Files
2026-08-15 14:24:39 +02:00

2.3 KiB

Competences — investment analyst

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/b7f47c25-bdf3-42fa-a68e-ad32754b2dba).

Essential

  • actuarial science (knowledge)
  • analyse economic trends (skill/competence)
  • analyse financial performance of a company (skill/competence)
  • analyse market financial trends (skill/competence)
  • asset management (knowledge)
  • data visualisation software (knowledge)
  • economics (knowledge)
  • empirical analysis (knowledge)
  • financial markets (knowledge)
  • financial products (knowledge)
  • fundamental analysis (knowledge)
  • funding methods (knowledge)
  • international trade (knowledge)
  • modern portfolio theory (knowledge)
  • monitor stock market (skill/competence)
  • obtain financial information (skill/competence)
  • provide support in financial calculation (skill/competence)
  • quantitative analysis (knowledge)
  • review investment portfolios (skill/competence)
  • securities (knowledge)
  • stock market (knowledge)

Optional

  • analyse financial risk (skill/competence)
  • assess financial viability (skill/competence)
  • banking activities (knowledge)
  • budget for financial needs (skill/competence)
  • business valuation techniques (knowledge)
  • communicate with banking professionals (skill/competence)
  • corporate social responsibility (knowledge)
  • create a financial plan (skill/competence)
  • credit control processes (knowledge)
  • examine credit ratings (skill/competence)
  • financial forecasting (knowledge)
  • financial statements (knowledge)
  • green bonds (knowledge)
  • impact investing (knowledge)
  • international financial reporting standards (knowledge)
  • interpret financial statements (skill/competence)
  • investment banking (knowledge)
  • Monte Carlo simulation (knowledge)
  • perform stock valuation (skill/competence)
  • social bonds (knowledge)
  • sustainable finance (knowledge)
  • trading software (knowledge)

Market evidence (job-ad analysis, 35 ads, as of 2026-07-14)

Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.

Hard skills

  • financial modeling — 49 %
  • data analysis — 34 %
  • financial analysis — 31 %
  • due diligence — 23 %
  • investment research — 20 %