Financial Analysts

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About the Job

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

It is also Called

  • Accounting Analyst
  • Alternative Financing Specialist
  • Analyst
  • Bank Analyst
  • Banking Analyst
  • Bond Analyst
  • Chartered Financial Analyst (CFA)
  • Commodity Analyst
  • Corporate Financial Analyst
  • Corporate Securities Research Analyst
View All

What They Do

  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
  • Prepare plans of action for investment, using financial analyses.
  • Evaluate and compare the relative quality of various securities in a given industry.
  • Recommend investments and investment timing to companies, investment firm staff, or the public.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Present oral or written reports on general economic trends, individual corporations, and entire industries.
  • 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.
  • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
  • Purchase investments for companies in accordance with company policy.
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory.

Interests

People who work in this occupation generally have the interest code: CIE.

This means people who work in this occupation generally have Conventional interests, but also prefer Investigative and Enterprising environments.

Work Values

People who work in this occupation generally prize Achievement, but also value Recognition and Independence in their jobs.

Things They Need to Know

  • 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.
  • Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

Things They Need to Be Able to Do

  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • 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.
  • Mathematics - Using mathematics to solve problems.
  • Speaking - Talking to others to convey information effectively.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  • Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Education Required

Most of these occupations require a four-year bachelor's degree, but some do not.

Wages

In 2017, the average annual wage in Ohio was $80,830 with most people making between $47,380 and $123,700

Outlook

0.84%
avg. annual growth

During 2014, this occupation employed approximately 9,460 people in Ohio. It is projected that there will be 10,250 employed in 2024.

This occupation will have about 79 openings due to growth and about 191 replacement openings for approximately 270 total annual openings.

Apprenticeship Opportunities

  • John Marshall High School
    3952 WEST 140TH ST
    CLEVELAND, OH 44111