Financial and Investment Analysts Career

*A job as a Financial and Investment Analysts falls under the broader career category of Financial Quantitative Analysts. The information on this page will generally apply to all careers in this category but may not specifically apply to this career title.

Job Description for Financial Quantitative Analysts : Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.


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Financial Quantitative Analyst Career

What Financial Quantitative Analysts do:

  • Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
  • Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
  • Define or recommend model specifications or data collection methods.
  • Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.
  • Maintain or modify all financial analytic models in use.
  • Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.
  • Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.
  • Devise or apply independent models or tools to help verify results of analytical systems.
  • Interpret results of financial analysis procedures.
  • Produce written summary reports of financial research results.
  • Provide application or analytical support to researchers or traders on issues such as valuations or data.
  • Research new financial products or analytics to determine their usefulness.
  • Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
  • Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.
  • Prepare requirements documentation for use by software developers.
  • Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.
  • Identify, track, or maintain metrics for trading system operations.
  • Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.
  • Analyze pricing or risks of carbon trading products.
  • Develop solutions to help clients hedge carbon exposure or risk.
  • Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.

What work activities are most important?

Importance Activities

Interacting With Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.

Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.

Estimating the Quantifiable Characteristics of Products, Events, or Information - Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.

Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.

Thinking Creatively - Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Developing Objectives and Strategies - Establishing long-range objectives and specifying the strategies and actions to achieve them.

Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.

Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.

Monitor Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Communicating with Persons Outside Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Selling or Influencing Others - Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members.

Provide Consultation and Advice to Others - Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Judging the Qualities of Things, Services, or People - Assessing the value, importance, or quality of things or people.

Training and Teaching Others - Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Guiding, Directing, and Motivating Subordinates - Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks.

Coaching and Developing Others - Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others.

Holland Code Chart for a Financial Quantitative Analyst