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Research Analyst

The professional who develops investigative reports on other securities and assets for their companies or clients.

Osman started his career as an investment banking analyst at Thomas Weisel Partners where he spent just over two years before moving into a growth equity investing role at Scale Venture Partners , focused on technology. He's currently a VP at KCK Group, the private equity arm of a middle eastern family office. Osman has a generalist industry focus on lower middle market growth equity and buyout transactions.

Osman holds a Bachelor of Science in Computer Science from the University of Southern California and a Master of Business Administration with concentrations in Finance, Entrepreneurship, and Economics from the University of Chicago Booth School of Business.

Prior to becoming our CEO & Founder at Wall Street Oasis, Patrick spent three years as a Private Equity Associate for Tailwind Capital in New York and two years as an Investment Banking Analyst at Rothschild.

Patrick has an MBA in Entrepreneurial Management from The Wharton School and a BA in Economics from Williams College.

What Is A Research Analyst?
What Does A Research Analyst Do?
Types Of Research Analysts

What Skills/Personality Do You Need?

Financial Analyst Vs. Research Analyst

What is a Research Analyst?

Research analysts develop investigative reports on other securities and assets for their companies or clients. They can also be known as securities, equity, investment, or rating analysts. They are responsible for researching, analyzing, and interpreting market data.

They also use data from operations, finance and accounting, economics , and customers. However, the analyst typically only deals with quantitative data.

There are primarily two types of equity analysts:

Buy-side analysts
Sell-side analysts

Both analysts have the same quantitative and analytical characteristics, but their responsibilities and day-to-day duties can differ slightly.

To become a rating analyst, you need to earn a bachelor's degree in finance, marketing, statistics, business, or something related. Once you obtain a bachelors, you will usually move to an entry-level position for a consulting firm or an internal analyst group.

Someone who wants to be an equity analyst is going to need experience. Most people who want to reach that point will complete at least one internship while getting their bachelor's degree. Most of the internships given are met during their junior year of college.

There are many different analysts: research, financial, investment banking, and risk analysts. All of these positions are different and fulfill specific roles in their firms. For example, an investment banking analyst may work on M&A deals for their firm.

Research analysts can make a wide range of different salaries based on their experience level. Also, in 2014, the ten-year job outlook was thirty percent. As a result, these analysts are typically one of the first entry-level positions filled at firms.

The job demand for securities analysts is skyrocketing across the country. The level of growth is considerably higher than most other occupations across the U.S.

Key Takeaways

Research analysts, also known as securities, equity, investment, or rating analysts, are responsible for researching, analyzing, and interpreting market data. They primarily deal with quantitative data from various sources.
There are two main types of equity analysts - buy-side and sell-side analysts. They share quantitative and analytical skills but have different responsibilities and daily tasks.
To become a research analyst, a bachelor's degree in fields like finance, statistics, or business is typically required. Experience, often gained through internships, is valuable for aspiring equity analysts. Some may choose to pursue a master's degree for career advancement.
Research analysts need both technical and soft skills. Technical skills include research methods, statistics, database administration, and A/B testing. Soft skills like communication, client focus, logical reasoning, critical thinking, and attention to detail are also essential.
Salaries for research analysts can vary but generally range from $50,000 to $90,000, with higher pay for mid to senior-level positions. The job demand for research analysts is high, with a projected 19% growth between 2021 and 2031, driven by the increasing reliance on data in various industries, particularly in technology and finance.

What Does a Research Analyst Do?

These analysts are responsible for researching, analyzing, and interpreting market data. They also use data from operations, finance and accounting, economics, and customers. As a result, most analysts have quantitative characteristics and analytical personalities.

These roles can be considered data crunching; the analyst gathers and analyzes working data to make their companies or customers save more money or become more efficient and profitable. Their job is to take in data and make it readable and understandable.

Data is the bottom line factor in the role of these analysts. In 2019, the world created 41 zettabytes of data. The world could reach 175 zettabytes of data by 2025.

Data research, analysis, and reporting are the foundation of companies now. For example, some of the highest-valued companies in the world are run off of data, such as Microsoft and google.

Analysts can evaluate and understand the data through statistical methods and software. Once they collect their data, they can analyze it through mathematical, statistical, and analytical models to find patterns and trends that may lead them to business opportunities.

After they have analyzed the data and understand what it is telling them, they will combine all of the information into a report to make it understandable for management. This way, analysts can communicate with them to make future business decisions.

In most cases, the research analyst is an entry-level position; thus, they work as part of a team and differ from those presenting the information. So, when they are in meetings and conference calls, they do not say much, but the information they create does.

Types of Research Analysts

There are primarily two types, there are buy-side and sell-side analysts, and their responsibilities slightly differ. The buy-side analyst usually works for a brokerage firm, and the sell-side research analyst usually works for an investment firm.

When asset management (buy-side) hires rating analysts, they help the company make better business decisions by researching, analyzing, and communicating data to management. This data pertains typically to specific security they may invest in.

Buy-side securities analysts usually work for large institutional investment firms such as hedge funds, mutual funds , or pension funds. Buy-side analysts are considered more professional, academic, and reputable when compared with sell-side research analysts.

Being a buy-side analyst is all about being right and occasionally avoiding negatives. They also cover one sector, such as the industrial or technology sector. For sell-side analysts, it is common for funds to have multiple analysts for one industry.

A sell-side analyst's job is to follow a few companies, most within the same sector. These analysts will provide reports on the companies, offer models that project the firm's financial results, and speak with customers or competitors.

The sell-side analyst's job is to provide research and reports on companies, financial estimates, and price targets. Many analysts will combine their estimates and price targets into one, calling it a consensus estimate. Sell-side analysts provide their reports to investment institutions.

The analysts will report their research results and what they can conclude. Most of the results they will find are in large clumps of data that most people cannot read. When transitioning it into a presentation, they will add a buy, sell, or hold recommendation.

Buy-side and sell-side do a lot of the same work; however, the sell-side will sell the research and reports made. That said, the sell side could see a decrease in demand since the buy and sell sides do the same work.

Research Analyst Qualifications

Most analysts will need a minimum of a bachelor's degree even to be considered for a job. Most employers like their analysts to have a bachelor's degree in statistics, mathematics, or a related discipline. Most entry-level positions do not require a master's degree.

Here is a list of acceptable degrees:

Mathematics
Statistics
Business administration
Finance
Data Analytics

Most entry-level analyst positions do not need much experience, but some mid to senior-level positions may require a minimum of two to four years of experience. In addition, many students complete internships throughout college, which helps them land their first job.

Once they have completed their bachelor's and worked for a few years to gain experience, they may consider returning to school to complete a master's degree in statistics or mathematics. This will help an analyst get better positions within their companies.

Other degrees that show future employers that you understand the field are data science, data analytics, and computer science. Many analysts work with computers for most of their days, so understanding how computers work, and applications work may be helpful.

There are a few reasons employers are okay with if an analyst does not have prior experience. First, employers can teach the analyst how they want their jobs completed. Also, although analysts may not have much experience, they still might have valuable skills.

There are primarily two groups of skills you need to become a securities analyst. Technical skills are those that can be required for a specific job. Soft skills are those that travel from job to job.

For physicians, a few technical skills would be prescribing medication correctly or diagnosing conditions. However, a car mechanic would not need these. Instead, both professions could use soft skills like communication and leadership.

These are the technical skills needed to become a research analyst, and you should consider gaining a few before applying for internships and jobs. These skills are:

Research methods
Statistics, statistical modeling
Database Administration
Knowledge of A/B testing

A/B testing is a way of comparing two different methods to figure out which one performs better. For example, an analyst may consider A/B testing two other securities to determine which may perform better over time.

Some soft skills needed to become an equity analyst are:

Communication skills
General computer skills
Customer or client focus

These skills are required for an entry-level position. Although surprising, client focus is a superior skill that impacts the success of analyst jobs.

For instance, analysts will need to use their communication and client-focus skills to win a client over or express their opinion on a certain asset. In addition, the analyst must be able to communicate the information they find in their research to clients and managers.

The analyst will need more skills that can also be considered logical reasoning, critical thinking, attention to detail, presentation, and organizational skills. These skills are must-haves if one wishes to become an equity analyst.

For example, an analyst will work with lots of data from different places. If they cannot organize the data into something readable and clean, they will not be able to conclude anything from the information.

There are many skills and moving parts as an analyst; this is why the field can be so competitive.

Financial Analyst vs. Research Analyst

There are many slight differences between a financial analyst and a securities analyst. Still, the main difference is that research analysts cover a much broader use of research, examination, and interpretation. The data collection can be considered more of an investigative act.

Financial analysts will likely give trading or investing advice from the data they collect, examine, and report to their managers. A crucial role of financial analysts is to analyze investment portfolio performance and look for new flaws or opportunities.

These analysts rely on fundamental analysis to determine a company's value; they will analyze its:

Profitability

current outstanding debt.

This detailed analysis can be used to find an investment opportunity for their firm.

Securities analysts can be considered more data crunchers. They will spot:

Market trends
Abnormalities
Flaws to find investment opportunities

As a result, their outlook can be broader than financial analysts. Although, some research positions are closely related to financial analysis. These are investment research analysts, they can be considered higher securities analysts, and they make more than the average securities analyst.

The two jobs regarding education are similar. Although both analysts need a good background in finance and economics, financial analysts certainly need it more than securities analysts. Both also need a good education in mathematics.

Regarding pay, financial and equity analysts have little difference in their salaries; the average for both careers is about $80,000. Senior-level positions are usually paid more. However, entry-level positions for both jobs are between $50,000 and $70,000.

Generally, there are a few main differences between financial and equity analysts. A financial analyst inspects financial data and helps companies make decisions. An equity analyst will gather and interpret data and make future financial projections.

Salary, Job Demand, and Job Outlook

Salaries for equity analysts can be pretty stout; for an entry-level position straight out of college, analysts can expect to make $50,000 to $70,000 a year. Although that does not sound like a great paycheck, remember you have little to no experience, and it takes time.

Mid to senior-level analysts can expect to make salaries between $65,000 and $90,000 yearly. However, salaries also depend on the companies you work for and your location. For example, an equity analyst for JP Morgan will likely make more than an analyst at a local college.

Most places need these analysts: they provide crucial information for corporations, hospitals, colleges, universities, and, most importantly, large financial institutions. This is important for college students who desire to be equity analysts in the economic field.

Research analysts understand how to collect, interpret, and report data, including unstructured and big data. This is extremely important for companies as more and more companies rely on technology, making the demand for security analysts very high.

The job outlook for these analysts is outstanding: These positions are expected to grow by 19% between 2021 and 2031. This growth rate is much higher than most of their occupations. Technology and finance companies are relying on equity analysts more and more.

Analysts are needed in large financial institutions, small businesses, local banks, and corporations. Moreover, they are highly beneficial to those that use them.

