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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 Associate
Top Careers After Investment Associate
Hispanic or Latino8.8%
Black or African American1.1%
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New York University9.0%
University of Southern California7.5%
George Washington University5.0%
University of Pennsylvania5.0%
University of Chicago4.5%
University of Michigan - Ann Arbor4.0%
University of Connecticut3.5%
Wake Forest University3.0%
State University of New York Buffalo3.0%
James Madison University3.0%
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|Job Title||Company||Location||Start Date||Salary|
|Investment Associate||Westbridge Capital Us Advisors, LLC||San Mateo, CA||Jul 09, 2016||$210,000|
|Banking Investment Associate||Citigroup Global Markets Inc.||San Francisco, CA||May 25, 2015||$200,000|
|Associate-Energy & Infrastructure Investment||Energy Capital Partners Management, LP||Short Hills, NJ||Jul 22, 2016||$200,000|
|Associate-Energy & Infrastructure Investment||Energy Capital Partners Management, LP||Short Hills, NJ||Mar 21, 2016||$200,000|
|Investment Associate||SRS Investment Management, LLC||New York, NY||Aug 30, 2016||$187,491|
|Investor Associate||Jpmorgan Chase and Co.||Miami, FL||Jan 09, 2016||$175,000|
|Investment Associate||Westbridge Capital Us Advisors, LLC||San Mateo, CA||Aug 09, 2016||$160,000|
|Associate, Quantitative Investment Research||Entrust Capital Management LP||New York, NY||Sep 18, 2015||$154,690|
|Corporate Investment Associate||Continental Grain Company||New York, NY||Jan 01, 2016||$151,000|
|Investment Associate||Verlinvest USA Inc.||New York, NY||Aug 31, 2016||$150,000|
|Investor Associate||Jpmorgan Chase and Co.||Miami, FL||Jan 04, 2016||$150,000|
|Investment Associate||Lafayette College||New York, NY||Jan 09, 2016||$150,000|
|Senior Investment Associate||Siemens Financial Services, Inc.||Palo Alto, CA||Sep 18, 2015||$129,022|
|Investment Professional Associate||General Atlantic Service Company, LLC||New York, NY||Jun 15, 2015||$125,150 -
|Associate, Investment Management||Morgan Stanley Investment MGMT., Inc.||New York, NY||Nov 23, 2015||$125,133|
|Investor Associate||Jpmorgan Chase & Co.||Miami, FL||Jul 26, 2016||$125,000|
|Investment Associate||Sageview Capital Admin LP||Palo Alto, CA||Aug 17, 2015||$125,000|
|Associate Investor||Jpmorgan Chase & Co.||New York, NY||Jan 22, 2016||$125,000|
|Senior Investment Associate||Taiyo Pacific Partners LP||Kirkland, WA||Mar 21, 2016||$125,000 -
|Investment Associate||New China Capital Management Corp||Stamford, CT||Jun 17, 2016||$107,250|
|Investments Associate||Campus Apartments, LLC||Philadelphia, PA||Jan 26, 2015||$105,008|
|Investment Associate||Taiyo Pacific Partners LP||Kirkland, WA||Jan 12, 2015||$102,000 -
|Investment Associate||Taiyo Pacific Partners LP||Kirkland, WA||Nov 03, 2016||$102,000 -
|Investor Relations Associate||Formation8 Partners, LLC||San Francisco, CA||Sep 13, 2016||$102,000|
|Associate, Investments||CIM Group, LP||Los Angeles, CA||Jan 08, 2016||$100,000|
|Investment Associate||Prudential Insurance Company of America||Newark, NJ||Jun 22, 2015||$100,000 -
|Investment Associate||Jpmorgan Chase & Co.||New York, NY||Aug 15, 2015||$100,000|
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