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Financial and Investment Analysts

Financial and Investment Analysts

Overview

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Demand
Career Demand by State Career Demand by State Legend
Technology Skills
Technology
Example
Hot Technology
Accounting software
Intuit QuickBooks
Analytical or scientific software
The MathWorks MATLAB
Business intelligence and data analysis software
Tableau
Charting software
TickQuest NeoTicker
Configuration management software
Perforce Helix software
Customer relationship management CRM software
Salesforce software
Data base management system software
Teradata Database
Data base reporting software
SAP Crystal Reports
Data base user interface and query software
Yardi
Development environment software
Microsoft Visual Basic for Applications VBA
Document management software
Microsoft Office SharePoint Server MOSS
Electronic mail software
Microsoft Outlook
Enterprise resource planning ERP software
SSA Global Infinium Financial Management
Enterprise system management software
IBM Power Systems software
Expert system software
NeuroSolutions for MatLab
Financial analysis software
Wolfram Research Mathematica UnRisk Pricing Engine
Graphics or photo imaging software
Microsoft Visio
Human resources software
ADP Workforce Now
Information retrieval or search software
Ward Systems Group NeuroShell Trader
Internet browser software
Web browser software
Object or component oriented development software
R
Office suite software
Microsoft Office
Presentation software
Microsoft PowerPoint
Project management software
Oracle Primavera Enterprise Project Portfolio Management
Sales and marketing software
Marketo Marketing Automation
Spreadsheet software
Microsoft Excel
Word processing software
Microsoft Word
Tools Used
Tool
Example
Communications Devices and Accessories
Multi-line telephone systems
Computer Equipment and Accessories
Laptop computers
Office machines and their supplies and accessories
10-key calculators
Detailed Work Activities

Advise others on business or operational matters.

Analyze business or financial data.

Identify strategic business investment opportunities.

Evaluate condition of properties.

Confer with others about financial matters.

Collaborate with others in marketing activities.

Analyze risks related to investments in green technology.

Advise others on financial matters.

Present work to clients for approval.

Determine the value of goods or services.

Develop business relationships.

Create images of data, locations, or products.

Apply mathematical models of financial or business conditions.

Assess financial status of clients.

Analyze market conditions or trends.

Assess risks to business operations.

Analyze industry trends.

Prepare contracts or other transaction documents.

Develop financial or business plans.

Present business-related information to audiences.

Purchase products or services.

Recommend investments to clients.

Update professional knowledge.

Train personnel to enhance job skills.

Supervise employees.

Majors
Major
Applied Mathematics
Data Analytics
Accounting and Related Services
Finance and Financial Management Services