Research analysts are people who research, develop data, investigate the data, and report it to their managers. The data they are looking for can be anything from news, financials, or press releases of companies or markets. These analysts work for large financial institutions.

Some of the responsibilities of analysts are to be data crunchers. The analyst will research, analyze, and interpret data from markets. Analysts have many quantitative and analytical characteristics that make them suitable for the job.

Data is the foundation of many companies. The analyst brings it to one place, analyzes it, and reports it to their managers clearly and concisely. They play a vital role in the success of financial institutions and many other businesses by giving projections and advice on equities.

Someone aspiring to become an equity analyst should complete a bachelor's degree in statistics, mathematics, or something related. Then, after a few years, it may be worthwhile to go back and complete their master's. Experience is the biggest motivator for promotions and raises.

Experience will bring better technical skills, including research skills, statistical reasoning, modeling, and A/B testing. However, soft skills are also necessary, such as excellent written and verbal communication and leadership.

Lastly, securities analysts can expect to make between $50,000 and $70,000 at an entry-level position and between $65,000 and $90,000 for mid to senior-level positions. The job outlook for securities analysts is also excellent; between 2021 and 2031, the expected job growth is 19%.

Analysts play a crucial role in many businesses and are especially important to financial institutions. It is also an excellent career for those who like to solve mathematical and statistical problems.

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What is a Research Analyst?

Types of research analysts, what does a research analyst do, what skills/personality do you need, jobs and career opportunities, proper ra training, types of companies that hire analysts, additional resources, research analyst.

A professional who performs research and analysis

A research analyst is responsible for researching, analyzing, interpreting, and presenting data related to markets, operations, finance/accounting, economics, customers, and other information related to the field they work in. A research analyst is typically very quantitative, analytical, logical, and good at managing numbers and data. This guide will break down the main aspects of being an analyst in different industries, with a focus on the finance industry.

Research analysts exist in just about every industry but are more commonly found in some industries – such as the financial services industry – than in others. Within a company, they might be found in a number of departments, with a number of different job titles.

The most common research analyst job titles are:

Market Research Analyst (Marketing)
Operations Research Analyst
Economic Research analyst
Financial Analyst
Equity Research Analyst

A Financial Analyst is primarily concerned with performing financial forecasting, evaluating operational metrics, analyzing financial data, and creating financial models and presentations to assist executive management in its decision making and reporting on the financial performance of the company.

Job Responsibilities may include any or all of the following:

Analyze past results and perform variance analysis
Identify trends and make recommendations for improvements
Provide analysis of trends and forecasts and recommend actions for optimization
Identify and drive process improvements, including the creation of standard and ad-hoc reports
Use Excel functions to organize and analyze data
Create charts, graphs, and presentations for leadership teams
Develop recommendations to improve business operations going forward

There are several key skills you should have in order to be successful in the field of research analysis. While everyone is different and all sorts of people can be successful as an analyst, there are some skills and traits that nearly all RAs share.

The most commonly found research analyst skills and personality traits are:

Good with numbers
High attention to detail
Inquisitive
Ability to distill large amounts of information into specific takeaways

One of the best ways to find job opportunities for analysts is by using the LinkedIn “job search” function and generating a list of research analyst jobs on LinkedIn .

You can refine your search by specifying a geographic location, industry, company size, or other criteria. You can then easily apply for positions directly through LinkedIn, and also check to see if you have any 1st, 2nd, or 3rd-degree LinkedIn connections at the company.

Getting the proper training and mastering the necessary skills to be a research analyst is critical for both landing an analyst job and succeeding in it. Many analysts get their formal training at a university or through studying to obtain a professional designation like the FMVA (Financial Modeling Valuation Analyst) certification program that we offer here at CFI.

Analysts are increasingly turning to online training programs such as CFI’s to master the practical, hands-on skills they need for professional success.

Specifically, some of the most important areas of research analysis training include:

Excel training
Accounting training
Financial analysis training

Launch All CFI online courses to start financial modeling training now!

There is a broad range of industries and companies that hire analysts to perform research.

Some of the most common types of companies include:

Insurance companies
Governments
Health Care providers
Pharmaceutical companies
Marketing agencies
Manufacturing companies

Thank you for reading the CFI guide to Research Analyst. CFI’s mission is to help you advance your career. With that goal in mind, these additional resources will help you on our way toward becoming a top-tier financial professional:

The Analyst Trifecta eBook
Advanced Excel Formulas
Types of Charts and Graphs
Career Resources
See all career resources
See all capital markets resources

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Research Analyst Career Path: Roles, Salaries & Progression

From a broad perspective, the role of research analyst can be used to describe any individual who collects and interprets data, and presents their findings in a clear way to help guide any decisions that need to be made by an organization.

In the finance sector, research analysts are usually involved in creating market reports on assets, securities or other investment opportunities for use either internally, such as by an investment bank, or to provide to external clients.

A range of titles are used such as investment analyst or perhaps more commonly equity research analyst, depending on the specific company and area of finance they work in. However most analysts are responsible for similar scopes of work, which is to gather data, analyze and present information that forms a foundation for their firm’s strategy and decision making.

Becoming a research analyst will provide professionals with a great deal of career flexibility. As these positions are also in high demand, recruiters are always looking for individuals who possess the talent and drive to ascend to the next level.

Are you considering a research analyst career path? Here’s everything you need to know to decide if it is right for you.

Buy-side versus sell-side analysts

When talking about research analysts, an important distinction needs to be made. Those who take on the role of a research analyst will normally be provided with two possible career paths:

Sell-side analysts
Buy-side analysts

What are the differences between these two terms?

Sell-side analysts are primarily concerned with industry-specific stocks and assets, and conduct their research in order to provide targeted investment advice. They can work in tandem with institutional investors, traders and wealth management specialists. This communication takes place via research reports and ratings in regard to the asset(s) in question.

Buy-side analysts are more directly involved with the investments themselves. Often working on the behalf of a company, their main goal is to provide opportunities for capital growth that is in accordance with the aims (and the portfolio) of the firm itself. This research is generally not offered to the public. Opportunities often involve asset classes such as mutual funds, private equity schemes and pensions.

It’s worth bearing in mind that the market for sell-side analysts has slightly dried up in recent years. This is primarily due to an increase in the number of regulations that have been put in place, such as MiFID II. While there are still opportunities available, a growing number of candidates tend to be more focused upon buy-side positions.

What does a research analyst do?

Although the exact responsibilities of a research analyst will vary depending upon the position and the company, some of the core duties are likely to include:

Keeping up to date with the latest news and data.
Performing quantitative and qualitative analyses in relation to this data, mainly building earnings models and valuations.
Monitor market conditions and anticipate the potential short and long term impact it has on an asset under coverage.
Communicating and presenting investment ideas with others such as managers, co-workers, and clients.

As an entry level associate or junior analyst, you’ll most likely report to a senior analyst and a typical day will be structured according to priorities set by managers. Hours can sometimes be long, with 12 hour days not unusual, or longer at busy periods such as financial results announcement season.

investment tracking portfolio data statistic

Why become a research analyst?

Those who progress through the ranks as an analyst can enjoy decent salaries, challenging, analytical work where everyday is different. While hours can sometimes be long, particularly for entry level roles, a career as an analyst can be financially rewarding.

In addition to a good compensation, another advantage associated with this career is the sheer level of expertise that an analyst is required to possess. Highly desirable by firms that hope to embrace a competitive edge, this enables experienced analysts to diversify into other similar fields as potential future exit opportunities.

Despite experienced research analysts having a significant amount of knowledge, this field is reasonably easy to get into, at an entry level at least, in comparison to some other financial careers . Therefore it can be a good option for those who are keen to get their career underway right out of university or college and who possess a degree in the right subject.

While the job can be demanding, for those who enjoy using their analytical and numerical skills to identify the best solutions, it can also be extremely satisfying and intellectually stimulating. Analysts can work and specialize in a variety of different industries and asset types and, which makes this career path quite dynamic.

Personality traits which will normally be associated with a good research associate or analyst candidate include:

Critical thinking
Strong communication skills
Logical reasoning
An attention to detail
A talent for maths and numbers in general

Research analyst hierarchy and progressing within the role

Assuming that you have decided to explore the role of a research analyst, how will your career progress in accordance with your experience?

Unlike roles in investment banking which progression times are more ‘standard’, the exact time required to advance between stages in a research analyst career path is rather fluid. In other words, some individuals will ascend faster than others. That said, here are the typical 4 stage progression structure in a research role:

Research associate

Most associates will be accepted into an entry-level position after having graduated with a bachelor’s degree in business, finance or a similar field. These individuals will be directly supervised by a senior or VP analyst; enabling them to further hone their skills while gaining real-world experience. It is not uncommon for new entrants to be shifted between different senior analysts during the first few months.

Once one has gained enough experience, he or she will be granted the title of “Analyst” as opposed to “Associate”. While this might seem like a minor change, analysts can hold a number of additional titles such as vice president of analytics. Additionally, there can be different levels of analysts in research analytics, meaning not everyone who is an analyst is operating at the same level within the hierarchy.

Analysts will therefore oversee their junior associates while also communicating with their seniors. While they still perform a fair amount of basic tasks, the added responsibility will provide room to further improve existing skill sets.

Senior VP analyst

Senior analysts are heavily involved in the final interpretation of data before it is presented to stakeholders (such as institutional investors or company management). Thus, they represent the “face” of an organization more than an associate or a mid-level analyst. Some additional duties involve taking ownership of the covered sector coverage, build relationships with investor relations teams of covered companies, communicating with clients, and making well-informed recommendations. Due to the technical nature of this position, many senior analysts will seek to obtain a master’s degree.

Research director

This final stage generally represents the top of the food chain within the career of a research analyst. Directors are responsible for overseeing the day-to-day operations of a firm. The duties can vary in accordance with the exact position, but some core roles include:

Approving the onboarding of new employees.
Monitoring team performance.
Meeting with high-level clients and travelling when required.
Defining the overall mission statement of an organization.
Determining which asset classes/opportunities are in alignment with short- and long-term goals.

Due to the sheer number of responsibilities associated with a research director, up to 7 years of prior managerial experience may be required.

Research analyst salary

How much can you expect to earn as a research analyst? This will once again be based on experience and the exact role. Let’s compare typical average salaries of those working in financial centres in the UK and the US.

Expected research analyst salaries in London


Associate	1-3 Years	£40k – £65k	£60k – £90k
VP Analyst	3-7 Years	£75k – £110k	£95k – £175k
Senior VP Analyst	7-10 Years	£120k – £140k	£215k – £225k
Director	10 – 15 Years	£150k – £250k	£300k – £500k

Expected research analyst salaries in New York


Associate	1-3 Years	$90k – $150k	$125 – $200k
VP Analyst	3-7 Years	$150k – $225k	$200k – $300k
Senior VP Analyst	7-10 Years	$225k – $450k	$300k – $600k
Director	10 – 15 Years	$250k – $600k	$500k – $1m

As this illustrates, research analysts in the US could generally expect to receive higher pay than those in the UK (and indeed the rest of Europe). It’s important to point out that salaries can range quite significantly between firms and location, with larger banks usually paying higher than smaller ones.

