Financial Analyst Staffing Denver

Alternate Titles: Senior Financial Analyst, Securities Analyst, Investment Analyst, Portfolio Manager, Risk Analyst, Fund Manager, Ratings Analyst


Financial analysts provide guidance to businesses and individuals making investment decisions. Financial analysts study company financial statements and analyze commodity prices, sales, costs, expenses, and tax rates to determine a company's value by projecting its future earnings. They often meet with company officials to gain a better insight into the firms’ prospects and management.

Financial analysts can be divided into two categories: buy side analysts and sell side analysts. Analysts on the buy side work for companies that have a great deal 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. Buy side financial analysts devise investment strategies. Conversely, sell side analysts help securities dealers, such as banks and other firms, sell stocks, bonds, and other investments. The business media hire financial advisors that are supposed to be impartial, and occupy a role somewhere in the middle.

Financial analysts generally focus on trends impacting a specific industry, region, or type of product. For example, an analyst will focus on a subject area such as the utilities industry, an area such as Latin America, or the options market. Firms with larger research departments assign analysts even narrower subject areas. They must understand how new regulations, policies, and political and economic trends may impact the investments they are watching.

Financial analysts use spreadsheet and statistical software packages to analyze financial data, spot trends, create portfolios, and develop forecasts. Analysts also use the data they find to measure the financial risks associated with making a particular investment decision. On the basis of their results, they recommend whether to buy, hold, or sell particular investments.

They may work long hours, travel frequently to visit companies or potential investors, and face the pressure of deadlines. Much of their research must be done after office hours because their days are filled with telephone calls and meetings. Financial Analysts may also specialize in a particular field or industry, for example:

Risk Analyst
Risk analysts evaluate the risk in portfolio decisions, project potential losses, and determine how to limit potential losses and volatility using diversification, currency futures, derivatives, short selling, and other investment decisions.

Portfolio Manager
Some experienced analysts called portfolio managers supervise a team of analysts and select the mix of products, industries, and regions for their company’s investment portfolio.

Fund Manager
Hedge fund and mutual fund managers are called fund managers. Fund and portfolio managers frequently make split-second buy or sell decisions in reaction to quickly changing market conditions. These managers are not only responsible for the overall portfolio, but are also expected to explain investment decisions and strategies in meetings with investors.

Securities Analysts, Analyst, Investment Analyst
Financial analysts assess the performance of stocks, bonds, commodities, and other types of investments. Also called securities analysts and investment analysts, they work for banks, insurance companies, mutual and pension funds, securities firms, the business media, and other businesses, making investment decisions or recommendations

Rating Analyst
Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government defaulting on its bonds. Other financial analysts perform budget, cost, and credit analysis as part of their responsibilities.


Education, Experience, & Certifications

  • Financial analyst positions require a bachelor's or master's degree 
  • Positions may also require professional licenses and certifications

Source: U.S. Department of Labor, Bureau of Labor Statistics, Occupational Outlook Handbook