Skip to content

← Occupation guides

13-2099.01 · Task explorer

Financial Quantitative Analysts: reported tasks and exploration worksheet

Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.

Use the skill profile to plan your next practice →

Read the task inventory

This source lists 21 tasks, including 13 marked Core and 8 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.

Task source dates: 08/2023.

Find a task in this inventory

21 tasks shown

Core · Task 15997 · 08/2023 · Occupational Expert

Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15995 · 08/2023 · Occupational Expert

Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15989 · 08/2023 · Occupational Expert

Interpret results of financial analysis procedures.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15990 · 08/2023 · Occupational Expert

Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15991 · 08/2023 · Occupational Expert

Define or recommend model specifications or data collection methods.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15988 · 08/2023 · Occupational Expert

Produce written summary reports of financial research results.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15987 · 08/2023 · Occupational Expert

Maintain or modify all financial analytic models in use.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15983 · 08/2023 · Occupational Expert

Provide application or analytical support to researchers or traders on issues such as valuations or data.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15996 · 08/2023 · Occupational Expert

Devise or apply independent models or tools to help verify results of analytical systems.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15985 · 08/2023 · Occupational Expert

Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15993 · 08/2023 · Occupational Expert

Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15992 · 08/2023 · Occupational Expert

Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.

Add to my exploration shortlist

My example, evidence or question

Core · Task 15986 · 08/2023 · Occupational Expert

Research new financial products or analytics to determine their usefulness.

Add to my exploration shortlist

My example, evidence or question

Supplemental · Task 15984 · 08/2023 · Occupational Expert

Identify, track, or maintain metrics for trading system operations.

Add to my exploration shortlist

My example, evidence or question

Supplemental · Task 19574 · 08/2023 · Occupational Expert

Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.

Add to my exploration shortlist

My example, evidence or question

Supplemental · Task 15994 · 08/2023 · Occupational Expert

Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.

Add to my exploration shortlist

My example, evidence or question

Supplemental · Task 15982 · 08/2023 · Occupational Expert

Prepare requirements documentation for use by software developers.

Add to my exploration shortlist

My example, evidence or question

Supplemental · Task 19575 · 08/2023 · Occupational Expert

Develop solutions to help clients hedge carbon exposure or risk.

Add to my exploration shortlist

My example, evidence or question

Supplemental · Task 19576 · 08/2023 · Occupational Expert

Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.

Add to my exploration shortlist

My example, evidence or question

Supplemental · Task 19573 · 08/2023 · Occupational Expert

Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.

Add to my exploration shortlist

My example, evidence or question

Supplemental · Task 19572 · 08/2023 · Occupational Expert

Analyze pricing or risks of carbon trading products.

Add to my exploration shortlist

My example, evidence or question

Make the shortlist useful

Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
For each, write an example you can discuss or a question that would change your understanding of the role.
Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.

The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.

Keep your worksheet

Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.

Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.