Securities Analyst Business & Administration Professionals
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Securities analysts perform research activities to gather and analyse financial, legal and economic information. They interpret data on the price, stability and future investment trends in a certain economic area and make recommendations and forecasts to business clients.
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Where Do I Start?
Modern Portfolio Theory
The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an investment by judiciously choosing the right combination of financial products.
Sign up to trackReady to go deeper? Pick up to 3 skills to focus on from the list below.
These are common skills for this role. Real-world experience matters more than ticking every box — use this as a guide, not a checklist.
Skills You Need to Become a Securities Analyst
Essential Skills
Essential Skills
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EssentialModern Portfolio Theory knowledge
The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an …
Recommended Books
2 books -
EssentialInvestment Analysis knowledge
The methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide …
Recommended Books
2 booksQuantitative Investment Analysis, Set -
EssentialFinancial Products knowledge
The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.
No book recommendations available yet.
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EssentialStock Market knowledge
The market in which shares of publicly held companies are issued and traded.
No book recommendations available yet.
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EssentialActuarial Science knowledge
The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.
No book recommendations available yet.
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EssentialEconomics knowledge
Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.
No book recommendations available yet.
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EssentialFinancial Markets knowledge
The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.
No book recommendations available yet.
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EssentialSecurities knowledge
The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim …
No book recommendations available yet.
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EssentialAdvise On Investment skill
Assess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.
Course recommendations coming soon.
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EssentialAnalyse Economic Trends skill
Analyse developments in national or international trade, business relations, banking, and developments in public finance and how these factors interact with one another in a given economic context.
Course recommendations coming soon.
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EssentialAnalyse Financial Risk skill
Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.
Course recommendations coming soon.
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EssentialAnalyse Market Financial Trends skill
Monitor and forecast the tendencies of a financial market to move in a particular direction over time.
Course recommendations coming soon.
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EssentialConsult Information Sources skill
Consult relevant information sources to find inspiration, to educate yourself on certain topics and to acquire background information.
Course recommendations coming soon.
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EssentialDevelop Investment Portfolio skill
Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and …
Course recommendations coming soon.
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EssentialMonitor Stock Market skill
Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.
Course recommendations coming soon.
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EssentialObtain Financial Information skill
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
Course recommendations coming soon.
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EssentialReview Investment Portfolios skill
Meet with clients to review or update an investment portfolio and provide financial advice on investments.
Course recommendations coming soon.
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EssentialCollect Financial Data skill
Gather, organise, and combine financial data for their interpretation and analysis in order to predict possible financial scenarios and performance of a company or project.
Course recommendations coming soon.
Optional Skills (5 of {{ profession.optional_skills|length }} displayed)
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OptionalBanking Activities knowledge
The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity …
Recommended Books
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OptionalInternational Financial Reporting Standards knowledge
The set of accounting standards and rules aimed at companies listed in the stock exchange which are required to publish and disclose their financial statements.
Recommended Books
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OptionalFinancial Statements knowledge
The set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five …
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OptionalCommercial Law knowledge
The legal regulations that govern a specific commercial activity.
Recommended Books
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OptionalStatistics knowledge
The study of statistical theory, methods and practices such as collection, organisation, analysis, interpretation and presentation of data. It deals with all aspects of data including the planning of data …
No book recommendations available yet.
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OptionalAdvise On Financial Matters skill
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
Course recommendations coming soon.
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OptionalCommunicate With Banking Professionals skill
Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a …
Course recommendations coming soon.
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OptionalConsult Credit Score skill
Analyse the credit files of an individual, such as credit reports which outlines a person's credit history, in order to assess their creditworthiness and all the risks that would be …
Course recommendations coming soon.
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OptionalCreate A Financial Plan skill
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
Course recommendations coming soon.
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OptionalExamine Credit Ratings skill
Investigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.
Course recommendations coming soon.
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OptionalForecast Economic Trends skill
Gather and analyse economic data in order to predict economic trends and events.
Course recommendations coming soon.
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OptionalHandle Financial Transactions skill
Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.
Course recommendations coming soon.
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OptionalInterpret Financial Statements skill
Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the …
Course recommendations coming soon.
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OptionalLiaise With Board Members skill
Report to the management, boards of directors and committees of an organisation.
Course recommendations coming soon.
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OptionalLiaise With Managers skill
Liaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.
Course recommendations coming soon.
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OptionalPerform Stock Valuation skill
Analyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.
Course recommendations coming soon.
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OptionalPresent Reports skill
Display results, statistics and conclusions to an audience in a transparent and straightforward way.
Course recommendations coming soon.
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OptionalProvide Cost Benefit Analysis Reports skill
Prepare, compile and communicate reports with broken down cost analysis on the proposal and budget plans of the company. Analyse the financial or social costs and benefits of a project …
Course recommendations coming soon.