Financial Analyst

Be an Expert in Data Analysis and Budgeting by Becoming a Financial Analyst


A Financial Analyst is a skilled professional tasked with evaluating and interpreting financial data to assist businesses and individuals in making informed financial decisions. They specialise in analysing financial trends, economic factors and market conditions to provide valuable insights. One of their primary roles involves financial planning and analysis, where they assess past financial data to forecast future performance. This includes creating financial models and budgets to aid in strategic planning and decision-making, enabling companies to set achievable financial goals and objectives.

Investment analysis is another crucial aspect of a Financial Analyst's responsibilities. They evaluate various investment opportunities such as stocks, bonds and other financial instruments to provide recommendations on potential risks and returns. Conducting thorough due diligence on these options ensures that clients or management can make informed investment choices aligned with their financial objectives. Moreover, Financial Analysts are deeply involved in risk assessment and management. They identify and assess financial risks, developing strategies to mitigate these risks and minimise adverse effects on a company's financial performance.

Financial Analysts are also responsible for financial reporting, summarising financial data and performance indicators to create comprehensive financial reports and presentations. These reports are vital for stakeholders, aiding in understanding a company's financial health and making informed decisions. Data analysis and interpretation form a significant part of their role, involving the use of statistical techniques and financial software to analyse large datasets and derive meaningful insights. Their analytical prowess is essential for identifying trends, anomalies and areas for improvement within financial data.

To become a Financial Analyst, one typically requires a Bachelor's degree in Finance, Accounting, Economics, or a related field. Advanced positions may necessitate a Master's degree such as an MBA. Proficiency in analytical tools, and financial software and excellent communication skills are critical for success in this role. Financial Analysts play an indispensable role in guiding businesses and individuals towards achieving their financial objectives and securing a stable financial future.


For Bachelor’s

  • The applicants are required to secure at least 50-60% marks in their secondary board examinations with a main focus on the subjects related to commerce.
  • To become a financial analyst, the students must pursue undergraduate degrees in Finance, Accounting, Economics, Business Administration, Mathematics, Statistics or related disciplines. 
  • A strong foundation in these subjects provides essential knowledge and skills in finance, financial modelling, data analysis, accounting principles and economics, all of which are crucial for success in the field.

For Master’s 

  • To gain advanced knowledge or to apply for higher job roles in the financial institution, the graduates must pursue Master's degrees such as MBA and MFin. 
  • Moreover, the students are highly recommended to undergo internship training to learn industrial skills and gain experience that will help them in securing top-notch job roles in high-level companies and financial institutions.

Job Roles

Financial Analysts play a crucial role in the financial health and decision-making processes of organisations. They analyse financial data, market trends and economic indicators to help businesses make informed choices. Here are some key job roles of financial analysts: 

  • Financial Planning and Analysis (FP&A) Analyst
  • Investment Analyst
  • Equity Research Analyst
  • Fixed Income Analyst
  • Risk Analyst
  • Portfolio Manager
  • Credit Analyst
  • Financial Reporting Analyst
  • Mergers and Acquisitions (M&A) Analyst
  • Corporate Finance Analyst

Moreover, these roles may vary based on the organisation's industry, size and specific requirements, but they all involve utilising financial expertise to drive informed financial decisions and achieve organisational objectives.

Top Recruiters

Financial analysts are in demand globally, and both India and several other countries have a range of prominent recruiters in various sectors. These recruiters typically include financial institutions, investment firms, consulting firms, multinational corporations and so forth. Here are some top recruiters for financial analysts both in India and abroad:

  • State Bank of India (SBI)
  • ICICI Bank
  • HDFC Bank
  • Axis Bank
  • McKinsey & Company
  • Boston Consulting Group (BCG)
  • Bain & Company
  • Deloitte
  • Kotak Mahindra Asset Management
  • Reliance Nippon Life Asset Management
  • HDFC Asset Management
  • Aditya Birla Sun Life Asset Management
  • Bajaj Finserv
  • Edelweiss Financial Services
  • Tata Capital
  • Religare Enterprises
  • Accenture
  • Capgemini
  • Wipro
  • TATA Consultancy Services (TCS)
  • Goldman Sachs
  • JPMorgan Chase & Co.
  • Morgan Stanley
  • Barclays
  • Amazon
  • Google
  • Apple
  • Microsoft
  • Bridgewater Associates
  • Citadel
  • Two Sigma
  • D.E. Shaw & Co.

These organisations actively seek financial analysts for various positions and often offer competitive salaries and growth opportunities. Aspiring financial analysts can explore opportunities with these esteemed employers to kickstart their careers and gain valuable experience in the finance sector.


Salaries for Financial Analysts in India can vary based on factors such as experience, location, the company's size and industry. Here's a general breakdown of the salary ranges for Financial Analysts at different career levels in India:

Level of Salary

Salary Package per Annum

Starting Salary

₹3 lakh to ₹6 lakh per annum

Mid Level Salary

₹6 lakh to ₹12 lakh per annum

Senior Level Salary

more than ₹12 lakh to ₹25 lakh per annum 


  • Financial Acumen
  • Analytical Thinking 
  • Mathematical Proficiency
  • Excel and Spreadsheet Proficiency
  • Problem-Solving Skills
  • Business Acumen
  • Risk Management
  • Communication Skills
  • Teamwork and Collaboration
  • Time Management
  • Knowledge of Financial Software
  • Economic Awareness
  • Ethical Conduct
  • Presentation Skills


With the rapid advancements in technology and the increasing complexity of financial markets, there is a growing demand for financial analysts skilled in data analysis, machine learning, and other technical tools. Financial technology (FinTech) companies, consulting firms, and even governmental organisations seek financial analysts to leverage data-driven insights for decision-making.

Financial analysts can advance to roles such as portfolio managers, fund managers, or chief financial officers, depending on their expertise, experience, and leadership capabilities. Additionally, pursuing certifications like the Chartered Financial Analyst (CFA) designation can significantly enhance career prospects, credibility, and earning potential in this competitive field.


  • Lucrative Compensation
  • Diverse Opportunities
  • Intellectual Challenge
  • Job Security and Demand
  • Networking Opportunities


  • High Stress Levels
  • Long Working Hours
  • Client Expectations
  • Market Volatility Risk