Financial analysts spend their days analyzing financial performance of companies facing difficulties to recommend remedies and conducting financial analyses related to green construction investments. They create client presentations detailing investment plans and collaborate with investment bankers to attract new corporate clients. Much of their time involves conferring with clients to restructure or refinance debt while determining appropriate pricing for securities offerings. They regularly assess companies as potential investments by examining facilities and financial statements, then advise clients on capitalization aspects including amounts, sources, and timing.
This role attracts individuals with strong conventional and enterprising tendencies who excel at systematic analysis and client relationship building. Successful analysts demonstrate exceptional dependability and attention to detail, as financial accuracy is paramount to client trust and market integrity. They possess the integrity and cautiousness needed to handle sensitive financial information and make recommendations that significantly impact client wealth. These professionals thrive on complex problem-solving and can communicate technical financial concepts clearly to diverse stakeholders including lawyers, accountants, and corporate executives.
While routine data processing and basic financial calculations face automation pressure, the core analytical and advisory functions remain largely human-dependent. Client relationship development and complex investment recommendations require emotional intelligence and contextual judgment that current AI cannot replicate. The emphasis on collaboration with diverse professionals and creation of customized client presentations suggests continued human value in this role.
Postings appear within hours of going live on the source ATS. No aggregator lag. Direct from source.
| TERM | COUNT | FREQ | BAR | SOURCE ATTRIBUTION |
|---|---|---|---|---|
| financial | 86 | 0.0346 | wikipedia 56% inference 20% | |
| analysts | 50 | 0.0201 | wikipedia 88% inference 12% | |
| investment | 47 | 0.0189 | wikipedia 53% inference 28% | |
| analyst | 43 | 0.0173 | wikipedia 81% inference 19% | |
| tendency | 42 | 0.0169 | onet dimensi 100% | |
| risk | 25 | 0.0101 | wikipedia 80% onet dimensi 8% | |
| management | 25 | 0.0101 | wikipedia 88% inference 12% | |
| analysis | 24 | 0.0097 | wikipedia 92% inference 8% | |
| securities | 22 | 0.0089 | wikipedia 77% onet tasks 14% | |
| business | 20 | 0.0081 | dwas 60% wikipedia 25% | |
| finance | 20 | 0.0081 | wikipedia 75% inference 20% | |
| clients | 18 | 0.0072 | wikipedia 39% onet tasks 28% | |
| side | 17 | 0.0068 | wikipedia 100% | |
| companies | 15 | 0.0060 | wikipedia 53% onet tasks 33% | |
| corporate | 15 | 0.0060 | wikipedia 60% inference 27% | |
| others | 14 | 0.0056 | onet dimensi 71% dwas 29% | |
| client | 12 | 0.0048 | inference 58% wikipedia 25% | |
| capital | 12 | 0.0048 | wikipedia 75% onet tasks 17% | |
| banking | 12 | 0.0048 | wikipedia 83% onet tasks 8% | |
| research | 12 | 0.0048 | wikipedia 83% inference 17% | |
| sell | 12 | 0.0048 | wikipedia 100% | |
| investments | 11 | 0.0044 | onet tasks 36% wikipedia 27% | |
| services | 11 | 0.0044 | wikipedia 45% dwas 36% | |
| responsible | 11 | 0.0044 | wikipedia 73% onet dimensi 18% | |
| credit | 11 | 0.0044 | wikipedia 100% | |
| buy | 11 | 0.0044 | wikipedia 100% | |
| team | 10 | 0.0040 | wikipedia 90% onet tasks 10% | |
| bonds | 10 | 0.0040 | wikipedia 100% | |
| debt | 9 | 0.0036 | wikipedia 56% onet tasks 33% | |
| market | 9 | 0.0036 | wikipedia 44% inference 33% |
Provenance Window — Full Source Record · 13-2051.00 · Financial and Investment Analysts 7 source blocks · click to expand
[None] Advise clients on aspects of capitalization, such as amounts, sources, or timing. DWAs: Advise others on business or operational matters. [None] Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. DWAs: Analyze business or financial data. [None] Assess companies as investments for clients by examining company facilities. DWAs: Identify strategic business investment opportunities. | Evaluate condition of properties. [None] Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. DWAs: Confer with others about financial matters. [None] Collaborate with investment bankers to attract new corporate clients. DWAs: Collaborate with others in marketing activities. [None] Conduct financial analyses related to investments in green construction or green retrofitting projects. DWAs: Analyze risks related to investments in green technology. | Analyze business or financial data. [None] Confer with clients to restructure debt, refinance debt, or raise new debt. DWAs: Advise others on financial matters. [None] Create client presentations of plan details. DWAs: Present work to clients for approval. [None] Determine the prices at which securities should be syndicated and