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Financial Analyst

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Bachelor's degree

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What They Do

Financial and Investment Analysts Career Video

About This Career

Conducts quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

This career is part of the Finance cluster Business Finance pathway.

A person in this career:

  • Advises clients on aspects of capitalization, such as amounts, sources, or timing.
  • Analyzes financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Assesses companies as investments for clients by examining company facilities.
  • Collaborates on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Collaborates with investment bankers to attract new corporate clients.
  • Conducts financial analyses related to investments in green construction or green retrofitting projects.
  • Confers with clients to restructure debt, refinance debt, or raise new debt.
  • Creates client presentations of plan details.
  • Determines the prices at which securities should be syndicated and offered to the public.
  • Develops and maintains client relationships.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves sitting more than one-third of the time

Work Hours and Travel

  • Regular working hours and limited travel

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Analyst
  • Credit Products Officer
  • Equity Research Analyst
  • Investment Analyst
  • Planning Analyst
  • Portfolio Manager — Ultimately responsible for the performance and the day to day operation of a fund or asset management vehicle.
  • Real Estate Analyst — Provides in-depth information to other industry professionals by collecting and analyzing current market data and trends and generating reports using criteria such as property type, location, price, occupancy and lease rates.
  • Securities Analyst
  • Trust Officer — Directs and coordinates activities relative to creating and administering personal, corporate, probate, and court-ordered guardianship trusts in accordance with terms creating trust, will, or court order.


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  • North Dakota Career Resource Network
    ndcrn@nd.gov | (701) 328-9733