CompGeo Salary Survey Benchmark Job Summary and Competencies

Financial Analysts, Statistical

The Benchmark Job Description below represents the specific Position Characteristics of the job used in the Salary Survey. Benchmark Job Descriptions should be inspected carefully to review the degree of matching between an organizations' Job and the Salary Survey Benchmark. Matching internal Jobs to Salary Survey Benchmark Jobs should not be done on Job Title alone. A thorough comparison of Salary Survey Benchmark to Internal Job Descriptions is recommended. A good overlap should exist on any comparisons used on critical Job Dimensions and Competencies.
 
CompGeo Occupation Group: Finance
Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
 
Summary Job Description Tasks
Conduct quantitative analyses of information affecting investment programs of public or private institutions. Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
 
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
 
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
 
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
 
Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
 
Recommend investments and investment timing to companies, investment firm staff, or the public.
 
Determine the prices at which securities should be syndicated and offered to the public.
 
Prepare plans of action for investment, using financial analyses.
 
Evaluate and compare the relative quality of various securities in a given industry.
 
Present oral or written reports on general economic trends, individual corporations, and entire industries.
 
Contact brokers and purchase investments for companies, according to company policy.
 
Collaborate with investment bankers to attract new corporate clients to securities firms.
 
 
CompGeo Occupation Group: Finance
Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
 
Important Knowledge Competencies Competency Description
Economics and Accounting Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
 
English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
 
Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
 
Computers and Electronics Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
 
Law and Government Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
 
Administration and Management Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
 
Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
 
Clerical Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
 
Education and Training Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
 
 
CompGeo Occupation Group: Finance
Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
 
Important Skill Competencies Competency Description
Reading Comprehension Understanding written sentences and paragraphs in work related documents.
 
Writing Communicating effectively in writing as appropriate for the needs of the audience.
 
Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
 
Speaking Talking to others to convey information effectively.
 
Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
 
Complex Problem Solving Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
 
Mathematics Using mathematics to solve problems.
 
Judgment and Decision Making Considering the relative costs and benefits of potential actions to choose the most appropriate one.
 
Active Learning Understanding the implications of new information for both current and future problem-solving and decision-making.
 
Monitoring Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
 
Systems Analysis Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
 
Systems Evaluation Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
 
Time Management Managing one's own time and the time of others.
 
Social Perceptiveness Being aware of others' reactions and understanding why they react as they do.
 
Persuasion Persuading others to change their minds or behavior.
 
Coordination Adjusting actions in relation to others' actions.
 
Negotiation Bringing others together and trying to reconcile differences.
 
Operations Analysis Analyzing needs and product requirements to create a design.
 
 
CompGeo Occupation Group: Finance
Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
 
Important Ability Competencies Competency Description
Written Comprehension The ability to read and understand information and ideas presented in writing.
 
Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences.
 
Oral Expression The ability to communicate information and ideas in speaking so others will understand.
 
Written Expression The ability to communicate information and ideas in writing so others will understand.
 
Deductive Reasoning The ability to apply general rules to specific problems to produce answers that make sense.
 
Inductive Reasoning The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
 
Near Vision The ability to see details at close range (within a few feet of the observer).
 
Speech Clarity The ability to speak clearly so others can understand you.
 
Problem Sensitivity The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
 
Number Facility The ability to add, subtract, multiply, or divide quickly and correctly.
 
Speech Recognition The ability to identify and understand the speech of another person.
 
Mathematical Reasoning The ability to choose the right mathematical methods or formulas to solve a problem.
 
Fluency of Ideas The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
 
Information Ordering The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
 
Category Flexibility The ability to generate or use different sets of rules for combining or grouping things in different ways.
 
Flexibility of Closure The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
 
Selective Attention The ability to concentrate on a task over a period of time without being distracted.
 
