Occupation AtlasFinancial Quantitative Analysts
O*NET · 13-2099.01
Financial Quantitative Analysts
Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
Also called Analyst · Data Analyst · Equity Analyst · Equity Structurer · Finance Analyst · Financial Analyst · Financial Engineer · Financial Quantitative Analyst
24 more
Investment Associate · Investment Portfolio Control Consultant · Investment Strategist · Model Risk Manager · Model Validation Analyst · Portfolio Manager · Predictive Modeler · Private Equity Analyst · Private Equity Associate · Quantitative Analyst · Quantitative Equity Analyst · Quantitative Financial Analyst · Quantitative Model Analyst · Quantitative Model Validation Analyst · Quantitative Modeler · Quantitative Research Analyst · Quantitative Researcher · Quantitative Risk Analyst · Quantitative Strategist · Quantitative Strategy Analyst · Quantitative Validation Model Analyst · Research Analyst · Risk Model Auditor · Structurer
Compare with another occupationCompare with Investment Fund Managers
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 5: Extensive Preparation Needed
Extensive preparation. Usually a graduate degree, with extensive skill, knowledge and experience — many of these occupations expect more than five years of experience.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
ICEInvestigative · Conventional · Enterprising — the three strongest interests, in order
- I Investigative6.67
- C Conventional5.79
- E Enterprising3.45
- A Artistic1.85
- R Realistic1.63
- S Social1.58
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Education and experience
The education level respondents say the job requires, and the most common answer for experience and training.
- Related work experience
- Over 2 years, up to and including 4 years (35%)
- On-site or in-plant training
- None (30%)
- On-the-job training
- Over 6 months, up to and including 1 year (30%)
Typically associated skills
All 35 O*NET skills, most important first. Importance (1–5) says how much a skill matters here; level (0–7) says how much of it the work calls for, with O*NET's example of a nearby level. Neither is a proficiency rating of a person.
- MathematicsbasicImportance 4.4Level 5.0Level 4 looks like: Calculate the square footage of a new home under construction
- Critical ThinkingbasicImportance 4.1Level 4.8Level 4 looks like: Evaluate customer complaints and determine appropriate responses
- Reading ComprehensionbasicImportance 4.0Level 4.8Level 4 looks like: Understand an email from management describing new personnel policies
- Complex Problem SolvingImportance 3.9Level 4.1Level 4 looks like: Redesign a floor layout to take advantage of new manufacturing techniques
- Judgment and Decision MakingImportance 3.8Level 4.3Level 4 looks like: Evaluate a loan application for degree of risk
- Active ListeningbasicImportance 3.8Level 4.0Level 4 looks like: Answer inquiries regarding credit references
- SpeakingbasicImportance 3.8Level 4.0Level 4 looks like: Interview applicants to obtain personal and work history
- Active LearningbasicImportance 3.8Level 3.9Level 4 looks like: Determine the impact of new menu changes on a restaurant's purchasing requirements
- WritingbasicImportance 3.5Level 4.0Level 4 looks like: Write an email to staff outlining new directives
- Systems EvaluationImportance 3.3Level 3.9Level 4 looks like: Identify the reasons why a client might be unhappy with a product
- Systems AnalysisImportance 3.3Level 3.8Level 4 looks like: Determine how a new piece of equipment will affect production rates
- PersuasionImportance 3.1Level 3.4Level 4 looks like: Convince a supervisor to purchase new office equipment
Show the other 23
- InstructingImportance 3.0Level 3.3Level 4 looks like: Instruct a coworker in how to operate a software program
- MonitoringbasicImportance 3.0Level 3.1Level 4 looks like: Monitor a meeting and revise the agenda to ensure important topics are discussed
- CoordinationImportance 3.0Level 3.0Level 2 looks like: Schedule appointments for a medical clinic
- Learning StrategiesbasicImportance 3.0Level 3.0Level 2 looks like: Learn a different method of completing a task from a coworker
- Social PerceptivenessImportance 3.0Level 3.0Level 2 looks like: Notice that customers are angry because they have been waiting too long
- Time ManagementImportance 3.0Level 3.0Level 2 looks like: Keep a monthly calendar of appointments
- Management of Financial ResourcesImportance 2.9Level 3.0Level 2 looks like: Use available funds to buy office supplies and record the amount of the purchase
- NegotiationImportance 2.9Level 2.9Level 2 looks like: Present justification to a manager for altering a work schedule
- Service OrientationImportance 2.9Level 2.9Level 2 looks like: Ask customers if they would like a cup of coffee
- Management of Personnel ResourcesImportance 2.6Level 2.6Level 2 looks like: Encourage a coworker who is having difficulty finishing a project
- ProgrammingImportance 2.6Level 2.6Level 2 looks like: Write a program to sort objects in a database
- Management of Material ResourcesImportance 2.0Level 1.9Level 2 looks like: Reserve a room for a management meeting
