Financial researchers collect, analyze, and interpret financial data to support investment decisions, economic policies, and business strategies. They work with financial institutions, consulting firms, or government bodies to forecast trends and evaluate financial performance.
Use our expert-written financial researcher job description template to attract top talent. It includes key responsibilities, skills, average salary, and more.
May 22, 2025
Financial Researcher Job Description Template
Job Title: Financial Researcher
Location: [Insert Location]
Job Type: [Full-time/Part-time/Contract]
Reports To: Director of Finance / Chief Investment Officer
About the Role
We are seeking a detail-oriented and analytical Financial Researcher to join our finance and strategy team. The ideal candidate will collect financial data, evaluate investment opportunities, and deliver insights to drive decision-making. You will play a critical role in shaping financial strategies and guiding market analysis.
Financial Researcher Responsibilities and Duties
Conduct qualitative and quantitative financial research and market analysis
Monitor industry trends, economic developments, and financial news
Develop models and forecasts based on macroeconomic and microeconomic data
Analyze company performance, financial statements, and investment viability
Create reports, presentations, and dashboards for senior leadership and stakeholders
Collaborate with analysts, economists, and portfolio managers
Support business development with market intelligence and competitive research
Stay up to date with financial regulations and market innovations
Financial Researcher Qualifications and Skills
Strong analytical and statistical skills
Proficiency in financial modeling, Excel, and data visualization tools (e.g., Power BI, Tableau)
Familiarity with economic indicators and financial databases (e.g., Bloomberg, FactSet, Capital IQ)
Excellent written and verbal communication
Ability to interpret complex data and translate it into actionable insights
High attention to detail and deadline-driven mindset
Knowledge of investment theory, market structure, and financial instruments
Education and Experience Requirements
Bachelor’s or Master’s degree in Finance, Economics, Statistics, or related field
2+ years of experience in financial research, market analysis, or economic forecasting
CFA, FRM, or other financial certifications preferred
Experience working in investment firms, consulting, government agencies, or think tanks
Interested candidates are encouraged to submit their resume and a brief cover letter outlining relevant financial research experience. Please include sample research summaries or case studies if available. Email your application to [email protected] or contact us at +1 999999999 for more details.
Job Title: Financial Researcher
Location: [Insert Location]
Job Type: [Full-time/Part-time/Contract]
Reports To: Director of Finance / Chief Investment Officer
About the Role
We are seeking a detail-oriented and analytical Financial Researcher to join our finance and strategy team. The ideal candidate will collect financial data, evaluate investment opportunities, and deliver insights to drive decision-making. You will play a critical role in shaping financial strategies and guiding market analysis.
Financial Researcher Responsibilities and Duties
Conduct qualitative and quantitative financial research and market analysis
Monitor industry trends, economic developments, and financial news
Develop models and forecasts based on macroeconomic and microeconomic data
Analyze company performance, financial statements, and investment viability
Create reports, presentations, and dashboards for senior leadership and stakeholders
Collaborate with analysts, economists, and portfolio managers
Support business development with market intelligence and competitive research
Stay up to date with financial regulations and market innovations
Financial Researcher Qualifications and Skills
Strong analytical and statistical skills
Proficiency in financial modeling, Excel, and data visualization tools (e.g., Power BI, Tableau)
Familiarity with economic indicators and financial databases (e.g., Bloomberg, FactSet, Capital IQ)
Excellent written and verbal communication
Ability to interpret complex data and translate it into actionable insights
High attention to detail and deadline-driven mindset
Knowledge of investment theory, market structure, and financial instruments
Education and Experience Requirements
Bachelor’s or Master’s degree in Finance, Economics, Statistics, or related field
2+ years of experience in financial research, market analysis, or economic forecasting
CFA, FRM, or other financial certifications preferred
Experience working in investment firms, consulting, government agencies, or think tanks
Interested candidates are encouraged to submit their resume and a brief cover letter outlining relevant financial research experience. Please include sample research summaries or case studies if available. Email your application to [email protected] or contact us at +1 999999999 for more details.
Financial Researcher Average Salary
In the United States, Financial Researchers typically earn between $71,101 and $111,564 per year depending on experience, industry, and location. Those working in investment firms or large financial institutions often command higher salaries.
Hire the Right Financial Researcher Today
With a clear and informative job description, you can attract skilled financial researchers who bring data-driven insights and strategic thinking to your team.
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A financial researcher studies financial markets, trends, and data to provide insights for investment, policy, or strategy decisions.
2. What does a financial researcher do?
They analyze market movements, financial statements, and macroeconomic factors to create reports, forecasts, and recommendations.
3. What are the responsibilities of a financial researcher?
Key responsibilities include conducting financial analysis, preparing reports, tracking industry trends, and supporting investment or policy decision-making.
4. How to hire a financial researcher?
Look for candidates with strong analytical skills, financial modeling expertise, and a background in finance or economics. Use AI-powered platforms like Skima AI to find and evaluate candidates efficiently.
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