Finance & Investment

Financial Analyst

SOC 13-2051.00 · ESCO 2412 · OSCA 212131

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Role snapshot

Overview

Financial analysts build financial models, evaluate investment opportunities, and produce reports that guide corporate or client decision-making. They monitor market trends, analyse earnings data, and present recommendations to stakeholders, shaping a fast-paced workweek. This role involves deep analytical work, financial forecasting, and strategic insights to support crucial business and investment decisions.

Provides critical insights and data-driven recommendations that inform strategic business decisions, investment strategies, and capital allocation, directly influencing financial performance and growth.

On the job

  • Develop and maintain complex financial models for forecasting, valuation, and scenario analysis
  • Conduct in-depth market research and competitive analysis to identify trends and opportunities
  • Prepare detailed financial reports, presentations, and dashboards for internal and external stakeholders
  • Evaluate investment proposals, mergers and acquisitions, and capital projects
  • Monitor economic indicators, industry performance, and company-specific news
Financial Analyst at work

Tools & technology

Microsoft ExcelBloomberg TerminalRefinitiv EikonPowerPointSQL

Average salary

$95K
MEDIAN SALARY Annual · USD
$70K Bottom 10%
$130K Top 10%

Job outlook

Growing

Job growth is expected to be above average over the next five years.

Education & training

Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field is typically required. Advanced certifications like CFA are highly valued.

Career pathways

WHERE YOU COULD GO

Senior Financial Analyst
Portfolio Manager
Investment Banker

CURRENT ROLE

Financial Analyst

Finance & Investment

ADJACENT MOVES

Data Analyst
Management Consultant
Junior Financial Analyst
Accounting Assistant
Business Analyst

STARTING POINTS

Who thrives here

Interest profile

C

conventional · CEI

People who enjoy working with data, applying structured analysis to complex problems, and presenting findings to influence business decisions often thrive in this role.

Personality characteristics

Organised

Highly methodical and precise in handling large datasets and constructing financial models, ensuring accuracy and reliability.

Communicative

Comfortable presenting complex financial information and strategic recommendations clearly and persuasively to diverse audiences.

Analytical

A strong drive to investigate complex financial data, identify patterns, and draw logical conclusions to inform decision-making.

Skeptical

Questions assumptions and critically evaluates financial information to ensure accuracy, robustness, and identify potential risks.

Resilient

Maintains focus and performance under pressure, especially during tight deadlines, market volatility, or when delivering critical reports.

Best for

  • Individuals who enjoy diving deep into numbers and market data to uncover insights and drive strategic outcomes.
  • Professionals who thrive in a fast-paced, results-oriented environment where their analysis directly impacts critical business decisions.

Watch out for

  • The work often involves long hours and tight deadlines, especially during reporting periods and deal closures.
  • Requires continuous learning to keep up with market changes, economic indicators, and regulatory updates.

A week in the life

A representative working week for a Financial Analyst — where the deep work, meetings, and admin actually land.

8am9am10am11am12pm1pm2pm3pm4pm5pm6pm
Mon
Market open briefing
Financial model update and data validation
Ad-hoc analysis request
Team project meeting
Tue
Company research and industry analysis
Draft financial report sections
Prepare presentation for management
Review market news and economic indicators
Wed
Respond to emails and administrative tasks
Management review meeting
Follow-up on action items from meeting
New investment opportunity evaluation
Thu
Deep dive on sector performance
Scenario analysis and stress testing models
External vendor/client call
Fri
Weekly performance review and dashboard update
Strategic planning session
Professional development / training
Admin, expense reports, team communication
Deep work Meeting External Social Admin

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