Financial and Investment Analysts
Overview
SaveJob Zone Four: Considerable Preparation Needed
Experience
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
Most of these occupations require a four-year bachelor's degree, but some do not.
Job Training
Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Examples
Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, conservation scientists, art directors, and cost estimators.
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Demand
Technology Skills
Technology
Example
Hot Technology
Tools Used
Tool
Example
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.
Interests
Conventional
80%
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
Enterprising
73%
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
Investigative
73%
Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the fields of humanities, mathematics/statistics, information technology, or health care service.
Social
33%
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
Artistic
26%
Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts, applied arts and design, performing arts, music, creative writing, media, or culinary art.
Realistic
15%
Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, transportation, machine operation, agriculture, animal services, physical or manual labor, athletics, or protective services.
Majors
Colleges
SAGE Scholars Member Schools that offer majors leading to this career.
Check out the College Search to see the full list of schools with majors for this career.