Financial Analyst Career

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


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Financial Analyst Career

What Financial Analysts do:

  • 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.
  • Evaluate and compare the relative quality of various securities in a given industry.
  • 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.
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  • Present oral or written reports on general economic trends, individual corporations, and entire industries.
  • Recommend investments and investment timing to companies, investment firm staff, or the public.
  • Prepare plans of action for investment, using financial analyses.
  • Purchase investments for companies in accordance with company policy.
  • Collaborate with investment bankers to attract new corporate clients to securities firms.
  • Conduct financial analyses related to investments in green construction or green retrofitting projects.
  • Research and recommend environmentally-related financial products, such as energy futures, water rights, carbon credits, government environmental funds, and cleantech industry funds and company stocks.
  • Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Determine the financial viability of alternative energy generation or fuel production systems, based on power source or feedstock quality, financing costs, potential revenue, and total project costs.
  • Evaluate financial viability and potential environmental benefits of cleantech innovations to secure capital investments from sources such as venture capital firms and government green fund grants.
  • Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity.

What work activities are most important?

Importance Activities

Interacting With Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.

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.

Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.

Monitor Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.

Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.

Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.

Thinking Creatively - Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Estimating the Quantifiable Characteristics of Products, Events, or Information - Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.

Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Judging the Qualities of Things, Services, or People - Assessing the value, importance, or quality of things or people.

Communicating with Persons Outside Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Developing Objectives and Strategies - Establishing long-range objectives and specifying the strategies and actions to achieve them.

Inspecting Equipment, Structures, or Material - Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.

Selling or Influencing Others - Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others.

Provide Consultation and Advice to Others - Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Holland Code Chart for a Financial Analyst

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