How to become a research analyst

Most research analysts will require a formal university degree in subjects such as economics, business, finance, or accounting in order to join as an entry level associate. That said, obtaining a summer internship whilst still studying can certainly improve your odds to secure a full time role before graduating.

From there, it’s a matter of performing well, gaining experience and keeping an eye out for opportunities. Research teams can often be smaller than in other financial roles like investment banking , which means opportunities to progress can be more limited. It may therefore be necessary to move between firms to rise up the ranks more quickly.

Those who wish to switch their careers from a different financial role , such as investment banking into equity research could do so given the high transferable skills. However, it may be still necessary to begin at an entry-level position. The primary difference is that those with prior experience will tend to ascend faster through the hierarchy.

What types of skills do recruiters look for when headhunting potential research analysts? While technical knowledge is certainly important, a handful of traits are just as critical, including:

A familiarity with financial analysis software and the ability to learn new programs.
An understanding of human behaviour and behavioural finance (important when identifying specific trends).
Superior levels of reading, writing, communication and data analysis.
The ability to maintain focus within individual and group settings.

Above all, analysts should always possess the ability to embrace new skills; the learning curve within this career never truly ends.

What qualifications are useful as a research analyst?

The competitive nature of this field dictates that candidates who possess prior qualifications tend to be hired quicker than those with little knowledge other than a university degree. Thankfully, a number of the best finance certifications are available to those either already working as a research analyst, or hoping to do so, and each of these offers its own unique advantages.

Chartered Financial Analyst (CFA)

Those who hold a CFA (Chartered Financial Analyst) distinction will already possess an advantage over their competitors. As perhaps the gold standard of financial qualifications, a CFA charter demonstrates real-world skills and knowledge that are highly relevant to anyone wanting to begin or already following a research analyst career path. There are nearly 170,000 CFA charterholders worldwide ( some of these being research analysts ) and this number is expected to grow into the future.

Chartered Alternative Investment Analyst (CAIA)

A Chartered Alternative Investment Analyst (CAIA) certification is another useful “string to the bow” for research analysts. As a growing number of investors and organizations are interested in diversification and seeking higher returns, those who possess a working knowledge of alternative investment opportunities are now in high demand. More than 70,000 professionals are certified as CAIA charterholders and while narrower in scope when compared to the CFA, it is becoming extremely popular amongst a range of finance professionals.

Environmental, Social & Governance (ESG) certifications

Environmental, social and governance (ESG) concerns are becoming increasingly important topics in this day and age. This is particularly relevant when discussing buy-side analysts due to the amount of transparency that is now required. Those holding an ESG certification will be able to appreciate the environmental impacts of their recommendations while also being capable of assessing any potential risks that may be present.

As investment groups become even more concerned with potential compliance issues, ESG analysts are now more relevant than ever before, and qualifications like the CFA Institute’s Certificate in ESG Investing (and a whole range of ESG qualification options ) are designed to equip finance professionals with the skills to navigate this fast growing sector.

Master of Business Administration (MBA)

An MBA (Master of Business Administration) certification is another possible option for those involved in the research analysis sector. This is generally something undertaken by those wanting to move into a senior analyst or director role, as they will be required to oversee the day-to-day operations of an organization as well as its subordinates.

An MBA is also an excellent way to increase one’s existing salary; some studies finding that annual pay rate may rise by up to 50%. Whether an MBA versus a CFA or other financially focused qualification is the best choice largely depends on the individual and the way in which they’re aiming to progress their career.

Research analyst career outlook

Aside from strong data analysis skills, candidates will also need to possess a working knowledge of common financial software packages to handle bigger datasets. Some other notable observations include:

The ability to adapt to a hybrid work environment.
A greater focus upon ethical and sustainable investment opportunities.
Critical thinking is expected to gain more weight within the field.

However, it is prudent to highlight that the demand for sell side equity research analysts has somewhat dampened in recent years. The US Bureau of Labor Statistics estimated that employment of research analysts (both buy and sell side) is expected to grow 6% on average from 2020-2030 , about as fast as the average for all occupations. This may be the result of increased regulations and leaner business models associated with lower commissions.

Although there are still opportunities, some are not as attractive as they once were. This brings us to the next point.

Research analyst exit options and opportunities

The good news is that those who have recently entered into the field of research analytics always have the opportunity to gain experience and to progress to higher professional levels. This is particularly the case for anyone who is a CFA charterholder or a similar certification.

What about potential exit opportunities? Assuming that you wish to change financial careers , numerous options may be available. For instance, the technical nature of this position may provide the ability to migrate into investment banking . Some other interesting alternatives include:

Portfolio management
Hedge funds
Corporate finance/development
Private equity
Wealth management

The exact career path will ultimately depend upon your experience, interest and career goals.

Is a research analyst a good career choice for you?

Would the role of a research analyst fulfil your professional goals? Not only is this position quite varied, good salary and work life balance (compared to investment banking), but it is unique in the fact that there are a variety of potential exit opportunities in the future.

Still, there are some possible downsides. These include:

The demand for sell-side analysts has diminished in recent times.
It is not normally possible to obtain an entry-level position without a university degree.

Ultimately, it is wise to balance these observations with all of the other metrics highlighted throughout this article. If you’re interested in a fast-paced, yet sustainable finance career with a strong focus on combining analytical and qualitative work to make an informed decision, it’s likely that research analyst career may be suitable for you.

We hope the guide above shed some light on a research analyst career. Do you think this career path suits you ? Let us know in the comments below!

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Financial Analyst vs. Research Analyst

Financial Analyst vs. Research Analyst: An Overview

Financial analysts examine, collect, and interpret financial information to help companies make business decisions. Financial analysis is an umbrella term that covers several functions that financial analysts might perform.

Some financial analysts analyze financial market trends to help with an investment decision while others examine financial statements of companies to help pinpoint a specific company's investment potential.

A research analyst is someone who typically performs investigative analysis, which can involve finding financial information, examining, interpreting, and reporting on the data collected.

Research analyst roles can vary whereby an analyst might perform equity analysis for stock investing, market research for launching a new product line, or analyze and rate bonds or debt instruments.

Below, we'll explore the differences between a financial analyst and a research analyst as well as the potential employment opportunities and salaries.

Key Takeaways

Financial analysts examine, collect, and interpret financial information to help companies make business decisions.
Financial analysts analyze financial market trends to help with an investment decision while others examine financial statements of companies to identify an investment's potential.
A research analyst performs investigative analysis, which can involve finding financial information, examining, interpreting, and reporting on the data collected.

Financial Analysts

A common role of financial analysts involves analyzing investments and their market performances. They rely on fundamental analysis to determine a company's value or its investment opportunity. The detailed process might include analyzing a company's profitability , revenue , earnings , sales, and outstanding debt.

Financial ratios are used to interpret the data, which helps compare a company's data to other companies within the same industry. Financial analysis involves the heavy use of accounting and many hours reviewing and interpreting a company's financial statements such as the balance sheet and income statement.

Financial analysts collect and analyze data but always within the context of a prior deductive understanding of how markets should function. Financial analysts must also understand economic principles and be able to create written reports of their interpretations and make recommendations. In short, financial analysts are usually behind-the-scenes experts.

Financial analysts are also employed outside the investment world. For example, banks provide credit to companies called commercial lending. Before a bank can lend money to a company, it must analyze a company's financial statements and its ability to pay back a loan. Financial analysts help to break down a company's financial situation and report on it to the underwriters making the credit decision. Although the thinking behind financial analysis is systemic, it's also subjective.

Financial analysts tend to be a more specialized role than research analysts, but that doesn't mean there isn't a huge variety of them as well. Almost all financial analysts start out with at least a bachelor's degree in finance, economics, mathematics, or accounting. Many employers prefer a candidate have some form of professional certification, such as a chartered financial analyst (CFA) designation or a master of business administration (MBA) .

If a financial analyst performs investment advisory services, such as recommending stocks, bonds, or insurance products, then the appropriate professional licenses will be necessary. These licenses can include the Series 7 or Series 65 exams or state exams for life insurance and health insurance licenses.

If a financial analyst is involved in corporate finance for a company, or in the banking industry, there may be additional training. For example, commercial credit training is typically needed for FAs to be able to analyze companies for credit approval at a major bank.

The 2021 median pay for financial analysts was $81,410, according to the Bureau of Labor Statistics or BLS. Top financial analysts for major investment firms can earn certainly more than the stated average, while entry-level analysts for smaller companies can expect $45,000 to $50,000 in compensation.

Occupational Outlook

The BLS is bullish on future job prospects for financial analysts. It predicts a 6% growth in financial analyst jobs in the ten years from 2020 and 2030—on par with the financial industry as a whole and a little faster than expectations for the broader economy.

Research Analysts

Research analysts tend to be more data crunchers than financial analysts. Research analysts can also be used in determining an investment's valuation or the value of an asset. These analysts can work on market research to spot trends but can also work as equity analysts to prepare reports for buy or sell recommendations.

Research analysts tend to focus more on mathematical models to produce objective answers about historical data. A research analyst can take a series of inputs, and calculate the most efficient way to maximize output. Research analysts are used to help improve a company's operations through advanced mathematical and analytical methods. These analysts help businesses investigate and solve complex problems, and allow the companies to make better business decisions.

A subset of research analysts is the market research analyst, who breaks down what consumer data says about a product, service, or the market. Market research analysts often examine the potential market for a product's success. They interpret client data and customer trends with the goal of helping companies understand what consumers are buying, at what price, and what they're not buying.

Also, market research analysts are employed in the investment industry to analyze the overall financial market trends for equity and bond markets. As a result, the role can require a great deal of statistical knowledge, computer skills, and a solid understanding of economics.

Research analysts can be found everywhere and in any industry, not just the financial sector. Nearly any academic background could viably serve a prospective researcher, as long as the researcher has the requisite technical, mathematical, and analytical skills.

The 2021 median pay for operations research analysts, which is more of a mathematical role, was $82,360 per year according to the Bureau of Labor Statistics or BLS. The median salary for market research analysts, which is more of a product and sales role, was $63,920 per year in 2021.

Investment research analysts can earn more than $100,000 at major banks, but more representative salaries for other research analysts tend to fall between $50,000 and $70,000 per year.

Research analysts can take on a variety of roles working for corporations, investment banks , hedge funds, insurance companies, and brokerages.

BLS job outlook statistics are even rosier for research analysts than financial analysts. The agency projected growth from 2021 to 2031 to be 19% for market research analysts and 23% for operations research analysts.

Special Considerations: Work-Life Balance

Finding a proper work-life balance can be difficult in any industry, but the financial industry has had a reputation of making employees work late and miss family time, particularly for those who work on Wall Street.