- Operations AnalysisImportance 2.0Level 1.9Level 2 looks like: Select a printer for an office
- Operations MonitoringImportance 2.0Level 1.3Level 2 looks like: Monitor completion times while running a computer program
- SciencebasicImportance 1.9Level 1.4Level 2 looks like: Conduct standard tests to determine soil quality
- Technology DesignImportance 1.9Level 1.4Level 2 looks like: Adjust exercise equipment for use by a customer
- Quality Control AnalysisImportance 1.8Level 1.4Level 2 looks like: Inspect a draft email for errors (e.g., grammar, punctuation)
- Operation and ControlImportance 1.1Level —
- TroubleshootingImportance 1.1Level —
- Equipment MaintenanceImportance 1.0Level —
- Equipment SelectionImportance 1.0Level —
- InstallationImportance 1.0Level —
- RepairingImportance 1.0Level —
Tasks
13 core · 8 supplementalWhat people in this occupation do, as O*NET records it, core tasks first by importance (1–5).
- Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.Importance 4.4
- Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.Importance 4.2
- Interpret results of financial analysis procedures.Importance 4.1
- Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.Importance 4.0
- Define or recommend model specifications or data collection methods.Importance 3.9
- Maintain or modify all financial analytic models in use.Importance 3.7
- Produce written summary reports of financial research results.Importance 3.7
- Provide application or analytical support to researchers or traders on issues such as valuations or data.Importance 3.6
- Devise or apply independent models or tools to help verify results of analytical systems.Importance 3.6
- Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.Importance 3.4
- Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.Importance 3.4
- Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.Importance 3.4
Show the other 9
- Research new financial products or analytics to determine their usefulness.Importance 3.3
- Identify, track, or maintain metrics for trading system operations.Importance 2.9
- Prepare requirements documentation for use by software developers.Importance 2.8
- Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.Importance 2.8
- Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.Importance 2.8
- Develop solutions to help clients hedge carbon exposure or risk.Importance 2.5
- Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.Importance 2.4
- Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.Importance 2.3
- Analyze pricing or risks of carbon trading products.Importance 2.1
Knowledge
Bodies of knowledge the work draws on.
- MathematicsImportance 4.6Level 6.1Level 7 looks like: Derive a complex mathematical equation
- Economics and AccountingImportance 4.2Level 5.3Level 4 looks like: Develop financial investment programs for individual clients
- Computers and ElectronicsImportance 3.7Level 5.3Level 4 looks like: Use a computer to format a document
- English LanguageImportance 3.1Level 3.8Level 4 looks like: Edit an article for a news website
- Engineering and TechnologyImportance 2.7Level 3.2Level 4 looks like: Design a custom office chair
- Administration and ManagementImportance 2.1Level 2.8
- Customer and Personal ServiceImportance 2.1Level 2.1Level 1 looks like: Process a customer's dry-cleaning drop off
- DesignImportance 2.1Level 2.5Level 1 looks like: Draw a straight line 4 3/16 inches long
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- Education and TrainingImportance 2.1Level 2.0Level 1 looks like: Show someone how to bowl
- PsychologyImportance 2.1Level 2.2Level 1 looks like: Monitor several children on a playground
- Communications and MediaImportance 2.0Level 2.0Level 1 looks like: Write a thank you note
- Personnel and Human ResourcesImportance 2.0Level 2.0Level 1 looks like: Fill out a medical claim form
- Law and GovernmentImportance 1.9Level 1.6Level 1 looks like: Describe the length of a U.S. presidential term
- Sales and MarketingImportance 1.9Level 2.2Level 1 looks like: Sell cakes at a bake sale
- Production and ProcessingImportance 1.7Level 1.3Level 1 looks like: Put a computer back into its packing materials
- Sociology and AnthropologyImportance 1.7Level 1.4Level 1 looks like: Identify two cultures in a story as being different
- AdministrativeImportance 1.5Level 1.5Level 1 looks like: Direct phone calls to the appropriate staff member
- GeographyImportance 1.4Level 1.1Level 1 looks like: Know the capital of the United States
- TelecommunicationsImportance 1.4Level —
- History and ArcheologyImportance 1.3Level —
- PhysicsImportance 1.3Level 0.9Level 1 looks like: Use a crowbar to pry open a box
- TransportationImportance 1.2Level —
- BiologyImportance 1.1Level —
- Building and ConstructionImportance 1.1Level —
- ChemistryImportance 1.1Level —
- Fine ArtsImportance 1.1Level —
- Foreign LanguageImportance 1.1Level —
- MechanicalImportance 1.1Level —
- Medicine and DentistryImportance 1.1Level —
- Philosophy and TheologyImportance 1.1Level —
- Public Safety and SecurityImportance 1.1Level —
- Therapy and CounselingImportance 1.1Level —
- Food ProductionImportance 1.0Level —
Abilities
Enduring capacities the work calls for.
