Skip to content

O*NET-SOC 13-2099.01

Financial Quantitative Analysts

Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.

From O*NET 30.3

Tasks

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

Free · O*NET 30.3
  1. Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.Core15997
  2. Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.Core15995
  3. Interpret results of financial analysis procedures.Core15989
  4. Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.Core15990
  5. Define or recommend model specifications or data collection methods.Core15991
  6. Produce written summary reports of financial research results.Core15988
  7. Maintain or modify all financial analytic models in use.Core15987
  8. Provide application or analytical support to researchers or traders on issues such as valuations or data.Core15983
  9. Devise or apply independent models or tools to help verify results of analytical systems.Core15996
  10. Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.Core15985
  11. Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.Core15993
  12. Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.Core15992
  13. Research new financial products or analytics to determine their usefulness.Core15986
  14. Identify, track, or maintain metrics for trading system operations.Supplemental15984
  15. Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.Supplemental19574
  16. Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.Supplemental15994
  17. Prepare requirements documentation for use by software developers.Supplemental15982
  18. Develop solutions to help clients hedge carbon exposure or risk.Supplemental19575
  19. Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.Supplemental19576
  20. Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.Supplemental19573
  21. Analyze pricing or risks of carbon trading products.Supplemental19572

Technology Skills

From O*NET 30.3, 36 examples in 16 categories, 27 Hot Technology

Free · O*NET 30.3

Data base user interface and query software

  • Amazon Web Services AWS softwareHot Technology
  • Microsoft AccessHot Technology
  • Microsoft SQL ServerHot Technology
  • Structured query language SQLHot TechnologyIn Demand

Data base management system software

  • Apache HiveHot Technology

Financial analysis software

  • Bloomberg Professional

Object or component oriented development software

  • C#Hot Technology
  • C++Hot TechnologyIn Demand
  • Oracle JavaHot Technology
  • PerlHot Technology
  • PythonHot TechnologyIn Demand
  • RHot TechnologyIn Demand

Data mining software

  • IBM Cognos Business Intelligence

Analytical or scientific software

  • IBM SPSS StatisticsHot Technology
  • Insightful S-PLUS
  • SASHot TechnologyIn Demand
  • StataCorp Stata
  • The MathWorks MATLABHot TechnologyIn Demand

Web platform development software

  • JavaScriptHot Technology

Operating system software

  • LinuxHot Technology
  • UNIXHot Technology

Development environment software

  • Microsoft Azure softwareHot Technology
  • Microsoft Visual BasicHot Technology
  • Microsoft Visual Basic for Applications VBAHot TechnologyIn Demand
  • Microsoft Visual StudioHot Technology

Enterprise resource planning ERP software

  • Microsoft Dynamics
  • MicroStrategy Desktop
  • Oracle JD Edwards EnterpriseOne

Spreadsheet software

  • Microsoft ExcelHot TechnologyIn Demand

Office suite software

  • Microsoft Office softwareHot TechnologyIn Demand

Business intelligence and data analysis software

  • Microsoft Power BIHot Technology
  • MicroStrategy
  • TableauHot TechnologyIn Demand

Presentation software

  • Microsoft PowerPointHot TechnologyIn Demand

Process mapping and design software

  • Microsoft VisioHot 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

Monitoring Processes, Materials, or Surroundings

  • Monitor business indicators.
    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

  • Measure effectiveness of business strategies or practices.
    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 the cost effectiveness of products, projects, or services.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 5 of 8 AI skills mapped to this activity, by automation level

    • Augments 4
    • Supports 3
    • Informs 1

Analyzing Data or Information

  • 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

Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment

  • Develop technical specifications for systems or equipment.
    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
  • Develop business or financial information systems.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 5 of 7 AI skills mapped to this activity, by automation level

    • Augments 1
    • Supports 5
    • Informs 1
    • Java spring developmentmindrally/skills933 installsAugments
      Gen Agent Trust Hub Pass
      Runlayer Warn
      Snyk Pass
      Socket Pass
      ZeroLeaks Pass
    • Awsclaudeskills.infoSupports
    • system-designwondelai/skills6,203 installsSupports
      Gen Agent Trust Hub Pass
      Runlayer Warn
      Snyk Pass
      Socket Pass
      ZeroLeaks Pass
    • Architecture patternssickn33/antigravity-awesome-skills900 installsSupports
      Gen Agent Trust Hub Pass
      Runlayer Pass
      Snyk Pass
      Socket Pass
      ZeroLeaks Pass
    • Software architecturedavila7/claude-code-templates530 installsSupports
      Gen Agent Trust Hub Pass
      Runlayer Warn
      Snyk Pass
      Socket Pass
      ZeroLeaks Pass
  • Develop financial analysis methods.
    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 financial documents, reports, or budgets.
    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

  • Confer with personnel to coordinate business operations.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 5 of 9 AI skills mapped to this activity, by automation level

    • Augments 3
    • Supports 6
  • Discuss business strategies, practices, or policies with managers.
    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 analytical techniques.
    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 Five: Extensive 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 skill4 of 13
Distinct tools88
Level mix
  • Replaces 3
  • Augments 62
  • Supports 16
  • Informs 8

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.