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Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.Education
Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics. For advanced positions, employers often require a master’s degree in business administration (MBA) or a master’s degree in finance. Knowledge of options pricing, bond valuation, and risk management are important.Licenses, Certifications, and Registrations
The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. It requires licenses for many financial analyst positions. Most of the licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job.
Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.Advancement
Financial analysts typically start by specializing in a specific investment field. As they gain experience, they can become portfolio managers, who select the mix of investments for a company’s portfolio. They can also become fund managers, who manage large investment portfolios for individual investors. A master’s degree in finance or business administration can improve an analyst’s chances of advancing to one of these positions.Important Qualities
Analytical skills. Financial analysts must process a range of information in finding profitable investments.
Communication skills. Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.
Computer skills. Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.
Decisionmaking skills. Financial analysts must provide a recommendation to buy, hold, or sell a security.
Detail oriented. Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.
Math skills. Financial analysts use mathematical skills when estimating the value of financial securities.
To be successful, financial analysts must be motivated to seek out obscure information that may be important to the investment. Many work independently and must have self-confidence in their judgment.
|Job Title||Company||Location||Start Date||Salary|
|Mergers & Acquisitions Analyst||Vivaro Corporation||New York, NY||Sep 30, 2010||$157,000|
|Senior Mergers and Acquisitions Analyst||IBM Corporation||New York, NY||Jan 10, 2014||$138,756|
|Senior Mergers and Acquisitions Analyst||IBM Corporation||New York, NY||Oct 01, 2014||$138,756|
|Mergers & Acquisitions Analyst||IBM Corporation||New York, NY||May 02, 2013||$137,928 -
|Analyst, Card Acquisitions||Barclays Bank PLC||Islandia, NY||Mar 29, 2012||$100,000 -
|Acquisitions Analyst||Rockpoint Group, LLC||Dallas, TX||Aug 27, 2010||$100,000|
|Acquisition Insights Analyst||LYFT, Inc.||San Francisco, CA||Jan 08, 2016||$95,000|
|Data Acquisition Analyst||Quid, Inc.||San Francisco, CA||Nov 10, 2014||$93,852|
|Acquisitions & Retention Analyst||Spotify USA Inc.||New York, NY||Jul 01, 2012||$93,000|
|Analyst, Customer Delivery Acquisitions||Barclays Bank Delaware||Wilmington, DE||Jan 26, 2015||$92,000|
|Senior Acquisition Analyst||Pacifica Hosts Inc.||San Diego, CA||Jan 09, 2016||$92,000|
|User Acquisition Analyst||Barkbox, Inc.||New York, NY||Sep 18, 2015||$91,000 -
|Acquisitions Analyst||Terranova Corporation||Miami Beach, FL||Jun 06, 2016||$75,132|
|Senior Energy Acquisition Analyst||Peco Energy, An Exelon Company||Philadelphia, PA||Aug 24, 2009||$75,000 -
|Acquisition Strategy Analyst||First National of Nebraska Inc.||Omaha, NE||Sep 01, 2009||$75,000|
|Senior Energy Acquisition Analyst||Peco Energy, An Exelon Company||Philadelphia, PA||Oct 01, 2011||$75,000|
|Data Acquisition Analyst||The Advisory Board Company||Washington, DC||Aug 14, 2015||$75,000|
|Equine Acquisitions Analyst||Takter Stables of New Jersey, Inc.||East Windsor, NJ||Oct 28, 2011||$74,151|
|Equine Acquisitions Analyst||Takter Stables of New Jersey, Inc.||East Windsor, NJ||Oct 14, 2011||$74,151|
|Acquisition Analyst||Wholesome Realty Management, Inc.||New York, NY||Sep 01, 2015||$72,148|
|Analyst-Smarter Planet and Acquisitions||IBM Corporation||Somers, NY||Sep 18, 2015||$64,314 -
|Analyst-Smarter Planet and Acquisitions||IBM Corporation||Somers, NY||Sep 17, 2015||$64,314 -
|Acquisition Analyst||Howard Hughes Management Co LLC||New York, NY||Jul 02, 2016||$64,085|
|Land Acquisition Analyst||Toll Brothers, Inc.||Las Vegas, NV||Jun 17, 2015||$64,000|
|Merger and Acquisition Analyst||VACO Holdings LLC||Brentwood, TN||Mar 09, 2016||$63,800|
|Acquisition Analyst||Pacific Castle Management, Inc.||Irvine, CA||Oct 01, 2009||$62,400|
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