LO
Financial analyst — skills, knowledge and links
Where this job sits in the official classifications, what those classifications say it demands, and what it connects to. Every block names its source: our own judgements, the U.S. Department of Labor's O*NET, or the U.S. Department of Education.
How it connects#
O*NET also lists (no page here yet): Securities, Commodities, and Financial Services Sales Agents · Investment Fund Managers · Financial Risk Specialists · Credit Analysts · Financial Managers · Brokerage Clerks
In the official classification#
Financial and Investment Analysts
Fit with this page: same job
Job Zone 4: considerable preparation
See it on O*NET OnLine ↗In Europe, internationally and in Singapore
Financial analysts
Fit with this page: closest match, not the same job
Financial analyst
Fit with this page: same job
What O*NET rates highest#
O*NET lists 13-2051.00 but has not published ratings for it in release 31.0. Nothing is shown rather than borrowing another occupation's numbers.
Each task in O*NET's terms#
O*NET describes work as detailed activities. Each of this page's 5 tasks is matched only against the activities O*NET lists for this occupation, with a stated fit; 4 match at least one. 1 are work O*NET does not describe yet. The alignment and its fit are this site's judgement, made task by task by its AI agent (Claude) on 2026-09-26; O*NET does not align tasks like ours. The activity names are O*NET's, the translations ours.
- Building and updating modelsApply mathematical models of financial or business conditions.the same activity · Analyzing Data or Information · O*NET 31.0The same activity in: Quantitative analyst · Supply chain planner
- Gathering data and summarising filingsAnalyze business or financial data.the closest O*NET has, not the same · Analyzing Data or Information · O*NET 31.0The same activity in: Quantitative analyst
- Deciding what to assumeApply mathematical models of financial or business conditions.the closest O*NET has, not the same · Analyzing Data or Information · O*NET 31.0The same activity in: Quantitative analyst · Supply chain planner
- Explaining to the decision-makerAdvise others on financial matters.O*NET's activity is broader · Providing Consultation and Advice to Others · O*NET 31.0The same activity in: Accountant · Tax preparer
- Orchestrating the analytical toolingO*NET's activity lists do not describe this work yet. This site judges it to be emerging work.
Rules that bind this work#
Laws, regulations, court rules, regulators' guidance and collective agreements that this page's verified records read — each with the verb that matters and whom it binds. Read from each record by this site's AI agent (Claude) on 2026-09-26. Official names stay in their own language.
Regulation Analyst Certification
17 CFR 242.501(a) · must · binds a person (licensed or not) · requires a person to do, decide or answer for it → Deciding what to assume
2003-02-27 · the record →Use of generative AI language models
paragraph 18(b) · should — best efforts or an expectation, not a hard duty · binds an organisation (employer, deployer, operator) · requires a person to do, decide or answer for it → Explaining to the decision-maker
paragraphs 10–11 (model lifecycle governance) · should — best efforts or an expectation, not a hard duty · binds an organisation (employer, deployer, operator) → Orchestrating the analytical tooling
2024-11-12 · the record →Our task judgements#
O*NET says what this job demands. It does not say what automation is doing to it — that is what this site's 5 task judgements are for: 5 backed by a verified event, 0 platform inference. VOLO judgement
Sources and rules#
- Each block says where it comes from: this site's own judgements, O*NET, the U.S. Department of Education's CIP–SOC crosswalk, the European ESCO classification and its official crosswalk to O*NET, the ILO's ISCO-08, Singapore's SSOC 2024, or something computed mechanically from those. Nothing on this page is a rating we made up.
- O*NET's importance ratings are used only to order and shorten the lists. They are never combined with this site's impact index or evidence counts.
- The fit between our page and an O*NET occupation is our judgement and is stated per code: same job, broader, part of it, or only the closest there is.
- The ESCO and ISCO-08 fits are derived mechanically from the official ESCO–O*NET crosswalk; where we override it, we say why in our data (for example, the crosswalk pairs radiologists with radiographers, which is a different job). The SSOC 2024 fit is our reading of the Singapore Department of Statistics' own titles and definitions. Official names are shown as their publishers write them; we do not translate them.
- Each task is matched only against the detailed work activities O*NET lists for the codes this page maps to. Where nothing fits, the page says why instead of forcing a match: work O*NET does not describe yet (used only for tasks we judge to be emerging), or nothing in O*NET's list for this occupation. An alignment never changes a task's direction, its basis or the impact index.
- Rules are read only from this site's verified records. A rule's official name must appear word for word in a record that reads it, so no name is made up; a policy mandate is read only as 'must', 'must not' or 'funds', because 'should' and 'in principle' are not a mandate. Reading a rule never changes a task's direction, its basis or the impact index.
- How these pieces fit together — objects, links and the actions that change them — is drawn as one diagram: The VOLO ontology
- ESCO (European Commission), occupation records from the ESCO API; CC BY 4.0. ESCO–O*NET crosswalk, ESCO Secretariat with the U.S. Department of Labor/ETA, version 1 (Sep 2022), O*NET-SOC 2019 ↔ ESCO v1.1.0; CC BY 4.0. Singapore Department of Statistics, Singapore Standard Occupational Classification 2024 and its correspondence with ISCO-08.
- O*NET 31.0 Database, August 2026 release, U.S. Department of Labor/Employment and Training Administration, CC BY 4.0. O*NET® is a trademark of USDOL/ETA. The translations of O*NET descriptors on this page are ours, not O*NET's.