List of Financial Analyst Requirements
Financial analyst requirements typically include a Bachelor’s degree, plus a professional designation like the FMVAFMVA® CertificationJoin 350,600+ students who work for companies like Amazon, J.P. Morgan, and Ferrari ![FMVA Financial Modeling Certification]()
, or a Master’s degree like an MBA. Skills required usually include:
Evaluating investment opportunities and rates of returnInternal Rate of Return (IRR)The Internal Rate of Return (IRR) is the discount rate that makes the net present value (NPV) of a project zero. In other words, it is the expected compound annual rate of return that will be earned on a project or investment.
Analyzing financial data and company performance
Preparing research reports and building forecasts
Making recommendations to improve business operations
Modeling capital expendituresCapital ExpendituresCapital expenditures refer to funds that are used by a company for the purchase, improvement, or maintenance of long-term assets to improve the efficiency or capacity of the company. Long-term assets are usually physical and have a useful life of more than one accounting period. (CapEx) and depreciation
Performing financial modeling and valuation work
Working with team members to prepare reports and forecasts
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