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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.
Average Length of Employment
Top Careers Before Equity Analyst
Top Careers After Equity Analyst
Hispanic or Latino7.6%
Black or African American1.1%
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New York University9.4%
University of Chicago8.2%
University of Pennsylvania5.9%
Pennsylvania State University4.7%
Johns Hopkins University4.7%
University of California - Berkeley4.3%
University of Notre Dame4.3%
University of Michigan - Ann Arbor3.5%
University of Southern California3.5%
University of Connecticut3.1%
University of Rochester2.7%
University of Toledo2.7%
Unfortunately we don’t have enough data for this section.
|Job Title||Company||Location||Start Date||Salary|
|Private Equity Analyst||OEP Capital Advisors, L.P.||New York, NY||Mar 05, 2016||$300,000|
|Financial Equity Analyst||The Carlyle Group Employee Co., LLC||New York, NY||Jun 09, 2015||$250,000|
|Financial Equity Analyst||The Carlyle Group Employee Co., LLC||New York, NY||Jun 28, 2013||$250,000|
|Emerging Markets Equity Analyst||Artisan Partners||New York, NY||Sep 03, 2016||$201,510|
|Analyst, Global Equities||Nuveen Investments Holdings, Inc.||Minneapolis, MN||Feb 22, 2016||$175,000|
|Quantitative Equity Analyst||Grantham, Mayo, Van Otterloo and Company, LLC||Boston, MA||Apr 08, 2016||$165,000|
|Equities Analyst (Vice President)||Nomura Securities International, Inc.||New York, NY||Dec 18, 2014||$165,000|
|Equities Analyst||Lombardia Capital Partners Inc.||Pasadena, CA||May 15, 2013||$160,000|
|Vice President, Equity Analyst, Real Estate Securities||Rreef Management, LLC||Chicago, IL||Oct 20, 2016||$155,000|
|Equity Analyst||Quad Capital LLC||New York, NY||Feb 08, 2016||$154,000|
|Senior Equity Analyst||City National Bank||New York, NY||Sep 05, 2016||$153,546|
|Analyst, Private Equity||The Blackstone Group||New York, NY||Sep 01, 2015||$150,000|
|Asia Equity Analyst||Muddy Waters Capital LLC||San Francisco, CA||Nov 04, 2016||$150,000|
|Global Equities Consumer Analyst||Citadel LLC||San Francisco, CA||Apr 21, 2016||$150,000|
|Private Equity Analyst||Orbimed Advisors LLC||New York, NY||Aug 01, 2015||$125,000|
|Equity Analyst||Eaton Vance Management||Boston, MA||Jul 18, 2016||$125,000|
|Equity Analyst||William Harris Investors, Inc.||Chicago, IL||Jul 24, 2015||$125,000|
|Equity Analyst||RWC Asset Advisors Us LLC||Miami, FL||Jun 13, 2016||$125,000|
|Equity Analyst||Soros Fund Management, LLC||New York, NY||Jan 09, 2013||$125,000|
|Senior Equity Analyst _X0013_ Energy Sector||Morningstar, Inc.||Chicago, IL||Sep 11, 2016||$125,000|
|Fundamental Equity Analyst||Columbia Management Investment Advisors LLC||New York, NY||Feb 01, 2014||$122,845 -
|Chinese Equity Analyst||Teng Yue Partners, L.P.||New York, NY||Feb 03, 2015||$122,845|
|Equity Analyst||Morningstar, Inc.||Chicago, IL||Jul 18, 2016||$89,669|
|Analyst, Strategic Equity Solutions Group Americas||UBS Securities LLC||New York, NY||Jan 12, 2014||$85,000 -
|Analyst, Strategic Equity Solutions Group Americas||UBS Securities LLC||New York, NY||Dec 01, 2014||$85,000 -
|Quantitative Equity Analyst||Jpmorgan Chase & Co.||New York, NY||Sep 13, 2016||$85,000|
|Analyst, Equities Quant||Merrill Lynch||New York, NY||Jan 04, 2016||$85,000 -
|Quantitative Equity Analyst||Brandywine Global Investment Management||Philadelphia, PA||Jul 27, 2016||$83,699|
|European Equities Analyst||Kinney Asset Management, LLC||Chicago, IL||Sep 01, 2015||$83,000|
|Equity Analyst||William Harris Investors, Inc.||Chicago, IL||Jul 24, 2015||$82,534 -
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