Standard Occupational Classification (SOC) 1991

• B - Business, Finance and Administrative Occupations
• B0 - Professional Occupations in Business and Finance
• B01 - Auditors, Accountants and Investment Professionals

B012 - Financial and Investment Analysts

Occupations in this unit group are primarily concerned with collecting and analyzing financial marketplace information such as economic forecasts, trading volumes, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment advice for their company or their company's clients.

• Example Titles

  • Chartered financial analyst
  • Financial analyst
  • Investment analyst
  • Securities research analyst

• Exclusion

  • Economists (See E032 Economists and Economic Policy Researchers and Analysts)
  • Financial planners (See B014 Other Financial Officers)
  • Occupations primarily concerned with selling stocks, bonds, and other securities (See B013 Securities Agents, Investment Dealers and Traders)