What does a funding analyst do?
A funding analyst is responsible for conducting financial data analysis and creating reports according to the market performance that will help a financial institution to determine cost estimates and mitigate financial risks. Funding analysts also review the organization's programs and sponsorships, ensuring the adequate allocation of funds and resources to support such activities. They identify business opportunities and other financial services to generate more clients and close deals that would drive more revenues and increase the company's profitability.
Funding analyst responsibilities
Here are examples of responsibilities from real funding analyst resumes:
- Lead the requirement gathering effort from key customers for development of new JAVA applications and for troubleshooting customer issues.
- Create PowerPoint presentations for the partners to present to their clients.
- Maintain positive relationships with mortgage closers and treasury to ensure accurate and timely wire transfers for brokers.
- Conduct historical performance analysis of private securities hold in the hedge fund with statistical and economical models.
- Update applicable assets and liability accounts and followed-up on past due dividends, interest receivables and unsettle securities transactions.
- Analyze office administration support for analysts supporting DOD projects to identify efficiency opportunities to prototype and write report of analysis findings.
- Coordinate and verify commercial, worker's compensation & Medicaid benefits online and/or via telephone.
- Review third party inspections and input into system and FNMA website.
- Review HUD's and various underwriting findings to determine that the loan meets all FNMA, FHLMC, or SONYMA criteria.
- Co-Head searches for global equity and mortgage-back security managers, which are implemented across the multi-asset class portfolios.
Funding analyst skills and personality traits
We calculated that 9% of Funding Analysts are proficient in Financial Statements, Portfolio Management, and PowerPoint. They’re also known for soft skills such as Computer skills, Math skills, and Detail oriented.
We break down the percentage of Funding Analysts that have these skills listed on their resume here:
- Financial Statements, 9%
Prepared annual and semi-annual shareholder reports and financial statements as well as other regulatory reports on mutual fund data.
- Portfolio Management, 7%
Full service bank offering financial services including retail banking, residential and construction lending, and investment portfolio management.
- PowerPoint, 6%
Developed executive PowerPoint presentations detailing investment performance.
- Strong Analytical, 5%
Selected for a strong work ethic and strong analytical skills.
- Risk Management, 5%
Analyzed current investment strategies, including risk management and performance attribution across instruments, regions and investment themes.
- Hedge Funds, 5%
Performed quantitative analysis to prepare statistical performance profiles on active and prospective hedge fund managers.
Common skills that a funding analyst uses to do their job include "financial statements," "portfolio management," and "powerpoint." You can find details on the most important funding analyst responsibilities below.
Computer skills. The most essential soft skill for a funding analyst to carry out their responsibilities is computer skills. This skill is important for the role because "financial analysts must be adept at using software to analyze financial data and trends, create portfolios, and make forecasts." Additionally, a funding analyst resume shows how their duties depend on computer skills: "utilized various computer programs in the preparation of roll forward analysis and financial statements. "
Math skills. Another soft skill that's essential for fulfilling funding analyst duties is math skills. The role rewards competence in this skill because "financial analysts use mathematics to estimate the value of financial securities." According to a funding analyst resume, here's how funding analysts can utilize math skills in their job responsibilities: "assisted the quantitative analyst in improving the work efficiency by optimizing vba codes for the fund analysis. "
Detail oriented. funding analysts are also known for detail oriented, which are critical to their duties. You can see how this skill relates to funding analyst responsibilities, because "financial analysts must pay attention when reviewing a possible investment, as even small issues may have large implications for its health." A funding analyst resume example shows how detail oriented is used in the workplace: "executed detailed operational procedures, such as management fee calculations and brokerage reconciliations. "
Analytical skills. For certain funding analyst responsibilities to be completed, the job requires competence in "analytical skills." The day-to-day duties of a funding analyst rely on this skill, as "financial analysts must evaluate a range of information in finding profitable investments." For example, this snippet was taken directly from a resume about how this skill applies to what funding analysts do: "reviewed and analyzed integrity of closed loan packages for purchase by the association. "
Communication skills. Another common skill required for funding analyst responsibilities is "communication skills." This skill comes up in the duties of funding analysts all the time, as "financial analysts must be able to clearly explain their recommendations to clients." An excerpt from a real funding analyst resume shows how this skill is central to what a funding analyst does: "participated in audits of the financial statements, which involved regular communication with auditors and providing requested backup. "
The three companies that hire the most funding analysts are:
- Hollister Co.20 funding analysts jobs
- The PNC Financial Services Group10 funding analysts jobs
- PNC8 funding analysts jobs
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Compare different funding analysts
Funding analyst vs. Investment advisor
An investment advisor is responsible for managing the clients' financial portfolios, advising them of investment options according to their financial goals and objectives, and their ability to handle risks. Investment advisors should have excellent knowledge of the investment policies, providing the clients with the best financial strategies according to their interests. They also determine their expenses, income, and credit scores to identify a comprehensive financial plan. An investment advisor helps the clients with cash management techniques, as well as conducting data analysis on financial market projections.
While similarities exist, there are also some differences between funding analysts and investment advisor. For instance, funding analyst responsibilities require skills such as "powerpoint," "strong analytical," "treasury," and "nav." Whereas a investment advisor is skilled in "exceptional client," "client relationships," "health insurance," and "business development." This is part of what separates the two careers.
Investment advisors earn the highest salaries when working in the telecommunication industry, with an average yearly salary of $127,062. On the other hand, funding analysts are paid more in the finance industry with an average salary of $98,890.On average, investment advisors reach similar levels of education than funding analysts. Investment advisors are 2.5% more likely to earn a Master's Degree and 0.7% more likely to graduate with a Doctoral Degree.Funding analyst vs. Investment associate
An investment associate's primary role is to review a company's financial data, recommend investment strategies, oversee the distribution of stocks, and calculate possible risks for business mergers. They also serve as a mediator during agreements between companies during takeovers, monitors stock inventory, sell stocks, and details all financial transactions. In the course of these responsibilities, an investment associate provides administrative support and timely response to client requests as needed, acting as an additional point of communication for clients.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that funding analyst responsibilities requires skills like "portfolio management," "risk management," "nav," and "reconciliations." But an investment associate might use other skills in their typical duties, such as, "customer service," "client service," "client relationships," and "real estate."
Investment associates earn a higher average salary than funding analysts. But investment associates earn the highest pay in the technology industry, with an average salary of $117,651. Additionally, funding analysts earn the highest salaries in the finance with average pay of $98,890 annually.investment associates earn similar levels of education than funding analysts in general. They're 3.2% more likely to graduate with a Master's Degree and 0.7% more likely to earn a Doctoral Degree.Funding 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.
The required skills of the two careers differ considerably. For example, funding analysts are more likely to have skills like "powerpoint," "risk management," "treasury," and "nav." But a analyst internship is more likely to have skills like "data analysis," "management system," "python," and "data entry."
Analyst interns make a very good living in the professional industry with an average annual salary of $41,723. On the other hand, funding analysts are paid the highest salary in the finance industry, with average annual pay of $98,890.analyst interns typically earn higher educational levels compared to funding analysts. Specifically, they're 5.8% more likely to graduate with a Master's Degree, and 0.5% more likely to earn a Doctoral Degree.Funding analyst vs. Real estate analyst
A Real Estate Analyst provides financial analysis in support of the financing, acquisition, marketing, and leasing of a certain property. They also research and analyze new business opportunities.
Types of funding analyst
Updated January 8, 2025
