Financial and Investment Analysts
O*NET Code: 13-2051.00
Description
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
🗺️ Explore Your Career Path
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💼 Also Known As
Accounting AnalystAcquisition AnalystAcquisition SpecialistAcquisitions AnalystAcquisitions ConsultantAlternative Financing SpecialistAnalystBank AnalystBanking AnalystBond AnalystBrand AnalystChartered Financial Analyst (CFA)Commodity AnalystCorporate Financial AnalystCorporate Securities Research AnalystCorporate Statistical Financial AnalystCredit Products OfficerEquity Research AnalystFinance AnalystFinancial Analyst
⚡ Skills (0)
📚 Knowledge (0)
💪 Abilities (0)
🔧 Technologies & Tools (181)
🔥Alteryx software
Business intelligence and data analysis software
🔥Apache Hive
Data base management system software
🔥Google Docs
Word processing software
🔥IBM SPSS Statistics
Analytical or scientific software
🔥Intuit QuickBooks
Accounting software
🔥Marketo Marketing Automation
Sales and marketing software
🔥Microsoft Access
Data base user interface and query software
🔥Microsoft Dynamics
Enterprise resource planning ERP software
🔥Microsoft Excel
Spreadsheet software
🔥Microsoft Office software
Office suite software
🔥Microsoft Outlook
Electronic mail software
🔥Microsoft Power BI
Business intelligence and data analysis software
🔥Microsoft PowerPoint
Presentation software
🔥Microsoft Project
Project management software
🔥Microsoft SQL Server
Data base user interface and query software
🔥Microsoft SQL Server Reporting Services SSRS
Data base reporting software
🔥Microsoft SharePoint
Document management software
🔥Microsoft Visio
Process mapping and design software
🔥Microsoft Visual Basic
Development environment software
🔥Microsoft Visual Basic for Applications VBA
Development environment software
🔥Microsoft Word
Word processing software
🔥Oracle Database
Data base user interface and query software
🔥Oracle PeopleSoft
Enterprise resource planning ERP software
🔥Oracle Primavera Enterprise Project Portfolio Management
Project management software
🔥R
Object or component oriented development software
🔥SAP software
Enterprise resource planning ERP software
🔥SAS
Analytical or scientific software
🔥Salesforce software
Customer relationship management CRM software
🔥Structured query language SQL
Data base user interface and query software
🔥Tableau
Business intelligence and data analysis software
🔥Teradata Database
Data base management system software
🔥The MathWorks MATLAB
Analytical or scientific software
🔥Workday software
Enterprise resource planning ERP software
🔥Yardi software
Data base user interface and query software
0ADP Workforce Now
Human resources software
0Accounting software
Accounting software
0Advanced Portfolio Technologies Report Builder
Financial analysis software
0Advanced Portfolio Technologies Simulator
Financial analysis software
0Analyse-it
Analytical or scientific software
0AnalyzerXL
Financial analysis software
0Annuities analysis software
Financial analysis software
0Apache Pig
Data base management system software
0Apple AppleWorks
Spreadsheet software
0Apple Keynote
Presentation software
0Aspen Graphics Technical Analysis Software
Financial analysis software
0BizBench
Financial analysis software
0BizPricer
Financial analysis software
0Bloomberg Professional
Financial analysis software
0Business Forecast Systems Forecast Pro
Financial analysis software
0Business intelligence software
Business intelligence and data analysis software
0Corel QuattroPro
Spreadsheet software
0Data visualization software
Analytical or scientific software
0DealMaven Comparable Company Valuation Analysis
Financial analysis software
0DealMaven M&A Accretion/Dilution One-Pager
Financial analysis software
0DealMaven Modeling ToolPack for Excel
Financial analysis software
0DealMaven PresLink for PowerPoint and Word
Presentation software
0Decisioneering Crystal Ball
Analytical or scientific software
0Delphi Technology
Financial analysis software
0Derivatives Imagine Trading System
Financial analysis software
0Derivicom FinOptions XL
Financial analysis software
0Economic forecasting software
Financial analysis software
0Email software
