Business, Legal & Accounting Glossary
An employee of a bank, brokerage, advisor, or mutual fund who studies companies and makes buy and sell recommendations, often specializing in a single sector or industry. Financial analysts use a wide variety of techniques for researching and making recommendations. The reports and recommendations they publish are often used by traders, mutual fund managers, portfolio managers and investors in their decision-making processes. also called securities analyst or analyst.
A financial analyst is a finance professional who studies and reports on the financial performance of corporations, industries, and securities. A financial analyst is typically employed by a financial institution. Although the tasks of a financial analyst range in depth and scope, duties commonly associated with a financial analyst occupation comprise of monitoring given securities and their performance trends for the purpose of seeking out investment opportunities. By analyzing financial statements, interviewing corporate executives, and conducting other performance research, a financial analyst is able to provide equity or industry valuation reports. Having conducted his analysis, a financial analyst issues buy, sell, or hold recommendations. When selecting a financial analyst it is important to proceed with caution. Though rarely, a financial analyst may be overly “bullish” and tout certain stocks as a result of conflicts of interest or personal gain. A financial analyst may be also referred to as a securities analyst or equity analyst.
Securities Analyst, Equity Analyst
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This glossary post was last updated: 21st November, 2021 | 0 Views.