Originality The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
 
 
CompGeo Occupation Group: Finance
Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
 
Tools/Technology Example Product Category
Advanced Portfolio Technologies Report Builder Financial analysis software
 
Advanced Portfolio Technologies Simulator Financial analysis software
 
Analyse-it Software Analytical or scientific software
 
AnalyzerXL software Financial analysis software
 
Annuities analysis software Financial analysis software
 
Apple AppleWorks Spreadsheet software
 
Aspen Graphics software Financial analysis software
 
BizBench Benchmarking Software Financial analysis software
 
BizPricer Business Valuation Software Financial analysis software
 
Business Forecast Systems Forecast Pro Financial analysis software
 
Corel QuattroPro Spreadsheet software
 
Data visualization software Charting software
 
DealMaven Comparable Company Valuation Analysis Financial analysis software
 
DealMaven M&A Accretion/Dilution One-Pager Financial analysis software
 
DealMaven Modeling ToolPack for Excel Financial analysis software
 
DealMaven PresLink for PowerPoint and Word Presentation software
 
Decisioneering Crystal Ball Analytical or scientific software
 
Derivatives Imagine Trading System Financial analysis software
 
Derivicom FinOptions XL Financial analysis software
 
Economic forecasting software Financial analysis software
 
Experian Credinomics Financial analysis software
 
Express Business Valuations Financial analysis software
 
FinEng Solutions PerfoRM Financial analysis software
 
FinEng Solutions Quantis Financial analysis software
 
Financial modeling software Financial analysis software
 
Fractal pattern analysis software Financial analysis software
 
Genetic algorithm optimization software Financial analysis software
 
Genetic algorithm software Analytical or scientific software
 
Harland Financial Solutions DecisionPro Financial analysis software
 
I-flex Solutions Reveleus Investment Performance Measurement Financial analysis software
 
IBM Lotus 1-2-3 Spreadsheet software
 
IBM Lotus Approach Data base user interface and query software
 
Innova Financial Solutions Derivatives Expert Financial analysis software
 
Ivorix Neurostrategy Finance Expert system software
 
Keypoint DataDesk Analytical or scientific software
 
Leading Market Technologies EXPO Financial analysis software
 
Longview Consolidation Financial analysis software
 
Longview Performance Management Platform Financial analysis software
 
Longview Solutions Khalix Financial analysis software
 
Market forecast software Financial analysis software
 
Mathematical software Analytical or scientific software
 
Matheny Pattern Forecaster Plus Expert system software
 
MergerStat Control Premiums Financial analysis software
 
MergerStat Price to Earnings Ratios Financial analysis software
 
Microsoft Access Data base user interface and query software
 
Microsoft Excel Spreadsheet software
 
Microsoft Office software Office suite software
 
Microsoft PowerPoint Presentation software
 
Microsoft Word Word processing software
 
Mid-Market Comps software Financial analysis software
 
MoneySoft Corporate Valuation Financial analysis software
 
Monte Carlo simulation software Financial analysis software
 
Montgomery Investment Technology Bonds XL Financial analysis software
 
Montgomery Investment Technology Exotics XL Financial analysis software
 
Montgomery Investment Technology FinTools Financial analysis software
 
Montgomery Investment Technology Options XL Financial analysis software
 
Montgomery Investment Technology QuoteTools Financial analysis software
 
Montgomery Investment Technology Risk XL Financial analysis software
 
Montgomery Investment Technology SigTools Financial analysis software
 
Montgomery Investment Technology Utility XL Charting software
 
Moss Adams Profit Mentor Financial analysis software
 
Mutual fund analysis software Financial analysis software
 
Neural network modeling software Analytical or scientific software
 
NeuroSolutions Trading Solutions Financial analysis software
 
NeuroSolutions for MatLab Expert system software
 
OptionVue Options Analysis Financial analysis software
 
Oracle software Data base user interface and query software
 
Palisade Bond @nalyst Financial analysis software
 
Palisade Evolver Analytical or scientific software
 
Palisade StatTools Analytical or scientific software
 
Pattern recognition software Analytical or scientific software
 
Peer-to-Peer Financial Analysis Financial analysis software
 
Pi Blue OptWorks Excel Financial analysis software
 
Portfolio management software Financial analysis software
 
Pricing software Financial analysis software
 
Quantifying marketability discount QMD modeling software Financial analysis software
 
Report generation software Word processing software
 
RiskMetrics Group WealthBench Financial analysis software
 
SAS JMP Analytical or scientific software
 
SSA Global Infinium Financial Management Enterprise resource planning ERP software
 
