report Builder
- Advanced Portfolio Technologies Simulator
- Alteryx software
- Analyse-it
- AnalyzerXL
- Annuities analysis software
- Apache Hive
- 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 Docs
- 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
- IBM SPSS Statistics
- Innova Financial Solutions Derivatives Expert
- Intuit QuickBooks
- Ivorix Neurostrategy Finance
- Keypoint DataDesk
- Leading Market Technologies EXPO
- LexisNexis
- Longview Consolidation
- Longview Performance Management Platform
- Longview Solutions Khalix
- Market forecast software
- Marketo Marketing Automation
- Mathematical software
- Matheny Pattern Forecaster Plus
- MergerStat Control Premiums
- MergerStat Price to Earnings Ratios
- Microsoft Access
- Microsoft Dynamics
- Microsoft Dynamics GP
- Microsoft Excel
- Microsoft Exchange
- Microsoft Office SharePoint Server MOSS
- Microsoft Office software
- Microsoft OneNote
- Microsoft Outlook
- Microsoft Power BI
- Microsoft PowerPoint
- 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
- 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 Database
- Oracle E-Business Suite Financials
- Oracle Essbase
- Oracle Fusion Applications
- Oracle Hyperion
- Oracle Hyperion Financial Management
- Oracle JD Edwards EnterpriseOne
- Oracle PeopleSoft
- Oracle PeopleSoft Financials
- Oracle Primavera Enterprise Project Portfolio Management
- 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
- R
- Report generation software
- Reporting software
- RiskMetrics Group WealthBench
- Sage 50 Accounting
- Salesforce software
- SAP Business Objects
- SAP BusinessObjects Data Integrator
- SAP Crystal Reports
- SAP software
- SAS
- 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
- Structured query language SQL
- SunGard BancWare
- SunGard Kiodex Risk Workbench
- Tableau
- Tax software
- TechHackers Convertible Bond @nalyst
- TechHackers Credit @nalyst
- TechHackers Exotic @nalyst
- TechHackers Financial @nalyst
- TechHackers IRO @nalyst
- TechHackers MBS @nalyst
- TechHackers Swap @nalyst
- Teradata Database
- Tetrahex Fractal Finance
- The MathWorks MATLAB
- 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
- Workday software
- Yardi software