Electronic mail software
0Experian Credinomics
Financial analysis software
0Express Business Valuations
Financial analysis software
0FileMaker Pro
Data base user interface and query software
0FinEng Solutions PerfoRM
Financial analysis software
0FinEng Solutions Quantis
Financial analysis software
0Financial modeling software
Financial analysis software
0Fractal pattern analysis software
Financial analysis software
0Fund accounting software
Accounting software
0Genetic algorithm optimization software
Financial analysis software
0Genetic algorithm software
Analytical or scientific software
0Google Slides
Presentation software
0Harland Financial Solutions DecisionPro
Financial analysis software
0Human resource management software HRMS
Human resources software
0I-flex Solutions Reveleus Investment Performance Measurement
Financial analysis software
0IBM Cognos Impromptu
Business intelligence and data analysis software
0IBM Lotus 1-2-3
Spreadsheet software
0IBM Lotus Approach
Data base user interface and query software
0IBM Notes
Electronic mail software
0IBM Power Systems software
Enterprise system management software
0Innova Financial Solutions Derivatives Expert
Financial analysis software
0Ivorix Neurostrategy Finance
Expert system software
0Keypoint DataDesk
Analytical or scientific software
0Leading Market Technologies EXPO
Financial analysis software
0LexisNexis
Information retrieval or search software
0Longview Consolidation
Financial analysis software
0Longview Performance Management Platform
Financial analysis software
0Longview Solutions Khalix
Financial analysis software
0Market forecast software
Financial analysis software
0Mathematical software
Analytical or scientific software
0Matheny Pattern Forecaster Plus
Expert system software
0MergerStat Control Premiums
Financial analysis software
0MergerStat Price to Earnings Ratios
Financial analysis software
0MicroStrategy
Business intelligence and data analysis software
0Microsoft Dynamics GP
Enterprise resource planning ERP software
0Microsoft Exchange
Electronic mail software
0Microsoft OneNote
Word processing software
0Microsoft SharePoint Server
Document management software
0MoneySoft Corporate Valuation
Financial analysis software
0Monte Carlo simulation software
Financial analysis software
0Montgomery Investment Technology Bonds XL
Financial analysis software
0Montgomery Investment Technology Exotics XL
Financial analysis software
0Montgomery Investment Technology FinTools
Financial analysis software
0Montgomery Investment Technology Options XL
Financial analysis software
0Montgomery Investment Technology QuoteTools
Financial analysis software
0Montgomery Investment Technology Risk XL
Financial analysis software
0Montgomery Investment Technology SigTools
Financial analysis software
0Montgomery Investment Technology Utility XL
Charting software
0Moody's KMV CreditEdge
Financial analysis software
0Moody's RiskCalc
Financial analysis software
0Moss Adams Profit Mentor
Financial analysis software
0Mutual fund analysis software
Financial analysis software
0NetSuite ERP
Enterprise resource planning ERP software
0Neural network modeling software
Analytical or scientific software
0NeuroSolutions Trading Solutions
Financial analysis software
0NeuroSolutions for MatLab
Expert system software
0OptionVue Options Analysis
Financial analysis software
0Oracle Business Intelligence Enterprise Edition
Business intelligence and data analysis software
0Oracle E-Business Suite Financials
Financial analysis software
0Oracle Essbase
Data base user interface and query software
0Oracle Fusion Applications
Enterprise resource planning ERP software
0Oracle Hyperion
Enterprise resource planning ERP software
0Oracle Hyperion Financial Management
Financial analysis software
0Oracle JD Edwards EnterpriseOne
Enterprise resource planning ERP software
0Oracle PeopleSoft Financials
Enterprise resource planning ERP software
0Palisade Bond @nalyst
Financial analysis software
0Palisade Evolver
Analytical or scientific software
0Palisade StatTools
Analytical or scientific software
0Pattern recognition software
Analytical or scientific software
0Peer-to-Peer Financial Analysis
