Unit group 2413

PSOC Unit group 2413 — Financial analyst

Financial analysts conduct quantitative analyses of information affecting investment programs of public or private institutions. Their tasks include: a) analyzing financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions; b) maintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance, and economic theory; c) interpreting data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences; d) monitoring economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews; e) recommending investments and investment timing to companies, investment firm staff, or the investing public; f) determining the prices at which securities should be syndicated and offered to the public; g) preparing plans of action for investment based on financial analyses; h) evaluating and comparing the relative quality of various securities in a given industry; i) presenting oral and written reports on general economic trends, individual corporations, and entire industries. Examples of the occupations classified here: Audit analyst, Bond analyst, Financial analyst, Fiscal analyst, Investment consultant, Investment analyst, Securities consultant

Level Unit group
Code 2413
Children 0
Source PSOC
Practical summary

What this code covers

Financial analysts conduct quantitative analyses of information affecting investment programs of public or private institutions. Their tasks include: a) analyzing financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions; b) maintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance, and economic theory; c) interpreting data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences; d) monitoring economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews; e) recommending investments and investment timing to companies, investment firm staff, or the investing public; f) determining the prices at which securities should be syndicated and offered to the public; g) preparing plans of action for investment based on financial analyses; h) evaluating and comparing the relative quality of various securities in a given industry; i) presenting oral and written reports on general economic trends, individual corporations, and entire industries. Examples of the occupations classified here: Audit analyst, Bond analyst, Financial analyst, Fiscal analyst, Investment consultant, Investment analyst, Securities consultant

Administrative context

Where this code is used

Use this unit group when the occupation wording needs to sit under Finance professionals.

Selection note

How to choose it

Use this node when the job title is more specific than the broader Finance professionals grouping.

Industry links

Industries that employ this occupation

These PSIC codes are the closest industry matches for this occupation code based on the current editorial crosswalk.

Primary industries

Primary industries

Also relevant for

Also relevant for

PSIC ↔ PSOC crosswalk: PSIC ↔ PSOC crosswalk. Token-overlap ranking on official titles and descriptions; weak matches omitted. Use the PSIC pages as the industry side of the lookup.

FAQ

What does PSOC 2413 cover?

Financial analysts conduct quantitative analyses of information affecting investment programs of public or private institutions. Their tasks include: a) analyzing financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions; b) maintaining knowledge and staying abreast of developments in the fields of industrial technology, business, finance, and economic theory; c) interpreting data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences; d) monitoring economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews; e) recommending investments and investment timing to companies, investment firm staff, or the investing public; f) determining the prices at which securities should be syndicated and offered to the public; g) preparing plans of action for investment based on financial analyses; h) evaluating and comparing the relative quality of various securities in a given industry; i) presenting oral and written reports on general economic trends, individual corporations, and entire industries. Examples of the occupations classified here: Audit analyst, Bond analyst, Financial analyst, Fiscal analyst, Investment consultant, Investment analyst, Securities consultant

Where is PSOC 2413 used in practice?

Use this unit group when the occupation wording needs to sit under Finance professionals.

How do I choose PSOC 2413 over nearby options?

Use this node when the job title is more specific than the broader Finance professionals grouping.