- Mathematical ReasoningImportance 4.4Level 5.0Level 4 looks like: Decide how to calculate profits to determine the amounts of yearly bonuses
- Written ComprehensionImportance 4.0Level 4.9Level 4 looks like: Understand an apartment lease
- Deductive ReasoningImportance 3.9Level 4.8Level 5 looks like: Decide what factors to consider in selecting stocks
- Number FacilityImportance 3.9Level 4.8Level 5 looks like: Compute the interest payment that should be generated from an investment
- Oral ComprehensionImportance 3.9Level 5.0Level 4 looks like: Understand a coach's oral instructions for a sport
- Written ExpressionImportance 3.9Level 4.0Level 4 looks like: Write a job recommendation for a subordinate
- Inductive ReasoningImportance 3.8Level 4.5Level 4 looks like: Determine the prime suspect based on crime scene evidence
- Information OrderingImportance 3.8Level 3.9Level 2 looks like: Follow the correct steps to make change
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- Oral ExpressionImportance 3.8Level 4.1Level 4 looks like: Give instructions to a lost motorist
- Problem SensitivityImportance 3.8Level 4.0Level 4 looks like: Notice from a subtle difference in a client's mood that something is bothering them
- Fluency of IdeasImportance 3.6Level 3.9Level 4 looks like: Think of as many ideas as possible for the name of a new company
- Speech ClarityImportance 3.5Level 3.5Level 4 looks like: Make stadium-wide announcements during a sporting event
- Speech RecognitionImportance 3.5Level 3.8Level 4 looks like: Identify a former customer's voice over the phone
- Near VisionImportance 3.4Level 3.4Level 2 looks like: Read indicators on the dashboard of a car
- Category FlexibilityImportance 3.3Level 3.9Level 3 looks like: Classify flowers according to size, color, and smell
- OriginalityImportance 3.1Level 3.6Level 4 looks like: Redesign job tasks to be interesting for employees
- Selective AttentionImportance 3.1Level 2.9Level 2 looks like: Answer a business call with coworkers talking nearby
- Flexibility of ClosureImportance 2.9Level 3.0Level 2 looks like: Detect that your phone is ringing while at a concert
- Speed of ClosureImportance 2.6Level 2.6Level 3 looks like: Recognize a song after hearing only the first few notes
- Perceptual SpeedImportance 2.5Level 2.5Level 2 looks like: Sort mail according to ZIP codes with no time pressure
- MemorizationImportance 2.4Level 2.3Level 1 looks like: Remember the number on your bus to be sure you get back on the right one
- Far VisionImportance 2.3Level 2.4Level 2 looks like: Read a roadside billboard
- Time SharingImportance 2.1Level 1.9Level 2 looks like: Listen to music while entering numbers into a spreadsheet
- Auditory AttentionImportance 2.0Level 1.3Level 2 looks like: Listen to a lecture while people nearby are talking
- Hearing SensitivityImportance 2.0Level 1.5Level 2 looks like: Notice a doorbell ringing
- Trunk StrengthImportance 2.0Level 1.6Level 2 looks like: Sit up in an office chair
- Visual Color DiscriminationImportance 2.0Level 1.9Level 1 looks like: Separate laundry into colors and whites
- VisualizationImportance 2.0Level 2.0Level 2 looks like: Imagine how to place paper in a printer so that the letterhead comes out on top
- Wrist-Finger SpeedImportance 1.9Level 1.0Level 2 looks like: Use a screwdriver to twist in a screw
- Control PrecisionImportance 1.6Level 0.6
- Depth PerceptionImportance 1.6Level 0.8
- Finger DexterityImportance 1.6Level 0.6
- Arm-Hand SteadinessImportance 1.5Level 0.5
- Manual DexterityImportance 1.5Level 0.5Level 1 looks like: Screw a light bulb into a light socket
- Dynamic StrengthImportance 1.3Level —
- Dynamic FlexibilityImportance 1.0Level —
- Explosive StrengthImportance 1.0Level —
- Extent FlexibilityImportance 1.0Level —
- Glare SensitivityImportance 1.0Level —
- Gross Body CoordinationImportance 1.0Level —
- Gross Body EquilibriumImportance 1.0Level —
- Multilimb CoordinationImportance 1.0Level —
- Night VisionImportance 1.0Level —
- Peripheral VisionImportance 1.0Level —
- Rate ControlImportance 1.0Level —
- Reaction TimeImportance 1.0Level —
- Response OrientationImportance 1.0Level —
- Sound LocalizationImportance 1.0Level —
- Spatial OrientationImportance 1.0Level —
- Speed of Limb MovementImportance 1.0Level —
- StaminaImportance 1.0Level —
- Static StrengthImportance 1.0Level —
Work activities
Kinds of activity the work is made of.
