Where a financial analyst can go next
12 destinations recorded, ranked by how much of the target role a financial analyst already meets. The closer to the top of Table 1, the less there is to learn.
Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recommendations on financial matters for decision-making processes. Financial analysts work in both the public and the private sector.
Also known as economic analyst, credit analyst, financial markets report writer, financial markets analyst, treasury analyst, financial markets specialist, banking analyst, stock market analyst, m&a analyst, company analyst, structured finance analyst, financial markets researcher.
Professionals 47 skills on file 12 career moves 0 above 60% overlap Closest: corporate investment banker, 43%
- 70% and above · short step
- 50 to 70% · real move
- Below 50% · substantial retraining
Table 1 · A bigger jump
Possible, but expect real retraining rather than a sideways step.
- corporate investment banker 43% covered · difficulty 56.9
- investment analyst 41% covered · difficulty 61.3
- securities analyst 39% covered · difficulty 63.4
- investment manager 37% covered · difficulty 68.6
- investment adviser 35% covered · difficulty 68.6
- actuarial consultant 33% covered · difficulty 63.5
- mergers and acquisitions analyst 33% covered · difficulty 64.5
- investment fund management assistant 32% covered · difficulty 66.8
- mutual fund broker 32% covered · difficulty 65.4
- venture capitalist 31% covered · difficulty 67.7
- cost analyst 31% covered · difficulty 65.5
- corporate treasurer 30% covered · difficulty 68.2
Table 2 · What the job itself asks for
A financial analyst needs 23 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.
- macroeconomics social sciences, journalism and information
- microeconomics social sciences, journalism and information
- prepare financial projections information skills
- use business simulation tools working with computers
- business analytics natural sciences, mathematics and statistics
- fundamental analysis business, administration and law
- empirical analysis generic programmes and qualifications
- perform business research information skills
- investment banking business, administration and law
- asset management business, administration and law
Table 3 · Jobs that lead here
The reverse view: occupations whose skills already cover much of what a financial analyst does. The figure is how much of this job each one brings.
Look up another occupation
Financial analyst is filed under Professionals, ISCO major group 2. The full index lists all ten groups.
How these figures were compiled
Overlap is how much of the target role is already part of a financial analyst’s work. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.