Financial analyst

analystresearch analystinvestment analystanalystssecurities analyststock analysteconomic analystequity analystfinancial analystseconomic analysts
A financial analyst, securities analyst, research analyst, equity analyst, investment analyst, or rating analyst is a person who performs financial analysis for external or internal financial clients as a core part of the job.wikipedia
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Conference call

conference callingconference callsaudio conferencing
Analysts obtain information by studying public records and filings by the company, as well as by participating in public conference calls where they can ask direct questions to the management.
These calls usually allow for questions from stock analysts and are called earnings calls.

Financial modeling

financial modelfinancial modellingFinancial models
Financial analysts use spreadsheet and statistical software packages to analyze financial data, spot trends, and develop forecasts; see Financial modeling.
Modelers are often designated "financial analyst" (and are sometimes referred to (tongue in cheek) as "number crunchers").

Financial services

financial sectorfinance and insurancefinancial industry
Financial services
Financial analyst

Financial analysis

analysisfinancial analyticsanalyses
A financial analyst, securities analyst, research analyst, equity analyst, investment analyst, or rating analyst is a person who performs financial analysis for external or internal financial clients as a core part of the job.

Fundamental analysis

fundamentalfundamentalseconomic fundamentals
Traditionally, analysts use fundamental analysis principles but technical chart analysis and tactical evaluation of the market environment are also routine.

Regulation Fair Disclosure

regulation FD ("Fair Disclosure")
One example is Regulation FD (Fair Disclosure) in the United States.

Balance sheet

statement of financial positionbalance sheetsbalance-sheet
Financial analysts employed in commercial lending perform "balance sheet analysis," examining the audited financial statements and corollary data in order to assess lending risks.

Financial statement

financial statementsfinancial reportingfinancial report
Financial analysts employed in commercial lending perform "balance sheet analysis," examining the audited financial statements and corollary data in order to assess lending risks.

U.S. Securities and Exchange Commission

SECSecurities and Exchange CommissionSecurities and Exchange Commission (SEC)
They also ensure that the forms and written materials necessary for compliance with Securities and Exchange Commission regulations are accurate and complete.

Mergers and acquisitions

mergermergedM&A
Financial analysts also work in mergers and acquisitions departments, preparing analyses on the costs and benefits of a proposed merger or takeover.

Buy-side analyst

buy side
There are buy-side analysts and sell-side analysts.

Sell-side analyst

analystsecurities analystssell side
There are buy-side analysts and sell-side analysts.

Credit rating agency

credit rating agenciesrating agenciesrating agency
Some financial analysts, called ratings analysts (who are often employees of ratings agencies), evaluate the ability of companies or governments that issue bonds to repay their debt.

Thomson Reuters

Thomson Reuters CorporationReutersThompson Reuters
Analyst performance is ranked by a range of services such as StarMine owned by Thomson Reuters or Institutional Investor magazine.

Numis

Research by Numis found that small companies with the most analyst coverage outperformed peers by 2.5 per cent — while those with low coverage underperformed by 0.7 per cent.

Chartered Financial Analyst

CFACFA CharterholderCFA charter
At an increasingly large number of firms it is preferred that analysts earn a master's degree in finance or the Chartered Financial Analyst (CFA) designation.

Financial Industry Regulatory Authority

FINRANASDNational Association of Securities Dealers
For example, in the United States, sell-side or Wall Street research analysts must register with the Financial Industry Regulatory Authority (FINRA).

Series 7 exam

Series 7industry examslicensed
In addition to passing the General Securities Representative Exam, candidates must pass the Research Analyst Examination (series 86/series87) in order to publish research for the purpose of selling or promoting publicly traded securities.

Bureau of Labor Statistics

U.S. Bureau of Labor StatisticsUnited States Bureau of Labor StatisticsUS Bureau of Labor Statistics
As of 2012, the median pay in the United States was $76,950 per year according to the Bureau of Labor Statistics.

Hedge fund

hedge fundshedge fund managerhedge-fund
SumZero found that professionals in the hedge fund industry average $409,826 per year including bonus and deferred pay.

Marketing

marketedmarketermarketing campaign
The research analysts' department is therefore sometimes part of the marketing department of an investment bank, brokerage, or investment advisory firm.

Investment banking

investment bankinvestment bankerinvestment banks
The research analysts' department is therefore sometimes part of the marketing department of an investment bank, brokerage, or investment advisory firm. Financial analysts in investment banking departments of securities or banking firms often work in teams, analyzing the future prospects of companies that want to sell shares to the public for the first time.

Brokerage firm

brokeragestock brokeragestock brokerage firm
The research analysts' department is therefore sometimes part of the marketing department of an investment bank, brokerage, or investment advisory firm.

Investment advisory

investment adviceinvestment servicesinvestment-advisory
The research analysts' department is therefore sometimes part of the marketing department of an investment bank, brokerage, or investment advisory firm.