---
esco_uri: http://data.europa.eu/esco/skill/bf12b461-1c53-4d81-a395-8ba77f7483c4
esco_label: "investment analysis"
relation: essential
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# investment analysis — Financial Advisor

For a Financial Advisor, 'Investment Analysis' isn’t just about crunching numbers; it's translating those numbers into *personalized* recommendations. Daily tasks involve dissecting potential investments – stocks, bonds, mutual funds, ETFs, real estate, etc. – using tools like Morningstar Direct, Bloomberg Terminal (for larger firms), or even readily available platforms like Yahoo Finance and fund prospectuses. You’re not just looking at historical returns; you're building projections based on client goals (retirement, education funding, wealth preservation) *and* risk tolerance. This means stress-testing portfolios under various market scenarios using software or spreadsheets to demonstrate potential downside.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
