What You'll Do

  • Prepare requirements documentation for use by software developers.
  • Provide application or analytical support to researchers or traders on issues such as valuations or data.
  • Identify, track, or maintain metrics for trading system operations.
  • Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
  • Research new financial products or analytics to determine their usefulness.
  • Maintain or modify all financial analytic models in use.
  • Produce written summary reports of financial research results.
  • Interpret results of financial analysis procedures.
  • Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.
  • Define or recommend model specifications or data collection methods.

Essential Skills

Mathematics 4.38/5
Critical Thinking 4.12/5
Reading Comprehension 4.0/5
Complex Problem Solving 3.88/5
Active Listening 3.75/5
Speaking 3.75/5
Active Learning 3.75/5
Judgment and Decision Making 3.75/5
Writing 3.5/5
Systems Analysis 3.25/5
Systems Evaluation 3.25/5
Persuasion 3.12/5

Career Fit Overview

Use this summary to sense whether the day to day rhythm and focus of this path line up with what energizes you.

Top passions

  • Analyst: Investigating problems and finding patterns keeps you engaged.
  • Organizer: Bringing order to data and processes satisfies you.
  • Leader: Taking charge and moving ideas forward motivates you.

Common styles

Analytical Thinking, Integrity, Attention to Detail, Persistence, Initiative

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Key Abilities

This career demands strong capabilities in the following areas:

Mathematical Reasoning 4.38/5
Written Comprehension 4.0/5
Oral Comprehension 3.88/5
Written Expression 3.88/5
Deductive Reasoning 3.88/5
Number Facility 3.88/5
Oral Expression 3.75/5
Problem Sensitivity 3.75/5

Technologies & Tools

Amazon Web Services AWS software Apache Hive Bloomberg Professional C# C++ IBM Cognos Business Intelligence IBM SPSS Statistics Insightful S-PLUS JavaScript Linux Microsoft Access Microsoft Azure software Microsoft Dynamics Microsoft Excel Microsoft Office software Microsoft Power BI Microsoft PowerPoint Microsoft SQL Server Microsoft Visio Microsoft Visual Basic

Work Environment & Style

Common Styles for This Career

  • Analytical Thinking (High importance: 4.8/5)
  • Integrity (High importance: 4.6/5)
  • Attention to Detail (High importance: 4.5/5)
  • Persistence (High importance: 4.35/5)
  • Initiative (High importance: 4.15/5)

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How to Become One

This career requires extensive preparation, typically including a graduate degree (Master's or Doctoral) and several years of experience. Most professionals in this field have invested significant time in education and training.

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Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Data Analyst Equity Analyst Equity Structurer Finance Analyst Financial Analyst Financial Engineer Financial Quantitative Analyst Investment Portfolio Control Consultant Investment Strategist Model Risk Manager Model Validation Analyst Portfolio Manager Predictive Modeler Private Equity Analyst Private Equity Associate Quantitative Analyst Quantitative Equity Analyst Quantitative Financial Analyst Quantitative Model Analyst Quantitative Model Validation Analyst Quantitative Modeler Quantitative Research Analyst Quantitative Researcher Quantitative Risk Analyst Quantitative Strategy Analyst Quantitative Validation Model Analyst Research Analyst Risk Model Auditor Structurer