offered to the public. DWAs: Determine the value of goods or services. [None] Develop and maintain client relationships. DWAs: Develop business relationships. [None] Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. DWAs: Create images of data, locations, or products. [None] Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. DWAs: Apply mathematical models of financial or business conditions. [None] Evaluate and compare the relative quality of various securities in a given industry. DWAs: Determine the value of goods or services. [None] Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. DWAs: Assess financial status of clients. | Analyze market conditions or trends. [None] Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. DWAs: Apply mathematical models of financial or business conditions. | Analyze business or financial data. [None] Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. DWAs: Assess risks to business operations. | Analyze business or financial data. [None] Monitor developments in the fields of industrial technology, business, finance, and economic theory. DWAs: Analyze industry trends. [None] 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. DWAs: Analyze industry trends. [None] Perform securities valuation or pricing. DWAs: Determine the value of goods or services. [None] Prepare all materials for transactions or execution of deals. DWAs: Prepare contracts or other transaction documents. [None] Prepare plans of action for investment, using financial analyses. DWAs: Develop financial or business plans. [None] Present oral or written reports on general economic trends, individual corporations, and entire industries. DWAs: Present business-related information to audiences. [None] Purchase investments for companies in accordance with company policy. DWAs: Purchase products or services. [None] Recommend investments and investment timing to companies, investment firm staff, or the public. DWAs: Recommend investments to clients. [None] Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies. DWAs: Update professional knowledge. [None] Supervise, train, or mentor junior team members. DWAs: Train personnel to enhance job skills. | Supervise employees.
--- WORK STYLES --- Dependability (imp:6.00) — A tendency to be reliable, responsible, and consistent in meeting work-related o Attention to Detail (imp:5.00) — A tendency to be detail-oriented, organized, and thorough in completing work. Integrity (imp:4.00) — A tendency to be honest and ethical at work. Cautiousness (imp:3.00) — A tendency to be careful, deliberate, and risk-avoidant when making work-related Attention to Detail (imp:3.00) — A tendency to be detail-oriented, organized, and thorough in completing work. Integrity (imp:2.80) — A tendency to be honest and ethical at work. Dependability (imp:2.59) — A tendency to be reliable, responsible, and consistent in meeting work-related o Intellectual Curiosity (imp:2.50) — A tendency to seek out and acquire new work-related knowledge and obtain a deep Achievement Orientation (imp:2.24) — A tendency to establish and maintain personally challenging work-related goals, Cautiousness (imp:2.03) — A tendency to be careful, deliberate, and risk-avoidant when making work-related Intellectual Curiosity (imp:2.00) — A tendency to seek out and acquire new work-related knowledge and obtain a deep Tolerance for Ambiguity (imp:1.83) — A tendency to be comfortable with ambiguity and uncertainty at work. Perseverance (imp:1.80) — A tendency to exhibit determination and resolve to perform or complete tasks in Stress Tolerance (imp:1.80) — A tendency to cope and function effectively in stressful situations at work. Self-Confidence (imp:1.70) — A tendency to believe in one's work-related capabilities and ability to control Self-Control (imp:1.53) — A tendency to remain calm and composed and to manage emotions effectively in res Initiative (imp:1.50) — A tendency to be proactive and take on extra responsibilities and tasks that may Adaptability (imp:1.48) — A tendency to be open to and comfortable with change, new experiences, or ideas Social Orientation (imp:1.43) — A tendency to seek out, enjoy, and be energized by social interaction at work. Innovation (imp:1.39) — A tendency to be inventive, to be imaginative, and to adopt new perspectives on Achievement Orientation (imp:1.00) — A tendency to establish and maintain personally challenging work-related goals, Leadership Orientation (imp:1.00) — A tendency to lead, take charge, offer opinions, and provide direction at work. Cooperation (imp:1.00) — A tendency to be pleasant, helpful, and willing to assist others at work. Sincerity (imp:0.63) — A tendency to be genuine and sincere in interactions with others at work, withou Empathy (imp:0.58) — A tendency to show concern for others and be sensitive to others' needs and feel Optimism (imp:0.32) — A tendency to exhibit a positive attitude and positive