- Working with ComputersImportance 4.7Level 5.1Level 4 looks like: Write software for keeping track of parts in inventory
- Analyzing Data or InformationImportance 4.6Level 6.1Level 7 looks like: Analyze the cost of medical care services for all hospitals in the country
- Getting InformationImportance 4.5Level 5.6
- Processing InformationImportance 4.5Level 6.2Level 7 looks like: Compile data for a complex scientific report
- Making Decisions and Solving ProblemsImportance 4.3Level 5.8
- Communicating with Supervisors, Peers, or SubordinatesImportance 4.1Level 5.1Level 4 looks like: Report the results of a sales meeting to a supervisor
- Interpreting the Meaning of Information for OthersImportance 4.1Level 5.2Level 4 looks like: Interpret how foreign tax laws apply to U.S. exports
- Updating and Using Relevant KnowledgeImportance 4.1Level 5.6
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- Thinking CreativelyImportance 3.9Level 5.5Level 4 looks like: Adapt popular music for a high school marching band
- Estimating the Quantifiable Characteristics of Products, Events, or InformationImportance 3.5Level 4.5Level 4 looks like: Estimate the time required to evacuate a city in the event of a major disaster
- Identifying Objects, Actions, and EventsImportance 3.5Level 4.6Level 4 looks like: Judge the suitability of food products for an event
- Organizing, Planning, and Prioritizing WorkImportance 3.5Level 4.6Level 4 looks like: Plan and adjust a personal to-do list according to changing demands
- Communicating with People Outside the OrganizationImportance 3.4Level 4.3Level 4 looks like: Present information to potential clients about available services
- Establishing and Maintaining Interpersonal RelationshipsImportance 3.4Level 4.3Level 4 looks like: Maintain good working relationships with almost all coworkers and clients
- Providing Consultation and Advice to OthersImportance 3.3Level 4.6Level 4 looks like: Recommend a new software package to increase operational efficiency
- Developing Objectives and StrategiesImportance 3.2Level 4.2Level 4 looks like: Develop the plan to complete the merger of two organizations over a 3-year period
- Documenting/Recording InformationImportance 3.2Level 3.9Level 4 looks like: Document the results of a crime scene investigation
- Evaluating Information to Determine Compliance with StandardsImportance 3.1Level 3.5Level 4 looks like: Evaluate a complicated insurance claim for compliance with policy terms
- Coaching and Developing OthersImportance 3.0Level 4.2Level 4 looks like: Provide on-the-job training for administrative workers
- Guiding, Directing, and Motivating SubordinatesImportance 3.0Level 3.9Level 4 looks like: Manage a small team of employees in a dynamic workplace
- Selling or Influencing OthersImportance 3.0Level 3.6Level 4 looks like: Make a sales pitch to convince others to buy a product
- Training and Teaching OthersImportance 3.0Level 4.3Level 4 looks like: Teach a social sciences course to high school students
- Developing and Building TeamsImportance 2.9Level 3.4Level 4 looks like: Lead an assembly team in an automobile plant
- Scheduling Work and ActivitiesImportance 2.8Level 3.5Level 4 looks like: Prepare the work schedule for salesclerks in a large retail store
- Judging the Qualities of Objects, Services, or PeopleImportance 2.7Level 3.6Level 4 looks like: Determine the value of property lost in a fire
- Monitoring Processes, Materials, or SurroundingsImportance 2.6Level 2.8
- Coordinating the Work and Activities of OthersImportance 2.5Level 3.3Level 4 looks like: Organize the cleanup crew after a major sporting event
- Monitoring and Controlling ResourcesImportance 2.2Level 2.5Level 1 looks like: Work as a server responsible for keeping track of utensils
