Aspiring analysts must complete at least one internship, fellowship, or co-operative educational experience at a top investment bank, Big Four accounting firm, alternative investment firm, or another prestigious employer.
Quantitative skills are a must for analysts, as much of their time is spent dealing with books of trades and numbers. The ability to crunch numbers in a short time is especially important on the debt side. Traders often demand bond price or yield calculations with only a moment’s notice, and analysts must be able to produce. Other important traits include:
- a willingness to accept criticism and learn from one’s mistakes
- the ability to perform sometimes monotonous tasks for long hours, day after day without complaint
- a positive, energetic attitude
- being extremely hard working, responsible, and detail oriented
- having strong analytical, time-management, and problem-solving skills
- possessing excellent financial modeling/valuation and analytical abilities
- being an excellent communicator and a good listener
- being able to work independently and as part of a team
- being proficient in the use of spreadsheets, graphing, and presentations with a basic knowledge of financial models
- possessing strong interpersonal skills with the ability to interact with all levels of personnel.
- Accountants
- Auditors
- Chief Executive Officers
- Chief Financial Officers
- Commodities Brokers
- Compliance Managers
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Quantitative Analysts
- Financial Services Brokers
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Investment Bankers
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Mergers and Acquisitions Attorneys
- Mutual Fund Customer Service Representatives
- Mutual Fund Wholesalers
- Private Bankers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Wealth Management Associates
- Wealth Management Investor Relations Specialists