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| Summary Job Description | Tasks | |||
| Conduct quantitative analyses of information affecting investment programs of public or private institutions. | Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. | |||
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| Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. | ||||
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| Monitor developments in the fields of industrial technology, business, finance, and economic theory. | ||||
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| Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. | ||||
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| Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews. | ||||
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| Recommend investments and investment timing to companies, investment firm staff, or the public. | ||||
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| Determine the prices at which securities should be syndicated and offered to the public. | ||||
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| Prepare plans of action for investment, using financial analyses. | ||||
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| Evaluate and compare the relative quality of various securities in a given industry. | ||||
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| Present oral or written reports on general economic trends, individual corporations, and entire industries. | ||||
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| Contact brokers and purchase investments for companies, according to company policy. | ||||
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| Collaborate with investment bankers to attract new corporate clients to securities firms. | ||||
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CompGeo Salary Survey Benchmark Job Summary and Competencies
Financial Analysts, Statistical
The Benchmark Job Description below represents the specific Position Characteristics of the job used in the Salary Survey. Benchmark Job Descriptions should be inspected carefully to review the degree of matching between an organizations' Job and the Salary Survey Benchmark. Matching internal Jobs to Salary Survey Benchmark Jobs should not be done on Job Title alone. A thorough comparison of Salary Survey Benchmark to Internal Job Descriptions is recommended. A good overlap should exist on any comparisons used on critical Job Dimensions and Competencies.- Job Description
- Knowledges
- Skills
- Abilites
- Tools and Technology
- Education and Experience
- Alternate Job Titles
- Salaries
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| Important Knowledge Competencies | Competency Description | |||
| Economics and Accounting | Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. | |||
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| English Language | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. | |||
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| Mathematics | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. | |||
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| Computers and Electronics | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. | |||
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| Law and Government | Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. | |||
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| Administration and Management | Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. | |||
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| Customer and Personal Service | Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. | |||
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| Clerical | Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. | |||
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| Education and Training | Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects. | |||
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| Important Skill Competencies | Competency Description | |||
| Reading Comprehension | Understanding written sentences and paragraphs in work related documents. | |||
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| Writing | Communicating effectively in writing as appropriate for the needs of the audience. | |||
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| Critical Thinking | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. | |||
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| Speaking | Talking to others to convey information effectively. | |||
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| Active Listening | Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. | |||
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| Complex Problem Solving | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. | |||
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| Mathematics | Using mathematics to solve problems. | |||
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| Judgment and Decision Making | Considering the relative costs and benefits of potential actions to choose the most appropriate one. | |||
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| Active Learning | Understanding the implications of new information for both current and future problem-solving and decision-making. | |||
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| Monitoring | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. | |||
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| Systems Analysis | Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. | |||
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| Systems Evaluation | Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system. | |||
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| Time Management | Managing one's own time and the time of others. | |||
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| Social Perceptiveness | Being aware of others' reactions and understanding why they react as they do. | |||
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| Persuasion | Persuading others to change their minds or behavior. | |||
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| Coordination | Adjusting actions in relation to others' actions. | |||
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| Negotiation | Bringing others together and trying to reconcile differences. | |||
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| Operations Analysis | Analyzing needs and product requirements to create a design. | |||
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| Important Ability Competencies | Competency Description | |||
| Written Comprehension | The ability to read and understand information and ideas presented in writing. | |||
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| Oral Comprehension | The ability to listen to and understand information and ideas presented through spoken words and sentences. | |||
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| Oral Expression | The ability to communicate information and ideas in speaking so others will understand. | |||
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| Written Expression | The ability to communicate information and ideas in writing so others will understand. | |||
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| Deductive Reasoning | The ability to apply general rules to specific problems to produce answers that make sense. | |||
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| Inductive Reasoning | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). | |||
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| Near Vision | The ability to see details at close range (within a few feet of the observer). | |||
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| Speech Clarity | The ability to speak clearly so others can understand you. | |||
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| Problem Sensitivity | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. | |||
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| Number Facility | The ability to add, subtract, multiply, or divide quickly and correctly. | |||
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| Speech Recognition | The ability to identify and understand the speech of another person. | |||
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| Mathematical Reasoning | The ability to choose the right mathematical methods or formulas to solve a problem. | |||
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| Fluency of Ideas | The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity). | |||
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| Information Ordering | The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). | |||
