Financial and investment analysts

Financial and investment analysts

NOC
1112

Collect and analyze financial, economic and statistical data to provide financial and investment advice for their company or their company's clients.

Quick facts

3 Year Outlook

Fair
Fair

3 Year Job Openings

43
 

Median Hourly Wage

$30.77
$18.13
Low
$58.33
High

Median Salary

$58,732
 

Typically Required

University

Employed

523
 

% Working Full Time

97%
 

% Working Full Year

91%
 
Job details

Full NOC Description

Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions.

Main Duties

Financial analysts perform some or all of the following duties:

  • Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
  • Plan short- and long-term cash flows and assess financial performance
  • Analyze investment projects
  • Advise on and participate in the financial aspects of contracts and calls for tender
  • Follow up on financing projects with financial backers
  • Develop, implement and use tools for managing and analyzing financial portfolio
  • Prepare a regular risk profile for debt portfolios
  • Assist in preparing operating and investment budgets.
  • Investment analysts perform some or all of the following duties:
  • Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
  • Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
  • Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.

Also Known As

  • chartered financial analyst
  • financial analyst
  • financial services research associate
  • investment analyst
  • money market analyst
  • portfolio manager
Requirements

Employment Requirements

  • A bachelor's degree in commerce, business administration or economics and On-the-job training and industry courses and programs are usually required.
  • A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
  • The Chartered Financial Analyst (CFA) designation, available through a program conducted by the Institute of Chartered Financial Analysts in the United States, may be required by some employers.

Provincial Regulation

Not Provincially Regulated

Employment by Sex

The following graph shows the percentage of men and women working in this occupation in New Brunswick.

Data legend

49.0%
Female
51.0%
Male
Employment by age

The following graph shows the breakdown of all persons working in this occupation in New Brunswick by age group.

Data legend

2.1%
15-24
22.9%
25-34
31.2%
35-44
29.2%
45-54
14.6%
55-64
0.0%
65+
Employment by highest level of education

The following graph shows the breakdown of all persons working in this occupation in New Brunswick by highest level of education achieved.

Data legend

0.0%
No Certificate, Diploma or Degree
5.2%
High School, Diploma or Equivalent
0.0%
Apprenticeship or Trades Certificate or Diploma
18.6%
College or University Below Bachelor Level
76.3%
University - Bachelor Level or Above
Employment by Industry

The following graph shows the industry groups in which the largest shares of persons working in this occupation in New Brunswick are employed. Small percentages for all top three industry groups may suggest employment for this occupation is widely distributed amongst many industry groups.

Data legend

39.6%
Finance and insurance
27.1%
Public administration
8.3%
Manufacturing
25.0%
All Other Industries
Employment by Economic Regions

The following graph shows the breakdown of all persons employed in this occupation in New Brunswick by which economic region they reside in.

Data legend

10.20%
Northeast
32.70%
Southeast
19.40%
Southwest
31.60%
Central
6.10%
Northwest
Province of New Brunswick Economic Regions

Economic Regions

The following map displays New Brunswick’s five economic regions. An economic region (ER) is a grouping of counties, created as a standard unit for analysis of regional economic activity across Canada.

Annual Median Salary by Economic Regions

The following graph shows the median salary of all persons employed in this occupation in each of New Brunswick’s five economic regions.

Data legend

$52,338
Northeast
$63,544
Southeast
$80,996
Southwest
$60,384
Central
N/A
Northwest
Province of New Brunswick Economic Regions

Economic Regions

The following map displays New Brunswick’s five economic regions. An economic region (ER) is a grouping of counties, created as a standard unit for analysis of regional economic activity across Canada.

Hourly Median Wages by Economic Regions

The following represents the median hourly wage of all persons employed in this occupation in each of New Brunswick’s five economic regions.

No Data Available

Southeast

$30.77
$18.13
Low
$58.33
High
No Data Available

Central

$30.77
$18.13
Low
$58.33
High
No Data Available
Salary

This following represents the median salary of all persons employed in this occupation compared to the median salary of workers employed in this occupation that work full-time year-round.

All Workers Employed in this Occupation

$58,732

Workers Employed Full-time, Full-year

$60,329

This following represents the median salary of persons employed in this occupation across each of the Atlantic Provinces and nationally.

New Brunswick

$58,732

Newfoundland

$73,079

Prince Edward Island

$54,301

Nova Scotia

$55,409

Canada

$70,440
Employment Outlook

The following represents the number of job openings that are expected to occur in this occupation over the next three and ten years respectively, broken down by openings expected to result from growth (“new jobs”) and openings expected to result from attrition (death and retirements).

Three Year Outlook

Total Openings: 3 Year

43
 

New Jobs: 3 Year

1
 

Retirements/Deaths: 3 Year

43
 

Ten Year Outlook

Total Openings: 10 Year

141
 

New Jobs: 10 Year

-2
 

Retirements/Deaths: 10 Year

146