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Research Analyst

The professional who develops investigative reports on other securities and assets for their companies or clients.

Osman started his career as an investment banking analyst at Thomas Weisel Partners where he spent just over two years before moving into a growth equity investing role at  Scale Venture Partners , focused on technology. He's currently a VP at KCK Group, the private equity arm of a middle eastern family office. Osman has a generalist industry focus on lower middle market growth equity and buyout transactions.

Osman holds a Bachelor of Science in Computer Science from the University of Southern California and a Master of Business Administration with concentrations in Finance, Entrepreneurship, and Economics from the University of Chicago Booth School of Business.

Prior to becoming our CEO & Founder at Wall Street Oasis, Patrick spent three years as a Private Equity  Associate for Tailwind Capital  in New York and two years as an Investment Banking Analyst at Rothschild.

Patrick has an  MBA  in Entrepreneurial Management from The Wharton School and a BA in Economics from Williams College.

• What Is A Research Analyst?
• What Does A Research Analyst Do?
• Types Of Research Analysts

What Skills/Personality Do You Need?

• Financial Analyst Vs. Research Analyst 

What is a Research Analyst?

Research analysts develop investigative reports on other securities and assets for their companies or clients. They can also be known as securities, equity, investment, or rating analysts. They are responsible for researching, analyzing, and interpreting market data.

They also use data from operations, finance and accounting, economics , and customers. However, the analyst typically only deals with quantitative data.

There are primarily two types of equity analysts:

• Buy-side analysts
• Sell-side analysts

Both analysts have the same quantitative and analytical characteristics, but their responsibilities and day-to-day duties can differ slightly. 

To become a rating analyst, you need to earn a bachelor's degree in finance, marketing, statistics, business, or something related. Once you obtain a bachelors, you will usually move to an entry-level position for a consulting firm or an internal analyst group.

Someone who wants to be an equity analyst is going to need experience. Most people who want to reach that point will complete at least one internship while getting their bachelor's degree. Most of the internships given are met during their junior year of college.

There are many different analysts: research, financial, investment banking, and risk analysts. All of these positions are different and fulfill specific roles in their firms. For example, an investment banking analyst may work on M&A deals for their firm. 

Research analysts can make a wide range of different salaries based on their experience level. Also, in 2014, the ten-year job outlook was thirty percent. As a result, these analysts are typically one of the first entry-level positions filled at firms. 

The job demand for securities analysts is skyrocketing across the country. The level of growth is considerably higher than most other occupations across the U.S.

Key Takeaways

• Research analysts, also known as securities, equity, investment, or rating analysts, are responsible for researching, analyzing, and interpreting market data. They primarily deal with quantitative data from various sources.
• There are two main types of equity analysts - buy-side and sell-side analysts. They share quantitative and analytical skills but have different responsibilities and daily tasks.
• To become a research analyst, a bachelor's degree in fields like finance, statistics, or business is typically required. Experience, often gained through internships, is valuable for aspiring equity analysts. Some may choose to pursue a master's degree for career advancement.
• Research analysts need both technical and soft skills. Technical skills include research methods, statistics, database administration, and A/B testing. Soft skills like communication, client focus, logical reasoning, critical thinking, and attention to detail are also essential.
• Salaries for research analysts can vary but generally range from $50,000 to $90,000, with higher pay for mid to senior-level positions. The job demand for research analysts is high, with a projected 19% growth between 2021 and 2031, driven by the increasing reliance on data in various industries, particularly in technology and finance.

What Does a Research Analyst Do?

These analysts are responsible for researching, analyzing, and interpreting market data. They also use data from operations, finance and accounting, economics, and customers. As a result, most analysts have quantitative characteristics and analytical personalities. 

These roles can be considered data crunching; the analyst gathers and analyzes working data to make their companies or customers save more money or become more efficient and profitable. Their job is to take in data and make it readable and understandable. 

Data is the bottom line factor in the role of these analysts. In 2019, the world created 41 zettabytes of data. The world could reach 175 zettabytes of data by 2025. 

Data research, analysis, and reporting are the foundation of companies now. For example, some of the highest-valued companies in the world are run off of data, such as Microsoft and google.

Analysts can evaluate and understand the data through statistical methods and software. Once they collect their data, they can analyze it through mathematical, statistical, and analytical models to find patterns and trends that may lead them to business opportunities. 

After they have analyzed the data and understand what it is telling them, they will combine all of the information into a report to make it understandable for management. This way, analysts can communicate with them to make future business decisions.

In most cases, the research analyst is an entry-level position; thus, they work as part of a team and differ from those presenting the information. So, when they are in meetings and conference calls, they do not say much, but the information they create does. 

Types of Research Analysts

There are primarily two types, there are buy-side and sell-side analysts, and their responsibilities slightly differ. The buy-side analyst usually works for a brokerage firm, and the sell-side research analyst usually works for an investment firm. 

When asset management (buy-side) hires rating analysts, they help the company make better business decisions by researching, analyzing, and communicating data to management. This data pertains typically to specific security they may invest in. 

Buy-side  securities analysts  usually work for large institutional investment firms such as hedge funds, mutual funds , or pension funds. Buy-side analysts are considered more professional, academic, and reputable when compared with sell-side research analysts. 

Being a buy-side analyst is all about being right and occasionally avoiding negatives. They also cover one sector, such as the industrial or technology sector. For sell-side analysts, it is common for funds to have multiple analysts for one industry. 

A sell-side analyst's job is to follow a few companies, most within the same sector. These analysts will provide reports on the companies, offer models that project the firm's financial results, and speak with customers or competitors. 

The sell-side analyst's job is to provide research and reports on companies, financial estimates, and price targets. Many analysts will combine their estimates and price targets into one, calling it a consensus estimate. Sell-side analysts provide their reports to investment institutions. 

The analysts will report their research results and what they can conclude. Most of the results they will find are in large clumps of data that most people cannot read. When transitioning it into a presentation, they will add a buy, sell, or hold recommendation. 

Buy-side and sell-side do a lot of the same work; however, the sell-side will sell the research and reports made. That said, the sell side could see a decrease in demand since the buy and sell sides do the same work. 

Research Analyst Qualifications

Most analysts will need a minimum of a bachelor's degree even to be considered for a job. Most employers like their analysts to have a bachelor's degree in statistics, mathematics, or a related discipline. Most entry-level positions do not require a master's degree.

Here is a list of acceptable degrees:

• Mathematics 
• Statistics 
• Business administration 
• Finance 
• Data Analytics

Most entry-level analyst positions do not need much experience, but some mid to senior-level positions may require a minimum of two to four years of experience. In addition, many students complete internships throughout college, which helps them land their first job. 

Once they have completed their bachelor's and worked for a few years to gain experience, they may consider returning to school to complete a master's degree in statistics or mathematics. This will help an analyst get better positions within their companies. 

Other degrees that show future employers that you understand the field are data science, data analytics, and computer science. Many analysts work with computers for most of their days, so understanding how computers work, and applications work may be helpful.

There are a few reasons employers are okay with if an analyst does not have prior experience. First, employers can teach the analyst how they want their jobs completed. Also, although analysts may not have much experience, they still might have valuable skills.

