Financial Analyst
Analyzes company and market financial data to support investment, budgeting, and business decisions.
Researches public companies and industries to produce investment recommendations for investors and fund managers.
Also known as: ER Analyst, Sell-side Analyst
Compare with another careerStudies company financials, industry trends, and competitive positioning to build valuation models and write research reports with buy, sell, or hold recommendations. Talks to company management, industry experts, and clients to refine investment views.
Office-based role within a brokerage, investment bank, or asset management firm, working independently on deep research with periodic client and management interactions.
Typical entry point
Junior or associate equity research analyst covering a sector under a senior analyst at a brokerage or asset manager
Core
Core
Also relevant
These are useful, relevant skills to build over time — not a checklist you need to already have.
These are common routes in, not the only path — and not a university or course recommendation.
General tendencies for this career, not a guarantee — actual roles vary by employer and location.
Analyzes company and market financial data to support investment, budgeting, and business decisions.
Supports portfolio managers by analyzing investments, tracking performance, and monitoring asset allocation.
A qualified accounting professional licensed to audit financial statements, advise on taxation, and manage complex corporate finance and compliance work.
Records, organizes, and reports on an organization's financial transactions to ensure accurate books and compliance.
Manages a company's internal finances, covering budgeting, forecasting, capital planning, and financial strategy.
Identifies, measures, and monitors financial risks to help banks, insurers, or companies avoid losses.