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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 Investment Analyst
Top Careers After Investment Analyst
Hispanic or Latino9.4%
Black or African American1.4%
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New York University7.4%
University of Chicago7.4%
University of Pennsylvania5.3%
Johns Hopkins University5.3%
University of Southern California4.3%
Pennsylvania State University3.8%
University of Connecticut3.8%
University of Iowa3.8%
University of Phoenix3.6%
George Washington University3.4%
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|Job Title||Company||Location||Start Date||Salary|
|Investment Analyst||Mfg Services LLC||New York, NY||Oct 01, 2015||$379,575|
|Investment Analyst||Capital Research and Management Company||New York, NY||Jan 15, 2015||$378,000|
|Investment Analyst, Asian Equities||Capital Research and Management Company||Los Angeles, CA||Oct 31, 2015||$336,600|
|Investment Analyst, Asian Equities||Capital Research Company||Los Angeles, CA||Jul 27, 2015||$304,800|
|Private Equity Investment Analyst||William H Gates, III (Dba) BMGI||Kirkland, WA||Sep 03, 2016||$300,000|
|Private Equity Investment Analyst||William H Gates III||Kirkland, WA||Aug 22, 2015||$275,000|
|Investment Analyst, Financial Sector||Capital Research and Management Company||Los Angeles, CA||Apr 02, 2016||$247,200|
|Investment Analyst, High Yield Corporate Bonds||Capital Research and Management Company||New York, NY||Oct 01, 2015||$240,000|
|Planning and Portfolio Analyst||Chevron Corporation||San Ramon, CA||Dec 26, 2016||$232,309|
|Investment Analyst||Davis Selected Advisers, Ny||New York, NY||Jan 03, 2016||$220,000|
|Portfolio Analyst||Albourne America LLC||San Francisco, CA||Sep 29, 2015||$214,000|
|Portfolio Analyst||Albourne America LLC||San Francisco, CA||Jan 10, 2016||$214,000|
|Investment Analyst||Magellan Asset Management PTY Ltd||New York, NY||Mar 15, 2015||$106,400|
|Investment Analyst||Mfg Services LLC||New York, NY||Sep 27, 2015||$106,190|
|Private Investment Valuation Analyst||Oz Management, LP||New York, NY||Nov 12, 2015||$106,090|
|Quantitative Portfolio Analyst||Wellington Management Company LLP||Boston, MA||Apr 26, 2016||$106,000 -
|Investment Analyst||Rockport Development Inc.||West Covina, CA||Mar 25, 2016||$105,830|
|Investment Analyst||Dalton Investments LLC||Santa Monica, CA||Sep 16, 2015||$105,830|
|Investment Analyst||Giralda Advisors, LLC||New York, NY||Jul 17, 2015||$105,000|
|Investment Analyst||Varden Pacific LP||San Francisco, CA||Dec 10, 2015||$84,000|
|Credit & Portfolio Analyst||Citicorp Credit Services, Inc. (USA)||Atlanta, GA||May 01, 2016||$84,000|
|Investment Analyst||Singpoli Capital Corporation||Pasadena, CA||Mar 15, 2016||$83,595|
|Investment Analyst (Emerging Markets)||Payden & Rygel||Los Angeles, CA||May 05, 2015||$83,595|
|Financial Analyst/Investment Analyst||Honey Science Corporation||Los Angeles, CA||Sep 21, 2016||$83,480|
|Investment Analyst||Hermes Investment Inc.||Los Angeles, CA||Mar 09, 2015||$82,410|
|Investment Analyst||East West Bank||Pasadena, CA||Sep 19, 2015||$82,410|
|Investment Analyst||Rockport Development Inc.||West Covina, CA||Mar 06, 2016||$82,410|
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