Role of a Financial Analyst

Role of a Financial Analyst

  • Collecting and analyzing financial information.
  • Monitor and interpret available data such as industry and economic trends,
  • Forecast the current trends into probable future profitability, determine a fair market value for the sale of company stock
  • Making recommendations to your company, investors, customers or clients based on the analysis.
  • Work on spreadsheets, creating reports and giving presentations.
  • Handling financial activities of company


Different types of Financial Analysts:

  • Securities Analysts,
  • Investment Analysts
  • Ratings Analysts


  Skill Set:

  • Excellent interpersonal,
  • Strong communication
  • Conflict resolution
  • Self starters
  • Typing skills,
  • Internet literacy,
  • Ability to use Microsoft programs
  • Understand financial markets.


Educational Requirements

  • A degree in accounting, mathematics, business administration, finance, management or statistics is required for entry level Financial Analyst jobs.
  • Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), and Certified Management Accountant (CMA).
  • Coursework including investment analysis, ethics, financial Analytics, financial modeling
  • Statistical skills, quantitative skills  and analytics qualifications are also key.


Industries Hiring Financial Analyst:

  • Insurance
  • Investment banks,
  • Mutual funds, Pension funds, Hedge funds and
  • Securities firms
  • Search engines
  • Social networks
  • IT/Software
  • Financial institutions
  • The health care
  • Engineering companies Oil industry
  • Retail
  • Telecom/Mobile analytics
  • Marketing agencies
  • Data science vendors
  • Environment, utilities government and defense
  • Manufacturing


Salary Range:


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