emotions at work, even un Innovation () — A tendency to be inventive, to be imaginative, and to adopt new perspectives on Tolerance for Ambiguity () — A tendency to be comfortable with ambiguity and uncertainty at work. Initiative () — A tendency to be proactive and take on extra responsibilities and tasks that may Adaptability () — A tendency to be open to and comfortable with change, new experiences, or ideas Self-Confidence () — A tendency to believe in one's work-related capabilities and ability to control Perseverance () — A tendency to exhibit determination and resolve to perform or complete tasks in Leadership Orientation () — A tendency to lead, take charge, offer opinions, and provide direction at work. Humility () — A tendency to be modest and humble when interacting with others at work. Sincerity () — A tendency to be genuine and sincere in interactions with others at work, withou Empathy () — A tendency to show concern for others and be sensitive to others' needs and feel Cooperation () — A tendency to be pleasant, helpful, and willing to assist others at work. Optimism () — A tendency to exhibit a positive attitude and positive emotions at work, even un Social Orientation () — A tendency to seek out, enjoy, and be energized by social interaction at work. Stress Tolerance () — A tendency to cope and function effectively in stressful situations at work. Self-Control () — A tendency to remain calm and composed and to manage emotions effectively in res Humility (imp:-0.35) — A tendency to be modest and humble when interacting with others at work.
--- NATIONAL WAGES --- total_employment : 361,980 annual_median : $102,740 annual_pct10 : $63,720 annual_pct25 : $79,290 annual_pct75 : $133,340 annual_pct90 : $180,860 annual_mean : $116,800 hourly_median : $49.40 --- GEOGRAPHIC DISPERSION --- highest_state : Wyoming ($187,090) lowest_state : Puerto Rico ($63,000) dispersion_ratio : 2.970x --- TOP STATES BY WAGE (53 total) --- Finance and Insurance emp: 155,230 median: $ 107,030 Professional, Scientific, and Technical Services emp: 54,250 median: $ 101,540 Management of Companies and Enterprises emp: 44,850 median: $ 101,760 Manufacturing emp: 16,190 median: $ 101,930 Information emp: 12,440 median: $ 118,090 Federal, State, and Local Government, excluding State and Local Government Schools and Hospitals and the U.S. Postal Service (OEWS Designation) emp: 12,420 median: $ 83,920 Administrative and Support and Waste Management and Remediation Services emp: 11,580 median: $ 98,510 Real Estate and Rental and Leasing emp: 11,400 median: $ 104,500 Health Care and Social Assistance emp: 10,630 median: $ 91,790 Educational Services emp: 10,270 median: $ 85,370 --- TOP INDUSTRIES BY EMPLOYMENT (19 total) --- Finance and Insurance emp: 155,230 median: $ 107,030 Professional, Scientific, and Technical Services emp: 54,250 median: $ 101,540 Management of Companies and Enterprises emp: 44,850 median: $ 101,760 Manufacturing emp: 16,190 median: $ 101,930 Information emp: 12,440 median: $ 118,090 Federal, State, and Local Government, excluding State and Local Government Schools and Hospitals and the U.S. Postal Service (OEWS Designation) emp: 12,420 median: $ 83,920 Administrative and Support and Waste Management and Remediation Services emp: 11,580 median: $ 98,510 Real Estate and Rental and Leasing emp: 11,400 median: $ 104,500 Health Care and Social Assistance emp: 10,630 median: $ 91,790 Educational Services emp: 10,270 median: $ 85,370
exact_match_status : found matched_title : Financial analyst match_score : 0.6800 wikidata_qid : Q1416279 word_count : 2,584 wikipedia_url : https://en.wikipedia.org/wiki/Financial_analyst license : CC BY-SA 4.0 fetched_at : 2026-06-02T20:16:37.579833Z --- WIKIPEDIA FULL TEXT --- A financial analyst is a professional undertaking financial analysis for external or internal clients as a core feature of the job. The role may specifically be titled securities analyst, research analyst, equity analyst, investment analyst, or ratings analyst. The job title is a broad one: In banking, and industry more generally, various other analyst-roles cover financial management and (credit) risk management, as opposed to focusing on investments and valuation. == Role == Financial analysts can work in a variety of industries. A large proportion of them are employed by mutual- and pension funds, hedge funds, securities firms, banks, investment banks, insurance companies, and other businesses, helping these companies or their clients make investment decisions. In corporate roles, financial analysts perform budget, revenue and cost modelling and analytics as part of their responsibilities; credit analysis is likewise a distinct area. Financial analysts invariably use spreadsheets (and statistical software packages) to analyze financial data, spot trends, and develop forecasts. The analyst often also meets with company officials to gain a better insight into