• PGP in New Age Banking
    4.8 out of 5 by 669 learners
    4x Industry Demand
  • POST GRADUATE DIPLOMA IN MANAGEMENT
    Co-created with BIMTECH
    4.8 out of 6071 learners
    2x industry demand
  • MBA in Investment Banking
    Co-created with Jain University
    4.5 out of 5 by467 learners
    2x industry demand
  • MBA in Fintech
    Co-created with Jain University
    4.4 out of 5 by 349 learners
    2x industry demand
  • MBA (Distance) in Banking and Finance with NGASCE
    Co-created with NMIMS
    4.7 out of 5 by 669 learners
    4x Industry Demand
  • Post Graduate Program in Banking and Credit Underwriting
    4.7 out of 5 by 1376 learners
    12 X industry demand
  • Post Graduate Program In Finance And Accounting
    Co-created with Grant Thornton
    4.9 out of 5 by 238 learners
    14 X industry demand
  • Professional Certification in FinTech
    Co-created with SP Jain School of Global Management
    4.6 out of 5 by 1421 learners
    6X industry demand
  • Credit Risk and Underwriting Prodegree
    Co-created with Moody’s Analytics
    4.6 out of 5 by 1139 learners
    4X industry demand
  • PGP in Banking and Wealth Management
    4.6 out of 5 by 1429 learners
    3X industry demand

It goes without saying that analytical skills are important when you’re a financial analyst but there is a whole host of other attributes employers look for when they hire financial analysts.

Here are the ten most important financial analyst skills we have identified.

  • Research Skills

Research is by far the most important part of an Analysts job because, without the data mined from research, there can be no analysis. Research involves spending time understanding the problem/scenario, plotting out the questions and knowing where to look for the answers.
This means you need to be resourceful and aware of your environment. What makes one financial analyst better than the other is knowing where to find the best quality data.

  • Detail Orientated

A depreciation number of 454 will lead to a very different answer than a depreciation number of 545. One percent here or there on a DCF can completely alter the valuation of a company. The devil really does lie in the details of a financial analyst job and you need to be able to catch the changes, both mistakes, and trends, to be able to arrive at insightful conclusions.

  • Analytical Skills

A lot has been said about analytical skills, so much so, people don’t really know what it entails. The analysis in Finance involves pulling apart the threads of a problem, perhaps a balance sheet, asking the right questions of your data, and bringing all your answers together in a coherent form to present to your client or your team.

  • Organization Skills

Being able to compile data, compile research findings, compile analysis in an organized manner that can save time efficiently is a skill many people do not appreciate enough.

  • Mathematical Skills

A financial analyst cannot be intimidated by numbers. The level of numerical complexity is dependent on the job. An investment banking analyst will perhaps only ever have to add/subtract/divide and multiply but a fixed income analyst or a portfolio analyst will have complex equations to calculate. Options and futures are often known as ‘quant’ jobs and mathematical skills have to be very sound to do well in these jobs.

  • Decision-making Skills

The global financial services terrain is ever changing and a good financial analyst has to be able to make spot decisions based not the data he/she has so that a client can always be certain they are ahead of the curve.

  • Excel and PowerPoint Skills

Excel and PowerPoint are to the Financial Analyst like a measuring tape and a drill machine to a carpenter. There is no career without it and mastering both software will ensure you are efficient and quick at your job.

  • Communication and Writing Skills

Being able to listen, speak and write well is critical because you have to be able to wean out information, and communicate everything you analyze efficiently and effectively. You will often be put on the spot in front of clients or asked to write reports with tight deadlines and being confident about your speaking and writing skills goes a long way in your career.

  • Marketing Skills

The ability to persuade is important for an analyst. We are persuading investors to listen to our stock recommendations, convincing clients we are the bankers for the job, and getting clients to sign on. All of this requires the ability to sell a story in a convincing manner which goes back to not only communication skills but the ability to use the written analysis to sell the situation.

  • Relationship Skills

Analysts need to main relationships across stakeholders be it companies, clients, colleagues, your own leadership team, to ensure they get access to information, create effective solutions, work well in a team, and build your career. Financial analysis is as much a people job as anything else and building and keeps relationships will help in both doing your job and advancing your career.

