The eligibility for entering this field is an MBA. The field is also open to candidates with a bachelor's / masters degree and experience in the financial services industry or statistical research. Trainee positions are available to candidates with bachelor's degree in business administration, finance or economics Or those with post graduate degree in commerce. Although there is no mandated training programme for analysts, it is often required that analysts earn an MBA if they do not possess one.

Knowledge of subjects like engineering, biotechnology, pharmacy etc in addition to subjects like accountancy, economics and statistics gives analysts an upper edge in their field as this gives them a better understanding of those fields and can help them in making investment decisions in those sectors.

Analysts should have computer, analytical, mathematical and problem solving skills. The job of an analysts is such that they are required to explain their findings and recommendations to others and thus, should have excellent presentation skills, self-confidence, maturity as well as the ability to work alone. An analyst should also posses skills like strong attention to detail, a drive for research, an understanding of tax laws, money markets and economy in general. In addition to this, people skills and salesmanship are also important. 

To be successful in this field, the candidates should have a feel for the market swings, they should have knowledge about stocks and shares, and logical and analytical ability. Candidates need to be tactful when dealing with clients and should be patient and should possess keen business expertise. There is tremendous work pressure as large volumes of money are involved and the profession carries a high risk profile as professional growth depends on the fortunes of the share market, over which an individual has no control.

The University of Pune in collaboration with the Mumbai Stock Exchange is conducting training programmes in capital market studies..