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What does a Trading Analyst do?

Learn all about Trading Analyst duties, skills and much more. Get expert advice on how to become a Trading Analyst.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A trading analyst is responsible for the analysis of data related to the buying and selling of securities. They use this data to make recommendations to traders and investors about which securities to buy or sell.

Trading Analyst job duties include:

  • Research and analyze economic data and market trends to identify opportunities for profit
  • Monitor global financial markets to identify trading opportunities
  • Analyze company financial statements and other publicly available information to identify potential investments
  • Perform due diligence on potential investments, including reviewing management teams, business models, and financial projections
  • Create detailed investment proposals outlining the potential risks and rewards of each investment
  • Present investment proposals to senior management for approval
  • Execute trades in accordance with approved investment proposals
  • Monitor investments post-trade to ensure they are performing as expected and take appropriate action if necessary
  • Prepare periodic reports detailing the performance of all investments

Trading Analyst Job Requirements

A Trading Analyst typically has a four-year degree in business, economics, or a related field. Certification from the Financial Industry Regulatory Authority (FINRA) is also required. experience in the financial industry is preferred but not required. Trading Analysts must have strong analytical and research skills, as well as excellent communication and presentation skills. They must be able to work independently and be able to handle multiple projects simultaneously.

Trading Analyst Skills

  • Analytical
  • Profit and loss
  • Balance sheet
  • Income statement
  • Financial analysis
  • Financial modeling
  • Excel
  • VBA
  • SQL
  • Matlab
  • R
  • Python

Related: Top Trading Analyst Skills: Definition and Examples

How to become a Trading Analyst

A trading analyst is a professional who provides analysis of the financial markets and makes recommendations to clients about buying and selling securities. A trading analyst typically has a bachelor's degree in business, economics, or finance. Many analysts also have a master's degree or higher. Some analysts are certified financial analysts (CFAs).

The job of a trading analyst is to provide analysis of the financial markets and make recommendations to clients about buying and selling securities. A trading analyst typically has a bachelor's degree in business, economics, or finance. Many analysts also have a master's degree or higher. Some analysts are certified financial analysts (CFAs).

To become a trading analyst, you will need to have strong analytical skills and be able to understand and interpret financial data. You will also need to be able to communicate your recommendations clearly and concisely.

Related: Trading Analyst Resume Example

Related: Trading Analyst Interview Questions (With Example Answers)