Roles · Finance and mortgages

AI financial analyst

Develops quantitative techniques and mathematical models for securities investing, risk management, and pricing of financial instruments.

Leilani Bauer“I develop mathematical models for risk management and pricing.”An example character, not a real person.
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Financial analyst · What it does

Three tasks it takes off your hands

  1. Apply mathematical techniques to address issues in finance such as risk management.
  2. Research or develop analytical tools to address issues such as portfolio construction.
  3. Develop core analytical capabilities using advanced statistical or econometric techniques.
Where these come from

The tasks of “Financial Quantitative Analysts” (O*NET 13-2099.01), as O*NET lists them:

  • Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
  • Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
  • Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.

Financial analyst · Tools and industries

It works in the tools you already use

  • C++
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • Microsoft Visual Basic for Applications VBA
  • Python

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0) and ANZSCO 2022 (Australian Bureau of Statistics, CC BY 4.0), written in our words. Sources and credits