A 2021 Goldman Sachs study suggests that financial analysts report working an average of 98 hours per week, and sometimes 105 hours. Market research analysts work similar hours, if not fewer.

These jobs aren't as demanding (and don't pay as much) as private equity jobs or investment banking jobs. It's standard for an analyst to receive 20 or more days a year in paid time off, at least one day off on weekends, and time out of the office on holidays.

Work hours tend to increase as an analyst's work draws closer and closer to New York, London, or Tokyo. Investment bankers and other high-level financial professionals rely on analysts for support.

While the expected growth rate for research analyst positions appears to be higher, financial analysts start out making a higher median salary and might have more room to advance within the financial world. Both roles involve the analysis and interpretation of data, trends, and a sound understanding of math and finance.

U.S. Bureau of Labor Statistics. " Financial Analysts: Pay ."

U.S. Bureau of Labor Statistics. " Financial Analysts ."

U.S. Bureau of Labor Statistics. " Operations Research Analysts ."

U.S. Bureau of Labor Statistics. " Market Research Analysts ."

Salary.com. " Investment Analyst Salary ."

Payscale. " Average Research Analyst Salary ."

Goldman Sachs. " Working Conditions Survey ."

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Financial Research Analyst Job Description, Key Duties and Responsibilities

If you are looking for what the job description of a financial research analyst entails, then you are on the right page as this post focuses on the key duties, tasks, and responsibilities that majorly define the financial research analyst work description.

In this article also, you will discover the major requirements recruiters for the financial research analyst role commonly set for prospective applicants to fulfill before being hired.

Please, continue reading:

What Does a Financial Research Analyst Do?

Financial research analysts are responsible for scrutinizing the financial statements and other public documents of an organization to estimate their financial worth.

They are also responsible for managing portfolios/ funds and gauge the level of risks involved in an investment.

Financial research analysts find employment in investment banks, mutual funds, and security firms; brokerage firms and other organizations with money to invest.

The financial research analyst job description entails conducting research and utilizing software to track economic data and make forecasts about their industries of specialty, and also providing analytical support to sales and marketing teams.

It also involves providing various analyses and investment guidance on multiple companies and industries.

Financial research analysts also monitor changing trends in business processes, competition, and regulatory policies to protect the investment of the organization they work for.

They are also responsible for providing research-based analytical support in forecasting budgets and performing variance analyses, as well as in preparing financial budgets.

They research to evaluate and initiate capital expenditure models and other business development models and procedures.

The financial research analyst work description also involves helping organizations mitigate risks by performing extensive research and evaluation of business models.

It also includes ensuring due diligence on financial reports and statements, as well as creating specific economic models to enhance business development.

Financial Research Analyst Job Description Example/Sample/Template

Financial research analysts perform various functions, including conducting research on companies and performing thorough investigation of their economic documents to ascertain their true financial position, and guaranteeing sound investment decisions for their organizations.

The significant tasks, duties, and responsibilities of a financial research analyst are highlighted in the job description example below:

Investigate financial statements of businesses to determine their net worth
Responsible for managing funds and financial portfolios
Communicate potential risks in investment proposals to management
Stay current with recent software and technologies capable of predicting the financial future of the industry (e.g. healthcare, banking, or real estate) they specialize
Monitor and manage the company’s stocks and proffer suggestions to management/ relevant authority regarding whether to sell or to invest
Ensure that the company complies with risk management protocols
Study periodical and annual financial statements to evaluate the estimated future earnings of the organization
Partake in investors meetings and interact with senior financial and management teams
Carry out original research on new datasets
Spot and research prototype predictive products
Become skilled in writing production-ready code to identify interesting outliers, anomalies, correlations, and associations
Responsible for the preparation of financial reports and investment recommendations.

Financial Research Analyst Job Description for Resume

If you are seeking a new job and have worked or are currently working as a financial research analyst, you can apply the sample job description above in creating the job experience section of your resume.

With a good job experience section, you will be able to effectively let the recruiter know that you have been and will be successful in performing the financial research analyst role in their organization.

Financial Research Analyst Requirements – Skills, Knowledge, and Abilities for Career Success

When hiring for the financial research analyst position, recruiters or HR managers normally hunt for individuals who can perform the obligations, objectives, and purpose of the role effectively.

To ensure only the best suitable applicants are accepted, recruiters commonly give a list of requirements applicants must meet to access the position.

Shown below are major financial research analyst requirements prospective candidates must fulfill to be given an interview appointment:

Education: To work as a financial research analyst, applicants are required to have a minimum of Bachelor’s degree in Finance or Economics or in a closely related field
Knowledge: They should have solid financial background and a minimum of 2 years work experience in the financial services industry
Certification/Licenses/Registration: It is an advantage to the applicant if they have a professional certification like CFA. Some recruiters lookout for applicants with Series 7 or willingness to obtain it within the first 90 days of employment
Communication skills: It is important that applicants have exceptional verbal and written communication skills to communicate effectively, and also prepare reports for management
Attention to detail: To guarantee the validity of analyses, it is important that applicants are detail-oriented individuals to achieve a high degree of accuracy
Organizational skills: It is also important that applicants can balance multiple projects under pressure amid tight deadlines
Quantitative and analytical skills: The job of a financial research analyst requires them to analyze financial statements to support investment decisions. So it is important that applicants are highly numerate individuals with strong analytical skills and the ability to interpret and draw meaningful conclusions from large data sets
Self-starter: Applicants must be self-motivated individuals with the ability to work independently or with little supervision.

If you are a recruiter or HR manager needing to hire the best financial research analyst, your quest to finding such individual begins by making a detailed description of the job that captures all the duties and responsibilities you need the successful candidate to perform.

You can apply the sample financial research analyst job description provided above as a template and source of information in making yours.

This post also provides information for individuals interested in the financial research analyst career to increase their knowledge of what the role entails.

Did this article improve your knowledge of what financial research analysts do? Please, leave a comment in the box below. You may also discuss your job description if you work as a financial research analyst .

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How To Become A Financial Analyst: Requirements And Job Outlook

Expert Reviewed

Updated: Mar 12, 2024, 2:08pm

How To Become A Financial Analyst: Requirements And Job Outlook

For anyone with a mind for business, a big-picture outlook and strong communication skills, becoming a financial analyst may be a promising career path. Financial analysts can work in a variety of industries studying economic trends, making predictions and offering recommendations for investments and other money moves.

Most financial analyst jobs require at least a bachelor’s degree. After gaining some work experience, financial analysts can increase their prospects through licenses and certifications. Our guide explores more details about how to become a financial analyst.

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What Do Financial Analysts Do?

In general terms, financial analysts advise companies and individuals on wealth management, financial planning strategies and wise investment decisions. These professionals must be able to distill large amounts of information into concise recommendations.

Financial analysts assess whether a company is worth investing in by poring over its financial history. These professionals may also help companies decide how to invest in growing industries and provide advice on any risks associated with potential investments.

Financial analysts study economic, political and global trends to make recommendations, but while these professionals need a broad understanding of the market, they aren’t expected to know everything. Analysts tend to focus on one industry, region or product, and they build expertise in their specialty area.

Work Environment

Financial analysts don’t just work with securities. They may be employed by companies to analyze other types of investment, such as real estate or marketing dollars. Analysts may even work for media or research companies. Rather than advising clients on profitable investments, these workers analyze trends and publish their findings or predictions.

Financial analysts typically work in an office environment, but some work remotely. The job can sometimes be high-stress, and analysts may work long hours to keep up with the latest information and fast-changing data.

Types of Financial Analysts

Several job titles fall under the financial analyst umbrella. Below we list a few examples.

Financial risk analysts make investment decisions that limit potential losses.
Ratings analysts assess whether companies (or governments) can pay their debts.
Portfolio managers determine the mix of investments in their clients’ portfolios, and they answer to stakeholders.
Fund managers—who work with hedge funds or mutual funds—and portfolio managers both make buy-and-sell decisions to maximize returns.

What Skills Do Financial Analysts Need?

Financial analysts should, of course, have analytical minds and be detail-oriented in their research. They need both strong math skills—specifically in statistics and probability—and computer literacy, as analysts use software to look at trends and make forecasts.

These professionals should also have a good grasp of economics and know how to read and interpret financial statements. Depending on their specialization, they may need to be familiar with field-specific legal and ethical requirements.

After conducting research, financial analysts need to make decisions. Their recommendations can affect a company’s longevity, so they must be thorough but decisive. Analysts have to communicate their choices clearly and effectively, often through reports or presentations.

How Much Does a Financial Analyst Make?

Becoming a financial analyst is a strong option for anyone seeking a higher-than-average paycheck. As of May 2022, the median annual wage for financial analysts was $96,220, according to the U.S. Bureau of Labor Statistics (BLS). In contrast, the median wage for all workers was $46,310.

Working as an analyst in the information services industry offers the most lucrative pay. These workers earn a mean annual salary of $148,040.

Job Outlook

The field is also growing at a steady pace. The BLS projects employment for financial and investment analysts to grow by 8% from 2022 to 2032, which is faster than the average projected growth for all jobs. This amounts to about 29,000 new financial analyst jobs by 2032.

As you may guess, increases in economic activity affect the demand for financial analysts. Expanding and emerging industries require the help of financial analysts to guide their growth.

Globalization is a factor as well. As more markets develop around the world, companies need analysts to advise on where to expand or invest. The BLS predicts that these investors will hire financial analysts who have a deep understanding of political, economic and cultural trends in the geographical areas at play.

Buy-Side Analysts vs. Sell-Side Analysts

Financial analysts—not including those who work for research and media companies—fall into two main categories: buy-side analysts and sell-side analysts.

Buy-side analysts help companies choose where to invest. These companies, known as institutional investors, include pension funds, hedge funds, money managers and insurance companies. This category also encompasses nonprofit groups with endowments, which are large donations that have been invested to increase the original cash value.

Most financial analysts are on the buy side. While they don’t perform any stock transactions themselves, they advise companies on the most profitable investments. This may involve actual securities, real estate or even franchise opportunities. Employers may also have analysts look at their business practices, marketing spending or other returns on investment.

Sell-side analysts, on the other hand, advise agents who sell securities or other investments. This is a much narrower field than the buy side. Research analysts, for example, analyze companies’ financial data and create reports that recommend whether to buy, sell or hold those stocks. They also flag trends in individual stocks within fund portfolios.

As the CFA Institute notes, one of the pressures on sell-side analysts is that they are responsible for accurate stock ratings. Their findings are used by buy-side analysts to make decisions, and those ratings carry a lot of weight within the industry.

Note that financial analysts aren’t responsible for actually buying or selling any investments. Instead, these professionals must rely on strong data analysis and communication skills to persuade stakeholders to carry out their recommendations.

Other Financial Analysts

Instead of focusing on either the buy side or the sell side exclusively, some financial analysts take a wider view of a company’s financial health and overall business performance. These Financial Planning and Analysis (FP&A) professionals typically work for corporations and help their employers create long-range financial plans that support the company’s overall goals and strategy.