a company's prospects and to determine the company's managerial effectiveness. Analysts specializing in advanced mathematical modeling and programming are referred to as "quants"; see Finance § Quantitative finance for an overview, and Quantitative analysis (finance) § Types for the various roles. === Securities firms === In a stock brokerage house or investment bank, the Investment Analyst will read company financial statements - applying financial statement analysis - and analyze commodity prices, sales, costs, expenses, and tax rates in order to determine a company's value and project future earnings. On the basis of their results, they write reports and make presentations, usually making recommendations—a "trade idea"—to buy or sell a particular investment or security. Typically, at the end of the assessment, an analyst would provide a rating recommending or investment action: to buy, sell, or hold the security. Senior analysts may actually make the decision to buy or sell for the company or client if they are the ones responsible for managing the assets. Other, "junior" analysts use the data to model and measure the financial risks associated with making a particular investment decision. See Securities research § Career path. Usually, financial analysts study a specific industry—called "sector specialists"—assessing current trends in business practices, products, and industry competition. Among the industries with the most analyst coverage are biotechnology, financial services, energy, mining and resources, and computer hardware, software and services. Analysts must keep abreast of new regulations or policies that may affect the industry, as well as monitor the economy to determine its effect on earnings. As equity analysts divide securities by distinct sectors, companies which fall outside or across multiple sectors are sometimes neglected; the impact on returns (and on "earnings management") here is debated. Analysts also specialize in fixed income. Similar to equity analysts, fixed income analysts assess the value and analyze the risks of various securities, here focusing on interest rate- and fixed income securities, particularly bonds. They may further specialize, but here by issuer-type: i.e. municipal bonds, government bonds, and corporate bonds; the latter specialization is often decomposed into convertible bonds, high-yield bonds, and distressed bonds; some cover syndicated loans. The reporting focuses on the ability of the issuer to make payments—similar to the credit analysis described below—but also on the relative value of the security in question, and in context of the overall market and yield curve. See Fixed income analysis. Analysts are generally divided into 'sell-side' and 'buy-side'. The buy-side is sometimes considered more prestigious, professional, and scholarly, while the sell-side may be higher-paid and more like a sales and marketing role. It is common to begin careers on the sell-side at large banks then move to the buy-side at a fund. A sell-side analyst's work is not used by its employer to invest directly, rather it is sold either for money or for other benefits by the employer to buy-side organizations. Sell-side research is often used as 'soft money' rather than sold directly, for example provided to preferred clients in return for business. Writing reports or notes expressing opinions is always a part of "sell-side" (brokerage) analyst job and is often not required for "buy-side" (investment firms) analysts. It is sometimes used to promote the companies being researched when the sell-side has some other interest in them, as a form of marketing, which can lead to conflicts of interest. A buy-side analyst, such as a fund manager, works for a company which buys and holds stocks itself, on the analyst's recommendation. As they gain experience, analysts often move from buy-side research, concerning individual securities and sectors, into portfolio management itself, selecting the mix of investments for a company's portfolio. They may also become fund managers and manage large investment portfolios for individual investors. Typically, analysts use financial statements analysis, including accounting analysis and ratio analysis, but also consider overall economic situation and specific factors including interest rates, employment, production, management and tactical evaluation of the market environment. Analysts obtain information by studying public records and filings by the company, as well as by participating in public earnings calls where they can ask direct questions to the management. Additional information can be also received in small group or one-on-one meetings with senior members of management teams. However, in many markets such information gathering became difficult and potentially illegal due to legislative changes brought upon by corporate scandals in the early 2000s. One example is Regulation FD (Fair Disclosure) in