Occupation Profile for Financial Analysts

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Good interpersonal skills and an aptitude for working with numbers are among the most important qualifications for financial analysts and personal financial advisors.
Keen competition is anticipated for these highly paid positions, despite rapid job growth; those who have earned a professional designation or an MBA are expected to have the best opportunities.
Almost one third of personal financial advisors are self-employed.

Core — Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer.
Core — Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.
Core — Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
Core — Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
Supplemental — Prepare plans of action for investment based on financial analyses.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.