Securities analysis software Financial analysis software
 
Spreadsheet software Spreadsheet software
 
Spreadware Business Financial Analysis Financial analysis software
 
Spreadware Business Valuator Financial analysis software
 
Spreadware Pro Forma Financial analysis software
 
Steele Mutual Fund and Variable Annuity Expert Financial analysis software
 
SunGard BancWare Financial analysis software
 
SunGard Kiodex Risk Workbench Financial analysis software
 
TechHackers Convertible Bond @nalyst Financial analysis software
 
TechHackers Credit @nalyst Financial analysis software
 
TechHackers Exotic @nalyst Financial analysis software
 
TechHackers Financial @nalyst Financial analysis software
 
TechHackers IRO @nalyst Financial analysis software
 
TechHackers MBS @nalyst Financial analysis software
 
TechHackers Swap @nalyst Financial analysis software
 
Tetrahex Fractal Finance Financial analysis software
 
The MathWorks MATLAB Analytical or scientific software
 
TickQuest NeoTicker Charting software
 
Tips Standard Securities Calculation Bond Analytics Module Financial analysis software
 
Tips Standard Securities Calculation Mortgage-Backed Analytics Module Financial analysis software
 
TradeTools Financial Market Databases Information retrieval or search software
 
TradeTools Monthly U.S. Economic Database Information retrieval or search software
 
Trendsetter Software ProAnalyst Financial analysis software
 
Unlimited Learning Resources Valusource Pro Financial analysis software
 
ValuSource BIZCOMPS Financial analysis software
 
Ward Systems Group GeneHunter Analytical or scientific software
 
Ward Systems Group NeuralShell Predictor Analytical or scientific software
 
Ward Systems Group NeuroShell Trader Information retrieval or search software
 
Whitebirch Software Projected Financials Financial analysis software
 
Wolfram Research Derivatives Financial analysis software
 
Wolfram Research Mathematica Analytical or scientific software
 
Wolfram Research Mathematica Finance Essentials Financial analysis software
 
Wolfram Research Mathematica UnRisk Pricing Engine Financial analysis software
 
dailyVest Investment Personalization Platform Information retrieval or search software
 
10-key calculators Calculators or accessories
 
Desktop computers Desktop computers
 
Notebook computers Notebook computers
 
Personal computers Personal computers
 
Personal digital assistants PDA Personal digital assistant PDAs or organizers
 
Tablet computers Tablet computers
 
 
CompGeo Occupation Group: Finance
Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
 
Prerequisite Qualification Category Education and Experience Level
Required Level of Education Bachelor's Degree
 
On-the-Job Training Over 6 months, up to and including 1 year
 
Related Work Experience Over 2 years, up to and including 4 years
 
On-Site or In-Plant Training Up to and including 1 month
 
On-Site or In-Plant Training None
 
 
CompGeo Occupation Group: Finance
Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
 
Alternate Job Title(s)
Alternative Financing Specialist
Bank Analyst
Banking Analyst
Bond Analyst
Budget Analyst
Chartered Financial Analyst (CFA)
Commodity Analyst
Corporate Financial Analyst
Corporate Securities Research Analyst
Corporate Statistical Financial Analyst
Credit Products Officer
Energy Efficiency Finance Manager
Equity Research Analyst
Finance Analyst
Financial Advisor
Financial Analyst
Financial Manager
Financial Planner
Financial Systems Analyst
Fiscal Analyst
Government Incentives Alternative Financing Specialist
Green Material Value-Added Assessor
Institutional Commodity Analyst
Investment Analyst
Investment Officer
Investments Manager
Investor
Money Manager
Mutual Fund Accountant
Operational Risk Analyst
Planning Analyst
Portfolio Analyst
Pricing Specialist
Real Estate Analyst
Real Estate Investor
Renewable Energy System Finance Specialist
Research Analyst
Securities Analyst
Securities Consultant
Securities Research Analyst
Statistical Financial Analyst
Stock Analyst
Treasury Analyst
Trust Evaluation Supervisor
 
CompGeo Occupation Group: Finance
Job Family: Financial Analysis
Benchmark Title: Financial Analysts, Statistical
 
 
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