Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Also called: Analyst · Credit Products Officer · Equity Research Analyst · Financial Analyst · Investment Analyst · Planning Analyst
Median pay (national)
$101,350
$62,410–$180,550 (10th–90th)
Employed (US)
340,580
BLS OEWS, May 2024
Outlook 2024–34
+5.7%
~25,100 openings/yr
Typical entry
Bachelor's degree
What the numbers say
Refit analysis ·Pay for financial and investment analysts shows an unusually wide range: the top 10% earn $180,550 versus $62,410 at the bottom 10% — 2.9x. The median of $101,350 leaves roughly 78% of headroom to the 90th percentile, which is where seniority, specialization, and the skills below tend to pay off.
Refit analysis ·Employment is projected to change +5.7% from 2024 to 2034 — faster than the 3% all-occupation average. Even so, BLS projects about 25,100 openings a year, mostly to replace workers who retire or change careers.
Refit analysis ·Where you work moves the number a lot. Across the 52 states with released data, Wyoming pays the most for this role (median $213,940, +111% vs the national median), while Puerto Rico sits lowest at $60,220 — a 255% spread for the same job title.
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What they actually do
Core O*NET tasks for this role.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
Tools & technology
- Microsoft Excel
- Microsoft Office software
- Microsoft Outlook
- Microsoft Power BI
- Microsoft PowerPoint
- SAP software
- Structured query language SQL
- Tableau
- Alteryx software
- Apache Hive
- IBM SPSS Statistics
- Intuit QuickBooks
- Marketo Marketing Automation
- Microsoft SQL Server
- Microsoft SQL Server Reporting Services SSRS
- Microsoft Visio