Roles · Finance and mortgages

AI quantitative equity analyst

Applies statistical techniques to address finance issues. Develops analytical tools for portfolio construction. Interprets results of financial analysis procedures.

Teuila Silva“I interpret results of financial analysis procedures.”An example character, not a real person.
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Quantitative equity analyst · What it does

Three tasks it takes off your hands

  1. Apply mathematical techniques to address finance issues.
  2. Research analytical tools for portfolio construction.
  3. Interpret results of financial analysis procedures.
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.
  • Interpret results of financial analysis procedures.

Quantitative equity 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), written in our words. Sources and credits