O*NET-SOC 13-2051.00

Financial and Investment Analysts

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3

Advise clients on aspects of capitalization, such as amounts, sources, or timing.21579
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.21580
Assess companies as investments for clients by examining company facilities.21581
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.21582
Collaborate with investment bankers to attract new corporate clients.21583
Conduct financial analyses related to investments in green construction or green retrofitting projects.21584
Confer with clients to restructure debt, refinance debt, or raise new debt.21585
Create client presentations of plan details.21586
Determine the prices at which securities should be syndicated and offered to the public.21587
Develop and maintain client relationships.21588
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.21589
Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.21590
Evaluate and compare the relative quality of various securities in a given industry.21591
Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.21592
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.21593
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.21594
Monitor developments in the fields of industrial technology, business, finance, and economic theory.21595
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.21596
Perform securities valuation or pricing.21597
Prepare all materials for transactions or execution of deals.21598
Prepare plans of action for investment, using financial analyses.21599
Present oral or written reports on general economic trends, individual corporations, and entire industries.21600
Purchase investments for companies in accordance with company policy.21601
Recommend investments and investment timing to companies, investment firm staff, or the public.21602
Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.21603
Supervise, train, or mentor junior team members.21604

Technology Skills

From O*NET 30.3, 180 examples in 27 categories, 33 Hot Technology

Free · O*NET 30.3

Human resources software

ADP Workforce Now
Human resource management software HRMS

Financial analysis software

Advanced Portfolio Technologies Report Builder
Advanced Portfolio Technologies Simulator
AnalyzerXL
Annuities analysis software
Aspen Graphics Technical Analysis Software
BizBench
BizPricer
Bloomberg Professional
Business Forecast Systems Forecast Pro
DealMaven Comparable Company Valuation Analysis
DealMaven M&A Accretion/Dilution One-Pager
DealMaven Modeling ToolPack for Excel
Delphi Technology
Derivatives Imagine Trading System
Derivicom FinOptions XL
Economic forecasting software
Experian Credinomics
Express Business Valuations
Financial modeling software
FinEng Solutions PerfoRM
FinEng Solutions Quantis
Fractal pattern analysis software
Genetic algorithm optimization software
Harland Financial Solutions DecisionPro
I-flex Solutions Reveleus Investment Performance Measurement
Innova Financial Solutions Derivatives Expert
Leading Market Technologies EXPO
Longview Consolidation
Longview Performance Management Platform
Longview Solutions Khalix
Market forecast software
MergerStat Control Premiums
MergerStat Price to Earnings Ratios
MoneySoft Corporate Valuation
Monte Carlo simulation software
Montgomery Investment Technology Bonds XL
Montgomery Investment Technology Exotics XL
Montgomery Investment Technology FinTools
Montgomery Investment Technology Options XL
Montgomery Investment Technology QuoteTools
Montgomery Investment Technology Risk XL
Montgomery Investment Technology SigTools
Moody's KMV CreditEdge
Moody's RiskCalc
Moss Adams Profit Mentor
Mutual fund analysis software
NeuroSolutions Trading Solutions
OptionVue Options Analysis
Oracle E-Business Suite Financials
Oracle Hyperion Financial Management
Palisade Bond @nalyst
Peer-to-Peer Financial Analysis
Pi Blue OptWorks Excel
Portfolio management software
Pricing software
Quantifying marketability discount QMD modeling software
RiskMetrics Group WealthBench
Securities analysis software
Spreadware Business Financial Analysis
Spreadware Business Valuator
Spreadware Pro Forma
Steele Mutual Fund and Variable Annuity Expert
SunGard BancWare
SunGard Kiodex Risk Workbench
TechHackers Convertible Bond @nalyst
TechHackers Credit @nalyst
TechHackers Exotic @nalyst
TechHackers Financial @nalyst
TechHackers IRO @nalyst
TechHackers MBS @nalyst
TechHackers Swap @nalyst
Tetrahex Fractal Finance
Tips Standard Securities Calculation Bond Analytics Module
Tips Standard Securities Calculation Mortgage-Backed Analytics Module
Trendsetter Software ProAnalyst
Unlimited Learning Resources Valusource Pro
ValuSource BIZCOMPS
Whitebirch Software Projected Financials
Wolfram Research Derivatives
Wolfram Research Mathematica Finance Essentials
Wolfram Research Mathematica UnRisk Pricing Engine

Business intelligence and data analysis software

Alteryx softwareHot Technology
Business intelligence software
IBM Cognos Impromptu
Microsoft Power BIHot TechnologyIn Demand
MicroStrategy
Oracle Business Intelligence Enterprise Edition
Qlik Tech QlikView
TableauHot TechnologyIn Demand

Analytical or scientific software

Analyse-it
Data visualization software
Decisioneering Crystal Ball
Genetic algorithm software
IBM SPSS StatisticsHot Technology
Keypoint DataDesk
Mathematical software
Neural network modeling software
Palisade Evolver
Palisade StatTools
Pattern recognition software
SASHot Technology
SAS JMP
StataCorp Stata
The MathWorks MATLABHot Technology
Ward Systems Group GeneHunter
Ward Systems Group NeuralShell Predictor
Wolfram Research Mathematica

Data base management system software

Apache HiveHot Technology
Apache Pig
Teradata DatabaseHot Technology

Spreadsheet software

Apple AppleWorks
Corel QuattroPro
IBM Lotus 1-2-3
Microsoft ExcelHot TechnologyIn Demand

