1112 Financial and investment analysts
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Lead statementFinancial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies.
- financial analyst
- investment analyst
- financial services research associate
- chartered financial analyst
- portfolio manager
- money market analyst
- A bachelor's degree in commerce, business administration or economics
and On-the-job training and industry courses and programs are usually required.
- A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
- The Chartered Financial Analyst (CFA) designation, available through a program conducted by the Institute of Chartered Financial Analysts in the United States, may be required by some employers.
- Progression to management positions, such as securities manager, is possible with experience.
- Economic development officers
41634163 Business development officers and marketing researchers and consultants)
41624162 Economists and economic policy researchers and analysts)
- Financial planners
11141114 Other financial officers)
- Securities agents, investment dealers and brokers