3.2 KiB
3.2 KiB
name, description
| name | description |
|---|---|
| financial-analyst | Occupational skill for the role 'financial analyst' (also: economic analyst, credit analyst, financial markets report writer, financial markets analyst, treasury analyst, financial markets specialist). Use when the user asks for typical financial analyst work such as: Analyze areas of potential risk to the assets, earning capacity, or success of organizations.; Analyze new legislation to determine impact on risk exposure.; Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models. |
Financial Analyst
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.
Core workflow
- Analyze areas of potential risk to the assets, earning capacity, or success of organizations.
- Analyze new legislation to determine impact on risk exposure.
- Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.
- Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
- Consult financial literature to ensure use of the latest models or statistical techniques.
- Contribute to development of risk management systems.
- Determine potential environmental impacts of new products or processes on long-term growth and profitability.
- Develop contingency plans to deal with emergencies.
How to use this skill
- Read references/profile.md for the occupation profile and scope.
- Consult references/tasks.md for the full task and activity inventory.
- Check references/skills.md for essential vs. optional competences.
- Check references/tools.md for the software commonly used in this role.
- See references/ai-skills.md — matched external AI agent skills (per-source attribution).
Key competences (essential)
- accounting
- advise on financial matters
- asset management
- business analytics
- business processes
- consider economic criteria in decision making
- create a financial report
- digital data processing
- economics
- empirical analysis
- financial management
- fundamental analysis
- interpret financial statements
- investment banking
- macroeconomics
Hot technologies
- Intuit QuickBooks
- IBM SPSS Statistics
- SAS
- TensorFlow
- The MathWorks MATLAB
- Microsoft Power BI
- Tableau
- Atlassian JIRA
- Salesforce software
- Apache Hive
Hot technologies
Top tools from 40 gated job ads (see references/market.md, as of 2026-07-11):
- Microsoft Excel — 60 %
- Microsoft PowerPoint — 25 %
- Microsoft Word — 20 %
- Tableau — 15 %
- Microsoft Outlook — 12 %
- SAP — 12 %
- SQL — 12 %
- Navy ERP — 10 %
- Oracle — 10 %
- Power BI — 10 %
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/8d586ee9-0ab1-4155-a3b0-2ca786c8e48c), ONET 30.3 (13-2054.00). See manifest.json for licensing/attribution.*