Financial analysis software
0Perforce Helix software
Configuration management software
0Pi Blue OptWorks Excel
Financial analysis software
0Portfolio management software
Financial analysis software
0Pricing software
Financial analysis software
0Qlik Tech QlikView
Business intelligence and data analysis software
0Quantifying marketability discount QMD modeling software
Financial analysis software
0Report generation software
Word processing software
0Reporting software
Data base reporting software
0RiskMetrics Group WealthBench
Financial analysis software
0SAP Business Objects
Enterprise resource planning ERP software
0SAP BusinessObjects Data Integrator
Enterprise resource planning ERP software
0SAP Crystal Reports
Data base reporting software
0SAS JMP
Analytical or scientific software
0SSA Global Infinium Financial Management
Enterprise resource planning ERP software
0Sage 50 Accounting
Accounting software
0Securities analysis software
Financial analysis software
0Spreadware Business Financial Analysis
Financial analysis software
0Spreadware Business Valuator
Financial analysis software
0Spreadware Pro Forma
Financial analysis software
0StataCorp Stata
Analytical or scientific software
0Steele Mutual Fund and Variable Annuity Expert
Financial analysis software
0SunGard BancWare
Financial analysis software
0SunGard Kiodex Risk Workbench
Financial analysis software
0Tax software
Accounting software
0TechHackers Convertible Bond @nalyst
Financial analysis software
0TechHackers Credit @nalyst
Financial analysis software
0TechHackers Exotic @nalyst
Financial analysis software
0TechHackers Financial @nalyst
Financial analysis software
0TechHackers IRO @nalyst
Financial analysis software
0TechHackers MBS @nalyst
Financial analysis software
0TechHackers Swap @nalyst
Financial analysis software
0Tetrahex Fractal Finance
Financial analysis software
0TickQuest NeoTicker
Charting software
0Tips Standard Securities Calculation Bond Analytics Module
Financial analysis software
0Tips Standard Securities Calculation Mortgage-Backed Analytics Module
Financial analysis software
0TradeTools Financial Market Databases
Information retrieval or search software
0TradeTools Monthly U.S. Economic Database
Information retrieval or search software
0Trendsetter Software ProAnalyst
Financial analysis software
0Unlimited Learning Resources Valusource Pro
Financial analysis software
0ValuSource BIZCOMPS
Financial analysis software
0Ward Systems Group GeneHunter
Analytical or scientific software
0Ward Systems Group NeuralShell Predictor
Analytical or scientific software
0Ward Systems Group NeuroShell Trader
Information retrieval or search software
0Web browser software
Internet browser software
0Whitebirch Software Projected Financials
Financial analysis software
0Wolfram Research Derivatives
Financial analysis software
0Wolfram Research Mathematica
Analytical or scientific software
0Wolfram Research Mathematica Finance Essentials
Financial analysis software
0Wolfram Research Mathematica UnRisk Pricing Engine
Financial analysis software
0dailyVest Investment Personalization Platform
Information retrieval or search software
🔄 Career Transition Paths
Occupations with similar skills and natural career progression opportunities
Marketing Managers
Salary: $50,000
Education: Zone 4 - High Prep
Financial Managers
Salary: $50,000
Education: Zone 4 - High Prep
Investment Fund Managers
Salary: $50,000
Education: Zone 5 - Extensive Prep(↑1 level)
Management Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Market Research Analysts and Marketing Specialists
Salary: $50,000
Education: Zone 4 - High Prep
Accountants and Auditors
Salary: $50,000
Education: Zone 4 - High Prep
Credit Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Personal Financial Advisors
Salary: $50,000
Education: Zone 4 - High Prep
Financial Risk Specialists
Salary: $50,000
Education: Zone 4 - High Prep
Financial Examiners
Salary: $50,000
Education: Zone 4 - High Prep
📊 Skills Comparison
Financial and Investment Analysts → Financial Examiners
Transition Difficulty: Challenging (0% skill overlap)
✅ Transferable Skills (0)
Skills you already have that transfer to the new role