Best Financial Analyst Job Description Sample (+ Free Template Download)
A financial analyst is a finance professional who is responsible for undertaking the financial analysis of external and internal clients. A financial analyst examines data and other findings to help companies make business decisions based on market conditions, competitors, and other factors.
A financial analyst has varying job titles. Those include senior analyst, junior financial analyst, senior financial analyst, "ratings analyst", investment analyst, entry-level financial analyst, chartered financial analyst, junior analyst, and more. Job titles vary based on the sector. From corporate finance to hedge funds.
Financial Analyst Job Description Sample
Our business is seeking a financial analyst to oversee our financial analysis function within the business. The ideal candidate is able to assist with investment decisions based on research performed by investing financial data from external sources. Data includes financial reports, financial models, financial statements, and other financial forecasting methods.
Financial Analyst Duties and Responsibilities
Below are sample job duties and responsibilities for a financial analyst:
- Oversee the process of investigating, saving, and modeling financial information.
- Work closely with senior management to assist with business decisions and quarterly financial planning.
- Perform regular financial modeling of sectors, industries, and businesses.
- Record the financial performance (or financial status) and general ledger of businesses both internal and external.
- Coordinate with the portfolio manager regarding financial performance.
- Work closely with fund managers to assist in the investment decision making process.
- Work closely with equity analysts to provide guidance on ratings and risk analysis.
- Work closely with a risk analyst to provide guidance on risk factors.
- Be familiar with financial services (for example, mutual funds) offered both internal and external.
- Review general accounting and financial information of businesses.
- Assist with investment timing decisions and advise on investment opportunities.
Financial Analyst Requirements
Qualified candidates should have the following:
- High School Diploma preferred.
- Bachelor’s Degree in Finance, Investment Banking, Business Administration, or a related field.
- Previous experience at an investment bank or other securities firms is preferred.
- Previous experience in a financial analyst position preferred.
- Experience with financial reporting software like Microsoft Excel.
Using a Job Description Template
Follow these instructions to use a job description template
- Step 1: Replace the job duties and requirements based on information gathered from the team.
- Step 2: When the job description is finished, add an EEO (Equal Employment Opportunity) statement to the bottom of the job description.
- Step 3: Double check the job description fits the needs of the team, company, and is approved by the Human Resources department. Then post on a job board.
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Financial Analyst Resume Example
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