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| Category Flexibility | The ability to generate or use different sets of rules for combining or grouping things in different ways. | |||
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| Flexibility of Closure | The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material. | |||
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| Selective Attention | The ability to concentrate on a task over a period of time without being distracted. | |||
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| Originality | The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem. | |||
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| Tools/Technology Example | Product Category | |||
| Advanced Portfolio Technologies Report Builder | Financial analysis software | |||
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| Advanced Portfolio Technologies Simulator | Financial analysis software | |||
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| Analyse-it Software | Analytical or scientific software | |||
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| AnalyzerXL software | Financial analysis software | |||
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| Annuities analysis software | Financial analysis software | |||
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| Apple AppleWorks | Spreadsheet software | |||
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| Aspen Graphics software | Financial analysis software | |||
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| BizBench Benchmarking Software | Financial analysis software | |||
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| BizPricer Business Valuation Software | Financial analysis software | |||
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| Business Forecast Systems Forecast Pro | Financial analysis software | |||
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| Corel QuattroPro | Spreadsheet software | |||
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| Data visualization software | Charting software | |||
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| DealMaven Comparable Company Valuation Analysis | Financial analysis software | |||
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| DealMaven M&A Accretion/Dilution One-Pager | Financial analysis software | |||
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| DealMaven Modeling ToolPack for Excel | Financial analysis software | |||
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| DealMaven PresLink for PowerPoint and Word | Presentation software | |||
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| Decisioneering Crystal Ball | Analytical or scientific software | |||
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| Derivatives Imagine Trading System | Financial analysis software | |||
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| Derivicom FinOptions XL | Financial analysis software | |||
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| Economic forecasting software | Financial analysis software | |||
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| Experian Credinomics | Financial analysis software | |||
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| Express Business Valuations | Financial analysis software | |||
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| FinEng Solutions PerfoRM | Financial analysis software | |||
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| FinEng Solutions Quantis | Financial analysis software | |||
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| Financial modeling software | Financial analysis software | |||
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| Fractal pattern analysis software | Financial analysis software | |||
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| Genetic algorithm optimization software | Financial analysis software | |||
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| Genetic algorithm software | Analytical or scientific software | |||
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| Harland Financial Solutions DecisionPro | Financial analysis software | |||
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| I-flex Solutions Reveleus Investment Performance Measurement | Financial analysis software | |||
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| IBM Lotus 1-2-3 | Spreadsheet software | |||
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| IBM Lotus Approach | Data base user interface and query software | |||
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| Innova Financial Solutions Derivatives Expert | Financial analysis software | |||
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| Ivorix Neurostrategy Finance | Expert system software | |||
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| Keypoint DataDesk | Analytical or scientific software | |||
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| Leading Market Technologies EXPO | Financial analysis software | |||
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| Longview Consolidation | Financial analysis software | |||
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| Longview Performance Management Platform | Financial analysis software | |||
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| Longview Solutions Khalix | Financial analysis software | |||
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| Market forecast software | Financial analysis software | |||
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| Mathematical software | Analytical or scientific software | |||
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| Matheny Pattern Forecaster Plus | Expert system software | |||
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| MergerStat Control Premiums | Financial analysis software | |||
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| MergerStat Price to Earnings Ratios | Financial analysis software | |||
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| Microsoft Access | Data base user interface and query software | |||
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| Microsoft Excel | Spreadsheet software | |||
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| Microsoft Office software | Office suite software | |||
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| Microsoft PowerPoint | Presentation software | |||
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| Microsoft Word | Word processing software | |||
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| Mid-Market Comps software | Financial analysis software | |||
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| MoneySoft Corporate Valuation | Financial analysis software | |||
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| Monte Carlo simulation software | Financial analysis software | |||
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| Montgomery Investment Technology Bonds XL | Financial analysis software | |||
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| Montgomery Investment Technology Exotics XL | Financial analysis software | |||
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| Montgomery Investment Technology FinTools | Financial analysis software | |||
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| Montgomery Investment Technology Options XL | Financial analysis software | |||
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| Montgomery Investment Technology QuoteTools | Financial analysis software | |||
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| Montgomery Investment Technology Risk XL | Financial analysis software | |||
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| Montgomery Investment Technology SigTools | Financial analysis software | |||
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| Montgomery Investment Technology Utility XL | Charting software | |||
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| Moss Adams Profit Mentor | Financial analysis software | |||
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| Mutual fund analysis software | Financial analysis software | |||
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| Neural network modeling software | Analytical or scientific software | |||
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| NeuroSolutions Trading Solutions | Financial analysis software | |||
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| NeuroSolutions for MatLab | Expert system software | |||
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| OptionVue Options Analysis | Financial analysis software | |||
