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Stock analyst skills for your resume and career

Updated January 8, 2025

2 min read

Quoted expert

Fang Lin

Below we've compiled a list of the most critical stock analyst skills. We ranked the top skills for stock analysts based on the percentage of resumes they appeared on. For example, 26.4% of stock analyst resumes contained financial statements as a skill. Continue reading to find out what skills a stock analyst needs to be successful in the workplace.

15 stock analyst skills for your resume and career

1. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how stock analysts use financial statements:

Conducted comprehensive analysis of GoPro, including financial statements, valuation ratios, and technical analysis.
Analyze financial statements, research current activities, management changes, and other events.

2. Investment Portfolios

Here's how stock analysts use investment portfolios:

Evaluated individual and team stock selections and recommended them in presentations to the Fund as additions to the investment portfolio.
Provide reports to support a profitable investment portfolio.

3. Stock Options

Here's how stock analysts use stock options:

Analyzed and reconciled corporate purchased retirement stock option funds.
Audited weekly payroll distribution of stock options exercised.

4. Stock Market

Here's how stock analysts use stock market:

Followed stock market trade to observe abnormalities that influenced the stock prices in our portfolio.
Learned the theory of stock market and other financial derivatives.

5. DCF

DCF (discounted cash flow) refers to a valuation technique used to determine an investment's present value based on its projected future cash flows. The foundation of DCF analysis is the concept that a dollar received today is more valuable than a dollar you'll receive in the future because the former can be invested.

Here's how stock analysts use dcf:

Performed financial analysis to evaluated corporate projections using comparable analysis and DCF valuation.
Prepared company valuation reports using Comparable Companies, Precedent Transactions & DCF Analysis methodologies.

6. Fundamental Analysis

Fundamental analysis is a vital part of business, finance, and economics. It entails the measuring and analysis of factors concerned with business, finance, concerning the economy. Companies, and businesses that deal with a financial transaction, which is all, require certain skills for this field.

Here's how stock analysts use fundamental analysis:

Develop and implement fundamental analysis using Excel-based valuation models.
Performed in-depth fundamental analysis and used discounted cash flow models to value shares.

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7. Performance Analysis

Performance analysis is a discipline that involves methodical observations to boost performance and enhance decision making, largely delivered through objective statistical and data analysis.

Here's how stock analysts use performance analysis:

Contribute to performance analysis and attribution for annual report for client.
Contribute to portfolio modeling, performance analysis and reporting with the application of mathematics, statistical and quantitative methods.

8. Financial Reports

Here's how stock analysts use financial reports:

Analyzed financial reports of public companies in Israel and abroad to create projections and valuations.
Provided financial reports and earnings forecasts for customers Managed customer correspondences and relations

9. Bloomberg

Bloomberg is a news company that provides real-time and historical prices, financial data, news and insights, stock analysis and trends, as well as information and reports on the entire economy. Bloomberg harnesses the power of technology to connect the world's decision-makers with accurate financial market intelligence and help them make faster, smarter decisions.

Here's how stock analysts use bloomberg:

Improved critical thinking skills in evaluating stocks using Bloomberg and Excel-based valuation models
Developed a report detailing market and economic indicators to supplement the bi-weekly presentation using Bloomberg API.

10. Technical Analysis

Technical analysis forecasts movements in finance instruments such as stock prices and investment opportunities using past data, charts, and statistics. This method contrasts with fundamental analysis which focus more on a company or investment's current financial situation.

Here's how stock analysts use technical analysis:

Attended market investment seminars highlighting different business cycles, market technical analysis, client segmentation, and investor psychology.
Analyzed single stocks by using quantitative, qualitative and technical analysis in order to identify investment opportunities.

11. Market Trends

Here's how stock analysts use market trends:

Provided Consulting of Graphs and Charting of Market Trends.
Communicated capital market trends and related strategy insight to senior investment staff and the Treasurer during Advisory meetings.

12. Investment Decisions

Here's how stock analysts use investment decisions:

Reviewed financial quarterly reports and economic conditions for use in making investment decisions.
Evaluated existing securities and made investment decisions to maximize board's profits.

13. Balance Sheet

Here's how stock analysts use balance sheet:

Maintained models for income, cash flow, and the balance sheet.
Gathered information on the macroeconomic as well as information about specific companies and the fundamental microeconomics of their balance sheet.

14. Ad-Hoc Reports

Ad-hoc reports pertain to the business intelligence model that facilitates company reports, questions in real-time, and answers questions efficiently.

Here's how stock analysts use ad-hoc reports:

Composed ad-hoc reports and presentations for top management officials and corporate boards.
Complete ad-hoc reports and assignments for management.

15. Analyze Data

Analyze data or data analysis refers to the practice of studying, organizing, and transforming data to make it more useful. It also includes the cleansing of non-useful information which helps in better decision making regarding any particular matter. Analyze data is a practice that is used widely in the field of business, social sciences, and science.

Here's how stock analysts use analyze data:

Used MS Office to analyze data and prepare reports/recommendations to Director and other Facility Personnel.
Developed new tool to analyze data error distribution and represented practical enhancement methods.

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What skills help Stock Analysts find jobs?

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What stock analyst skills would you recommend for someone trying to advance their career?

Fang Lin

Assistant Professor of Finance, Pacific Lutheran University

Don't be afraid to negotiate your starting salary. Young journalists have a lot to offer newsrooms through social media skills and a willingness to adapt to new technologies such as artificial intelligence. Technology skills have value and should not be undersold. Also, young journalism students should not discount the value of their student media and internship experiences. Young journalists must use everything on their resumes to show how they bring value to their position and ask to be compensated fairly for the work they will contribute to the newsroom's success.

Do you want to know more?

List of stock analyst skills to add to your resume

The most important skills for a stock analyst resume and required skills for a stock analyst to have include:

Financial Statements
Investment Portfolios
Stock Options
Stock Market
DCF
Fundamental Analysis

Performance Analysis
Financial Reports
Bloomberg
Technical Analysis
Market Trends
Investment Decisions

Balance Sheet
Ad-Hoc Reports
Analyze Data
Stock Performance
Discounted Cash Flow

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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