Certified Internal Auditor and Certified Fraud Examiner Keith Duff notes that FP&A financial analysts “are typically responsible for creating budgets and forecasts for the corporation, analyzing budget vs. actual variances and conducting other analyses which support the decision-making of the corporation.”

How To Become a Financial Analyst

Below we explore the steps required to become a financial analyst.

Financial Analyst Education Requirements

Most firms require candidates to have at least a bachelor’s degree. The CFA Institute recommends a finance-related major such as a bachelor’s degree in finance , accounting , statistics, economics or general business.

While most employers don’t require a master’s degree, this advanced degree may help analysts move up to the next stage of their careers. With a proven track record, a financial analyst can advance to a role as a portfolio manager or a fund manager for wealthy individual investors. An M.B.A. can demonstrate an analyst’s communication and business knowledge.

Financial Analyst Certification

Entry-level licenses for financial analysts are available from the Financial Industry Regulatory Authority (FINRA). FINRA regulates the securities industry and offers dozens of exams for various job types. Most of these exams require employer sponsorship.

In most cases, financial analysts must pass the Securities Industry Essentials® exam, which covers basic information about the industry. General securities representatives must pass the Series 7 exam.

After gaining some work experience, analysts may pursue the Chartered Financial Analyst (CFA) charter, administered by the CFA Institute.

CFA candidates must have a bachelor’s degree or be within 11 months of completing one. If not, they should have a significant amount of work and/or higher education experience over at least three years. They also need an international passport, two to three professional references and 4,000 hours of qualifying work experience.

Take note that the CFA charter isn’t an easy course—it requires more than 900 hours of individual study on top of professional work hours. Prospective CFAs must also complete three levels of exams before they can apply to become charterholders.

Frequently Asked Questions (FAQs) About Financial Analysts

What are the top three skills for a financial analyst.

Financial analysts must be detail-oriented and analytical because each recommendation can have a significant impact on their employer or the market as a whole. They also need math and computer skills to help them synthesize data and come to conclusions. Communication skills are just as important.

What qualifications do I need to be a financial analyst?

To become a financial analyst, you should earn a bachelor’s degree in a subject related to finance, such as business, economics or statistics. Once hired, you will probably need to pass qualification exams through FINRA to begin practicing.

Is a financial analyst the same as an accountant?

No. Both roles deal with finances, but in very different ways. Accountants typically focus on recording financial data, which they then compile and report in financial statements. Financial analysts, on the other hand, analyze these statements in the context of overall economic trends to make recommendations for the most profitable investments.

How long does it take to become a financial analyst?

You can become a financial analyst within four years, or the time it takes you to earn a bachelor’s degree. Depending on the type of work you plan to do, it may take additional time to earn licensure through FINRA as well.

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Finance and Research Analyst (Hybrid)

🔍 school of humanities and sciences, stanford, california, united states.

MINIMUM REQUIREMENTS:

Education & Experience:

Bachelor's degree and three years of job related experience, or combination of education and relevant experience.

Knowledge, Skills and Abilities:

Basic knowledge of governmental regulations.
Ability to understand, interpret, and communicate policies and procedures.
Excellent oral, written, and communication skills.
Excellent analytical skills; demonstrated proficiency in Excel and web-based tools.
Strong accounting skills; knowledge of accounting principles.

The expected pay range for this position is $85,000 to $108,000 per annum.

Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location and external market pay for comparable jobs.

At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website ( https://cardinalatwork.stanford.edu/benefits-rewards ) provides detailed information on Stanford’s extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.

Why Stanford is for You

Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with:

· Freedom to grow . We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak.

· A caring culture . We provide superb retirement plans, generous time-off, and family care resources.

· A healthier you. Climb our rock wall, or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits.

· Discovery and fun. Stroll through historic sculptures, trails, and museums.

· Enviable resources . Enjoy free commuter programs, ridesharing incentives, discounts and more

The job duties listed are typical examples of work performed by positions in this job classifications and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.

Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of their job.

Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.

Schedule: Full-time
Job Code: 4482
Employee Status: Regular
Requisition ID: 102349
Work Arrangement : Hybrid Eligible

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Job ID: 2745805 | Amazon.com Services LLC

DESCRIPTION

Amazon Logistics (AMZL) is Amazon's "Last Mile" delivery service, responsible for delivering packages to households and businesses across the planet. Our finance team closely partners to support this rapidly expanding business while building an extensive portfolio of delivery stations, vans, and technology to deliver customers' packages on time - often next day, sometimes faster. We augment our traditional "deliver by van" with other models including Amazon Flex (gig economy drivers), Amazon Lockers, and even via Electronic Bikes in urban areas - all designed to deliver smiles to our customers. You will make history as you help build one of the largest carriers on the planet. AMZL Finance seeks a Senior Financial Analyst to support our Global Controls, Compliance, and Risk Management team based in Seattle, Nashville or Dallas. AMZL offers opportunities to grow your career as you engage on one of the many facets of this world-class delivery service. From here, you will have the opportunity to rotate to other functional areas or roles across Amazon's portfolio of businesses. As a Senior Financial Analyst on the AMZL Finance team, supporting global Controls, Compliance, and Risk Management, you will be pivotal to the team's success, as you partner with multiple functions to maintain and expand financial controls over Capital Expenditures, Building Construction, Capital Planning. This role will partner will multiple stakeholders within both finance and the business teams to provide Financial planning and analysis insights for the AMZL network. This role will provide extensive opportunities to partner with multiple finance and operations teams including Construction, Real Estate, Accounting, Procurement, and Launch Operations to solve tough problems as we grow and develop the Last Mile network. A typical day in this role provides an opportunity to innovate by helping to build scalable, robust, dependable and systemic analysis through data-driven decision making. Success in this role requires you to partner with and influence finance teams, support thoughtful decision-making, and adapt to an ever-changing environment. You will collaborate with all types of stakeholders, from other finance analysts, to functional business teams, to leaders across Finance, Accounting and other business units within Amazon. You bring best-in-class business partnership while providing strong controllership and control management. You are comfortable leading variance analysis deep dives, presenting to business owners during reviews, and can pivot between the defined financial rhythms and ad-hoc project analyses. You use judgment to prioritize high-priority work and projects that maximize results for key stakeholders, while helping to solve complex problems that affect company-wide decisions. Key job responsibilities - Partners with Finance, Accounting, and business Operations to build and develop a manageable Controls & Compliance environment across key Finance and Operational metrics. - Partners with Controls & Compliance teams to support a robust, data driven control environment for Amazon Logistics Capital Spending (Capex) for senior leadership, in support of CFO level goals and objectives. - Uses solid financial knowledge and business acumen to build financial models, interpret data, draw conclusions, and make recommendations that deliver results, drive improvements, and influence leaders throughout Amazon. These decisions can have global impact. - Collects and analyzes quantitative data to develop relevant reports that drive cost reductions. - Participates in hiring, developing, and mentoring peers and team members. Seeks and leverages diverse perspectives in all activities. - Identifies opportunities to resolve defects proactively. Improves, scales, or simplifies finance tools across teams and organizations. - Monitors the AMZL Capital Appropriation Requests (CARs) on a weekly basis - Helps facilitate outstanding CARs and Open Purchase Orders to remove old spend - Owner of Depreciation variance analysis and insights - Analyzes Existing Projects Capex variance during month end close - Helps with Control review and validation A day in the life Partnerships: - Global Consumer Controllership team - AMZL Engineering and Launch teams - Capex Controllership team - Accounting, Procurements, and IT - Construction teams under Transportation Engineering Services (TES)

BASIC QUALIFICATIONS

- BA/BS in Finance, Accounting, Business, Economics, or a highly analytical field (e.g., Engineering, Math, and Computer Science) - 3+ years of finance experience or a related analytical field

PREFERRED QUALIFICATIONS

- 2+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience - MBA, or CPA - Knowledge of Tableau - Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards) - Knowledge of GAAP research tools and the FASB codification - Knowledge of SOX methodology and associated standards (sections 302, 404, AS5, PCAOB, etc.) Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $60,200/year in our lowest geographic market up to $128,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. This position will remain posted until filled. Applicants should apply via our internal or external career site.

Job details

USA, TN, Nashville
USA, WA, Bellevue
USA, TX, Dallas
Worldwide Amazon Stores Finance
Finance and Global Business Services

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Personal Finance

5 Remote Jobs Hiring Now That Pay More Than $80,000 a Year

Published on Aug. 27, 2024

By: Jordi Lippe-McGraw

There are still well-paid, flexible remote work opportunities.
High-paying roles are available across industries, including product management and social media.
You could make over $90,000 a year working in HR.

If your current job has you fantasizing about better pay without the need to ever change out of your pajamas, then you've clicked on the right article. The era of remote work is not just a phase -- it's a fully fledged revolution with big implications for your checking account .

1. Human Resources Business Partner

Median salary: $90,492

As an HR business partner, you'll be diving deep into strategies that foster a vibrant work culture and propel the company forward. If you're passionate about making a tangible impact on people's lives and have a knack for aligning business goals with human resources initiatives, this role is tailor-made for you.

From driving employee engagement to designing impactful HR initiatives, you'll be at the heart of ensuring the company grows and thrives.

2. Data Analyst

Median salary: $84,333

You've got a knack for spreadsheets. You use them to help plan your most tedious and important life decisions. Why not put those skills to practice? Data analysts provide companies with valuable insights gained from analyzing a treasure trove of important information. It's a creative and logical process of helping companies make better decisions.

You'll rub virtual elbows with multiple teams playing an important role in the company's overall trajectory. Turn your home office into a command center for innovation. Plus, the field is in demand and has ample room for growth.

3. IT Project Manager

Median salary: $82,186

Do you thrive on checklists and are passionate about turning chaos into order? IT companies everywhere need project managers to ensure new clients feel like old friends and projects stay on time and on budget. You'll be the welcoming committee, the guide, and the go-to problem solver who keeps everything running smoothly and ensures everyone's grinning with satisfaction.

Forget about boring boardrooms; your meetings will have all the comforts of home because, well, you'll probably be at home. If you're the type who gets a thrill from setting up systems and ticking off tasks, this could be the dream job where you actually look forward to Mondays.

4. Marketing Manager

Median salary: $120,724

A stellar marketing manager is a natural trendsetter, mixing superb communication skills with a flair for creativity and strategic thinking. You'll juggle campaigns and deadlines with ease while staying ahead of the curve and adaptable to the latest trends and market shifts.

With a talent for turning insights into action and a keen eye for detail, you'll craft messages that shine and make sure every narrative hits the mark. Essentially, you're the marketing maestro who keeps the buzz going and ensures everyone's excited about the brand.

You'll lead digital campaigns, webinars, and the occasional virtual event, all aimed at driving revenue faster than you can drive through Starbucks. If you can handle a spreadsheet and your social media feeds, this could be the work-from-home gig that pays the bills and pads your savings account .

