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Financial Analysts - 13-2051.00

O*NET-SOC Description

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

Sample of Reported Job Titles

  • Financial Analyst
  • Securities Analyst
  • Investment Analyst
  • Equity Research Analyst
  • Credit Products Officer
  • Operational Risk Analyst
  • Planning Analyst
  • Research Analyst
  • Real Estate Analyst

SOC Occupation Groups

Related Occupations

Tasks

  • 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.
  • Contact brokers and purchase investments for companies, according to company policy.
  • 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.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  • Evaluate and compare the relative quality of various securities in a given industry.
  • 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.
  • Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand.
  • Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity.
  • 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.
  • 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.
  • Prepare plans of action for investment, using financial analyses.
  • 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.
  • 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.

Detailed Work Activities

  • advise clients on financial matters
  • analyze financial data
  • analyze financial information to project future revenues or expense
  • analyze market conditions
  • analyze scientific research data or investigative findings
  • analyze social or economic data
  • compile data for financial reports
  • compute financial data
  • conduct financial investigations
  • create mathematical or statistical diagrams or charts
  • evaluate degree of financial risk
  • follow tax laws or regulations
  • gather relevant financial data
  • identify financial risks to company
  • interpret charts or tables for social or economic research
  • make presentations on financial matters
  • perform general financial analysis
  • prepare financial reports
  • use computers to enter, access and retrieve financial data
  • use knowledge of economic trends
  • use spreadsheet software
  • use statistical cost estimation methods

Military Crosswalk Titles

No information available.

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Investment Analyst