Financial and Investment Analyst (13-2051.00)
Career Family
Business & Financial Operations → Finance & Investments
Fit Summary
Investigative–Enterprising; analytical, competitive, and curious; INTJ/ENTJ common. (Customize to the current student.)
Career Overview
Analyze financial statements and markets; build models, valuations, and forecasts; evaluate securities, funds, or projects; present research to portfolio managers, bankers, or executives; roles span buy‑side, sell‑side, corporate finance, and consulting.
Credential Pathways
Typical Education: Bachelor’s in finance/econ; internships essential; CFA progression valued (Job Zone 4–5).
Pathways: Analyst → senior analyst/associate → portfolio manager or VP; lateral paths across corporate finance, banking, and PE.
Regulatory Moat: Licensing for certain roles (e.g., FINRA) and compliance policies; fiduciary standards.
Alternative Pathways: Data/quant background or accounting pivot with valuation training.
Environment & Lifestyle
- Work Environment: Office/hybrid; market‑driven schedules with peak periods.
- Sensory/Social Load: High—deadlines, client calls, and presentations.
- Physicality/Fieldwork: Low.
- Geographic Anchoring: Financial hubs, but distributed teams growing.
- Remote Amenability: High for research/analysis.
Future-Proofing Snapshot
- AI Augmentation Potential: High — data ingestion, screening, and scenario analysis.
- AI Displacement Risk: Moderate — routine research automates; differentiated insight remains human.
- AI New Task Creation: Some — alternative data and risk analytics.
- AI Skill Shift Intensity: High — coding/data tools, visualization.
- Automation Risk Score: Moderate.
- Human-Core Score: Strong — judgment, communication, ethics.
- Overall Vulnerability/Resilience: Resilient for top performers with domain edge.
- Emerging Trends: ESG integration, private markets, data‑driven factor models.
Risks / Watchpoints
- High pressure and long hours in some roles
- Performance is publicly benchmarked
- Conflicts/ethics risks—strong compliance needed
Notes on Fit
Great for Investigative/Enterprising students who enjoy markets, modeling, and clear results. (Personalize to student.)
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