  • Leadership Skills

All analysts will eventually lead teams of analysts and this requires a show of leadership. To not just be able to lead a team, but mentor junior analysts and create a collaborative culture that will create successful companies.

For Online Course Enquiries
About Imarticus
Imarticus Learning is India’s leading professional education institute that offers training in Financial Services, Data Analytics & Technology. We’ve successfully transformed careers of over 35,000+ individuals globally through our Certification, Prodegree, and Post Graduate programs offered in association with leading and renowned global organisations in the Financial Services, Data Analytics & Technology domain.
Related course
  • Placement Program
    PGP in New Age Banking
    Course duration(Months)
    24
    Upcoming batches
    1
    Organizations enrolled
    20
    4.8 out of 5 by 669 learners
    4x Industry Demand
    Upcoming Batches
    Date Location Schedule
    8th Jan 2022 Live Instructor - Led Training Online
    Date Location Schedule
  • Finance
    POST GRADUATE DIPLOMA IN MANAGEMENT
    Co-created with BIMTECH
    Course duration(Months)
    24
    Upcoming batches
    1
    Organizations enrolled
    20
    4.8 out of 6071 learners
    2x industry demand
    Upcoming Batches
    Date Location Schedule
    Live Instructor - Led Training Online
    Date Location Schedule
  • Recent Graduates
    MBA in Investment Banking
    Co-created with Jain University
    Course duration(Months)
    24
    Upcoming batches
    1
    Organizations enrolled
    20
    4.5 out of 5 by467 learners
    2x industry demand
    Upcoming Batches
    Date Location Schedule
    31st July ONLINE Online
    Date Location Schedule
  • Recent Graduates
    MBA in Fintech
    Co-created with Jain University
    Course duration(Months)
    24
    Upcoming batches
    1
    Organizations enrolled
    20
    4.4 out of 5 by 349 learners
    2x industry demand
    Upcoming Batches
    Date Location Schedule
    31st July ONLINE Online
    Date Location Schedule
  • Placement Program
    MBA (Distance) in Banking and Finance with NGASCE
    Co-created with NMIMS
    Course duration(Months)
    24
    Upcoming batches
    1
    Organizations enrolled
    20
    4.7 out of 5 by 669 learners
    4x Industry Demand
    Upcoming Batches
    Date Location Schedule
    8th Jan 2022 Live Instructor - Led Training Online
    Date Location Schedule
  • Post Graduate
    Post Graduate Program in Banking and Credit Underwriting
    Course duration(6)
    Upcoming batches
    1
    Organizations enrolled
    20
    4.7 out of 5 by 1376 learners
    12 X industry demand
    Upcoming Batches
    Date Location Schedule
    Not Available MUMBAI Online
    Date Location Schedule
  • Post Graduate
    Post Graduate Program In Finance And Accounting
    Co-created with Grant Thornton
    Course duration(months)
    4
    Upcoming batches
    1
    Organizations enrolled
    20
    4.9 out of 5 by 238 learners
    14 X industry demand
    Upcoming Batches
    Date Location Schedule
    None DELHI Online
    Date Location Schedule
  • Certification
    Professional Certification in FinTech
    Co-created with SP Jain School of Global Management
    Course duration(Months)
    3
    Upcoming batches
    1
    Organizations enrolled
    20
    4.6 out of 5 by 1421 learners
    6X industry demand
    Upcoming Batches
    Date Location Schedule
    27th November Live Instructor - Led Training Online
    Date Location Schedule
  • PRODEGREE
    Credit Risk and Underwriting Prodegree
    Co-created with Moody’s Analytics
    Course duration(Months)
    3
    Upcoming batches
    2
    Organizations enrolled
    20
    4.6 out of 5 by 1139 learners
    4X industry demand
    Upcoming Batches
    Date Location Schedule
    13th February ONLINE Weekend
    Date Location Schedule
    29th May ONLINE Weekend
  • Post Graduation
    PGP in Banking and Wealth Management
    Course duration(Months)
    2-3
    Upcoming batches
    1
    Organizations enrolled
    20
    4.6 out of 5 by 1429 learners
    3X industry demand
    Upcoming Batches
    Date Location Schedule
    21st October CHENNAI Weekday
    Date Location Schedule