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Occupation Details

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Financial Analyst

Job Zone

Most of these occupations require qualifications at NFQ Levels 7 or 8 (Ordinary / Honours Degrees) but some do not.

Related Experience
A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, you may need to complete three - four years of college and work for several years in the career area to be considered qualified.

Job Training
Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Job Zone Examples
Many of these occupations involve coordinating, supervising, managing, or training others. Examples include accountants, sales managers, computer programmers, chemists, environmental engineers, criminal investigators, and financial analysts.

€40k > 70
Investment Analyst
Salary Range
(thousands per year)*
€40 - 70
Related Information:
Data Source(s):
Robert Walters

Last Updated: February, 2017

* The lower figures typically reflect starting salaries. Higher salaries are awarded to those with greater experience and responsibility. Positions in Dublin sometimes command higher salaries.
Shortage Indicator

Employment growth was strong for this occupation and there is evidence that employers are finding it difficult to find suitable candidates in the available labour market. Demand appears to relate primarily to the IT and financial sectors.

National Skills Bulletin 2018

Occupational Category

Consultants, Business Analysts & Project Managers

Also included in this category:

Business and management consultants; financial risk analysts; project managers; research support officers.

Number Employed:


Part time workers: 11%
Male / Female: 50 / 50%
Non-Nationals: 17%
With Third Level: 94%
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At a Glance... header image

Searches for trends in stock markets, and decides where to invest funds to minimise risk and maximise profit.

Videos & Interviews header image

1Total Records:1

Sarah Tenanty
Finance Operations

Sarah Tenanty Is the Financial Operations Lead for Zurich General Insurance in Ireland. Sarah entered the world of work after completing year one of a Level 8 Accounting and Finance degree at Dundalk Institute of Technology. She has completed her Professional Diploma in Insurance and is currently studying for her Management Diploma in Insurance.

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The Work header image

Investment analysts study the performance of companies and industries so they can make recommendations as to where profitable investments can be made.  
There are analysts who work for stockbrokers and analysts employed by investment firms. These two main types are often known as the 'sell side' and the 'buy side' respectively. Stockbroker analysts closely examine a company's annual reports and financial statements to find information on numbers of employees, output, size of profits and turnover. These figures are compared with other companies to assess the outlook for that company's business.  
Analysts may visit companies to help decide whether they are worth investing in. They must take into account external factors such as oil prices, political changes or wage settlements. Having gathered and assessed this information, an analyst produces an evaluation of the company's share price and compares this with the value determined by the market.  
Both stockbroker analysts and institutional analysts write reports giving details of their findings and recommendations. They may also compile forecasts of the economy as a whole, and of specific industries, to give background detail for their work.  
Investment analysts may undertake a considerable amount of travel, depending on their area of responsibility.

Tasks & Activitiesheader image

The following is a list of the most commonly reported tasks and activities for this occupation


Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.


Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.


Monitor developments in the fields of industrial technology, business, finance, and economic theory.


Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.


Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.


Recommend investments and investment timing to companies, investment firm staff, or the public.


Determine the prices at which securities should be syndicated and offered to the public.


Prepare plans of action for investment, using financial analyses.


Evaluate and compare the relative quality of various securities in a given industry.


Present oral or written reports on general economic trends, individual corporations, and entire industries.

Work Activities header image

The following is a list of the most commonly reported work activities in this occupation.


Processing Information: Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.


Analyzing Data or Information: Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.


Communicating with Supervisors, Peers, or Subordinates: Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.


Establishing and Maintaining Interpersonal Relationships: Developing constructive and cooperative working relationships with others, and maintaining them over time.


Making Decisions and Solving Problems: Analyzing information and evaluating results to choose the best solution and solve problems.


Getting Information: Observing, receiving, and otherwise obtaining information from all relevant sources.


Organizing, Planning, and Prioritizing Work: Developing specific goals and plans to prioritize, organize, and accomplish your work.


Updating and Using Relevant Knowledge: Keeping up-to-date technically and applying new knowledge to your job.


Evaluating Information to Determine Compliance with Standards: Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.


Thinking Creatively: Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Knowledge header image

The following is a list of the five most commonly reported knowledge areas for this occupation.


Economics and Accounting: Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.


English Language: Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.


Mathematics: Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.


Computers and Electronics: Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.


Law and Government: Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

Skillsheader image

The following is a list of the most commonly reported skills used in this occupation.


Reading Comprehension: Understanding written sentences and paragraphs in work related documents.


Writing: Communicating effectively in writing as appropriate for the needs of the audience.


Judgment and Decision Making: Considering the relative costs and benefits of potential actions to choose the most appropriate one.


Active Learning: Understanding the implications of new information for both current and future problem-solving and decision-making.


Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.


Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.


Speaking: Talking to others to convey information effectively.


Systems Analysis: Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.


Mathematics: Using mathematics to solve problems.


Systems Evaluation: Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.

Personal Qualitiesheader image

It is important that you have good numeric skills. A candidate should be confident and have strong organisational skills. Good communication skills are essential for explaining findings to clients, stockbrokers and investment managers and for producing clear, concise reports.  
You will need analytical ability to extract relevant information from a mass of detail.  

Entry Routesheader image

The majority of new entrants to this profession are graduates who start training after a brief period of induction. Graduates of any subject may apply, but holders of Economics, Accountancy, Mathematics or Statistics degrees may have an advantage.  
Courses are available at many Universities and IoTs countrywide, ranging from Ordinary Bachelors Degree (Level 7) Honours Degree (Level 8) and Postgraduate Diploma/Masters Degree (Level 9). 

There are also number of courses offered by the universities that provide a basis for a career in the financial services sector.  
On-the-job training is complemented by study for the Chartered Financial Analyst (CFA) qualification. Three levels of examination measure a candidate's ability to apply the fundamental knowledge of investment principles at a professional level.

Apprenticeship Route

The Apprenticeship Council has approved Financial Services Ireland and National College of Ireland to commence delivery of a suite of three unique International Financial Services Apprenticeship Schemes, aimed at school leavers, candidates with third level qualifications and workers looking to upskill.

Initially the 220 apprenticeship places will be for the following positions:

  • IFS Generalist (Associate Professional) – open to school leavers/ VEC or PLC student / positive service disposition (entry level roles)
  • IFS Specialist – open to career changer / prior career experience / motivated by upskilling and the prospect of an IFS career
  • IFS Advanced Specialist – open to those with prior experience and either technical qualification or technical disposition

See IFS Generalist / Specialist here.

Last Updated: October, 2014

Further Informationheader image

A detailed description of this occupation can be found on a number of online databases. Follow the link(s) below to access this information:

Note: you will be leaving the CareersPortal Site

Go..Corporate Finance (Video) - from: Deloitte
Go..Investment Analyst - from: N.C.S. [UK]

Related Occupationsheader image

Contactsheader image


Organisation: Irish Stock Exchange
Address: 28 Anglesea Street, Dublin 2
Tel: (01) 617 4200
Email: Click here
Url Click here


Organisation: Chartered Financial Analysts Society Ireland (CFA)
Address: PO Box 11111 Glenageary, Co Dublin.
Tel: 087 6392159
Email: Click here
Url Click here


Organisation: Chartered Accountants Ireland
Address: Chartered Accountants House, 47 - 49 Pearse Street, Dublin 2
Tel: (01) 637 7200
Email: Click here
Url Click here

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This occupation is popular with people who have the following Career Interests...

...and for people who like working in the following Career Sectors:

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