FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.
×
FIND
PERSONALIZED JOBS

CONTENT HAS
BEEN UNLOCKED
Close this window to view unlocked content
or
find interesting jobs in

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign Up

SIGN UP TO UNLOCK CONTENT

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign up to save the job and get personalized job recommendations.

Sign up to dismiss the job and get personalized job recommendations.

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Already have an account? Log in

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Company Saved

Answer a few questions and view jobs at that match your preferences.

Where do you want to work?

Job Saved

See your Saved Jobs now

or

find more interesting jobs in

Job Dismissed

Find better matching jobs in

Become A Bank Analyst

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.

Working As A Bank Analyst

  • Analyzing Data or Information
  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $77,929

    Average Salary

What Does A Bank Analyst Do

Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

Duties

Financial analysts typically do the following:

  • Recommend individual investments and collections of investments, which are known as portfolios
  • Evaluate current and historical financial data
  • Study economic and business trends
  • Examine a company’s financial statements to determine its value
  • Meet with company officials to gain better insight into the company’s prospects
  • Assess the strength of the management team
  • Prepare written reports

Financial analysts evaluate investment opportunities. They work in banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses. Financial analysts are also called securities analysts and investment analysts.

Financial analysts can be divided into two categories: buy-side analysts and sell-side analysts.

  • Buy-side analysts develop investment strategies for companies that have a lot of money to invest. These companies, called institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and nonprofit organizations with large endowments, such as some universities.
  • Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.

Some analysts work for the business media or other research houses, which are independent from the buy and sell side.

Financial analysts generally focus on trends affecting a specific industry, geographical region, or type of product. For example, an analyst may focus on a subject area such as the energy industry, a world region such as Eastern Europe, or the foreign exchange market. They must understand how new regulations, policies, and political and economic trends may affect investments.

Investing is becoming more global, and some financial analysts specialize in a particular country or region. Companies want those financial analysts to understand the language, culture, business environment, and political conditions in the country or region that they cover.

The following are examples of types of financial analysts:

Portfolio managers select the mix of products, industries, and regions for their company’s investment portfolio. These managers are responsible for the overall performance of the portfolio. They are also expected to explain investment decisions and strategies in meetings with stakeholders.

Fund managers work exclusively with hedge funds or mutual funds. Both fund and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions.

Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government not being able to repay its bonds.

Risk analysts evaluate the risk in investment decisions and determine how to manage unpredictability and limit potential losses. This job is carried out by making investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio.

Show More

Show Less

How To Become A Bank Analyst

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.

Show More

Show Less

Do you work as a Bank Analyst?

Send To A Friend

Bank Analyst Videos

Day in the Life of a Corporate Banker | J.P. Morgan

Bank Analyst Jobs

NO RESULTS

Aw snap, no jobs found.

Add To My Jobs

Bank Analyst Career Paths

Bank Analyst
Finance Analyst Accounting Manager
Accounting Director
11 Yearsyrs
Consultant Bookkeeper Assistant Controller
Assistant Corporate Controller
9 Yearsyrs
Vice President Group Vice President Portfolio Manager
Assistant Treasurer
5 Yearsyrs
Operations Specialist Operation Supervisor Team Manager
Assistant Vice President Operations
8 Yearsyrs
Business Analyst Senior Finance Analyst Controller
Controller, Vice President
11 Yearsyrs
Assistant Vice President Office Manager Controller
Controller/Finance Manager
9 Yearsyrs
Consultant Consultant/Project Manager Risk Manager
Credit Risk Management Director
10 Yearsyrs
Data Analyst Business Analyst Senior Finance Analyst
Finance Leader
8 Yearsyrs
Analyst Finance Analyst Controller
Finance Vice President
10 Yearsyrs
Vice President Co-Founder Trader
Fixed Income Manager
5 Yearsyrs
Business Analyst Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Data Analyst Senior Analyst Senior Finance Analyst
Manager-Finance Systems
8 Yearsyrs
Finance Analyst Operations Manager Property Manager
Portfolio Manager
7 Yearsyrs
Analyst Senior Finance Analyst Finance Manager
Senior Finance Manager
11 Yearsyrs
Operations Specialist Accountant Treasury Analyst
Treasury Manager
9 Yearsyrs
Senior Analyst Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Assistant Vice President Vice President And Manager
Vice President Operation Manager
10 Yearsyrs
Senior Analyst Senior Project Manager Vice President, Business Development
Vice President, Corporate Development
13 Yearsyrs
Show More
Share

Do you work as a Bank Analyst?

Help others decide if this is a good career for them

Do you work as a Bank Analyst?