- Resolving Conflicts and Negotiating with OthersImportance 2.2Level 2.8
- Staffing Organizational UnitsImportance 2.0Level 2.1Level 1 looks like: Work in a position that has minimal staffing requirements
- Inspecting Equipment, Structures, or MaterialsImportance 1.9Level 1.6Level 1 looks like: Check that doors to building are locked
- Performing Administrative ActivitiesImportance 1.8Level 1.7Level 1 looks like: Complete routine paperwork
- Assisting and Caring for OthersImportance 1.6Level 1.4Level 1 looks like: Help a coworker complete an assignment
- Controlling Machines and ProcessesImportance 1.5Level 0.9Level 1 looks like: Operate a cash register
- Performing for or Working Directly with the PublicImportance 1.4Level —
- Drafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentImportance 1.3Level —
- Performing General Physical ActivitiesImportance 1.2Level —
- Repairing and Maintaining Electronic EquipmentImportance 1.2Level —
- Handling and Moving ObjectsImportance 1.1Level —
- Operating Vehicles, Mechanized Devices, or EquipmentImportance 1.1Level —
- Repairing and Maintaining Mechanical EquipmentImportance 1.1Level —
Work context
The conditions most characteristic of the work, on O*NET's 1–5 context scale.
Technology
36 toolsSoftware used in this work. In demand: among the tools job postings for this occupation name most. Hot: often named in job postings across the economy.
In demand (11)
- C++hot
- Microsoft Excelhot
- Microsoft Office softwarehot
- Microsoft PowerPointhot
- Microsoft Visual Basic for Applications VBAhot
- Pythonhot
- Rhot
- SAShot
- Structured query language SQLhot
- Tableauhot
- The MathWorks MATLABhot
Hot (16; 11 more marked hot above)
- Amazon Web Services AWS software
- Apache Hive
- C#
- IBM SPSS Statistics
- JavaScript
- Linux
- Microsoft Access
- Microsoft Azure software
- Microsoft Power BI
- Microsoft SQL Server
- Microsoft Visio
- Microsoft Visual Basic
- Microsoft Visual Studio
- Oracle Java
- Perl
- UNIX
Other tools (9)
- Bloomberg Professional
- IBM Cognos Business Intelligence
- Insightful S-PLUS
- Microsoft Dynamics
- MicroStrategy
- MicroStrategy Desktop
- Oracle JD Edwards EnterpriseOne
- StataCorp Stata
- Web browser software
Related occupations
O*NET's own list of the occupations most related to this one, closest first.
ESCO equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →Other O*NET occupations whose importance ratings on the 35 skills both rate are nearest to this one's, with the biggest differences named. A plain rule, not a hidden score.
Investment Fund Managers
Average difference 0.2 points · Mathematics −1.0, Science −0.9
O*NET · Zone 5 · Compare
Actuaries
Average difference 0.2 points · Operations Analysis +1.1, Programming −0.6
O*NET · Zone 4 · Compare
Search Marketing Strategists
Average difference 0.2 points · Mathematics −1.6, Management of Financial Resources −0.8
O*NET · Zone 4 · Compare
Business Intelligence Analysts
Average difference 0.2 points · Management of Financial Resources −1.0, Mathematics −0.9
O*NET · Zone 4 · Compare
Environmental Economists
Average difference 0.2 points · Operations Monitoring −1.0, Programming −0.7
O*NET · Zone 5 · Compare
Market Research Analysts and Marketing Specialists
Average difference 0.2 points · Mathematics −1.3, Management of Financial Resources −1.0
O*NET · Zone 4 · Compare
Economists
Average difference 0.2 points · Management of Financial Resources −1.3, Negotiation −0.6
O*NET · Zone 5 · Compare
Budget Analysts
Average difference 0.2 points · Programming −0.8, Quality Control Analysis −0.7
O*NET · Zone 4 · Compare
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.