Financial Analysts

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About the Job

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

It is also Called

  • Trust Officer
  • Trust Evaluation Supervisor
  • Treasury Analyst
  • Stock Analyst
  • Statistical Financial Analyst
  • Securities Research Analyst
  • Securities Consultant
  • Securities Analyst
  • Renewable Energy System Finance Specialist
  • Real Estate Investor
View All

What They Do

  • Research and recommend environmentally-related financial products, such as energy futures, water rights, carbon credits, government environmental funds, and cleantech industry funds and company stocks.
  • Evaluate financial viability and potential environmental benefits of cleantech innovations to secure capital investments from sources such as venture capital firms and government green fund grants.
  • Determine the financial viability of alternative energy generation or fuel production systems, based on power source or feedstock quality, financing costs, potential revenue, and total project costs.
  • Identify potential financial investments that are environmentally sound, considering issues such as carbon emissions and biodiversity.
  • Forecast or analyze financial costs associated with climate change or other environmental factors, such as clean water supply and demand.
  • Conduct financial analyses related to investments in green construction or green retrofitting projects.
  • Collaborate with investment bankers to attract new corporate clients to securities firms.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory.


People who work in this occupation generally have the interest code: CIE.

This means people who work in this occupation generally have Conventional interests, but also prefer Investigative and Enterprising environments.

Work Values

People who work in this occupation generally prize Achievement, but also value Recognition and Independence in their jobs.

Things They Need to Know

  • Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
  • Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

Things They Need to Be Able to Do

  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Mathematics - Using mathematics to solve problems.
  • Speaking - Talking to others to convey information effectively.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  • Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Education Required

Most of these occupations require a four-year bachelor's degree, but some do not.


In 2017, the average annual wage in Pennsylvania was $89,120 with most people making between $49,210 and $138,780


avg. annual growth

During 2014, this occupation employed approximately 11,870 people in Pennsylvania. It is projected that there will be 12,870 employed in 2024.

This occupation will have about 100 openings due to growth and about 240 replacement openings for approximately 340 total annual openings.

Pennsylvania Department of Education