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What Are the Different Types of Technical Analysis Jobs?

A. Garrett
A. Garrett

Treasurer, financial analyst, and personal finance adviser are all technical analysis jobs. Technical analysis is the quantitative analysis of financial securities, like stocks and bonds, using market data such as prices, market capitalization, and volume. Treasurer technical analysis jobs may require the use of this type of security analysis due to the treasurer’s role as the primary investor of company funds. Financial analysts advise businesses and individual investors and may use technical analysis when evaluating potential investments. Personal financial advisers typically consult with clients about wealth management and may also employ technical analysis when determining the best investment options for clients.

The role of the treasurer is to develop and manage the investment operations of the company. In addition to allocating capital to certain securities, technical analysis jobs like treasurer also require the individual employed in the position to manage associated risks with such investments. Technical analysis can aid in such a task by providing insight into whether or not a financial instrument is overpriced and due for regression. A treasurer may also be required to secure funding for investment opportunities. Presenting a sound investment strategy combining fundamental analysis with technical analysis may persuade a company’s board of directors or shareholders to provide such funds.

Financial analysts advise businesses and individual investors and may use technical analysis when evaluating potential investments.
Financial analysts advise businesses and individual investors and may use technical analysis when evaluating potential investments.

Obtaining technical analysis jobs as treasurer requires at least a bachelor's degree or comparable certification in finance, economics, accounting, or business management. Most companies also require master's degrees in those concentrations as well, due to the important role the treasurer plays in business operations. The treasurer should also be adept at using analytical skills when evaluating investment opportunities and be able to explain investment decisions to superiors, shareholders, and government regulators.

Personal financial advisers may use technical analysis to offer retirement or estate planning suggestions to clients.
Personal financial advisers may use technical analysis to offer retirement or estate planning suggestions to clients.

Financial analysts may work as advisers to treasurers in a company setting or offer their services directly to banks, stock brokerage firms, government entities, and nonprofit organizations. Technical analysis jobs as financial analysts require individuals to review financial documents of securities and analyze the potential return on investment using a combination of fundamental, quantitative, and technical analysis. Analysts then use such findings to devise investment strategies that are congruent with the goals of their employer or client. Key aspects of technical analysis relied on by analysts include growth rate, market capitalization, and market price volatility of the financial instrument being evaluated.

Technical analysis jobs such as financial analyst typically require degrees or experience in accounting, statistics, finance, or economics. Obtaining a master's degree in those fields of study can also aid in the acquisition of clients or career advancement within the company. Some countries, states, and municipalities also require financial analyst to be licensed.

Personal financial advisers help individuals set and achieve goals related to short term financial planning and retirement. The work performed by financial advisers is typically comprehensive. Advisers consult clients on a wide array of financial planning, including savings, home purchases, and retirement. Such client goals are usually achieved through investing. Similar to treasurers and financial analysts, personal financial advisers use technical analysis when evaluating terms of investment for clients.

Bachelor's degrees in finance, accounting, economics, or business typically provide adequate preparation for these types of technical analysis jobs. Graduate degrees may facilitate career advancement, however. Personal advisers who purchase or sell financial instruments on behalf of clients may have to attain licenses from a state or national regulatory board.

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    • Financial analysts advise businesses and individual investors and may use technical analysis when evaluating potential investments.
      By: DragonImages
      Financial analysts advise businesses and individual investors and may use technical analysis when evaluating potential investments.
    • Personal financial advisers may use technical analysis to offer retirement or estate planning suggestions to clients.
      By: nyul
      Personal financial advisers may use technical analysis to offer retirement or estate planning suggestions to clients.