2017 Financial Analysts
Median Pay: US$80,310
Entry Level: Bachelor's degree
Summary
Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.
Duties

Financial analysts typically do the following:

  • Recommend individual investments and collections of investments, which are known as portfolios
  • Evaluate current and historical financial data
  • Study economic and business trends
  • Examine a company's financial statements to determine its value
  • Meet with company officials to gain better insight into the company's prospects
  • Assess the strength of the management team
  • Prepare written reports

Financial analysts evaluate investment opportunities. They work in banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses. Financial analysts are also called securities analysts and investment analysts.

Financial analysts can be divided into two categories: buy-side analysts and sell-side analysts.

  • Buy-side analysts develop investment strategies for companies that have a lot of money to invest. These companies, called institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and nonprofit organizations with large endowments, such as some universities.
  • Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.

Some analysts work for the business media or other research houses, which are independent from the buy and sell side.

Financial analysts generally focus on trends affecting a specific industry, geographical region, or type of product. For example, an analyst may focus on a subject area such as the energy industry, a world region such as Eastern Europe, or the foreign exchange market. They must understand how new regulations, policies, and political and economic trends may affect investments.

Investing is becoming more global, and some financial analysts specialize in a particular country or region. Companies want those financial analysts to understand the language, culture, business environment, and political conditions in the country or region that they cover.

The following are examples of types of financial analysts:

Portfolio managers select the mix of products, industries, and regions for their company's investment portfolio. These managers are responsible for the overall performance of the portfolio. They are also expected to explain investment decisions and strategies in meetings with stakeholders.

Fund managers work exclusively with hedge funds or mutual funds. Both fund and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions.

Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government not being able to repay its bonds.

Risk analysts evaluate the risk in investment decisions and determine how to manage unpredictability and limit potential losses. This job is carried out by making investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio.

Blackpeak Risk Advisory Researcher Fall 2019 Internship

Type: Internship
Blackpeak, an international investigative research and risk advisory firm owned by Acuris, is offering full-time and part-time Fall and Spring internships at its New York office.Our internship program provides undergraduates, graduate students and recent graduates with a unique perspective on the...
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New York, NY

Corporate Development Summer Analyst Intern

Type: Internship
CORPORATE DEVELOPMENT SUMMER ANALYSTMolex is looking for a 2020 Summer Analyst for its Corporate Development team. To capitalize on our unique growth potential, Molex's Corporate Development team provides financial modeling, deal structuring, due diligence, and strategic capabilities in...
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Lisle, IL

Buy Side Research Analyst Intern

Type: Internship
OverviewAs an intern on SIG's Research team, you will be partnered with our senior analysts and traders to assist in identifying investment opportunities in the equity and options markets. You will learn how our research analysts perform in-depth company analysis around future catalyst events...
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Business Intelligence Intern

Type: Internship
Position SummaryWe have an exciting opportunity for a Business Intelligence Intern to join TDI. We are looking for a pro-active, detail oriented individual to assist with increasing our data and analytical capabilities. This hourly paid position is located at our Washington D.C. office. This role...
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TDI
Washington, DC

Growth Equity Summer Analyst

Type: Full Time, Full Time Alumnus
OverviewAs a Growth Equity Summer Analyst, you will work closely with our senior deal professionals at every stage of the investment process, from sourcing to execution. Unlike other growth equity internships that are exclusively sourcing programs, SGE summer interns are actively working on live...
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Software Engineering Intern

Type: Internship
Copart is looking for interns to work on the development of application projects for our global expansion. You will work with Program Managers, Business Analysts, and Team Leads to understand requirements, and develop and modify existing applications built on Java, using modern, cutting-edge tools...
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Dallas, TX

Insurance Operations Intern

Type: Internship
Company DetailsMidwest Employers Casualty (MEC) is a member of the W. R. Berkley Corporation, a fortune 500 company, rated A+ (Superior) by A.M. Best Company, based in Chesterfield, MO. We improve the quality of life for employees severely injured on the job and help companies understand and...
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Chesterfield, MO

