Financial & Investment Analysts

Also Called: Analyst, Financial Analyst, Investment Analyst, Securities Analyst

What Financial & Investment Analysts do

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

  • 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.
Industry Areas:

Finance and Business

Expand For Additional Details

Work Context

  • Electronic Mail
  • Telephone
  • Duration of Typical Work Week
  • Face-to-Face Discussions
  • Spend Time Sitting

Tools

  • Photocopiers
  • Scanners
  • Notebook computers
  • Special purpose telephones
  • Laser fax machine

Technology

Analytical or scientific software
IBM SPSS Statistics
The MathWorks MATLAB
Word processing software
Google Docs
Microsoft Word
Financial analysis software
Moody's RiskCalc
Oracle E-Business Suite Financials

The Education & Training You Need

Education

  • 61% Bachelor's degree
  • 35% Master's degree
  • 2% Associate's degree

Experience

A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

What are your training options on the pathway to this occupation?

Are You a Good Fit?

Occupation Traits

  • Conventional (Organizer)
  • Enterprising (Persuader)
  • Investigative (Thinker)

Values

  • Achievement
  • Recognition
  • Independence

This is what Financial & Investment Analysts across the country typically make.

$29.25 / hour
$60,830 /year

Entry Level

$47.60 / hour
$99,010 /year

Median Level

$84.54 / hour
$175,840 /year

Experienced Level

Income information reflects a regional average.
Income information reflects a national average.

This career’s National Job Outlook is

Bright

Please be sure to verify the outlook of this occupation with your instructor.

Search Jobs