There are primarily two groups of skills you need to become a securities analyst. Technical skills are those that can be required for a specific job. Soft skills are those that travel from job to job. 

For physicians, a few technical skills would be prescribing medication correctly or diagnosing conditions. However, a car mechanic would not need these. Instead, both professions could use soft skills like communication and leadership.

These are the technical skills needed to become a research analyst, and you should consider gaining a few before applying for internships and jobs. These skills are:

• Research methods
• Statistics, statistical modeling
• Database Administration
• Knowledge of A/B testing

A/B testing is a way of comparing two different methods to figure out which one performs better. For example, an analyst may consider A/B testing two other securities to determine which may perform better over time. 

Some soft skills needed to become an equity analyst are:

• Communication skills
• General computer skills
• Customer or client focus

These skills are required for an entry-level position. Although surprising, client focus is a superior skill that impacts the success of analyst jobs.

For instance, analysts will need to use their communication and client-focus skills to win a client over or express their opinion on a certain asset. In addition, the analyst must be able to communicate the information they find in their research to clients and managers. 

The analyst will need more skills that can also be considered logical reasoning, critical thinking, attention to detail, presentation, and organizational skills. These skills are must-haves if one wishes to become an equity analyst.

For example, an analyst will work with lots of data from different places. If they cannot organize the data into something readable and clean, they will not be able to conclude anything from the information.

There are many skills and moving parts as an analyst; this is why the field can be so competitive. 

Financial Analyst vs. Research Analyst 

There are many slight differences between a financial analyst and a securities analyst. Still, the main difference is that research analysts cover a much broader use of research, examination, and interpretation. The data collection can be considered more of an investigative act. 

Financial analysts will likely give trading or investing advice from the data they collect, examine, and report to their managers. A crucial role of financial analysts is to analyze investment portfolio performance and look for new flaws or opportunities. 

These analysts rely on fundamental analysis to determine a company's value; they will analyze its:

• Profitability

current outstanding debt.

This detailed analysis can be used to find an investment opportunity for their firm. 

Securities analysts can be considered more data crunchers. They will spot:

• Market trends
• Abnormalities
• Flaws to find investment opportunities

As a result, their outlook can be broader than financial analysts. Although, some research positions are closely related to financial analysis. These are investment research analysts, they can be considered higher securities analysts, and they make more than the average securities analyst. 

The two jobs regarding education are similar. Although both analysts need a good background in finance and economics, financial analysts certainly need it more than securities analysts. Both also need a good education in mathematics. 

Regarding pay, financial and equity analysts have little difference in their salaries; the average for both careers is about $80,000. Senior-level positions are usually paid more. However, entry-level positions for both jobs are between $50,000 and $70,000. 

Generally, there are a few main differences between financial and equity analysts. A financial analyst inspects financial data and helps companies make decisions. An equity analyst will gather and interpret data and make future financial projections. 

Salary, Job Demand, and Job Outlook

Salaries for equity analysts can be pretty stout; for an entry-level position straight out of college, analysts can expect to make $50,000 to $70,000 a year. Although that does not sound like a great paycheck, remember you have little to no experience, and it takes time. 

Mid to senior-level analysts can expect to make salaries between $65,000 and $90,000 yearly. However, salaries also depend on the companies you work for and your location. For example, an equity analyst for JP Morgan will likely make more than an analyst at a local college.

Most places need these analysts: they provide crucial information for corporations, hospitals, colleges, universities, and, most importantly, large financial institutions. This is important for college students who desire to be equity analysts in the economic field. 

Research analysts understand how to collect, interpret, and report data, including unstructured and big data. This is extremely important for companies as more and more companies rely on technology, making the demand for security analysts very high. 

The job outlook for these analysts is outstanding: These positions are expected to grow by 19% between 2021 and 2031. This growth rate is much higher than most of their occupations. Technology and finance companies are relying on equity analysts more and more.

Analysts are needed in large financial institutions, small businesses, local banks, and corporations. Moreover, they are highly beneficial to those that use them.

Research analysts are people who research, develop data, investigate the data, and report it to their managers. The data they are looking for can be anything from news, financials, or press releases of companies or markets. These analysts work for large financial institutions. 

Some of the responsibilities of analysts are to be data crunchers. The analyst will research, analyze, and interpret data from markets. Analysts have many quantitative and analytical characteristics that make them suitable for the job. 

Data is the foundation of many companies. The analyst brings it to one place, analyzes it, and reports it to their managers clearly and concisely. They play a vital role in the success of financial institutions and many other businesses by giving projections and advice on equities.

Someone aspiring to become an equity analyst should complete a bachelor's degree in statistics, mathematics, or something related. Then, after a few years, it may be worthwhile to go back and complete their master's. Experience is the biggest motivator for promotions and raises. 

Experience will bring better technical skills, including research skills, statistical reasoning, modeling, and A/B testing. However, soft skills are also necessary, such as excellent written and verbal communication and leadership. 

Lastly, securities analysts can expect to make between $50,000 and $70,000 at an entry-level position and between $65,000 and $90,000 for mid to senior-level positions. The job outlook for securities analysts is also excellent; between 2021 and 2031, the expected job growth is 19%. 

Analysts play a crucial role in many businesses and are especially important to financial institutions. It is also an excellent career for those who like to solve mathematical and statistical problems. 

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What Is a Research Analyst?

• Qualifications

Financial Analyst vs. Research Analyst

The bottom line.

• Degrees & Certifications

What Is a Research Analyst? What They Do and Qualifications

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and behavioral finance. Adam received his master's in economics from The New School for Social Research and his Ph.D. from the University of Wisconsin-Madison in sociology. He is a CFA charterholder as well as holding FINRA Series 7, 55 & 63 licenses. He currently researches and teaches economic sociology and the social studies of finance at the Hebrew University in Jerusalem.

A research analyst is a professional who prepares investigative reports on securities or assets for in-house or client use. Other titles for this function include securities analyst, investment analyst, equity analyst, rating analyst, or simply " analyst ."

The work conducted by a research analyst is in an effort to inquire into, examine, find, or revise facts, principles, and theories for internal use by a financial institution or an external financial client. The report an analyst prepares entails the examination of public securities records of companies or industries, and often concludes with a "buy," "sell," or "hold" recommendation.

If a research analyst is involved with an investment bank or a securities firm controlled by a member organization of the Financial Industry Regulatory Authority (FINRA) , they may be required to register with a self-regulatory organization (SRO) and/or take certain exams.

Key Takeaways

• A research analyst is a professional who prepares investigative reports on securities or assets for in-house or client use.
• These reports examine individual companies' or industries' public securities records and often make recommendations to buy, sell, or hold.
• The main differences between buy-side and sell-side analysts are the type of firm that employs them and the people to whom they make their recommendations.

The Basics of Being a Research Analyst

Research analysts are usually divided into two groups: "buy-side" and "sell-side" analysts. A buy-side (brokerage) research analyst is typically employed by an asset management company and recommends securities for investment to the money managers of the fund that employs them. The research of a sell-side (investment firm) analyst tends to be sold to the buy-side. Sell-side research is also given to clients for free for consideration, in an attempt to win business, for example. Such research can be used to promote companies.

A buy-side analyst usually works for institutional investors such as hedge funds, pension funds, or mutual funds. Buy-side research analysts are often considered more professional, academic, and reputable compared to the sell-side. Sell-side research jobs are often likened to marketing and sometimes pay higher salaries.

Buy-side analysts will determine how promising an investment seems and how well it coincides with the fund's investment strategy. Sell-side analysts are those who issue recommendations of "strong buy," "outperform," "neutral," or "sell."

Research analysts can work at a variety of companies, such as at asset management companies, investment banks, insurance companies, hedge funds, pension funds, brokerages or any business that needs to crunch data to spot trends or decide on a valuation, make an investment decision, or forecast the outlook of a company or asset. According to Glassdoor, the average base salary for a research analyst is $90,838, ranging anywhere between $68,000 and $125,000.

Research Analyst Qualifications

Companies that employ research analysts sometimes require a master's degree in finance or a chartered financial analyst (CFA) designation on top of several regulatory hurdles. Research analysts might be required to take the Series 86/87 exams if they are involved with a member organization.

Other required securities licenses often include the  Series 7  general securities representative license and the Series 63  uniform securities agent license. FINRA licenses are typically associated with the selling of specific securities as a firm’s registered representative. Investment analysts may also seek to obtain the chartered financial analyst (CFA) certification.

Financial firms in the United States do not really present a unified definition of either of these job titles. Some financial analysts are really just researchers who collect and organize market data, while others put together specific proposals for securities investments with large institutional clients. Similarly, some research analysts are glorified marketing specialists, while others apply socioeconomic or political insights and are probably better classified as management consultants.

It's possible to narrow the differences between research analysts and financial analysts. Generally speaking, financial analysts focus on analyzing investments and market performance. They rely on a  fundamental understanding of business valuation  and economic principles to create reports and make recommendations; they are the behind-the-scenes experts. Research analysts occupy a less prescriptive role than financial analysts. Instead of looking through the lens of broad economic principles, they focus more on mathematical models to produce objective answers about historical data.

Financial analysts collect and analyze data but always within the context of a prior deductive understanding of how markets should function. Their thinking is systemic and, particularly at more senior levels, subjective. Research analysts tend to be operations-focused. Give a research analyst a series of inputs, and they can calculate the most efficient way to maximize output. If the research analyst works in the securities business, it's likely that recommendations may be made based on some predetermined criteria.

What Do You Need to Become a Research Analyst?

Research analysts gather, analyze, and work with data to prepare reports for internal use by a financial institution or an external financial client. For this work, strong mathematics and statistics skills are required. Typically, a research analyst will have a bachelor's degree in a business-related field, and a master's degree in finance or a chartered financial analyst's certification may be required. Depending on the requirements of their job, they also may need to gain securities licenses.

What Is a Research Analyst's Salary?

In 2024, the average base salary for a research analyst is $90,838, anad ranges anywhere between $68,000 and $125,000, according to Glassdoor.

Is a Research Analyst a Stressful Job?

It can be. Being a research analyst requires constant learning, problem-solving, and good communication skills. There also may be tight deadlines, complex challenges, and high expectations, which can make this type of work pressured and stressful.

Research analysts are finance professionals who analyze securities data to make recommendations to their own firms or outside clients. They may be buy-side or sell-side analysts, which are distinguished by what types of companies they work for. Qualifications may include a master's degree in finance or certification as a chartered financial analyst (CFA). Sometimes they may be required to take certain tests for licensure. Base salaries hover around $90,000.

FINRA. " FINRA Rules: 1220. Registration Categories ."

Corporate Finance Institute. " What’s the Difference between the Buy Side vs Sell Side? " Accessed Sept. 11, 2020.

Glassdoor. " Research Analyst Salaries ."

FINRA. " Qualification Exams ."

CFA Institute. " CFA Program ."

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Research Analyst Career Path: Roles, Salaries & Progression

From a broad perspective, the role of research analyst can be used to describe any individual who collects and interprets data, and presents their findings in a clear way to help guide any decisions that need to be made by an organization.

In the finance sector, research analysts are usually involved in creating market reports on assets, securities or other investment opportunities for use either internally, such as by an investment bank, or to provide to external clients. 

A range of titles are used such as investment analyst or perhaps more commonly equity research analyst, depending on the specific company and area of finance they work in. However most analysts are responsible for similar scopes of work, which is to gather data, analyze and present information that forms a foundation for their firm’s strategy and decision making.

Becoming a research analyst will provide professionals with a great deal of career flexibility. As these positions are also in high demand, recruiters are always looking for individuals who possess the talent and drive to ascend to the next level. 

Are you considering a research analyst career path? Here’s everything you need to know to decide if it is right for you.

Buy-side versus sell-side analysts

When talking about research analysts, an important distinction needs to be made. Those who take on the role of a research analyst will normally be provided with two possible career paths:

• Sell-side analysts
• Buy-side analysts

What are the differences between these two terms? 

Sell-side analysts are primarily concerned with industry-specific stocks and assets, and conduct their research in order to provide targeted investment advice. They can work in tandem with institutional investors, traders and wealth management specialists. This communication takes place via research reports and ratings in regard to the asset(s) in question.

Buy-side analysts are more directly involved with the investments themselves. Often working on the behalf of a company, their main goal is to provide opportunities for capital growth that is in accordance with the aims (and the portfolio) of the firm itself. This research is generally not offered to the public. Opportunities often involve asset classes such as mutual funds, private equity schemes and pensions.

It’s worth bearing in mind that the market for sell-side analysts has slightly dried up in recent years. This is primarily due to an increase in the number of regulations that have been put in place, such as MiFID II. While there are still opportunities available, a growing number of candidates tend to be more focused upon buy-side positions.

What does a research analyst do?

Although the exact responsibilities of a research analyst will vary depending upon the position and the company, some of the core duties are likely to include:

• Keeping up to date with the latest news and data.
• Performing quantitative and qualitative analyses in relation to this data, mainly building earnings models and valuations.
• Monitor market conditions and anticipate the potential short and long term impact it has on an asset under coverage.
• Communicating and presenting investment ideas with others such as managers, co-workers, and clients.

As an entry level associate or junior analyst, you’ll most likely report to a senior analyst and a typical day will be structured according to priorities set by managers. Hours can sometimes be long, with 12 hour days not unusual, or longer at busy periods such as financial results announcement season.

Why become a research analyst?

Those who progress through the ranks as an analyst can enjoy decent salaries, challenging, analytical work where everyday is different. While hours can sometimes be long, particularly for entry level roles, a career as an analyst can be financially rewarding.

In addition to a good compensation, another advantage associated with this career is the sheer level of expertise that an analyst is required to possess. Highly desirable by firms that hope to embrace a competitive edge, this enables experienced analysts to diversify into other similar fields as potential future exit opportunities.

Despite experienced research analysts having a significant amount of knowledge, this field is reasonably easy to get into, at an entry level at least, in comparison to some other financial careers . Therefore it can be a good option for those who are keen to get their career underway right out of university or college and who possess a degree in the right subject.

While the job can be demanding, for those who enjoy using their analytical and numerical skills to identify the best solutions, it can also be extremely satisfying and intellectually stimulating. Analysts can work and specialize in a variety of different industries and asset types and, which makes this career path quite dynamic.

Personality traits which will normally be associated with a good research associate or analyst candidate include:

• Critical thinking
• Strong communication skills
• Logical reasoning
• An attention to detail
• A talent for maths and numbers in general

Research analyst hierarchy and progressing within the role

Assuming that you have decided to explore the role of a research analyst, how will your career progress in accordance with your experience? 

Unlike roles in investment banking which progression times are more ‘standard’, the exact time required to advance between stages in a research analyst career path is rather fluid. In other words, some individuals will ascend faster than others. That said, here are the typical 4 stage progression structure in a research role:

Research associate

Most associates will be accepted into an entry-level position after having graduated with a bachelor’s degree in business, finance or a similar field. These individuals will be directly supervised by a senior or VP analyst; enabling them to further hone their skills while gaining real-world experience. It is not uncommon for new entrants to be shifted between different senior analysts during the first few months.

Once one has gained enough experience, he or she will be granted the title of “Analyst” as opposed to “Associate”. While this might seem like a minor change, analysts can hold a number of additional titles such as vice president of analytics. Additionally, there can be different levels of analysts in research analytics, meaning not everyone who is an analyst is operating at the same level within the hierarchy. 

Analysts will therefore oversee their junior associates while also communicating with their seniors. While they still perform a fair amount of basic tasks, the added responsibility will provide room to further improve existing skill sets.

Senior VP analyst

Senior analysts are heavily involved in the final interpretation of data before it is presented to stakeholders (such as institutional investors or company management). Thus, they represent the “face” of an organization more than an associate or a mid-level analyst. Some additional duties involve taking ownership of the covered sector coverage, build relationships with investor relations teams of covered companies, communicating with clients, and making well-informed recommendations. Due to the technical nature of this position, many senior analysts will seek to obtain a master’s degree.

Research director

This final stage generally represents the top of the food chain within the career of a research analyst. Directors are responsible for overseeing the day-to-day operations of a firm. The duties can vary in accordance with the exact position, but some core roles include:

• Approving the onboarding of new employees.
• Monitoring team performance.
• Meeting with high-level clients and travelling when required.
• Defining the overall mission statement of an organization.
• Determining which asset classes/opportunities are in alignment with short- and long-term goals.

Due to the sheer number of responsibilities associated with a research director, up to 7 years of prior managerial experience may be required.

Research analyst salary

How much can you expect to earn as a research analyst? This will once again be based on experience and the exact role. Let’s compare typical average salaries of those working in financial centres in the UK and the US.

Expected research analyst salaries in London

Expected research analyst salaries in New York

As this illustrates, research analysts in the US could generally expect to receive higher pay than those in the UK (and indeed the rest of Europe). It’s important to point out that salaries can range quite significantly between firms and location, with larger banks usually paying higher than smaller ones.

How to become a research analyst

Most research analysts will require a formal university degree in subjects such as economics, business, finance, or accounting in order to join as an entry level associate. That said, obtaining a summer internship whilst still studying can certainly improve your odds to secure a full time role before graduating. 

From there, it’s a matter of performing well, gaining experience and keeping an eye out for opportunities. Research teams can often be smaller than in other financial roles like investment banking , which means opportunities to progress can be more limited. It may therefore be necessary to move between firms to rise up the ranks more quickly.

Those who wish to switch their careers from a different financial role , such as investment banking into equity research could do so given the high transferable skills. However, it may be still necessary to begin at an entry-level position. The primary difference is that those with prior experience will tend to ascend faster through the hierarchy.

What types of skills do recruiters look for when headhunting potential research analysts? While technical knowledge is certainly important, a handful of traits are just as critical, including:

• A familiarity with financial analysis software and the ability to learn new programs.
• An understanding of human behaviour and behavioural finance (important when identifying specific trends).
• Superior levels of reading, writing, communication and data analysis.
• The ability to maintain focus within individual and group settings.

Above all, analysts should always possess the ability to embrace new skills; the learning curve within this career never truly ends.

What qualifications are useful as a research analyst?

The competitive nature of this field dictates that candidates who possess prior qualifications tend to be hired quicker than those with little knowledge other than a university degree. Thankfully, a number of the best finance certifications are available to those either already working as a research analyst, or hoping to do so, and each of these offers its own unique advantages.

Chartered Financial Analyst (CFA)

Those who hold a CFA (Chartered Financial Analyst) distinction will already possess an advantage over their competitors. As perhaps the gold standard of financial qualifications, a CFA charter demonstrates real-world skills and knowledge that are highly relevant to anyone wanting to begin or already following a research analyst career path. There are nearly 170,000 CFA charterholders worldwide ( some of these being research analysts ) and this number is expected to grow into the future.

Chartered Alternative Investment Analyst (CAIA)

A Chartered Alternative Investment Analyst (CAIA) certification is another useful “string to the bow” for research analysts. As a growing number of investors and organizations are interested in diversification and seeking higher returns, those who possess a working knowledge of alternative investment opportunities are now in high demand. More than 70,000 professionals are certified as CAIA charterholders and while narrower in scope when compared to the CFA, it is becoming extremely popular amongst a range of finance professionals.

Environmental, Social & Governance (ESG) certifications

Environmental, social and governance (ESG) concerns are becoming increasingly important topics in this day and age. This is particularly relevant when discussing buy-side analysts due to the amount of transparency that is now required. Those holding an ESG certification will be able to appreciate the environmental impacts of their recommendations while also being capable of assessing any potential risks that may be present.

As investment groups become even more concerned with potential compliance issues, ESG analysts are now more relevant than ever before, and qualifications like the CFA Institute’s Certificate in ESG Investing (and a whole range of ESG qualification options ) are designed to equip finance professionals with the skills to navigate this fast growing sector.

Master of Business Administration (MBA)

An MBA (Master of Business Administration) certification is another possible option for those involved in the research analysis sector. This is generally something undertaken by those wanting to move into a senior analyst or director role, as they will be required to oversee the day-to-day operations of an organization as well as its subordinates.

An MBA is also an excellent way to increase one’s existing salary; some studies finding that annual pay rate may rise by up to 50%. Whether an MBA versus a CFA or other financially focused qualification is the best choice largely depends on the individual and the way in which they’re aiming to progress their career.

Research analyst career outlook

Aside from strong data analysis skills, candidates will also need to possess a working knowledge of common financial software packages to handle bigger datasets. Some other notable observations include:

• The ability to adapt to a hybrid work environment.
• A greater focus upon ethical and sustainable investment opportunities.
• Critical thinking is expected to gain more weight within the field.

However, it is prudent to highlight that the demand for sell side equity research analysts has somewhat dampened in recent years. The US Bureau of Labor Statistics estimated that employment of research analysts (both buy and sell side) is expected to grow 6% on average from 2020-2030 , about as fast as the average for all occupations. This may be the result of increased regulations and leaner business models associated with lower commissions.

Although there are still opportunities, some are not as attractive as they once were. This brings us to the next point.

Research analyst exit options and opportunities

The good news is that those who have recently entered into the field of research analytics always have the opportunity to gain experience and to progress to higher professional levels. This is particularly the case for anyone who is a CFA charterholder or a similar certification.

What about potential exit opportunities? Assuming that you wish to change financial careers , numerous options may be available. For instance, the technical nature of this position may provide the ability to migrate into investment banking . Some other interesting alternatives include:

• Portfolio management
• Hedge funds
• Corporate finance/development
• Private equity
• Wealth management

The exact career path will ultimately depend upon your experience, interest and career goals.

Is a research analyst a good career choice for you?

Would the role of a research analyst fulfil your professional goals? Not only is this position quite varied, good salary and work life balance (compared to investment banking), but it is unique in the fact that there are a variety of potential exit opportunities in the future.

Still, there are some possible downsides. These include:

• The demand for sell-side analysts has diminished in recent times.
• It is not normally possible to obtain an entry-level position without a university degree.

Ultimately, it is wise to balance these observations with all of the other metrics highlighted throughout this article. If you’re interested in a fast-paced, yet sustainable finance career with a strong focus on combining analytical and qualitative work to make an informed decision, it’s likely that research analyst career may be suitable for you.

We hope the guide above shed some light on a research analyst career. Do you think  this career path suits you ? Let us know in the comments below!

Meanwhile, here are related articles which you may find interesting:

• Finance Career Quiz: Which Finance Career Fits Your Skills & Personality?
• CFA Careers: What Are Typical Job Opportunities for CFA Charterholders?
• Why is ESG Important and Which Careers Can Benefit From It?
• Finance Career Change: Plan Your Finance Career Switch With Our Free Tool
• Epic Career Path Guides:  Accounting  |  Investment Banking  |  Corporate Finance | Portfolio Management | Financial Planning  | Private Equity | Wealth Management | Risk Management | Hedge Funds | Fintech

1 thought on “Research Analyst Career Path: Roles, Salaries & Progression”

Excellent prescrived above for research analyst carrer and qualification skill devolups

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Financial Research Analyst Job Description, Key Duties and Responsibilities

If you are looking for what the job description of a financial research analyst entails, then you are on the right page as this post focuses on the key duties, tasks, and responsibilities that majorly define the financial research analyst work description.

In this article also, you will discover the major requirements recruiters for the financial research analyst role commonly set for prospective applicants to fulfill before being hired.

Please, continue reading:

What Does a Financial Research Analyst Do?

Financial research analysts are responsible for scrutinizing the financial statements and other public documents of an organization to estimate their financial worth.

They are also responsible for managing portfolios/ funds and gauge the level of risks involved in an investment.

Financial research analysts find employment in investment banks, mutual funds, and security firms; brokerage firms and other organizations with money to invest.

The financial research analyst job description entails conducting research and utilizing software to track economic data and make forecasts about their industries of specialty, and also providing analytical support to sales and marketing teams.

It also involves providing various analyses and investment guidance on multiple companies and industries.

Financial research analysts also monitor changing trends in business processes, competition, and regulatory policies to protect the investment of the organization they work for.

They are also responsible for providing research-based analytical support in forecasting budgets and performing variance analyses, as well as in preparing financial budgets.

They research to evaluate and initiate capital expenditure models and other business development models and procedures.

The financial research analyst work description also involves helping organizations mitigate risks by performing extensive research and evaluation of business models.

It also includes ensuring due diligence on financial reports and statements, as well as creating specific economic models to enhance business development.

Financial Research Analyst Job Description Example/Sample/Template

Financial research analysts perform various functions, including conducting research on companies and performing thorough investigation of their economic documents to ascertain their true financial position, and guaranteeing sound investment decisions for their organizations.

The significant tasks, duties, and responsibilities of a financial research analyst are highlighted in the job description example below:

• Investigate financial statements of businesses to determine their net worth
• Responsible for managing funds and financial portfolios
• Communicate potential risks in investment proposals to management
• Stay current with recent software and technologies capable of predicting the financial future of the industry (e.g. healthcare, banking, or real estate) they specialize
• Monitor and manage the company’s stocks and proffer suggestions to management/ relevant authority regarding whether to sell or to invest
• Ensure that the company complies with risk management protocols
• Study periodical and annual financial statements to evaluate the estimated future earnings of the organization
• Partake in investors meetings and interact with senior financial and management teams
• Carry out original research on new datasets
• Spot and research prototype predictive products
• Become skilled in writing production-ready code to identify interesting outliers, anomalies, correlations, and associations
• Responsible for the preparation of financial reports and investment recommendations.

Financial Research Analyst Job Description for Resume

If you are seeking a new job and have worked or are currently working as a financial research analyst, you can apply the sample job description above in creating the job experience section of your resume.

With a good job experience section, you will be able to effectively let the recruiter know that you have been and will be successful in performing the financial research analyst role in their organization.

Financial Research Analyst Requirements – Skills, Knowledge, and Abilities for Career Success

When hiring for the financial research analyst position, recruiters or HR managers normally hunt for individuals who can perform the obligations, objectives, and purpose of the role effectively.

To ensure only the best suitable applicants are accepted, recruiters commonly give a list of requirements applicants must meet to access the position.

Shown below are major financial research analyst requirements prospective candidates must fulfill to be given an interview appointment:

• Education: To work as a financial research analyst, applicants are required to have a minimum of Bachelor’s degree in Finance or Economics or in a closely related field
• Knowledge: They should have solid financial background and a minimum of 2 years work experience in the financial services industry
• Certification/Licenses/Registration: It is an advantage to the applicant if they have a professional certification like CFA. Some recruiters lookout for applicants with Series 7 or willingness to obtain it within the first 90 days of employment
• Communication skills: It is important that applicants have exceptional verbal and written communication skills to communicate effectively, and also prepare reports for management
• Attention to detail: To guarantee the validity of analyses, it is important that applicants are detail-oriented individuals to achieve a high degree of accuracy
• Organizational skills: It is also important that applicants can balance multiple projects under pressure amid tight deadlines
• Quantitative and analytical skills: The job of a financial research analyst requires them to analyze financial statements to support investment decisions. So it is important that applicants are highly numerate individuals with strong analytical skills and the ability to interpret and draw meaningful conclusions from large data sets
• Self-starter: Applicants must be self-motivated individuals with the ability to work independently or with little supervision.

If you are a recruiter or HR manager needing to hire the best financial research analyst, your quest to finding such individual begins by making a detailed description of the job that captures all the duties and responsibilities you need the successful candidate to perform.

You can apply the sample financial research analyst job description provided above as a template and source of information in making yours.

This post also provides information for individuals interested in the financial research analyst career to increase their knowledge of what the role entails.

Did this article improve your knowledge of what financial research analysts do? Please, leave a comment in the box below. You may also discuss your job description if you work as a financial research analyst .

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Sr Research Finance Analyst

Job details.

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Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.

Responsibilities

The Senior Research Finance Analyst process a wide variety of post award management tasks while providing outstanding customer service to colleagues, and the research community, as well as facilitating the research administration effort within DFCI.The Senior Research Finance Analyst takes on complex research portfolios. Mentors/trains junior analysts and provides leadership on a d-hoc or special projects, ensures best practices are followed and identifies new opportunities.

• Responsible for post award project management from set up to close out, including invoicing, reporting, invoice approval, journal entry reconciliation, and financial reporting.
• Manages complex grant mechanisms throughout the life cycle.
• Ensures awards are managed in full compliance with applicable sponsor’s rules and regulations, and DFCI’s internal policies.
• Responsible for institutional reporting, such as cash report, drawdowns, and schedule of federal awards.
• Assist managers with the annual Uniformed Guidance Audit for all federal grants, federal sub-contracts, and other federal pass-through awards for inclusion in the DFCI’s Year-End Audited Financial Statements.
• Serves as a technical expert and provide guidance and coaching to Junior Analysts
• Develop training content and provide ongoing training and support to internal staff and Research Department Administrators on grant management processes.
• Leads the drafting, review, and modification of Standard Operating Procedures.
• Assumes additional responsibilities as assigned.

Qualifications

At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong.  As relentless as we are in our mission to reduce the burden of cancer for all, we are equally committed to diversifying our faculty and staff.  Cancer knows no boundaries and when it comes to hiring the most dedicated and diverse professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply.

Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other characteristics protected by law.

Minimum Education:

• Bachelor’s degree in Accounting, Business, Finance or similar required.

Minimum Experience (years/type):

• Minimum of 4 years of experience in research administration in an academic setting (hospital, non-profit organization or university) required.
• Experience with grants regulations required.
• Experience with all types of award mechanisms, including grants, contracts, subcontracts, cooperative agreements.
• PeopleSoft and Infoed knowledge or a similar grant management system.
• Microsoft Office Suite with advanced Excel working ability
• Excellent problem-solving skills.
• Excellent verbal and written communication skills.

EEOC Poster

Equity Research Analyst Intern - Summer 2025

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• Sound business judgment and a strong interest in financial markets
• An ability to thrive under both pressure and time constraints in a risk-taking environment
• Seeks an edge and possesses a healthy level of skepticism in their thought process

Perks and Benefits

Health and wellness.

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• Associate or Rotational Training Program

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Equity research analyst - Materials

New York, NY, US

Founded in 1991, we are a global quantitative and systematic asset management firm applying a scientific approach to finance to develop alternative investment strategies that create value for our clients. We value innovation, dedication, collaboration, and the ability to make an impact. Together, we create a stimulating environment for talented and passionate experts in research, technology, and business to explore new ideas and challenge existing assumptions.

ABOUT THE ROLE

You will be conducting fundamental research on equities primarily in the Basic Materials sector, and working alongside the portfolio manager to contribute alpha-generating long/short investment ideas into the portfolio. You will also collaborate with quantitative researchers to create or improve systematic strategies by utilizing your sectorial domain knowledge.

Your primary objective is to deeply understand the underlying drivers of equity prices. To accomplish this, you will be expected to:

• Read and summarize news, public filings, transcripts, and research reports
• Build financial models (revenue and margin builds, balance sheet, valuations)
• Meet with management teams
• Interpret relevant alternative data

Base salary 120 -190K USD depending on experience

+ variable compensation

+ competitive benefit package

SKILLSET REQUIREMENTS/QUALIFICATIONS

• Passion for investment research
• Strong attention to detail
• Ability to communicate effectively
• 2 to 7 years of relevant experience in finance, investing, or basic materials
• MBA and/or CFA preferred but not required
• Ability to code in Python preferred but not required

EQUAL OPPORTUNITIES STATEMENT

We are continuously striving to be an equal opportunity employer and we prohibit any discrimination based on sex, disability, origin, sexual orientation, gender identity, age, race, or religion. We believe that our diversity, breadth of experience, and multiple points of view are among the leading factors in our success. CFM is a signatory of the Women Empowerment Principles .  

Follow us on Twitter or LinkedIn or visit our website to find out more about CFM.

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Join our hardware team for the opportunity to have real impact in a dynamic, technology-focused company. Our product lines range from consumer graphics to self-driving cars to the growing field of AI. We’ve built an exceptional team of people from around the globe whose mission is to push the frontiers of what’s possible and to define the platform for the future of computing.

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Assistant Vice President; Quantitative Finance Analyst

United States Department of Labor Notice

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.  Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

RESPONSIBILITIES:

• Measure counterparty credit risk for all lines of businesses in the Markets division covering all traded products.
• Participate in constructing counterparty credit risk portfolio reviews along with specialized deep dives on specific counterparties.
• Leverage expertise in counterparty credit risk management and traded products to highlight areas that warrant additional investigation, monitoring and discussion.
• Perform analysis which will encompass a range of counterparty exposure management techniques such as potential future exposure, stress testing sensitivity analysis, wrong way risk, and CVA.
• Maintain strong risk discipline and demonstrated ability to working across a variety of functions including trading, sales and credit risk.
• Analyze and evaluate large and complex economic and financial datasets with analytical tools of Python, SQL, and R.
• Use big data technologies SQL to handle and process large volumes of data produced by multiple data sources.
• Develop and evaluate historical quantitative modeling and analytics projects in risk analytics and financial forecasting leveraging R and Python.
• Employ data analytics and visualization tools of Tableau and VBA macros to build easy access analytical capabilities.
• Implement advanced high-performance Python code for automation on the data generation, visualization of the reporting and auto distribution to management.
• Remote work may be permitted within a commutable distance from the worksite.

REQUIRED SKILLS & EXPERIENCE :

• Master’s degree or equivalent in Finance, Mathematics, Statistics, or related; and
• 2 years of experience in the job offered or a related quantitative occupation.
• Must include 2 years of experience in each of the following:
• Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL and R;
• Using big data technologies SQL to handle and process large volumes of data produced by multiple data sources;
• Developing and evaluating historical quantitative modeling and analytics projects in risk analytics and financial forecasting leveraging R and Python;
• Employing data analytics and visualization tools of Tableau and VBA macros to build easy access analytical capabilities; and
• Implementing advanced high-performance Python code for automation on the data generation, visualization of the reporting and auto distribution to management.

If interested apply online at www.bankofamerica.com/careers or email your resume to [email protected] and reference the job title of the role and requisition number.

EMPLOYER :  Bank of America N.A.

Hours Per Week:

Weekly Schedule:

Referral Bonus Amount:

Pay Transparency details

Hours Per Week: 

Learn more about this role

JR-24039869

Manages People: No

New York pay range:

$137,000.00 - $150,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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An official website of the United States government

Fellow (Director's Financial Analyst)

The Bureau's Director's Financial Analyst Program is a two-year rotational analyst program that will give a select number of recent college graduates with undergraduate degrees the unique opportunity to work with senior-level executives on some of the most critical issues facing consumer financial markets in the United States.

• Accepting applications

Open & closing dates

09/23/2024 to 10/28/2024

$71,483 - $103,752 per year

Pay scale & grade

Many vacancies in the following location:

• Washington, DC

Telework eligible

Yes—as determined by the agency policy.

Travel Required

Not required

Relocation expenses reimbursed

Appointment type.

Term - Term Appointment: Not-to-Exceed 2years; May be extended for a maximum of 4 years total.

Work schedule

Promotion potential, job family (series).

• 0501 Financial Administration And Program

Supervisory status

Security clearance.

Not Required

Position sensitivity and risk

Moderate Risk (MR)

Trust determination process

• Credentialing
• Suitability/Fitness
• National security

Financial disclosure

Bargaining unit status, announcement number.

24-CFPB-230-X

Control number

This job is open to.

U.S. Citizens, Nationals or those who owe allegiance to the U.S.

Clarification from the agency

U.S Citizens or U.S. Nationals; No prior federal experience is required. Eligible applicants must be either: Current undergraduate students who anticipate graduation between December, 2024 and June, 2025; OR Individuals who have earned an undergraduate degree on or after April 1, 2022. (An exception will be applied to veterans who are precluded from applying in that limitation due to a military service obligation.)

This position is located in the Consumer Financial Protection Bureau, Office of the Director. Members of the Director's Financial Analyst Program will experience diverse roles, responsibilities, and areas of expertise. As a result, in a short period of time, analysts will play an integral role in everything the Bureau does, from rigorous data-driven policy creation and market monitoring to on-site supervision of market participants. All analysts will complete developmental rotations in offices throughout the Bureau. These rotations are designed to provide exposure to the analysis, strategy, research, education, policy development, supervision, enforcement, and rule making activities throughout the Bureau. The following are the duties of this position at the CN-51, broadly equivalent to the GS-11. If you are selected at a lower grade level, you will have the opportunity to learn to perform all these duties, and will receive training to help you grow in this position.

• Extract data from data stores and perform ad-hoc or periodic queries for use by CFPB staff engaged in research and policy development. Provide feedback and suggestions on the queries and implement improvements.
• Mine data from selected data sources to arrive at specific information to conduct research and analysis of issues relating to consumer finance. Document the analyses performed to ensure that future verification and reproduction of results can take place. Seek out innovative, new sources of data to improve quality of analysis and incorporate them into analysis.
• Determine programming languages, analytical tools, data structures, and data logic to maintain data quality programs.
• Participate in the implementation of segments of new production and data storage systems to support research, inform consumers, guide the supervision of covered persons, and enforce rules relating to consumer financial protection.
• Support internal clients with analytical projects relating to the consumer finance markets and providers. Draft segments of reports, analyses and interpretations of data to CFPB staff to monitor business critical results. Assemble relevant data and other information from internal and external sources, including financial, banking industries, businesses, or regulatory agencies; and from commercial vendors, solving straightforward problems as they arise. Prepare drafts of findings for review by senior specialists.

Requirements

Conditions of employment.

Key Requirements:

• Must be U.S. Citizen or U.S. National
• A one year probationary period may be required.
• Public Trust - Background Investigation will be required.
• Complete a Declaration for Federal Employment to determine your suitability for Federal employment, at the time requested by the agency.
• Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.
• If you are a male applicant born after December 31, 1959, certify that you have registered with the Selective Service System or are exempt from having to do so.
• Go through a Personal Identity Verification (PIV) process that requires two forms of identification from the Form i-9. Federal law requires verification of the identity and employment eligibility of all new hires in the U.S.
• Report (OGE Form 278e) within 30 days of appointment and annually from then on.

Qualifications

• Current undergraduate students who anticipate graduation between December, 2024 and June, 2025; OR
• Individuals who have earned an undergraduate degree on or after April 1, 2022.

Education Requirements: To qualify at the CN-30, applicants must have completed a 4-year course of study leading to a bachelor's degree with an overall GPA of at least 3.0 (or equivalent); and successful completion of at least 5 courses in any of the following: econometrics, statistics, mathematics, quantitative methods, or finance or similar coursework indicating numeric competency and/or grounded in quantitative analysis. Course work must have prepared the candidate to perform basic statistical techniques such as regression analysis, descriptive statistics, probability distributions, statistical t-tests, confidence intervals, ANOVA, and correlation coefficients. You MUST submit a copy of your transcripts or equivalent.

Additional information

• We may select from this announcement or any other source to fill one or more vacancies.
• This announcement may be used to fill like positions in other organizations within the Consumer Financial Protection Bureau
• This is a non-bargaining unit position. The Union that represents CFPB employees is the National Treasury Employees Union ("NTEU"), Local Chapter 335.
• We offer opportunities for telework.
• We offer opportunities for flexible work schedules.
• Bureau employees are subject to government-wide ethical standards of conduct, financial disclosure requirements, and post-employment prohibitions, which applicants may review at www.oge.gov. In addition, employees must comply with the Supplemental Standards of Ethical Conduct for Employees of the Consumer Financial Protection Bureau (5 CFR 9401), which, among other things, prohibit an employee or the employee's spouse or minor child from owning or controlling a debt or equity interest in an entity supervised by the Bureau. Regulations also impose restrictions on the outside activities of certain Bureau employees, including examiners and attorneys. Applicants may review the Bureau ethics regulations and a summary of the regulations at www.consumerfinance.gov. Questions regarding these requirements and prohibitions should be directed to the Bureau Ethics Office at [email protected] .
• your entire work history with specific start and end dates (MM-DD-YYYY) provided for each listed position
• hours worked per week for each position
• degrees and the dates conferred (MM-YYYY)

A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits .

Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

How You Will Be Evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

• Resume (Required)
• Transcripts or Proof of degree completion (Required)
• Cover letter (Recommended)
• Analytical Thinking (60%) : Gathers and analyzes information, identifies, and addresses problems or issues, and makes informed decisions or recommendations.
• Written Communication (40%) : Chooses appropriate communication modes and mediums and prepares written materials that are accurate, clear, and responsive to requests.
• are identical in occupation/level;
• use the identical assessment materials; AND,
• are posted within 360 days of your completed assessment.

As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

• Cover Letter

If you are relying on your education to meet qualification requirements:

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Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

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Associate Systems Analyst - Finance - Remote

• Rochester, MN
• Remote: YES

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Be challenged to deliver innovative solutions that will change health care.

Mayo Clinic’s tech culture is rooted in passion for technology, embraces innovative thinking and strives for high performance. Our teams drive change in health care through comprehensive connected health and digital transformation strategies.

Some examples of our major initiatives are:

• Utilizing artificial intelligence and machine learning principles to develop next generation patient centric care systems
• Transforming the practice by applying data science techniques to discover new approaches to health care delivery
• Leveraging Enterprise Architecture to construct integration centricity, promote data liquidity, and provide innovation support

This transformation creates, connects and applies integrated knowledge to deliver the best health care, health guidance and health information to patients, customers, partners, providers, employees anywhere and anytime so the needs of the patient come first.

Job Description

City Rochester

Department Finance

The Associate Systems Analyst plays a key role in the support and technical maintenance of Finance system solutions. To be successful in this role, this individual will: Be a liaison between Finance personnel and automation tools and technology to provide systems support, education and training, data reporting, issue analysis, automation solutions, and project management of medium complexity in-order-to leverage technology solutions to meet the needs of Finance. Stay abreast of current industry trends, participating in data acquisition and analysis of data issues, development of recommendations, and solution implementation. Develop an in-depth knowledge of Mayo accounting systems and processes, including an advanced level understanding of their interrelationship and dependencies and knowledge of their underlying data structures. Assure the integrity of financial and statistical data, via preparation and/or review of site or Enterprise systems’ processes, testing and reporting. This includes the identification and troubleshooting of technical issues and needed system changes having institutional impact including business/systems needs identification, functional specification development, business impact analysis, test plan development, testing, communication, and documentation. Develop business relationships with internal colleagues (Information Technology, ITDS, etc.) to facilitate issue resolution. Develop business relationships with outside vendors to facilitate issue resolution. Demonstrate commitment to equity, inclusion, and diversity.

*This position is 100% remote work. Individual may live anywhere in the US.

**This vacancy is not eligible for sponsorship / we will not sponsor or transfer visas for this position.

During the selection process, you may participate in an OnDemand (pre-recorded) interview that you can complete at your convenience. During the OnDemand interview, a question will appear on your screen, and you will have time to consider each question before responding. You will have the opportunity to re-record your answer to each question - Mayo Clinic will only see the final recording. The complete interview will be reviewed by a Mayo Clinic staff member and you will be notified of next steps.

Requires a bachelor's degree and 3 years’ experience in accounting, supply chain management, business, healthcare, finance, computer science, or engineering with a required minimum of 2 years’ experience focused on support, configuration, or implementation of an integrated system, automation, or other technology related field OR high school diploma and 7 years’ experience focused on support, configuration, or implementation in support of finance related systems such as a costing system, ERP system (Enterprise resource planning), etc. Ability to work in multiple system environments and applications. Proficient in use of project efficiency tools, automation, and code writing. Direct hands-on experience with ad hoc query programs, automated testing tools, and reporting software required. 

Must possess in-depth knowledge of core functionality and supporting processes. Experience in health care accounting preferred. Must exhibit diplomacy, tact, initiative, and organizational skills. Must possess the ability to inspire trust and confidence, communicate effectively with internal and external audiences and demonstrate ability to maintain outstanding customer relations. Requires individual who is self-directed, can effectively multi-task, thrives in an unstructured environment, and handles ambiguity well.

Additional Qualifications ( preferred ):

Proven investigational skills, technical acumen, attention to detail, accuracy, and ability to manage and prioritize multiple tasks. 

Proven ability to successfully manage projects of a medium complexity impacting multiple systems or departments.

This position will accept applications until 9/25/2024. This deadline may be extended if the necessary candidate pool is not met by this date.

Career Path

Discover unlimited opportunities. Your IT career may start as a Help Desk Specialist or Work Station Technician, an intern, or entry-level Analyst/Programmer and develop into a mid- or senior-level technical position. You may choose to grow laterally as a technical expert, learning and supporting many different aspects of IT services. Or you may choose to become part of the leadership team.

Whichever direction you choose, we want you to stay and grow with us, and experience a life-changing career.

• Applications
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The Life Changers

When you choose an IT career with Mayo Clinic you will have an opportunity to engage with new and innovative solutions which will improve quality of life and patient outcomes. You will partner with brilliant Physicians and Scientists to help drive translational medicine in a fast-paced environment where creativity, energy, and dedication will result in success.” Marie Koctecki Senior Manager, IT Service Delivery

Over the span of my career, I have worked in multiple divisions across IT and have now advanced to a Service Delivery Manager role, managing a Project Management Office (PMO). The opportunities within the department of IT are vast. I have been able to gain my Project Management Professional (PMP) certification as well as my Certified Scrum Master (CSM) certification while at Mayo Clinic.” Betty Hutchins Manager, IT Service Delivery

I appreciate the breadth of career paths within IT and the ability to branch out and diversify my professional expertise while remaining with Mayo Clinic. The diverse backgrounds and depth of expertise of my coworkers is an attribute of Mayo’s unique culture; I enjoy the opportunity to work with so many world-renowned experts and thought leaders across a wide array of professions.” Samanthie Epps Manager, IT Speciality Systems

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status, or disability status. Learn more about "EEO is the Law." Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

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2025 Research and Business Development Analyst

Position:  Financial Technology Partners is seeking Analysts for July 2025

Firm Overview

Financial Technology Partners is one of the most successful boutique investment banks on Wall Street.  Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years.  We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a 200+ global firm that prides itself on having an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the firm’s success. Senior bankers at the firm are formerly of Goldman Sachs, JP Morgan, Evercore and Barclays.

Role Description

The Analyst program is designed to equip the next generation of FinTech Investment Bankers, VCs, and Private Equity Professionals with the tools and skills needed to become leaders in the space. In working at FT Partners, you will become an expert in FinTech while also learning the "in and outs" of M&A and private capital raising. If you are an ambitious, recent college graduate and are passionate about FinTech – we would love to meet you.

What are the unique opportunities of this role? 

This is an unparalleled opportunity to work at an elite investment bank – and the only one exclusively dedicated to FinTech. From day one you will be on the front lines meeting with C-Suite level professionals from the top FinTech and Crypto companies as you assess product-market-fit, perform in-depth financial due-diligence, and conduct broader market research.

In this role, you will:

• Perform due-diligence on high-growth FinTech companies including conducting various valuation analyses (e.g. DCFs, public comparables, precedent transactions) for companies across FinTech verticals and business models
• Meet with FinTech founders, venture capitalists, private equity firms, and traditional finance executives in order to understand strategy, product roadmaps, acquisition interests, and capital raising / liquidity needs
• Leverage FT Partners’ proprietary database and alternative data sources to identify emerging trends in FinTech
• Research significant M&A and private capital raising transactions and publish high-quality / high-visibility reports
• Work side-by-side with deal teams in helping to assess valuation, product differentiation, and investor / buyer rationales
• Develop high-impact, client facing deliverables including sell-side pitches, views on market trends, and analyses of investment / acquisition activity across FinTech
• Assist senior bankers in developing and implementing business development strategies and facilitating dialogue with CEO/CFO/Board level contacts

Qualifications

• The start date for this position will be July 2025
• Recent graduate or graduating by June 2025
• All degrees considered, Finance, Economics or Accounting preferred
• GPA 3.40 or greater
• Strong interest in finance, consulting, research, and FinTech
• Exceptional writing and verbal communication skills
• Strong work ethic and a drive for excellence
• Team player, self-motivated, and entrepreneurial
• Strong data management and research skills
• High attention to detail
• U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future. 

Why FT Partners?

• Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays
• Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
• Executing both billion dollar and early stage / high-growth VC transactions
• Excellent career path, strong and competitive compensation
• Unparalleled deal flow with premier client base
• Access to world-class executives at high-growth companies
• Dominant footprint in the one of largest sectors: financial technology
• Top-notch financial sponsor relationships
• Close-knit, rapidly growing team  

Selected transactions include advising:

• Divvy's $2.5 billion Sale to Bill.com
• GreenSky’s $2.2 billion Sale to Goldman Sachs
• Forge’s $2 billion Merger with Motive Capital Corp.
• Truebill’s $1.3 billion Sale to Rocket Companies
• Revolut's $800 million Financing at a $33 billion Valuation
• Payrix’ ~$800 million Sale to FIS
• Cross River’s $620 million Series D Financing
• Velocity Global’s $400 million Series B Financing
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Neon’s $300 million Series D Financing
• Upgrade’s $280 million Series F Financing at a $6 billion Valuation
• Mambu’s ~$266 million Series E Financing at a ~$5.5 billion Valuation
• Newfront’s $200 million Financing at a $2.2 billion Valuation
• CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation

The annual salary for this position at commencement of employment is expected to be between $80,000 - $85,000/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Inclusion and Equal Opportunity Employment:   Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact People Operations. 

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As set forth in Financial Technology Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

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