Financial (Investment) Analyst
A financial (investment) analyst is a specialist who studies financial data and economic trends to give recommendations to clients about investments. The analyst evaluates company performance, monitors financial markets, and identifies opportunities and risks in different sectors.
Salary
The salary of a financial analyst can vary depending on experience and working conditions.
Working hours
40 hours per week, but it may vary
Remote work
Yes, at least partially, depending on the employer
Types of employers
A financial analyst can work in Romania in different ways:
In an investment bank or brokerage service
In a private bank
In pension funds
In investment funds
In a company, in the financial/investment analysis department
In an international financial institution
Responsibilities
Identify investment opportunities in different sectors and advise clients on when and how much to invest
Monitor financial market trends that can influence investment decisions
Analyze a company’s financial situation to identify risks and growth potential
Estimate the value of a company or an asset
Track investment performance and update recommendations based on market changes
Sources: (1) + (2) + (3)
Skills
Analytical and organizational skills
Ability to analyze complex data sets and extract relevant information
Analytical thinking and ability to study financial market trends and draw conclusions
Ability to evaluate risks and opportunities in an economic context
Communication and teamwork skills
Good verbal and written communication
Ability to present analysis results in a clear and understandable way
Technical skills
Knowledge of mathematics, statistics, accounting, and economics
Ability to use digital tools and software for financial analysis
Sources: (2) + (3) + (4)
Qualifications
A person who wants to become a financial (investment) analyst is recommended to:
Have a university degree (bachelor’s or master’s) in one or more relevant fields, such as:
Accounting
Mathematics or Statistics
Economics or Business Administration
These qualifications are often required by employers, but in some cases, it is possible to enter the job without them.
Sources: (1) + (2)
What else you can do
Participate in internships or practice programs in banks, investment firms, pension funds, or financial consulting companies
Join online courses or workshops that develop skills or knowledge in financial analysis and provide certificates
Attend conferences or events in financial analysis
Take part in student associations or economic activities
Read literature in the field and follow financial market developments
Sources: (2) + (4)
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