What does a chartered finance analyst do?
Chartered finance analyst responsibilities
Here are examples of responsibilities from real chartered finance analyst resumes:
- Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
- Document formatting/printing/production anomalies produce by new CMS.
- Proofread final drafts of post migration hard copy character-by-character, ensuring correctness.
- Present findings and analysis to executive level management and work collaboratively with management in decision making processes regarding the asset portfolio.
- Analyze potential investments, including securities, real estate, options strategies and structure derivatives and make recommendations to senior management.
Chartered finance analyst skills and personality traits
We calculated that 39% of Chartered Finance Analysts are proficient in CFA, Financial Statements, and Web-Parts. They’re also known for soft skills such as Analytical skills, Communication skills, and Computer skills.
We break down the percentage of Chartered Finance Analysts that have these skills listed on their resume here:
- CFA, 39%
Deployed evaluation procedures and techniques to grading the essay portions of Level III CFA Examinations.
- Financial Statements, 25%
Analyzed financial statements and provided improvement recommendations
- Web-Parts, 8%
Developed custom Workflows, custom Web-Parts and Event Handlers using C# .net.
- SQL Server, 7%
Created SQL Server 2005 data warehouse to store Monthly Revenue Schedules for the company and its units.
- Templates, 6%
Deployed List instances, List types, Menu commands, Page Templates, Page instances and Event Receivers.
- Power-Shell, 6%
Developed Power-Shell Scripting for various tasks.
Common skills that a chartered finance analyst uses to do their job include "cfa," "financial statements," and "web-parts." You can find details on the most important chartered finance analyst responsibilities below.
Analytical skills. The most essential soft skill for a chartered finance analyst to carry out their responsibilities is analytical skills. This skill is important for the role because "financial analysts must evaluate a range of information in finding profitable investments." Additionally, a chartered finance analyst resume shows how their duties depend on analytical skills: "utilized advanced analytical methods (relative valuation and dcf) to forecast future company performance. "
Communication skills. Many chartered finance analyst duties rely on communication skills. "financial analysts must be able to clearly explain their recommendations to clients.," so a chartered finance analyst will need this skill often in their role. This resume example is just one of many ways chartered finance analyst responsibilities rely on communication skills: "finance business partner for corporate hr & communications managing approximately $56m in expense budgets for six global corporate business groups. "
Computer skills. chartered finance analysts are also known for computer skills, which are critical to their duties. You can see how this skill relates to chartered finance analyst responsibilities, because "financial analysts must be adept at using software to analyze financial data and trends, create portfolios, and make forecasts." A chartered finance analyst resume example shows how computer skills is used in the workplace: "oversee multi-office accounting/financial management in computerized environment. "
Detail oriented. chartered finance analyst responsibilities often require "detail oriented." The duties that rely on this skill are shown by the fact that "financial analysts must pay attention when reviewing a possible investment, as even small issues may have large implications for its health." This resume example shows what chartered finance analysts do with detail oriented on a typical day: "managed strict government financial reporting standards requiring a high level of detailed financial analysis to produce first time quality results. "
Math skills. Another crucial skill for a chartered finance analyst to carry out their responsibilities is "math skills." A big part of what chartered finance analysts relies on this skill, since "financial analysts use mathematics to estimate the value of financial securities." How this skill relates to chartered finance analyst duties can be seen in an example from a chartered finance analyst resume snippet: "developed new risk-based, quantitative models for auditing financial management functions at the reserve banks, replacing a traveling examiner program. "
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Chartered finance analyst vs. Investment banking internship
An investment banking intern is responsible for assisting investment bankers in delivering high-quality financial services to clients while learning various investment strategies and other related banking disciplines. Investment banking interns observe the investment processes, shadow bankers on their daily operations, and contribute to identifying business opportunities based on their class knowledge to practical applications. They also conduct financial analysis, data processing for the client's account information, performing research for the stock market, and creating financial reports for meeting documents.
There are some key differences in the responsibilities of each position. For example, chartered finance analyst responsibilities require skills like "cfa," "financial statements," "web-parts," and "sql server." Meanwhile a typical investment banking internship has skills in areas such as "powerpoint," "customer service," "work ethic," and "oil gas." This difference in skills reveals the differences in what each career does.
On average, investment banking interns reach similar levels of education than chartered finance analysts. Investment banking interns are 2.5% less likely to earn a Master's Degree and 0.9% less likely to graduate with a Doctoral Degree.Chartered finance analyst vs. Analyst internship
An analyst internship is a student program where an intern is assigned to assist analyst professionals by analyzing business goals, objectives, and needs. Analyst interns assist in the planning and designing of business processes and suggest recommendations for improvement. They conduct research and analysis to support business operations and resolve issues using systems and data. They also help estimate the costs and benefits of multiple business actions and help the business organization launch new initiatives.
In addition to the difference in salary, there are some other key differences worth noting. For example, chartered finance analyst responsibilities are more likely to require skills like "cfa," "web-parts," "templates," and "bdc." Meanwhile, an analyst internship has duties that require skills in areas such as "data analysis," "management system," "python," and "data entry." These differences highlight just how different the day-to-day in each role looks.
In general, analyst interns achieve similar levels of education than chartered finance analysts. They're 3.1% less likely to obtain a Master's Degree while being 0.9% less likely to earn a Doctoral Degree.What technology do you think will become more important and prevalent for chartered finance analysts in the next 3-5 years?
Heather Antanavica
Adjunct Instructor, Bay Path University
Chartered finance analyst vs. Investment banking analyst
An Investment Banking Analyst reviews and analyzes data for investment banking portfolios. They work with individuals and businesses to suggest potential investments for their clients.
The required skills of the two careers differ considerably. For example, chartered finance analysts are more likely to have skills like "cfa," "web-parts," "sql server," and "templates." But a investment banking analyst is more likely to have skills like "financial models," "discounted cash flow," "healthcare," and "private equity."
When it comes to education, investment banking analysts tend to earn lower degree levels compared to chartered finance analysts. In fact, they're 6.6% less likely to earn a Master's Degree, and 0.9% less likely to graduate with a Doctoral Degree.Chartered finance analyst vs. Analyst
Analysts are employees or individual contributors with a vast experience in a particular field that help the organization address challenges. They help the organization improve processes, policies, and other operations protocol by studying the current processes in place and determining the effectiveness of those processes. They also research industry trends and data to make sound inferences and recommendations on what the company should do to improve their numbers. Analysts recommend business solutions and often help the organization roll out these solutions. They ensure that the proposed action plans are effective and produce the desired results.
Types of chartered finance analyst
Updated January 8, 2025
