Occupation

Financial and Investment Analysts

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Also Known As: Accounting Analyst, Acquisition Analyst, Acquisition Specialist, Acquisitions Analyst, Acquisitions Consultant, Alternative Financing Specialist, Analyst, Bank Analyst +47 more

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Education & Training

Job Zone 4 Job Zone Four: Considerable Preparation Needed
Education: Most of these occupations require a four-year bachelor's degree, but some do not.
Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
On-the-Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Relevant College Majors

  • Finance, General CIP 52.0801Financial markets, investment, and corporate finance.
  • Urban/City, Community and Regional Planning CIP 44.0502Economic development and urban policy.

Technology & Tools

Hot Technologies

  • Alteryx software
  • Apache Hive
  • Google Docs
  • IBM SPSS Statistics
  • Intuit QuickBooks
  • Marketo Marketing Automation
  • Microsoft Access
  • Microsoft Dynamics
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft PowerPoint
  • Microsoft Project
  • Microsoft SQL Server
  • Microsoft SQL Server Reporting Services SSRS
  • Microsoft SharePoint
  • Microsoft Visio
  • Microsoft Visual Basic
  • Microsoft Visual Basic for Applications VBA
  • Microsoft Word
  • Oracle Database
  • Oracle PeopleSoft
  • Oracle Primavera Enterprise Project Portfolio Management
  • R
  • SAP software
  • SAS
  • Salesforce software
  • Structured query language SQL
  • Tableau
  • Teradata Database
  • The MathWorks MATLAB
  • Workday software
  • Yardi software

Software (181)

  • ADP Workforce Now
  • Accounting software
  • Advanced Portfolio Technologies Report Builder
  • Advanced Portfolio Technologies Simulator
  • Analyse-it
  • AnalyzerXL
  • Annuities analysis software
  • Apache Pig
  • Apple AppleWorks
  • Apple Keynote
  • Aspen Graphics Technical Analysis Software
  • BizBench
  • BizPricer
  • Bloomberg Professional
  • Business Forecast Systems Forecast Pro
  • Business intelligence software
  • Corel QuattroPro
  • Data visualization software
  • DealMaven Comparable Company Valuation Analysis
  • DealMaven M&A Accretion/Dilution One-Pager
  • DealMaven Modeling ToolPack for Excel
  • DealMaven PresLink for PowerPoint and Word
  • Decisioneering Crystal Ball
  • Delphi Technology
  • Derivatives Imagine Trading System
  • Derivicom FinOptions XL
  • Economic forecasting software
  • Email software
  • Experian Credinomics
  • Express Business Valuations
  • FileMaker Pro
  • FinEng Solutions PerfoRM
  • FinEng Solutions Quantis
  • Financial modeling software
  • Fractal pattern analysis software
  • Fund accounting software
  • Genetic algorithm optimization software
  • Genetic algorithm software
  • Google Slides
  • Harland Financial Solutions DecisionPro
  • Human resource management software HRMS
  • I-flex Solutions Reveleus Investment Performance Measurement
  • IBM Cognos Impromptu
  • IBM Lotus 1-2-3
  • IBM Lotus Approach
  • IBM Notes
  • IBM Power Systems software
  • Innova Financial Solutions Derivatives Expert
  • Ivorix Neurostrategy Finance
  • Keypoint DataDesk
  • Leading Market Technologies EXPO
  • LexisNexis
  • Longview Consolidation
  • Longview Performance Management Platform
  • Longview Solutions Khalix
  • Market forecast software
  • Mathematical software
  • Matheny Pattern Forecaster Plus
  • MergerStat Control Premiums
  • MergerStat Price to Earnings Ratios
  • MicroStrategy
  • Microsoft Dynamics GP
  • Microsoft Exchange
  • Microsoft Office SharePoint Server MOSS
  • Microsoft OneNote
  • MoneySoft Corporate Valuation
  • Monte Carlo simulation software
  • Montgomery Investment Technology Bonds XL
  • Montgomery Investment Technology Exotics XL
  • Montgomery Investment Technology FinTools
  • Montgomery Investment Technology Options XL
  • Montgomery Investment Technology QuoteTools
  • Montgomery Investment Technology Risk XL
  • Montgomery Investment Technology SigTools
  • Montgomery Investment Technology Utility XL
  • Moody's KMV CreditEdge
  • Moody's RiskCalc
  • Moss Adams Profit Mentor
  • Mutual fund analysis software
  • NetSuite ERP
  • Neural network modeling software
  • NeuroSolutions Trading Solutions
  • NeuroSolutions for MatLab
  • OptionVue Options Analysis
  • Oracle Business Intelligence Enterprise Edition
  • Oracle E-Business Suite Financials
  • Oracle Essbase
  • Oracle Fusion Applications
  • Oracle Hyperion
  • Oracle Hyperion Financial Management
  • Oracle JD Edwards EnterpriseOne
  • Oracle PeopleSoft Financials
  • Palisade Bond @nalyst
  • Palisade Evolver
  • Palisade StatTools
  • Pattern recognition software
  • Peer-to-Peer Financial Analysis
  • Perforce Helix software
  • Pi Blue OptWorks Excel
  • Portfolio management software
  • Pricing software
  • Qlik Tech QlikView
  • Quantifying marketability discount QMD modeling software
  • Report generation software
  • Reporting software
  • RiskMetrics Group WealthBench
  • SAP Business Objects
  • SAP BusinessObjects Data Integrator
  • SAP Crystal Reports
  • SAS JMP
  • SSA Global Infinium Financial Management
  • Sage 50 Accounting
  • Securities analysis software
  • Spreadware Business Financial Analysis
  • Spreadware Business Valuator
  • Spreadware Pro Forma
  • StataCorp Stata
  • Steele Mutual Fund and Variable Annuity Expert
  • SunGard BancWare
  • SunGard Kiodex Risk Workbench
  • Tax software
  • TechHackers Convertible Bond @nalyst
  • TechHackers Credit @nalyst
  • TechHackers Exotic @nalyst
  • TechHackers Financial @nalyst
  • TechHackers IRO @nalyst
  • TechHackers MBS @nalyst
  • TechHackers Swap @nalyst
  • Tetrahex Fractal Finance
  • TickQuest NeoTicker
  • Tips Standard Securities Calculation Bond Analytics Module
  • Tips Standard Securities Calculation Mortgage-Backed Analytics Module
  • TradeTools Financial Market Databases
  • TradeTools Monthly U.S. Economic Database
  • Trendsetter Software ProAnalyst
  • Unlimited Learning Resources Valusource Pro
  • ValuSource BIZCOMPS
  • Ward Systems Group GeneHunter
  • Ward Systems Group NeuralShell Predictor
  • Ward Systems Group NeuroShell Trader
  • Web browser software
  • Whitebirch Software Projected Financials
  • Wolfram Research Derivatives
  • Wolfram Research Mathematica
  • Wolfram Research Mathematica Finance Essentials
  • Wolfram Research Mathematica UnRisk Pricing Engine
  • dailyVest Investment Personalization Platform

Tools & Equipment (10)

  • 10-key calculators
  • Computer data input scanners
  • Desktop computers
  • Laptop computers
  • Laser facsimile machines
  • Multi-line telephone systems
  • Notebook computers
  • Personal computers
  • Photocopying equipment
  • Tablet computers

Related Occupations

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Real Talk

Hear from real Financial and Investment Analystss about their work: