Month: March 2017

A day in the life of a financial analyst

Among the most rigorous, yet rewarding, career options in the financial services industry is that of a financial analyst. But what exactly does a financial analyst do on a daily basis? The answer to this question largely depends on the experience level of the analyst. Key points to remember Financial analysts can work long hours, […]

What types of positions can a chartered financial analyst hold?

The types of positions that a Chartered Financial Analyst (CFA) is likely to fill include any position that deals with large-scale wealth management, financial analysis, or complex accounting. According to the CFA Institute’s June 2019 Survey of Candidates for the Program, the top positions held by charter holders are: 16% are portfolio managers, 12% are […]

Career advice: financial analyst vs stock market analyst

Financial analyst vs equity analyst: an overview Young professionals who have a quantitative bent, skilled problem solvers, logical thinkers, and stay on top of the markets should consider a career as a financial analyst. Broadly speaking, financial analysts examine financial data to help companies make investment decisions. Some financial analysts work in-house and help their […]

Financial analyst vs accountant: what’s the difference?

An overview There are plenty of jobs in the business world for those who enjoy analysis and numbers, two of the most common being the financial analyst and the accountant. While there is some overlap between these two disciplines, they focus on different areas of money management. A financial analyst examines past and current trends […]

Financial analyst vs. Careers as a financial advisor

Financial analysts vs financial consultants: an overview At first glance, financial analysts and financial consultants perform very similar tasks. Both act as financial, economic, and investment experts, and both help other professionals make more informed financial decisions. Dig a little deeper, though, and you’ll find that analysts and consultants focus on different things and enjoy […]

Financial analyst or financial adviser?

Financial advisors (most often spelled “advisors” in American English) and financial analysts perform essential but different functions in the field of market analysis. Financial advisors provide financial advice to their clients, help them save and build investment portfolios, and help others feel more confident and comfortable with their financial decisions. They are often employed by […]

Training and designation programs for financial analysts

There are many options to choose from when looking to improve your financial analysis skills or your resume. All over the United States (and even overseas) there are colleges, universities, and private organizations that offer a wide variety of programs to improve your skills. And while most of the offers are quite valuable, it usually […]

Financial analyst: career path and qualifications

Financial analysts produce financial plans, projections and analytical reports for use in the investment decisions of businesses, public and private organizations, and individuals. Depending on the type of analyst position, the tasks can vary considerably. Some financial analysts work in the securities industry analyzing stocks, bonds, and other securities for banks, brokerage houses, fund management […]

Career advice: financial analyst vs data analyst

Financial analyst vs data analyst: an overview If you’re a student or young professional with a knack for numbers, analysis, and a problem-solving expert, consider a career as a financial or data analyst. Financial analysts use financial data to spot trends and extrapolate into the future, helping their employers and clients make the best investment […]

Back To Top