Bank Analyst Demographics

Gender

Male

49.7%

Female

43.0%

Unknown

7.3%
Ethnicity

White

51.4%

Asian

19.5%

Hispanic or Latino

13.9%

Black or African American

10.6%

Unknown

4.6%
Show More
Foreign Languages Spoken

Spanish

35.5%

French

15.8%

Chinese

13.2%

Mandarin

9.2%

Portuguese

3.9%

German

2.6%

Japanese

2.6%

Hindi

2.6%

Russian

2.6%

Arabic

2.6%

Swahili

1.3%

Ukrainian

1.3%

Cantonese

1.3%

Urdu

1.3%

Persian

1.3%

Korean

1.3%

Macedonian

1.3%
Show More

Bank Analyst Education

Schools

University of Connecticut

9.0%

University of Phoenix

9.0%

University of Central Florida

7.7%

New York University

6.4%

Cornell University

6.4%

Arizona State University

5.1%

Boston College

5.1%

Florida State University

5.1%

University of Rochester

3.8%

University of Michigan - Ann Arbor

3.8%

Loyola University of Chicago

3.8%

Wake Forest University

3.8%

University of California - Los Angeles

3.8%

University of Pennsylvania

3.8%

College of William and Mary

3.8%

Texas Christian University

3.8%

Johns Hopkins University

3.8%

University of Wisconsin - Madison

3.8%

Community College of Philadelphia

3.8%

Northeastern University

3.8%
Show More
Majors

Business

28.0%

Finance

23.3%

Accounting

11.3%

Economics

8.9%

Marketing

3.7%

Management

3.4%

Political Science

3.1%

Criminal Justice

2.1%

Psychology

1.6%

Law

1.6%

Communication

1.6%

Education

1.6%

International Business

1.3%

Project Management

1.3%

Mathematics

1.3%

Human Resources Management

1.3%

Statistics

1.3%

General Studies

1.3%

Computer Science

1.0%

Information Technology

1.0%
Show More
Degrees

Bachelors

47.0%

Masters

32.1%

Other

11.1%

Associate

5.0%

Doctorate

2.3%

Certificate

2.1%

Diploma

0.4%
Show More

Bank Analyst Videos

Day in the Life of a Corporate Banker | J.P. Morgan

Job type you want
Full Time
Part Time
Internship
Temporary

Real Bank Analyst Salaries

Job Title Company Location Start Date Salary
Foreign Banking/Due Diligence Analyst III Bank of The West San Ramon, CA Apr 20, 2015 $130,000
Analyst, Banking, Natural Resources Barclays Capital Inc. New York, NY Jun 15, 2016 $125,000
Associate/Merchant Banking Analyst Ama Capital Partners, LLC New York, NY Aug 08, 2014 $115,000
Corporate Banking Analyst U.S. Bank National Association New York, NY Mar 27, 2013 $110,000
Senior Corporate Banking Analyst Merrill Lynch New York, NY Jul 01, 2015 $95,014
Corporate Banking Analyst Citicorp North America, Inc. New York, NY Jan 09, 2016 $95,000
Corporate Banking Analyst Citibank, N.A. New York, NY Jan 09, 2016 $95,000
Analyst, Banking, Financial Institutions Group Barclays Capital Inc. New York, NY Mar 09, 2016 $95,000
Analyst, Power & Utilities, Corporate Banking CIBC World Markets Corp. New York, NY Sep 03, 2016 $92,435 -
$110,000
Corporate Banking Analyst Citicorp North America, Inc. New York, NY Nov 08, 2015 $90,000
Corporate Banking Analyst Citibank, N.A. New York, NY Nov 08, 2015 $90,000
Corporate Banking Analyst Citicorp North America, Inc. New York, NY Jan 09, 2016 $90,000
Corporate Banking Analyst Citicorp North America, Inc. Houston, TX Jan 09, 2016 $90,000
Banking Analyst Jpmorgan Chase & Co. New York, NY Aug 12, 2015 $85,000
Analyst, Banking Barclays Capital Inc. New York, NY Oct 21, 2016 $85,000
Corporate Banking Analyst Citicorp North America, Inc. New York, NY Nov 08, 2015 $85,000
Banker Analyst Jpmorgan Chase & Co. Miami, FL Nov 23, 2015 $85,000
Analyst, Banking Barclays Capital Inc. New York, NY Mar 09, 2016 $85,000
Banker Analyst Jpmorgan Chase & Co. Miami, FL Sep 05, 2016 $85,000
Private Banking Analyst Jpmorgan Chase & Co. New York, NY Aug 23, 2016 $85,000
Banker Analyst Jpmorgan Chase & Co. New York, NY Aug 08, 2015 $85,000
Corporate Banking Analyst Citicorp North America, Inc. New York, NY Aug 01, 2014 $80,000
Corporate Banking Analyst Citigroup Global Markets Inc. New York, NY Dec 09, 2013 $80,000
Analyst, Corporate Banking RBC Capital Markets, LLC New York, NY Oct 01, 2014 $80,000
Analyst, Power & Utilities, Corporate Banking CIBC World Markets Corp. New York, NY Sep 01, 2015 $80,000 -
$100,000

No Results

To get more results, try adjusting your search by changing your filters.

Show More

How Would You Rate The Salary Of a Bank Analyst?

Have you worked as a Bank Analyst? Help other job seekers by rating your experience as a Bank Analyst.

Top Skills for A Bank Analyst

  1. Suspicious Activity
  2. Compliance
  3. Portfolio
You can check out examples of real life uses of top skills on resumes here:
  • Reviewed suspicious activity system alerts against customer activity in order to determine the need for further investigation and case creation.
  • Perform or support policy administration, analysis and recommendations to Compliance Management Team to terminate or maintain foreign correspondent bank relationships.
  • Assisted with the on-boarding process of new client relationships, analyzed current portfolios to identify new business while leveraging existing business.
  • Initiated new interface design of E-bank, which resulted an increase of 50,000 new clients within one year.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.

How Would You Rate Working As a Bank Analyst?

Are you working as a Bank Analyst? Help us rate Bank Analyst as a Career.

Rank:

Average Salary:

Embed On Your Website

Top 10 Best States for Bank Analysts

  1. New York
  2. Connecticut
  3. California
  4. New Jersey
  5. Minnesota
  6. Virginia
  7. Massachusetts
  8. Texas
  9. Colorado
  10. District of Columbia
  • (1,432 jobs)
  • (309 jobs)
  • (3,101 jobs)
  • (586 jobs)
  • (534 jobs)
  • (1,218 jobs)
  • (785 jobs)
  • (1,663 jobs)
  • (408 jobs)
  • (374 jobs)

Top Bank Analyst Employers

Jobs From Top Bank Analyst Employers

Bank Analyst Videos

Day in the Life of a Corporate Banker | J.P. Morgan

Related to your recently viewed content