Roles · Finance and mortgages

AI research analyst

Develops quantitative techniques and mathematical models for securities investing, pricing, or valuation. Maintains financial analytic models and interprets analysis results.

Vikram Andersen“I develop models for risk management and asset optimisation.”An example character, not a real person.
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Research analyst · What it does

Three tasks it takes off your hands

  1. Research or develop analytical tools for portfolio construction or optimisation.
  2. Maintain or modify all financial analytic models in use.
  3. Interpret results of financial analysis procedures.
Where these come from

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

  • Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
  • Maintain or modify all financial analytic models in use.
  • Interpret results of financial analysis procedures.

Research analyst · 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