5. Social Media Manager

Median salary: $116,400

Ready to tweet, post, and share your way to success? Companies everywhere are on the hunt for social media managers to captain their online presence. You'll be the voice of an organization, the builder of communities, and the identity of online brands helping to turn impactful stories into Instagram gold.

This role isn't just about keeping up with the hashtags; it's about building a community that bridges tech giants with tomorrow's tech leaders. If you're a wizard at crafting engaging content and your idea of a great day involves analyzing tweet performance metrics, welcome to your dream job.

These are not just remote jobs; they're golden tickets to career satisfaction and wiggle room for budgeting with a side of life balance. So, update your resume, practice your Zoom smile, and get ready to transform how you work in ways you probably never imagined while stuck in office cubicle land. Who says you can't have your cake and eat it in your pajamas, too?

Our Research Expert

Jordi Lippe-McGraw is a freelance personal finance writer who has appeared in publications such as Forbes, The Wall Street Journal, TODAY, and Saving for College. In addition to personal finance, Jordi has a passion for travel. She's visited all 7 continents and over 55 countries, writing for outlets such as Travel + Leisure and Conde Nast Traveler.

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Clinical research coverage analyst.

We are seeking a Clinical Research Coverage Analyst who will be responsible for performing a comprehensive Prospective Reimbursement Analysis on clinical research protocols to ensure accurate determinations of research patient care billing. The Clinical Research Coverage Analyst is responsible for providing assistance to departments in the development of budgets for clinical trials based on coverage determinations and educates departments regarding proper research patient care billing process. This position reports to the Associate Director - ORA Clinical Research.

Specific Duties & Responsibilities

Review and approve JHM proposed clinical study budgets for research patient care vs. routine care determinations via a Prospective Reimbursement Analysis.
Work closely with the School of Medicine Institutional Review Board to ensure research patient care costs are identified and informed consents are consistent with clinical research protocols and commercial contracts if applicable.
Participate in the Research Patient Care Billing Training Program for clinical research personnel to include PI, data-managers, research nurses, and research pharmacy.
Serve as a primary resource to provide JHM clinical research personnel recommendations and direction regarding protocol and budget development.
Educate and advise clinical research personnel on the planning and coordination of clinical research protocols.
Participate in creating Standard Operating Procedures for Research Patient Care to include Prospective Reimbursement Analysis, research patient care costs budgeting, patient registration, and research patient care billing.
Effectively communicate results to departmental contact to ensure consensus regarding research patient care costs vs. routine of care.
Maintain a comprehensive database of all Prospective Reimbursement Analysis grids, protocol and informed consent reviews and commercial contract budgets.
Serve as liaison to external auditing activities by the federal government, the University’s external auditor, or third-party insurers as related to research patient care billing.

Special Knowledge, Skills & Abilities

Exercises independent judgement in the resolution of issues regarding clinical research billing compliance.
Must have excellent written and oral communication skills.
Ability to work in a team and demonstrated interpersonal skills.

Scope of Responsibility

Knows the formal and informal departmental goals, standards, policies and procedures which may include some familiarity of other departments within the school/division.
Is sensitive to the interrelationship of both people and functions within the department.

Decision Making

On a regular and continuous basis, exercises administrative judgment and assumes responsibility for decisions, consequences, and results having an impact on people, costs, and/or quality of service within the functional area.

Communication

Exchanges non-routine information using tact and persuasion as appropriate requiring good oral and written communication skills.
Bachelor's Degree in Biology, Chemistry or related field required.
Medicare coverage determination or significant related experience may substitute for education.
Five years' experience in a clinical research environment.
Thorough understand of research patient care vs. routine of care treatment.
Knowledge of clinical research protocol management is required.
Knowledge of clinical research budgeting is required.

Classified Title: Clinical Research Coverage Analyst Role/Level/Range: ATP/04/PD Starting Salary Range: $62,900 - $110,100 Annually ($85,000 targeted; Commensurate with experience) Employee group: Full Time Schedule: M-F 8:30 am - 5 pm Exempt Status: Exempt Location: Remote Department name: SOM Admin Res Clinical Research Contract Personnel area: School of Medicine

Total Rewards The referenced base salary range represents the low and high end of Johns Hopkins University’s salary range for this position. Not all candidates will be eligible for the upper end of the salary range. Exact salary will ultimately depend on multiple factors, which may include the successful candidate's geographic location, skills, work experience, market conditions, education/training and other qualifications. Johns Hopkins offers a total rewards package that supports our employees' health, life, career and retirement. More information can be found here: https://hr.jhu.edu/benefits-worklife/ .

Education and Experience Equivalency Please refer to the job description above to see which forms of equivalency are permitted for this position. If permitted, equivalencies will follow these guidelines: JHU Equivalency Formula: 30 undergraduate degree credits (semester hours) or 18 graduate degree credits may substitute for one year of experience. Additional related experience may substitute for required education on the same basis. For jobs where equivalency is permitted, up to two years of non-related college course work may be applied towards the total minimum education/experience required for the respective job.

Applicants Completing Studies Applicants who do not meet the posted requirements but are completing their final academic semester/quarter will be considered eligible for employment and may be asked to provide additional information confirming their academic completion date.

Background Checks The successful candidate(s) for this position will be subject to a pre-employment background check. Johns Hopkins is committed to hiring individuals with a justice-involved background, consistent with applicable policies and current practice. A prior criminal history does not automatically preclude candidates from employment at Johns Hopkins University. In accordance with applicable law, the university will review, on an individual basis, the date of a candidate's conviction, the nature of the conviction and how the conviction relates to an essential job-related qualification or function.

Diversity and Inclusion The Johns Hopkins University values diversity, equity and inclusion and advances these through our key strategic framework, the JHU Roadmap on Diversity and Inclusion .

Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

EEO is the Law https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf

Accommodation Information If you are interested in applying for employment with The Johns Hopkins University and require special assistance or accommodation during any part of the pre-employment process, please contact the Talent Acquisition Office at [email protected] . For TTY users, call via Maryland Relay or dial 711. For more information about workplace accommodations or accessibility at Johns Hopkins University, please visit https://accessibility.jhu.edu/ .

Vaccine Requirements Johns Hopkins University strongly encourages, but no longer requires, at least one dose of the COVID-19 vaccine. The COVID-19 vaccine does not apply to positions located in the State of Florida. We still require all faculty, staff, and students to receive the seasonal flu vaccine . Exceptions to the COVID and flu vaccine requirements may be provided to individuals for religious beliefs or medical reasons. Requests for an exception must be submitted to the JHU vaccination registry. This change does not apply to the School of Medicine (SOM). SOM hires must be fully vaccinated with an FDA COVID-19 vaccination and provide proof of vaccination status. For additional information, applicants for SOM positions should visit https://www.hopkinsmedicine.org/coronavirus/covid-19-vaccine/ and all other JHU applicants should visit https://covidinfo.jhu.edu/health-safety/covid-vaccination-information/ .

The following additional provisions may apply, depending upon campus. Your recruiter will advise accordingly. The pre-employment physical for positions in clinical areas, laboratories, working with research subjects, or involving community contact requires documentation of immune status against Rubella (German measles), Rubeola (Measles), Mumps, Varicella (chickenpox), Hepatitis B and documentation of having received the Tdap (Tetanus, diphtheria, pertussis) vaccination. This may include documentation of having two (2) MMR vaccines; two (2) Varicella vaccines; or antibody status to these diseases from laboratory testing. Blood tests for immunities to these diseases are ordinarily included in the pre-employment physical exam except for those employees who provide results of blood tests or immunization documentation from their own health care providers. Any vaccinations required for these diseases will be given at no cost in our Occupational Health office.

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An official website of the United States government

Operations Research Analyst (Metrics and Assessment)

About the Position: This position serves as a Operations Research Analyst (Metrics and Assessment) DB-04 position for Army Futures Command (AFC), Directorate of Integration located in Austin, TX. AFC exists to modernize the way the Army does business by creating a space of endless possibilities to explore, develop, and test new methods, organizations, and technologies. Visit us on www.armyfuturescommand.com and join the team leading the Army into the future!

Accepting applications

Open & closing dates

08/26/2024 to 09/10/2024

$125,514 - $167,320 per year

Pay scale & grade

1 vacancy in the following location:

Telework eligible

Yes—Situational Telework as determined by the agency policy.

Travel Required

25% or less - You may be expected to travel up to 25% for this position.

Relocation expenses reimbursed

Yes—You may qualify for reimbursement of relocation expenses in accordance with agency policy.

Appointment type

Work schedule.

Competitive

Promotion potential

Job family (series).

1515 Operations Research

Supervisory status

Security clearance, position sensitivity and risk.

Noncritical-Sensitive (NCS)/Moderate Risk

Trust determination process

Suitability/Fitness

Financial disclosure

Bargaining unit status, announcement number.

DAFN241850395958HL

Control number

This job is open to.

U.S. Citizens, Nationals or those who owe allegiance to the U.S.

Clarification from the agency

This is a Direct Hire Authority (DHA) solicitation utilizing the DHA for STRL Mission Support Positions to recruit and appoint qualified candidates to positions in the competitive service.

Responsible for managing the collection and analysis of data; and provide regular reporting of metrics, insights and findings related to industry engagements and technology evaluation to leadership.
Collaborate with the AFC Data and Platform Division team to develop and manage data ingestion and analysis tools, to include development of Microsoft PowerBI data visualizations
Coordinate across the various organizations within Army Futures Command to ensure standardization of data collection and analysis
Develop and manage business tools for internal business practices and processes

Requirements

Conditions of employment.

Appointment may be subject to a suitability or fitness determination, as determined by a completed background investigation.
Three year trial/probationary period may be required.
You will be required to provide proof of U.S. Citizenship.
Business Travel (TDY) may be required up to 25% of the time.
Secret Security clearance required.

Qualifications

FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. For further information, visit: https://sites.ed.gov/international/recognition-of-foreign-qualifications/ ***NOTE: TRANSCRIPTS ARE REQUIRED even if you are a current federal employee.***

Additional information

Male applicants born after December 31, 1959, must complete a Pre-Employment Certification Statement for Selective Service Registration.
One year trial/probationary period may be required.
Direct Deposit of Pay is required.
Selection is subject to restrictions resulting from Department of Defense referral system for displaced employees.
If you have retired from federal service and you are interested in employment as a reemployed annuitant, see the information in the Reemployed Annuitant information sheet.
This is a(n) Science, Engineering and Analysis Career Field position
Multiple positions may be filled from this announcement.
Salary includes applicable locality pay or Local Market Supplement.
When you perform a Civilian Permanent Change of Station (PCS) with the government, the Internal Revenue Service (IRS) considers the majority of your entitlements to be taxable. Visit https://www.dfas.mil/civilianemployees/civrelo/Civilian-Moving-Expenses-Tax-Deduction/ for more information.
Permanent Change of Station (PCS) allowances may be authorized, subject to the provisions of the Joint Travel Regulations and an agency determination that a PCS move is in the Government Interest.
Student Loan Repayment
Advanced In-hire (offered to new Federal employees only)
Advanced Leave Accrual (offered to new Federal employees only)
Permanent change of station Entitlement (PCS) Or, Relocation/Recruitment Incentives.