Presentation software

Apple Keynote
DealMaven PresLink for PowerPoint and Word
Google Slides
Microsoft PowerPointHot TechnologyIn Demand

Information retrieval or search software

dailyVest Investment Personalization Platform
LexisNexis
TradeTools Financial Market Databases
TradeTools Monthly U.S. Economic Database
Ward Systems Group NeuroShell Trader

Electronic mail software

Email software
IBM Notes
Microsoft Exchange
Microsoft OutlookHot TechnologyIn Demand

Data base user interface and query software

FileMaker Pro
IBM Lotus Approach
Microsoft AccessHot Technology
Microsoft SQL ServerHot Technology
Oracle DatabaseHot Technology
Oracle Essbase
Structured query language SQLHot TechnologyIn Demand
Yardi softwareHot Technology

Accounting software

Fund accounting software
Intuit QuickBooksHot Technology
Sage 50 Accounting
Tax software

Word processing software

Google DocsHot Technology
Microsoft OneNote
Microsoft WordHot Technology
Report generation software

Enterprise system management software

IBM Power Systems software

Expert system software

Ivorix Neurostrategy Finance
Matheny Pattern Forecaster Plus
NeuroSolutions for MatLab

Sales and marketing software

Marketo Marketing AutomationHot Technology

Enterprise resource planning ERP software

Microsoft Dynamics
Microsoft Dynamics GP
NetSuite ERP
Oracle Fusion Applications
Oracle Hyperion
Oracle JD Edwards EnterpriseOne
Oracle PeopleSoftHot Technology
Oracle PeopleSoft Financials
SAP Business Objects
SAP BusinessObjects Data Integrator
SAP softwareHot TechnologyIn Demand
SSA Global Infinium Financial Management
Workday softwareHot Technology

Office suite software

Microsoft Office softwareHot TechnologyIn Demand

Project management software

Microsoft ProjectHot Technology
Oracle Primavera Enterprise Project Portfolio ManagementHot Technology

Document management software

Microsoft SharePointHot Technology
Microsoft SharePoint Server

Data base reporting software

Microsoft SQL Server Reporting Services SSRSHot Technology
Reporting software
SAP Crystal Reports

Process mapping and design software

Microsoft VisioHot Technology

Development environment software

Microsoft Visual BasicHot Technology
Microsoft Visual Basic for Applications VBAHot Technology

Charting software

Montgomery Investment Technology Utility XL
TickQuest NeoTicker

Configuration management software

Perforce Helix software

Object or component oriented development software

RHot Technology

Customer relationship management CRM software

Salesforce softwareHot Technology

Internet browser software

Web browser software

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Identifying Objects, Actions, and Events

Identify strategic business investment opportunities.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Judging the Qualities of Objects, Services, or People

Evaluate condition of properties.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Assess financial status of clients.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Analyzing Data or Information

Analyze industry trends.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyze market conditions or trends.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Assess risks to business operations.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyze risks related to investments in green technology.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Apply mathematical models of financial or business conditions.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyze business or financial data.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 5 of 66 AI skills mapped to this activity, by automation level
- Replaces 3
- Augments 55
- Supports 2
- Informs 6
- Manusclaudeskills.infoReplaces
- Csv data summarizerclaudeskills.infoReplaces
- Agent trading predictorruvnet/ruflo1,254 installsReplaces
  Gen Agent Trust Hub Pass
  Runlayer Pass
  Snyk Pass
  Socket Warn
  ZeroLeaks Pass
- us-stock-analysistradermonty/claude-trading-skills5,633 installsAugments
  Gen Agent Trust Hub Pass
  Runlayer Warn
  Snyk Warn
  Socket Pass
  ZeroLeaks Pass
- business-analytics-reporterailabs-393/ai-labs-claude-skills2,221 installsAugments
  Gen Agent Trust Hub Pass
  Runlayer Pass
  Snyk Pass
  Socket Pass
  ZeroLeaks Pass

Making Decisions and Solving Problems

Determine the value of goods or services.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Thinking Creatively

Develop financial or business plans.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Create images of data, locations, or products.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Updating and Using Relevant Knowledge

Update professional knowledge.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Documenting/Recording Information

Prepare contracts or other transaction documents.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Interpreting the Meaning of Information for Others

Present work to clients for approval.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Communicating with Supervisors, Peers, or Subordinates

Collaborate with others in marketing activities.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Communicating with People Outside the Organization

Present business-related information to audiences.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Establishing and Maintaining Interpersonal Relationships

Develop business relationships.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Coordinating the Work and Activities of Others

Confer with others about financial matters.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 4 of 4 AI skills mapped to this activity, by automation level
- Supports 3
- Informs 1
- Affiliate marketingclaudeskills.infoSupports
- Google workspaceclaudeskills.infoSupports
- Founder osclaudeskills.infoSupports
- Pricingcoreyhaines31/marketingskillsInforms

Training and Teaching Others

Train personnel to enhance job skills.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Guiding, Directing, and Motivating Subordinates

Supervise employees.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Providing Consultation and Advice to Others

Advise others on business or operational matters.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Recommend investments to clients.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Advise others on financial matters.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Monitoring and Controlling Resources

Purchase products or services.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Four: Considerable Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill2 of 25

Distinct tools70

Level mix

Replaces 3
Augments 55
Supports 5
Informs 7

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.