Financial analysts like Jake tend to thrive in a routine-oriented environment; they often prefer to know what to expect every workday. However, they also know their jobs require some flexibility, in order to adapt to typical work interruptions and market developments.
An organized environment means more time for objective analysis.
As Jake mentions, a fairly strict daily routine fosters organization, which allows him time to accomplish important daily tasks. Being organized also allows financial analysts to do what they get paid to do – analyze. From the stock and bond markets to portfolio histories to investment purchases, financial analysts need adequate time to assess finances, create forecasts and offer impartial evaluations.
It’s critical that financial analysts remain objective at all times, whether working for their company or clients. At no point should emotion enter their minds or a gut feeling guide them on a decision. Every determination and recommendation should be founded on objective analysis and scrutiny—the most effective way to make wise investment decisions.
So, when hiring your next financial analyst, keep analytics and objectivity in mind, and ensure your candidates have the same outlook as Jake. Additionally, seek professionals that thrive in an organized and systematic environment, but are also agile enough to quickly react to unexpected client visits, breaking marketing developments and other interruptions.
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