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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

  • Analyst
  • Credit Products Officer
  • Equity Research Analyst
  • Financial Analyst
  • Investment Analyst
  • Planning Analyst
  • Portfolio Manager
  • Real Estate Analyst
  • Securities Analyst
  • Trust Officer

SOC Occupation Groups

Related Occupations


  • 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.
  • 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.
  • Purchase investments for companies in accordance with company policy.
  • 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

  • Analyze business or financial data.
  • Analyze industry trends.
  • Analyze market conditions or trends.
  • Analyze risks related to investments in green technology.
  • Apply mathematical models of financial or business conditions.
  • Assess risks to business operations.
  • Assess the cost effectiveness of products, projects, or services.
  • Create images of data, locations, or products.
  • Determine the value of goods or services.
  • Develop financial or business plans.
  • Identify strategic business investment opportunities.
  • Market products, services, or events.
  • Present business-related information to audiences.
  • Purchase products or services.
  • Recommend investments to clients.
  • Research issues related to the environment or sustainable business practices.

Military Crosswalk Titles

  • Accounting Officer (Navy - Commissioned or Warrant Officer)
  • Budget Officer (Navy - Commissioned or Warrant Officer)
  • Comptroller (Navy - Commissioned or Warrant Officer)
  • Comptrollership (Coast Guard - Commissioned Officer only)
  • Contracting (Air Force - Enlisted)
  • Contracting Apprentice (Air Force - Enlisted)
  • Contracting Craftsman (Air Force - Enlisted)
  • Contracting Helper (Air Force - Enlisted)
  • Contracting Journeyman (Air Force - Enlisted)
  • Contracting Superintendent (Air Force - Enlisted)
  • Cost Analysis (Air Force - Commissioned Officer only)
  • Designated Project Business Administrator (Navy - Commissioned Officer only)
  • Financial Management (Air Force - Commissioned Officer only)
  • Financial Management (Coast Guard - Commissioned Officer only)
  • Financial Management and Comptroller (Air Force - Enlisted)
  • Financial Management and Comptroller Apprentice (Air Force - Enlisted)
  • Financial Management and Comptroller Craftsman (Air Force - Enlisted)
  • Financial Management and Comptroller Helper (Air Force - Enlisted)
  • Financial Management and Comptroller Journeyman (Air Force - Enlisted)
  • Financial Management and Comptroller Superintendent (Air Force - Enlisted)
  • Financial Management Officer (Marine Corps - Commissioned Officer only)
  • Financial Management Resource Officer (Marine Corps - Warrant Officer only)
  • Financial Management Specialist (Marine Corps - Commissioned Officer only)
  • Financial Manager (Army - Commissioned Officer only)
  • Fiscal Operations (Coast Guard - Commissioned Officer only)
  • Health Services Comptroller (Army - Commissioned Officer only)
  • Internal Review Officer (Navy - Commissioned or Warrant Officer)

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Investment Analyst