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| Oracle software | Data base user interface and query software | |||
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| Palisade Bond @nalyst | Financial analysis software | |||
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| Palisade Evolver | Analytical or scientific software | |||
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| Palisade StatTools | Analytical or scientific software | |||
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| Pattern recognition software | Analytical or scientific software | |||
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| Peer-to-Peer Financial Analysis | Financial analysis software | |||
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| Pi Blue OptWorks Excel | Financial analysis software | |||
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| Portfolio management software | Financial analysis software | |||
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| Pricing software | Financial analysis software | |||
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| Quantifying marketability discount QMD modeling software | Financial analysis software | |||
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| Report generation software | Word processing software | |||
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| RiskMetrics Group WealthBench | Financial analysis software | |||
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| SAS JMP | Analytical or scientific software | |||
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| SSA Global Infinium Financial Management | Enterprise resource planning ERP software | |||
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| Securities analysis software | Financial analysis software | |||
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| Spreadsheet software | Spreadsheet software | |||
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| Spreadware Business Financial Analysis | Financial analysis software | |||
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| Spreadware Business Valuator | Financial analysis software | |||
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| Spreadware Pro Forma | Financial analysis software | |||
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| Steele Mutual Fund and Variable Annuity Expert | Financial analysis software | |||
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| SunGard BancWare | Financial analysis software | |||
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| SunGard Kiodex Risk Workbench | Financial analysis software | |||
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| TechHackers Convertible Bond @nalyst | Financial analysis software | |||
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| TechHackers Credit @nalyst | Financial analysis software | |||
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| TechHackers Exotic @nalyst | Financial analysis software | |||
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| TechHackers Financial @nalyst | Financial analysis software | |||
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| TechHackers IRO @nalyst | Financial analysis software | |||
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| TechHackers MBS @nalyst | Financial analysis software | |||
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| TechHackers Swap @nalyst | Financial analysis software | |||
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| Tetrahex Fractal Finance | Financial analysis software | |||
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| The MathWorks MATLAB | Analytical or scientific software | |||
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| TickQuest NeoTicker | Charting software | |||
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| Tips Standard Securities Calculation Bond Analytics Module | Financial analysis software | |||
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| Tips Standard Securities Calculation Mortgage-Backed Analytics Module | Financial analysis software | |||
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| TradeTools Financial Market Databases | Information retrieval or search software | |||
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| TradeTools Monthly U.S. Economic Database | Information retrieval or search software | |||
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| Trendsetter Software ProAnalyst | Financial analysis software | |||
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| Unlimited Learning Resources Valusource Pro | Financial analysis software | |||
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| ValuSource BIZCOMPS | Financial analysis software | |||
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| Ward Systems Group GeneHunter | Analytical or scientific software | |||
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| Ward Systems Group NeuralShell Predictor | Analytical or scientific software | |||
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| Ward Systems Group NeuroShell Trader | Information retrieval or search software | |||
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| Whitebirch Software Projected Financials | Financial analysis software | |||
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| Wolfram Research Derivatives | Financial analysis software | |||
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| Wolfram Research Mathematica | Analytical or scientific software | |||
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| Wolfram Research Mathematica Finance Essentials | Financial analysis software | |||
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| Wolfram Research Mathematica UnRisk Pricing Engine | Financial analysis software | |||
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| dailyVest Investment Personalization Platform | Information retrieval or search software | |||
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| 10-key calculators | Calculators or accessories | |||
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| Desktop computers | Desktop computers | |||
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| Notebook computers | Notebook computers | |||
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| Personal computers | Personal computers | |||
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| Personal digital assistants PDA | Personal digital assistant PDAs or organizers | |||
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| Tablet computers | Tablet computers | |||
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| Prerequisite Qualification Category | Education and Experience Level | |||
| Required Level of Education | Bachelor's Degree | |||
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| On-the-Job Training | Over 6 months, up to and including 1 year | |||
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| Related Work Experience | Over 2 years, up to and including 4 years | |||
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| On-Site or In-Plant Training | Up to and including 1 month | |||
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| On-Site or In-Plant Training | None | |||
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| Alternate Job Title(s) | |||
| Alternative Financing Specialist | |||
| Bank Analyst | |||
| Banking Analyst | |||
| Bond Analyst | |||
| Budget Analyst | |||
| Chartered Financial Analyst (CFA) | |||
| Commodity Analyst | |||
| Corporate Financial Analyst | |||
| Corporate Securities Research Analyst | |||
| Corporate Statistical Financial Analyst | |||
| Credit Products Officer | |||
| Energy Efficiency Finance Manager | |||
| Equity Research Analyst | |||
| Finance Analyst | |||
| Financial Advisor | |||
| Financial Analyst | |||
| Financial Manager | |||
| Financial Planner | |||
| Financial Systems Analyst | |||
| Fiscal Analyst | |||
| Government Incentives Alternative Financing Specialist | |||
| Green Material Value-Added Assessor | |||
| Institutional Commodity Analyst | |||
| Investment Analyst | |||
| Investment Officer | |||
| Investments Manager | |||
| Investor | |||
| Money Manager | |||
| Mutual Fund Accountant | |||
| Operational Risk Analyst | |||
| Planning Analyst | |||
| Portfolio Analyst | |||
| Pricing Specialist | |||
| Real Estate Analyst | |||
| Real Estate Investor | |||
| Renewable Energy System Finance Specialist | |||
| Research Analyst | |||
| Securities Analyst | |||
| Securities Consultant | |||
| Securities Research Analyst | |||
| Statistical Financial Analyst | |||
| Stock Analyst | |||
| Treasury Analyst | |||
| Trust Evaluation Supervisor | |||
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