Insurance Operations Intern

Type: Internship
Company DetailsMidwest Employers Casualty (MEC) is a member of the W. R. Berkley Corporation, a fortune 500 company, rated A+ (Superior) by A.M. Best Company, based in Chesterfield, MO. We improve the quality of life for employees severely injured on the job and help companies understand and...
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Information Management Internship

Type: Internship
Job DescriptionWhat we are looking forSimply put, we are looking for future leaders for our organization. We are seeking innovators, collaborators, and problem solvers. Our interns do not shy away from a challenge, and are looking for a chance to create a real impact with our company. Avery...
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Finance Internship

Type: Internship
Job DescriptionWhat we are looking forSimply put, we are looking for future leaders for our organization. We are seeking innovators, collaborators, and problem solvers. Our interns do not shy away from a challenge, and are looking for a chance to create a real impact with our company. Avery...
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Valuation Intern

Type: Internship
Position OverviewIn this position you would assist valuation analysts on projects involving operating entities, investment holding entities, and other privately held financial assets. You would be working independently in preparing financial spreadsheets, researching publicly traded and privately...
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Product Analyst Intern (Summer 2020)

Type: Internship
Product Analyst Intern at Belvedere TradingBelvedere Trading is looking for team-players who express interest in the financial and technology markets to join Team Belvedere as Product Analysts. At Belvedere Trading, the Product Analyst is responsible for working directly with traders and software...
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Financial Analyst III

Type: Full Time, Full Time Alumnus
OverviewFinancial Analyst IIIPoint DevelopmentLake Oswego, OR 97035As our Financial Analyst III, you'll be a key component of our financial planning and analysis team and will help lead and coordinate with other PDCo financial analysts. This position will primarily be in charge of development...
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Data Sourcing and Strategy Specialist

Type: Full Time, Full Time Alumnus
TGS Management Company, LLC is searching for an individual to work in a collaborative small team focused on business development projects related to the acquisition of data for quantitative investment strategy development. Analysts in this role will be cross-trained in legal and compliance and will...
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Wealth Management Summer Analyst Program - Retirement and Personal Wealth Solutions 2020

Type: Internship
Job Description & Program OverviewBank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill, Private Bank and Global Strategy & Enterprise Platform teams.Within Global Strategy & Enterprise Platforms, the Retirement and...
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Commodities Summer Analyst Program 2020

Type: Internship
Job Description & Program OverviewOur Global Markets business offers sales and trading services, including research, to institutional clients across fixed-income, credit, currency, and commodity and equity businesses. Global Markets product coverage includes securities and derivative products...
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Campus Recruiting - Investment Banking 2020 Summer Analyst

Type: Full Time, Full Time Alumnus
Piper Jaffray Investment Banking Summer Analyst OpportunityAbout Piper JaffrayPiper Jaffray is a leading, international middle-market investment bank and institutional securities firm, serving the needs of middle market corporations, private equity groups, public entities and institutional...
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Campus Recruiting - Investment Banking 2020 Summer Analyst

Type: Full Time, Full Time Alumnus
Piper Jaffray Investment Banking Summer Analyst OpportunityAbout Piper JaffrayPiper Jaffray is a leading, international middle-market investment bank and institutional securities firm, serving the needs of middle market corporations, private equity groups, public entities and institutional...
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Underwriter

Type: Full Time, Full Time Alumnus
UnderwritingThe Doctors Company Underwriting Group is focused on offering coverage to the medical malpractice insurance industry's most complex risks. We are a cohesive and dynamic team that applies creative and flexible underwriting solutions to meet all challenges presented by the changing...
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Software Engineer Intern

Type: Internship
Ascend Learning; LLC (www.ascendlearning.com) is a leading provider of technology-based educational, curriculum and assessment solutions for high-growth careers in a range of industries, including healthcare, fitness and wellness, and insurance and financial services. We provide outcomes-based...
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