OUR SERVICES: FINANCIAL DATA EXPERTS

Financial Qualitative Analyst

What does a Financial Qualitative Analyst do?

A Financial Qualitative Analyst conducts in-depth qualitative research and analysis on financial markets, industries, and companies. They gather and evaluate non-quantitative information such as industry trends, competitive dynamics, regulatory changes, and company strategies. Using this qualitative data, they provide insights and recommendations to investment professionals, helping them make informed decisions about investment opportunities. Financial Qualitative Analysts often specialize in specific industries or sectors, leveraging their expertise to identify emerging trends and assess the qualitative factors that may impact financial performance and investment outcomes. They also contribute to investment reports, presentations, and client communications.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Conducting qualitative research on financial markets, industries, and companies.
    • Gathering and analyzing non-quantitative information such as industry trends, competitive dynamics, and regulatory changes.
    • Providing insights and recommendations to investment professionals based on qualitative analysis.
    • Specializing in specific industries or sectors to assess qualitative factors impacting financial performance.
    • Contributing to investment reports, presentations, and client communications with qualitative findings.
    • Collaborating with quantitative analysts and other team members to provide comprehensive investment analysis and recommendations.

    Day-to-Day Duties

    • Conduct qualitative research on financial markets.
    • Analyze industry trends and competitive dynamics.
    • Gather information on regulatory changes.
    • Provide qualitative insights to investment professionals.
    • Contribute to investment reports and client communications.

    SKILLS AND TOOLS

    Soft Skills

    • Critical thinking
    • Analytical skills
    • Attention to detail
    • Problem-solving abilities
    • Communication skills
    • Adaptability
    • Curiosity
    • Teamwork

    Hard Skills

    • Qualitative research methods
    • Industry analysis
    • Regulatory knowledge
    • Financial statement analysis
    • Report writing
    • Presentation skills

    Tools

    Industry Reports and Publications 70%
    NVivo, MAXQDA, or Dedoose 90%
    Financial News and Websites like Bloomberg, Reuters, and Financial Times 80%

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Public Accounting
    • Business administration
    • Forensic Finance
    • Qualitative Analysis
    • Management Studies
    • Behavioral Economics
    • Market Research
    • Forensic Finance
    • Sociology
    • Psychology

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    Financial Modeling Test

    Valuation models

    8/10

    For financial analysts, M&A consultants, and valuation specialists.

    Valuation Principles Test

    Knowledge of valuation methods

    9/10

    For corporate finance, investment banking, and strategic advisory roles.

    Advanced Excel

    Proficiency in financial models

    8/10

    For candidates handling complex data-driven financial assessments.