A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits .

Review our benefits

Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

How You Will Be Evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

Once the announcement has closed, a review of your application package (resume, supporting documents, and responses to the questionnaire) will be used to determine whether you meet the qualification requirements listed on this announcement. If, after reviewing your resume and/or supporting documentation, a determination is made that you have inflated your qualifications and/or experience, you may lose consideration for this position. Please follow all instructions carefully when applying, errors or omissions may affect your eligibility. You should list any relevant performance appraisals and incentive awards in your resume as that information may be taken into consideration during the selection process. If selected, you may be required to provide supporting documentation. Veterans and Military Spouses will be considered along with all other candidates.

As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

Your resume may be submitted in any format and must support the specialized experience described in this announcement.
If your resume includes a photograph or other inappropriate material or content, it will not be used to make eligibility and qualification determinations and you may not be considered for this vacancy.
For qualifications determinations your resume must contain hours worked per week and the dates of employment (i.e., HRS per week and month/year to month/year or month/year to present). If your resume does not contain this information, your application may be marked as incomplete and you may not receive consideration for this position.
For additional information see: What to include in your resume .
Cover Letter, optional
Most recent Performance Appraisal, if applicable
This position has an individual occupational requirement and/or allows for substitution of education for experience. If you meet this requirement based on education you MUST submit a copy of your transcript with your application package or you will be rated ineligible. See: Transcripts and Licenses

If you are relying on your education to meet qualification requirements:

Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education .

Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

To begin, click Apply to access the online application. You will need to be logged into your USAJOBS account to apply. If you do not have a USAJOBS account, you will need to create one before beginning the application ( https://apply.usastaffing.gov/ViewQuestionnaire/12525958 ).
Follow the prompts to select your resume and/or other supporting documents to be included with your application package. You will have the opportunity to upload additional documents to include in your application before it is submitted. Your uploaded documents may take several hours to clear the virus scan process.
After acknowledging you have reviewed your application package, complete the Include Personal Information section as you deem appropriate and click to continue with the application process.
You will be taken to the online application which you must complete in order to apply for the position. Complete the online application, verify the required documentation is included with your application package, and submit the application. You must re-select your resume and/or other documents from your USAJOBS account or your application will be incomplete.
It is your responsibility to verify that your application package (resume, supporting documents, and responses to the questionnaire) is complete, accurate, and submitted by the closing date. Uploaded documents may take up to one hour to clear the virus scan.
Additional information on how to complete the online application process and submit your online application may be found on the USA Staffing Applicant Resource Center .

Agency contact information

If you provided an email address, you will receive an email message acknowledging receipt of your application. Your application package will be used to determine your eligibility, qualifications, and quality ranking (as applicable) for this position. If you are determined to be ineligible or not qualified, your application will receive no further consideration.

The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

Criminal history inquiries
Equal Employment Opportunity (EEO) Policy
Financial suitability
New employee probationary period
Privacy Act
Reasonable accommodation policy
Selective Service
Signature and false statements
Social security number request

Required Documents

How to apply, fair & transparent.

This job originated on www.usajobs.gov . For the full announcement and to apply, visit www.usajobs.gov/job/806379500 . Only resumes submitted according to the instructions on the job announcement listed at www.usajobs.gov will be considered.

Learn more about

United States Army Futures Command

Civilian employees serve a vital role in supporting the Army mission. They provide the skills that are not readily available in the military, but crucial to support military operations. The Army integrates the talents and skills of its military and civilian members to form a Total Army. The Army values diversity of perspectives, backgrounds, cultures and skills, which connects employees to organizations that are committed to building an inclusive work environment where they can contribute to their fullest potential. The Army Futures Command's (AFC) mission is to develop how future Army organizations will fight with new technology and ensure rapid delivery of warfighting capabilities. Futures Command will lead the Army's force modernization efforts by determining its strategic direction and maintaining accountability for modernization solutions. The Army's modernization strategy has one focus: make Soldiers and units more lethal to win our Nation's wars, then come home safely. This new four-star command will complement the Army's other three Major Commands. AFC is looking for innovative individuals to work in a high-paced environment to support the future of the Army.

Visit our careers page

Learn more about what it's like to work at United States Army Futures Command, what the agency does, and about the types of careers this agency offers.

https://armyfuturescommand.com/

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The Official Careers Website of the City of New York

Research Analyst

Agency: EQUAL EMPLOY PRACTICES COMM
Job type: Full-time
Title Classification: No exam required

Research Unit

Job Description

The EEPC’s Research Unit is responsible for conducting research into matters of equal employment opportunity (EEO) and annually publishing reports in accordance with New York City Local Law 13 of 2019 Local Law 13 requires the EEPC to conduct an annual analysis of the City’s municipal workforce to address chronic or systemic underutilization of women and people of color and make recommendations to the City Council, Mayor’s Office, and other stakeholders, on the recruitment, selection, retention and promotion of City employees in order to reach citywide employment objectives. The Equal Employment Practices Commission is seeking an experienced and highly motivated individual to serve as a Research Analyst within the EEPC’s Research Unit. Under the direction of the Director of Research, the Research Analyst will conduct research, and analyses for various reports, including those required by Local Law 13. Typical tasks include, but are not limited to: - Writing scripts in statistical programs to clean and organize large datasets. - Writing scripts in statistical programs to conduct analyses of large datasets (e.g., regressions, time series analyses, etc.) - Developing tables and figures for publications - Developing survey instruments - Developing interview and focus group protocols - Staying apprised of research studies, and enactment of legislation and public policy, to identify emerging trends in research on labor markets and employment practices. WORK LOCATION: 253 Broadway, Suite 602 6th Fl., New York, NY 10007 HOURS/ SHIFT: Monday-Friday; 35 hours/week ADDITIONAL INFORMATION: The City of New York offers a comprehensive benefits package including health insurance for the employee and his or her spouse or domestic partner and unemancipated children under age 26, union benefits such as dental and vision coverage, paid annual leave and sick leave, paid holidays, a pension, and optional savings and pre-tax programs such as Deferred Compensation, IRA, and a flexible spending account.

1. For Assignment Level I (only physical, biological and environmental sciences and public health) A master's degree from an accredited college or university with a specialization in an appropriate field of physical, biological or environmental science or in public health. To be appointed to Assignment Level II and above, candidates must have: 1. A doctorate degree from an accredited college or university with specialization in an appropriate field of physical, biological, environmental or social science and one year of full-time experience in a responsible supervisory, administrative or research capacity in the appropriate field of specialization; or 2. A master's degree from an accredited college or university with specialization in an appropriate field of physical, biological, environmental or social science and three years of responsible full-time research experience in the appropriate field of specialization; or 3. Education and/or experience which is equivalent to "1" or "2" above. However, all candidates must have at least a master's degree in an appropriate field of specialization and at least two years of experience described in "2" above. Two years as a City Research Scientist Level I can be substituted for the experience required in "1" and "2" above. NOTE: Probationary Period Appointments to this position are subject to a minimum probationary period of one year.

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

Civil service title

CITY RESEARCH SCIENTIST

Title classification

Non-Competitive-5

Business title

Posted until

Experience level: Experienced (non-manager)

Number of positions

Work location

253 Broadway New York Ny

Category: Policy, Research & Analysis

Aladdin Financial Engineering Quantitative Developer Analyst

Job description

About this role

BlackRock Overview:

BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

Aladdin Financial Engineering Group (AFE)

AFE is a diverse and global team with a keen interest and expertise in all things related to technology and financial analytics. The group is responsible for the research and development of quantitative financial and behavioral models and tools across many different areas – single-security pricing, prepayment models, risk, return attribution, liquidity, optimization and portfolio construction, scenario analysis and simulations, etc. – and covering all asset classes. The group is also responsible for the technology platform that delivers those models to our internal partners and external clients, and their integration with Aladdin.

AFE conducts leading research on the areas above, delivering state-of-the-art models. AFE publishes applied scientific research frequently, and our members present regularly at leading industry conferences. AFE engages constantly with the sales team in client visits and meetings.

Role Overview

We are seeking an analyst level quant developer to join Single Security Pricing team within Aladdin Financial Engineering Group at BlackRock

Job Description

Quantitative Modeling: Expand product and market coverage to address evolving client needs by researching, implementing, and rolling out new models and analytics.
Maintain and enhance existing interest rate, inflation, FX, synthetic credit and equity derivative pricing models.
Model Infrastructure: Design APIs to provide clients with novel ways of leveraging our models. Refactor existing analytical code to make it more modular and scalable.
Analytical Support: Participate in external client calls and on-site visits in support of the Aladdin business.
Thought Leadership: Keep abreast of latest trends in technology, quantitative finance, capital markets and regulation. Bring the latest techniques to bear on the problems we face in our day-to-day work.
You can help conduct research/development to build quantitative pricing models that help manage most of the money of the world’s largest asset manager. You can bring all yourself to the job. From the top of the firm down we embrace the values, identities and ideas brought by our employees.

We are looking for curious people with a strong background in quantitative modeling and development, who have awesome problem-solving skills, insatiable appetite for learning and innovating, adding to BlackRock’s vibrant research culture.

Qualifications:

Minimum education required: Undergraduate degree in a quantitative discipline (Mathematics, Computing, Computer Science, Physics, Finance, or similar area).
A post graduate degree is a plus.
CFA/FRM/CQF certifications are a plus.
Strong background in programming- C++ (preferred). Should have passion for programming and able to write performant code.
Able to apply quantitative techniques to solve real world problems.
Solid analytical mindset with a keen interest in solving problems
Some exposure to Interest Rate and Derivative Markets is a plus.
Ability to work independently and efficiently in a fast-paced and team-oriented environment.
Able to explain complex concepts to non-technical people in simple, intuitive terms.

Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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FINANCIAL ANALYST 3

REMOTE OPTIONS
DEPT OF ECONOMIC SECURITY
Closing at: Aug 31 2024 at 23:55 MST

DEPARTMENT OF ECONOMIC SECURITY

Your partner for a stronger arizona. des works with families, community organizations, advocates and state and federal partners to realize our collective vision: a thriving arizona. des serves more than 3 million arizonans. our mission is to strengthen individuals, families, and communities for a better quality of life., division of financial operations financial services administration 1789 west jefferson street, phoenix, arizona 85007, salary: $72,099.25 - $89,100.13 annually , closing date: august 31, 2024.