the United States. Many other developed countries also adopted similar rules. Analyst performance is ranked by a range of services such as StarMine owned by Thomson Reuters or Institutional Investor magazine. Research by Numis found that small companies with the most analyst coverage outperformed peers by 2.5% — while those with low coverage underperformed by 0.7%. See Neglected firm effect. === Investment Banking === Financial analysts in the investment banking departments of securities or banking firms often work in teams, analyzing the future prospects of companies, and selling shares to the public for the first time via an initial public offering (IPO), or issuing bonds; this task is often identical to that of a securities analyst. On this basis, they will then make presentations to prospective investors re the merits of investing in the new company, presenting their "pitch books" on a "roadshow"; see bookrunner and securities underwriting. An additional component of the IB role here: analysts ensure that all forms and written materials necessary for compliance with Securities and Exchange Commission regulations are accurate and complete. Many IB analysts work in mergers and acquisitions (M&A) departments, similarly preparing analyses on the costs and benefits of a proposed merger or takeover, and assisting with regulatory submissions; here there are both buy-side- and sell-side analysts. See Chinese wall § Finance. The analysis is somewhat more specialized than for an IPO, as it must consider valuation pre- and post-merger, a function of efficiencies, synergies, or increased market share, financing employed, including M&A specific considerations such as the swap ratio, and tax optimization, both re the transaction and for the new entity. At more senior levels, vice presidents (VPs) or Senior VPs will manage the workf --- SEMANTIC NEIGHBORS (5) --- Title: Chartered Financial Analyst (similarity: 0.5667) URL: https://en.wikipedia.org/wiki/Chartered_Financial_Analyst QID: Q1067869 Extract: The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute to investment and financial professionals. The program teaches a wide range of subjects relating to advanced investment analysis—including business analysi Title: CFA Institute (similarity: 0.3478) URL: https://en.wikipedia.org/wiki/CFA_Institute QID: Q964941 Extract: CFA Institute is an American, not-for-profit professional organization that provides finance education to investment professionals. CFA Institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry. Since 1945, CFA Institute has publ Title: Investment Analysts Society of South Africa (similarity: 0.5000) URL: https://en.wikipedia.org/wiki/Investment_Analysts_Society_of_South_Africa QID: Q135455887 Extract: The Investment Analysts Society of South Africa (IASSA) is a non profit professional society for Investment analysts and Fund managers within the South African financial markets. Services to its members include access to JSE listed company presentations, and continuing professional development a Title: Analyst (similarity: 0.3500) URL: https://en.wikipedia.org/wiki/Analyst QID: Q5669212 Extract: An analyst is an individual who performs analysis of a topic. The term may refer to: Title: News analyst (similarity: 0.4889) URL: https://en.wikipedia.org/wiki/News_analyst QID: Q12036294 Extract: A news analyst examines, analyses and interprets broadcast news received from various sources. Sometimes also called newscasters or news anchor or Broadcast News Analyst. News analysts write commentaries, columns, or scripts. They coordinate and sometimes serve as an anchor on news broadcast program
model_pass1 : claude-sonnet-4-20250514
model_pass2 : claude-haiku-4-5-20251001
inference_confidence : high
confidence_notes : Strong confidence due to comprehensive O*NET data, clear Wikipedia match, robust wage data from BLS OEWS May 2025, and well-defined career pathways in the financial services industry.
inferred_at : 2026-06-03T13:34:57.274354+00:00
tokens_input : 3,408
tokens_output : 3,954
cost_usd : $0.040351
wikipedia_used : True
wikipedia_title : Financial analyst
wikipedia_note : Wikipedia confirms the broad nature of the financial analyst role, encompassing securities analyst, research analyst, equity analyst, investment analyst, and ratings analyst positions. This aligns with the diverse job titles and analytical functions described in the O*NET data.
--- PROSE FIELDS ---
ROLE SUMMARY:
Financial and Investment Analysts conduct quantitative analyses of investment programs and financial data for public and private institutions, including business valuations. According to BLS OEWS May 2025, these professionals earn a median annual salary of $102,740 with 361,980 employed nationwide. They serve as critical intermediaries between capital markets and investment decisions, providing analytical insights that guide financial strategies and investment choices.
