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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|
|Multi-Asset Analyst||Schroder Investment Management North America Inc.||New York, NY||Apr 01, 2014||$150,000|
|Advisory Asset Analyst||Pacific Investment Management Company (Pimco)||Newport Beach, CA||Nov 21, 2011||$125,000|
|Securitized Asset Analyst||Loomis, Sayles & Company, L.P.||Boston, MA||Jun 27, 2016||$110,000|
|Data Asset Analyst||Prezi, Inc.||San Francisco, CA||Apr 05, 2011||$107,000|
|Multi-Asset Analyst||Schroder Investment Management North America Inc.||New York, NY||Jan 04, 2016||$95,000 -
|Hedge Assets Analyst||Lincoln National Corporation||Philadelphia, PA||Mar 05, 2015||$94,266 -
|Analyst, Asset Backed Finance||Citigroup Global Markets Inc.||New York, NY||Oct 01, 2013||$90,000|
|Analyst, Asset Backed Finance||Citigroup Global Markets Inc.||New York, NY||Sep 01, 2015||$85,000|
|Asset Resolution Analyst||The PNC Financial Services Group, Inc.||Cincinnati, OH||Apr 10, 2016||$83,400|
|Analyst, Asset Information||Pacific Investment Management Company, LLC||Newport Beach, CA||Jan 09, 2016||$81,000|
|Acquisition and Asset Analyst||Spruce Capital Partners LLC||New York, NY||Sep 08, 2015||$80,000|
|Analyst, Asset Backed Securities and Credit Structuring||Barclays Bank PLC||New York, NY||Dec 15, 2014||$80,000 -
|Analyst, Global Mrkts/Asset-Backed Secs&Credit STR||Barclays Services Corp.||New York, NY||Sep 06, 2013||$70,000|
|Analyst, Global Mrkts/Asset-Backed Secs&Credit STR||Barclays Services Corp.||New York, NY||Aug 01, 2013||$70,000|
|Analyst, Complex Asset Solutions||Duff & Phelps, LLC||New York, NY||Aug 30, 2016||$66,100 -
|Analyst, Asset Optimization||Constellation Energy Commodities Group||Baltimore, MD||Sep 07, 2011||$65,000|
|Hedge Assets Analyst||Lincoln National Corporation||Philadelphia, PA||Apr 04, 2014||$64,000 -
|Asset Analyst||Pei-Genesis, Inc.||Philadelphia, PA||Feb 07, 2011||$63,398|
|Analyst, Global Commodity Assets||Gerald Metals LLC||Stamford, CT||Aug 18, 2015||$62,317 -
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