Would you like to be part of an amazing team that helps Arizonans thrive? At the Department of Economic Security (DES) we strengthen individuals, families, and communities for a better quality of life. DES is looking for individuals who are committed to service, community, and teamwork. To learn more about DES please visit des.az.gov ; or click on the link here to view ‘Our DES’ video. Come Join the DES Team! The Department of Economic Security is seeking an experienced and highly motivated individual to join our team as a Financial Analyst 3. This position will be responsible for providing financial expertise to Department and programmatic management, and Federal and other grantors. They supervise staff, review financial support team's work, complete high-level analyses, and identify fiscal issues. Additionally, they interpret grant terms and conditions, track expenditures for compliance, and supervise a financial support team responsible for forecasting, analysis, and fiscal monitoring. This position may be available for remote work within Arizona (two days per week in office/hoteling). The State of Arizona strives for a work culture that affords employees flexibility, autonomy, and trust. Across our many agencies, boards, and commissions, many State employees participate in the State’s Remote Work Program and are able to work remotely in their homes, in offices, and in hoteling spaces. All work, including remote work, should be performed within Arizona unless an exception is properly authorized in advance.

Essential Duties and Responsibilities include but are not limited to: • Oversee daily operations of a professional team; advise, train, provide technical assistance, review work, and ensure accuracy of products produced by teams. • Identify fiscal issues with potential negative impact on the Department. • Partner with customers to develop and implement resolutions to current and future problems; provide comprehensive financial expertise to Division management, DES executive leadership, and external partners, such as the OSPB and the JLBC. • Attend meetings and planning sessions with Department management. • Support departmental organizations on matters of cash management and funding allocation. • Research, interpret, and make recommendations on policies regarding fiscal control and processes on assigned programs and the Department as a whole. • Research, compile, and interpret financial and other information. • Compile programmatic data in response to special requests regarding a broad spectrum of topics related to the Department. • Analyze policy and legislative changes to assess revenue, funding, and State plan impacts on the assigned program(s); review and approve various financial transactions. • Lead training, conduct problem-solving sessions, and supervise focus groups with various employees across the administration.

Knowledge of: • Governmental accounting and fiscal principles, budget and state legislative processes. • Principles and practices of business administration with special reference to organization, fiscal management, and budgetary control. • Statistical analysis and theory, report writing techniques, office management, conceptual understanding of the Department's federally approved cost allocation plan, and understanding of the requirements, characteristics, and cultural environment required for teams to operate effectively. Skills in: • Oral and written communications of complex concepts, proficiency in statutory and rules interpretation, issues identification, and resolution. • Initiating and reviewing expenditure corrections, journal vouchers, and cash receipts within the state and agency's automated systems. • Comprehension, analysis, interpretation, and reconciliation of complex financial data, including forecasts and projections. • Development of work plans, organization, and prioritization of multiple complex projects Ability to: • Interact with a diverse audience on a professional level. • Innovative and strategically think and perform complex analytic work. • Develop annual budget requests for assigned area consistent with the Department's mission, vision, and values. • Facilitate and lead meetings with executive-level staff set workflow priorities of assigned area.

The ideal candidate for this position will have: • Prefer a Bachelor's Degree in Accounting, Finance, Economics or Business Administration or Master's degree in Business Administration, Public Administration or related field, and at least three years of experience managing complex issues in areas such as budget preparation, analysis and control, funding, financial reporting, or related specializations.

• If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver’s License Requirements . Any employee operating a motor vehicle on State business must possess and retain a current, valid class-appropriate driver’s license, complete all required training, and successfully pass all necessary driver’s license record checks. The license must be current, unexpired, and neither revoked nor suspended. Employees who drive on state business are subject to driver’s license record checks, must maintain acceptable driving records, and must complete all required driver training. An employee who operates a personally owned vehicle on state business shall maintain the statutorily required liability insurance (see Arizona Administrative Code (A.A.C.) R2-10-207.11). • Successfully pass background and reference check; employment is contingent upon completion of the above-mentioned process and the Agency’s ability to reasonably accommodate any restrictions. • All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).

The Arizona Department of Economic Security offers a comprehensive benefits package to include: • Affordable medical, dental, life, and short-term disability insurance plans • Participation in the Arizona State Retirement System (ASRS) and long-term disability plans • 10 paid holidays per year • Vacation time accrued at 4.00 hours bi-weekly for the first 3 years • Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program). • Sick time accrued at 3.70 hours bi-weekly • Deferred compensation plan • Wellness plans • Tuition Reimbursement • Stipend Opportunities • Infant at Work Program • Rideshare and Public Transit Subsidy • Career Advancement & Employee Development Opportunities • Flexible schedules to create a work/life balance

By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.

Learn more about the Paid Parental Leave pilot program here . For a complete list of benefits provided by The State of Arizona, please visit our benefits page

State employees are required to participate in the Arizona State Retirement System (ASRS), the State-sponsored retirement contribution plan, and the Long-Term Disability (LTD) program after a 27-week waiting period. The ASRS-defined benefit plan provides for life-long income upon retirement. You will also have the option to participate in a voluntary deferred compensation program to take advantage of tax-deferred retirement investments. On, or shortly after your first day of work you will be provided with additional information about the available insurance plans, enrollment instructions, submission deadlines, and effective dates.

For questions about this career opportunity, please contact Norma Pina at (480) 952-7560 or [email protected] . The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer. Persons with a disability may request a reasonable accommodation such as a sign language interpreter or an alternative format by contacting (480) 952-7560 or [email protected] . Requests should be made as early as possible to allow time to arrange the accommodation.

ARIZONA MANAGEMENT SYSTEM (AMS)

All Arizona state employees operate within the Arizona Management System (AMS), an intentional, results-driven approach for doing the work of state government whereby every employee reflects on performance, reduces waste, and commits to continuous improvement with sustainable progress. Through AMS, every state employee seeks to understand customer needs, identify problems, improve processes, and measure results. State employees are highly engaged, collaborative and embrace a culture of public service.

The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.

If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver’s License Requirements

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Financial Reporting Analyst II

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

Research, analyze, and prepare financial statements and reports using relevant accounting standards while ensuring accuracy and regulatory compliance.

What You Will Do:

Gathers and prepares financial statements and reports for filing with government and regulatory agencies (US SEC, FDIC, FRB, etc.) based on application of relevant accounting standards including US GAAP, FASB,etc.
Analyzes impact of new accounting standards, reporting requirements, and regulatory standards on existing and new transactions.
Follows process guidelines for appropriate data gathering, consolidation, and analysis of financial data relative to the preparation of required regulatory filing including, but not limited to, 10-Q, 10-K, 8-K, Call Report, FR Y-9C, and FR Y-9LP.
Analyzes, prepares, and reviews SEC and Regulatory disclosure workbooks including, but not limited to, Consolidated Financial Statements, footnote disclosures, Schedule RC, and Schedule RI.
Ensures data integrity and proper accounting and auditor support of the review of regulatory findings.
Research and reports on new and updated accounting literature to ensure compliance.
Other duties as assigned.

What You Will Need:

Bachelor's degree or equivalent education and work experience.
Typically, 3+ years with bachelor's or equivalent.
Communication (written & verbal)
Attention to detail
Financial acumen

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $23.07 hourly – $42.60

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

Don’t have everything listed under qualifications? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single condition. At Pathward, we are dedicated to building a diverse and inclusive culture of belonging, so if you’re excited about this role but your experiences don’t match exactly to everything in the posting we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – [email protected]

Please click here to view Pathward's Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Apply for this Job

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Pathward, N.A. ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Voluntary Self-Identification of Disability

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
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Cancer (past or present)
Cardiovascular or heart disease
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Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
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Enter the verification code sent to to confirm you are not a robot, then submit your application.

Bilateral Political Relations and Analyst Herding

42 Pages Posted: 21 Aug 2024

Lan Thi Mai Nguyen

VinUniversity

Singapore Management University

Cameron Truong

Monash University; Financial Research Network (FIRN)

We establish a measure of assessing the bilateral political relations between the United States and other countries. We hypothesize that political events and shifts, evidenced by changes in bilateral political relations, significantly increase uncertainty in financial markets, prompting analysts to adopt herding behavior as a risk-averse strategy. In efforts to navigate bilateral political uncertainty, analysts align their forecasts with the consensus to reduce the risk of individual error. We find that deteriorating bilateral political relations is associated with analysts exhibiting higher levels of herding in their earnings forecasts for foreign stocks listed in the US market, specifically in the form of American Depository Receipts (ADRs) from those countries. We show that uncertainty acts as the channel through which bilateral political relations influence analyst herding. Notably, analyst herding as triggered by poor bilateral political relations results in less accurate earnings forecasts. Overall, as analysts prioritize risk aversion in unpredictable political climates, there is a considerable reduction in the quality of their professional work.

Keywords: Bilateral political relations, financial analysts, herding behaviour, forecast accuracy, American Depository Receipts

Suggested Citation: Suggested Citation

VinUniversity ( email )

Hanoi Vietnam

Singapore Management University ( email )

Cameron truong (contact author), monash university ( email ).

23 Innovation Walk Wellington Road Clayton, Victoria 3800 Australia

Financial Research Network (FIRN)

C/- University of Queensland Business School St Lucia, 4071 Brisbane Queensland Australia

HOME PAGE: http://www.firn.org.au

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DEPARTMENT OF ECONOMIC SECURITY Your Partner For A Stronger Arizona. DES works with families, community organizations, advocates and state and federal partners to realize our collective vision: A thriving Arizona.DES serves more than 3 million Arizonans. Our Mission is to strengthen individuals, families, and communities for a better quality of life. FINANCIAL ANALYST 3 Job Location: Division ...
Job Application for Financial Reporting Analyst II at Pathward, N.A
Research and reports on new and updated accounting literature to ensure compliance. Other duties as assigned. What You Will Need: Bachelor's degree or equivalent education and work experience. Typically, 3+ years with bachelor's or equivalent. Communication (written & verbal) Attention to detail; Financial acumen
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Financial Analyst vs. Research Analyst

Financial Analyst vs. Research Analyst: An Overview

Key Takeaways

Financial Analysts

Occupational Outlook

Research Analysts

Special Considerations: Work-Life Balance

What Does a Financial Research Analyst Do?

Financial Research Analyst Job Description Example/Sample/Template

Financial Research Analyst Job Description for Resume

Financial Research Analyst Requirements – Skills, Knowledge, and Abilities for Career Success

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What Do Financial Analysts Do?

Work Environment

Types of Financial Analysts

What Skills Do Financial Analysts Need?

How Much Does a Financial Analyst Make?

Job Outlook

Buy-Side Analysts vs. Sell-Side Analysts

Other Financial Analysts

How To Become a Financial Analyst

Financial Analyst Education Requirements

Financial Analyst Certification

Frequently Asked Questions (FAQs) About Financial Analysts

What qualifications do I need to be a financial analyst?

Is a financial analyst the same as an accountant?

How long does it take to become a financial analyst?

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Finance and Research Analyst (Hybrid)

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