DAY IN THE LIFE:
Financial analysts spend their days analyzing financial performance of companies facing difficulties to recommend remedies and conducting financial analyses related to green construction investments. They create client presentations detailing investment plans and collaborate with investment bankers to attract new corporate clients. Much of their time involves conferring with clients to restructure or refinance debt while determining appropriate pricing for securities offerings. They regularly assess companies as potential investments by examining facilities and financial statements, then advise clients on capitalization aspects including amounts, sources, and timing.
WHO THRIVES:
This role attracts individuals with strong conventional and enterprising tendencies who excel at systematic analysis and client relationship building. Successful analysts demonstrate exceptional dependability and attention to detail, as financial accuracy is paramount to client trust and market integrity. They possess the integrity and cautiousness needed to handle sensitive financial information and make recommendations that significantly impact client wealth. These professionals thrive on complex problem-solving and can communicate technical financial concepts clearly to diverse stakeholders including lawyers, accountants, and corporate executives.
CAREER ENTRY:
Entry typically requires a bachelor's degree in finance, economics, accounting, or related field, with many employers preferring candidates with strong quantitative backgrounds and coursework in financial modeling. New analysts often start in junior research positions at investment banks, asset management firms, or corporate finance departments where they learn industry-specific analytical techniques. The CFA (Chartered Financial Analyst) designation is highly valued and often pursued within the first few years of employment to demonstrate professional competency.
CAREER TRAJECTORY:
Experienced analysts commonly advance to senior analyst roles, portfolio management positions, or transition into investment banking or corporate development roles. Many progress to become Investment Fund Managers or Financial Risk Specialists, leveraging their analytical foundation to oversee larger investment portfolios or develop risk management strategies. Some transition into client-facing roles as Personal Financial Advisors or move into executive positions such as Financial Managers where they can apply their market knowledge to broader strategic decisions.
MARKET INTELLIGENCE:
The profession shows strong demand with 361,980 professionals employed nationally, earning a median of $102,740 annually according to BLS OEWS May 2025. Geographic wage variation is significant, ranging from $187,090 in Wyoming to $63,000 in Puerto Rico, reflecting local market conditions and cost of living differences. The Finance and Insurance sector employs the largest concentration with 155,230 professionals, followed by Professional Services with 54,250 positions. Technology integration continues driving demand for analysts proficient in tools like Alteryx, Apache Hive, and advanced Excel modeling, particularly in emerging areas like green finance and environmental investment analysis.
AUTOMATION OUTLOOK:
While routine data processing and basic financial calculations face automation pressure, the core analytical and advisory functions remain largely human-dependent. Client relationship development and complex investment recommendations require emotional intelligence and contextual judgment that current AI cannot replicate. The emphasis on collaboration with diverse professionals and creation of customized client presentations suggests continued human value in this role.
--- REASONED EDGES ---
[career_pathway] Personal Financial Advisors (13-2052.00) — confidence:high
reasoning: Both roles involve advising clients on financial matters and developing client relationships, with analysts often transitioning to advisory roles.
data: Shared client advisory tasks
data: Similar wage ranges
data: Common career progression path
[career_pathway] Investment Fund Managers (11-3031.03) — confidence:high
reasoning: Investment analysts commonly advance to fund management roles, applying their analytical skills to portfolio oversight.
data: Natural career progression
data: Shared investment analysis skills
data: Similar industry focus
[skill_overlap] Financial Risk Specialists (13-2054.00) — confidence:high
reasoning: Both roles require quantitative financial analysis and risk assessment capabilities in institutional settings.
data: Shared analytical tasks
data: Common work activities
data: Similar educational requirements
[task_similarity] Financial Quantitative Analysts (13-2099.01) — confidence:high
reasoning: Both conduct quantitative analyses of financial data and investment programs using similar analytical methodologies.
data: Quantitative analysis focus
data: Financial data analysis
data: Investment program evaluation
[transferable_skill] Business Intelligence Analysts (15-2051.01) — confidence:medium
reasoning: Both roles emphasize data analysis and business insights, with shared technology tools like Alteryx and SPSS.
