A Financial Quantitative Analyst provides guidance to businesses and individuals making investment decisions. They
evaluate investment opportunities and assess the performance of stocks, bonds, and other types of investments.
Financial quantitative analysts must process a range of information in finding profitable investments. They must
explain their recommendations to clients in clear language that clients can easily understand, and must provide a
recommendation to buy, hold, or sell a security.
Financial Analysts can be divided into two categories: buy side analysts and sell side analysts. Buy side analysts
develop investment strategies for companies that have a lot of money to invest. These companies, called
institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and
nonprofit organizations with large endowments, such as some universities. Sell side analysts advise financial services
sales agents who sell stocks, bonds, and other investments. Financial quantitative analysts generally focus on trends
affecting a specific industry, geographical region, or type of product.
They Develop quantitative financial products used to inform individuals or financial institutions engaged in saving,
lending, investing, borrowing, or managing risk. They Investigate methods for financial analysis to create
mathematical models used to develop improved analytical tools or advanced financial investment instruments.
Financial Quantitative analyst Study economic and business trends and a company's financial statements and
analyze commodity prices, sales, costs, expenses, and tax rates to determine a company's value by projecting the
company's future earnings. They also recommend individual investments and collections of investments, which are
known as portfolios.
Financial Quantitative Analyst Meet with company officials to gain better insight into the company's prospects and
management. They Prepare written reports and Meet with investors to explain recommendations.
Financial Quantitative Analysts work primarily for security and commodity brokerages, banks and credit institutions,
and insurance carriers. Others work throughout private industry and for government. They work primarily in offices,
work full time, and many work more than 40 hours per week. Much of their research must be done after office hours
because their days are filled with telephone calls and meetings. They travel frequently to visit companies or potential
investors, and face quite a bit of deadline pressure.
Entry Level Education
A Master's Degree is typically required; high-level positions may necessitate a Ph.D. in Finance, Statistics, Economics
or related field.