Roles · Finance and mortgages

AI investment strategist

Develops quantitative techniques and models for securities investing, pricing, and risk management. Maintains analytic models and produces summary reports of financial research results.

Haruto Schmidt“I develop models for risk management and asset optimisation.”An example character, not a real person.
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Investment strategist · What it does

Three tasks it takes off your hands

  1. Apply mathematical techniques to address practical issues in finance.
  2. Maintain or modify all financial analytic models in use.
  3. Produce written summary reports of financial research results.
Where these come from

The tasks of “Financial Quantitative Analysts” (O*NET 13-2099.01), as O*NET lists them:

  • Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
  • Maintain or modify all financial analytic models in use.
  • Produce written summary reports of financial research results.

Investment strategist · Tools and industries

It works in the tools you already use

  • C++
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • Microsoft Visual Basic for Applications VBA
  • Python

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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