data: Data analysis skills
data: Shared technology tools
data: Business insight generation
--- NORMALIZER SIGNALS ---
match_keywords : ['financial analyst', 'investment analyst', 'equity analyst', 'research analyst', 'securities analyst', 'chartered financial analyst', 'corporate financial analyst', 'quantitative analyst']
exclude_keywords : ['credit analyst', 'budget analyst', 'operations analyst', 'financial advisor', 'loan officer']
title_patterns : ['*Financial Analyst*', '*Investment Analyst*', '*Equity Analyst*', '*Research Analyst*', '*Securities Analyst*']
common_variations: ['CFA', 'financial research analyst', 'investment research analyst', 'equity research analyst', 'buy-side analyst', 'sell-side analyst', 'portfolio analyst', 'valuation analyst']
total_terms : 40 top_words : ['financial', 'analysts', 'investment', 'analyst', 'tendency', 'risk', 'management', 'analysis', 'securities', 'business', 'finance', 'clients', 'side', 'companies', 'corporate', 'others', 'client', 'capital', 'banking', 'research'] source_layers : onet_tasks | onet_dimensions | dwas | wikipedia | inference TERM COUNT FREQ DOMINANT SOURCE SOURCE BREAKDOWN ────────────────────────────────────────────────────────────────────────────────────────── financial 86 0.03464 wikipedia wikipedia:56% inference:20% onet_tasks:13% analysts 50 0.02014 wikipedia wikipedia:88% inference:12% investment 47 0.01893 wikipedia wikipedia:53% inference:28% onet_tasks:17% analyst 43 0.01732 wikipedia wikipedia:81% inference:19% tendency 42 0.01691 onet_dimensions onet_dimensions:100% risk 25 0.01007 wikipedia wikipedia:80% onet_dimensions:8% inference:8% management 25 0.01007 wikipedia wikipedia:88% inference:12% analysis 24 0.00967 wikipedia wikipedia:92% inference:8% securities 22 0.00886 wikipedia wikipedia:77% onet_tasks:14% inference:9% business 20 0.00805 dwas dwas:60% wikipedia:25% onet_tasks:10% finance 20 0.00805 wikipedia wikipedia:75% inference:20% onet_tasks:5% clients 18 0.00725 wikipedia wikipedia:39% onet_tasks:28% dwas:17% side 17 0.00685 wikipedia wikipedia:100% companies 15 0.00604 wikipedia wikipedia:53% onet_tasks:33% inference:13% corporate 15 0.00604 wikipedia wikipedia:60% inference:27% onet_tasks:13% others 14 0.00564 onet_dimensions onet_dimensions:71% dwas:29% client 12 0.00483 inference inference:58% wikipedia:25% onet_tasks:17% capital 12 0.00483 wikipedia wikipedia:75% onet_tasks:17% inference:8% banking 12 0.00483 wikipedia wikipedia:83% onet_tasks:8% inference:8% research 12 0.00483 wikipedia wikipedia:83% inference:17% sell 12 0.00483 wikipedia wikipedia:100% investments 11 0.00443 onet_tasks onet_tasks:36% wikipedia:27% dwas:18% services 11 0.00443 wikipedia wikipedia:45% dwas:36% onet_tasks:9% responsible 11 0.00443 wikipedia wikipedia:73% onet_dimensions:18% onet_tasks:9% credit 11 0.00443 wikipedia wikipedia:100% buy 11 0.00443 wikipedia wikipedia:100% team 10 0.00403 wikipedia wikipedia:90% onet_tasks:10% bonds 10 0.00403 wikipedia wikipedia:100% debt 9 0.00363 wikipedia wikipedia:56% onet_tasks:33% inference:11% market 9 0.00363 wikipedia wikipedia:44% inference:33% onet_tasks:11% senior 9 0.00363 wikipedia wikipedia:89% inference:11% cfa 9 0.00363 wikipedia wikipedia:89% inference:11% professionals 8 0.00322 inference inference:62% wikipedia:25% onet_tasks:12% public 8 0.00322 wikipedia wikipedia:50% onet_tasks:38% inference:12% decisions 8 0.00322 wikipedia wikipedia:38% onet_dimensions:25% inference:25% economic 8 0.00322 onet_tasks onet_tasks:62% wikipedia:38% value 8 0.00322 wikipedia wikipedia:50% dwas:38% inference:12% basis 8 0.00322 wikipedia wikipedia:100% accounting 8 0.00322 wikipedia wikipedia:88% inference:12% news 8 0.00322 wikipedia wikipedia:100%