Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Financial and Investment Analysts
SOC: 13-2051 O*NET: 13-2051.00
Median Salary
$101,350
per year
Job Growth
📈 5.7%
Faster (2024-2034)
Annual Openings
25.1
projected jobs/year
Education Level
Bachelor's degree or higher
Job Zone 4
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
What does a Financial and Investment Analysts do?
How much can you earn?
Entry Level
$62,410
10th percentile
Early Career
$78,300
25th percentile
Median
$101,350
50th percentile
Experienced
$132,050
75th percentile
Top Earners
$180,550
90th percentile
National Salary Distribution
10th
$62,410
25th
$78,300
Middle 50%
MEDIAN
$101,350
Mean: $116,490
75th
$132,050
90th
$180,550
Middle 50% of earners
Median salary
Mean (average)
Key Insights
- •Salary range spans $118,140 from entry level to top earners
- •Middle 50% earn between $78,300 and $132,050
- •Salary spread is 53.0% around the median, showing high variation
- •Total national employment: 340,580 professionals
What's the job outlook?
Job Market Intelligence
Medium Demand
Market demand
Medium Risk
Automation risk
Current Employment
National Employment:368,500
Top Industries
Finance and Insurance44.2%
Securities, Commodity Contracts, and Other Financial Investments and Related Activities25.1%
Professional, Scientific, and Technical Services14.4%
10-Year Outlook
Growth Rate:+5.7%
Annual Openings:25,100
Employment Projections
2024 (Current)368,500
Current
2034 (Projected)389,600
+5.7%
+21,100
Employment Change
+5.7%
Growth Rate
10
Year Projection
Growth Category: As fast as average
Geographic Salary & Employment Data
Explore where Financial and Investment Analysts professionals work across the United States
Showing 15 of 50 locations
New York
47,130 jobs$126,5802.24x
California
40,570 jobs$111,1001.02x
Texas
26,940 jobs$92,3700.88x
Florida
21,690 jobs$83,5601.00x
Massachusetts
18,020 jobs$107,6102.24x
Illinois
17,950 jobs$101,4001.34x
Pennsylvania
12,220 jobs$87,3600.92x
New Jersey
11,100 jobs$109,3801.18x
North Carolina
10,330 jobs$102,2200.95x
Georgia
10,330 jobs$95,1800.96x
Ohio
9,290 jobs$93,6900.76x
Colorado
9,120 jobs$99,2001.43x
Virginia
8,870 jobs$104,0300.99x
Michigan
8,020 jobs$90,4000.83x
Washington
7,780 jobs$102,3700.99x
Understanding the Data
Location Quotient (LQ):
- • LQ > 1.0: More jobs than national average
- • LQ = 1.0: Same as national average
- • LQ < 1.0: Fewer jobs than national average
Data Source:
Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024
Key Growth Factors
- •Average growth expected
What technology will you use?
Technology & Digital Skills
Essential technology proficiencies for Financial and Investment Analysts
Technology Intensity
Very High
Digital Literacy Requirements
This career requires expert digital literacy
1
Basic
2
Intermediate
3
Advanced
4
Expert
Key Digital Competencies:
Advanced software proficiencySystem architecture understandingAutomation and scriptingEmerging technology adaptationTechnical problem-solving
🔥
Hot Technologies in Demand
These technologies are currently trending and highly sought after in this field
Intuit QuickBooks
🔥 Hot TechIBM SPSS Statistics
🔥 Hot TechSAS
🔥 Hot TechThe MathWorks MATLAB
🔥 Hot TechAlteryx software
🔥 Hot TechMicrosoft Power BI
🔥 Hot TechTableau
🔥 Hot TechSalesforce software
🔥 Hot TechApache Hive
🔥 Hot TechTeradata Database
🔥 Hot TechMicrosoft SQL Server Reporting Services SSRS
🔥 Hot TechMicrosoft Access
🔥 Hot TechTechnology Stack
Technology Stack Overview
Key technologies used in this career
Intuit QuickBooks
IBM SPSS Statistics
SAS
The MathWorks MATLAB
Alteryx software
Microsoft Power BI
Tableau
Salesforce software
Apache Hive
Teradata Database
Microsoft SQL Server Reporting Services SSRS
Microsoft Access
📚 Technology Learning Resources
Recommended Certifications
- •Vendor-specific software certifications
- •Industry-recognized technology credentials
- •Professional development courses
Online Learning Platforms
- •LinkedIn Learning - Comprehensive technology courses
- •Coursera - University-level programs
- •Udemy - Practical skills training
💡 Technology Skill Development Tips
- •Focus on mastering hot technologies first - they're currently most in-demand
- •Build a portfolio demonstrating your proficiency with key tools and software
- •Stay current through continuous learning - technology evolves rapidly
- •Consider vendor certifications to validate your skills to employers
What's the work environment like?
🏗️
Location
Varies
💪
Physical Demand
LOW
👥
Team Orientation
Varies
🤝
Customer Interaction
NONE
💡Is This Work Environment Right for You?
Consider these factors when evaluating if you'll thrive in this work environment:
- •Are you comfortable working in varies environments?
- •Can you meet low physical demands?
What are the key tasks?
Tasks & Responsibilities
21
Core Tasks
8
Daily Tasks
0
Work Activities
0
Emerging Tasks
Filter:
Sort by:
General Responsibilities (6)Analysis & Evaluation (5)Communication & Coordination (2)Planning & Development (6)Operations & Execution (1)Documentation & Record-Keeping (1)
1
Advise clients on aspects of capitalization, such as amounts, sources, or timing.
🔴Daily
Importance:
General Responsibilities100% perform100%
2
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
🔴Daily
Importance:
Analysis & Evaluation97% perform98%
3
Assess companies as investments for clients by examining company facilities.
🔴Daily
Importance:
Analysis & Evaluation94% perform96%
4
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
🔴Daily
Importance:
Communication & Coordination91% perform94%
5
Collaborate with investment bankers to attract new corporate clients.
🔴Daily
Importance:
Communication & Coordination88% perform92%
6
Conduct financial analyses related to investments in green construction or green retrofitting projects.
🔴Daily
Importance:
General Responsibilities85% perform90%
7
Confer with clients to restructure debt, refinance debt, or raise new debt.
🔴Daily
Importance:
General Responsibilities82% perform88%
8
Create client presentations of plan details.
🔴Daily
Importance:
Planning & Development79% perform86%
9
Determine the prices at which securities should be syndicated and offered to the public.
🟡Weekly
Importance:
General Responsibilities76% perform84%
10
Develop and maintain client relationships.
🟡Weekly
Importance:
Planning & Development73% perform82%
💡 Key Takeaways
- •Daily tasks focus primarily on general responsibilities activities
- •33% of tasks are performed by most workers in this occupation
- •Career advancement brings increased leadership and strategic responsibilities
What career paths are available?
Career Pathways
0
Advancement Opportunities
0
Lateral Move Options
0%
Avg. Salary Increase
Advancement Opportunities
Typical career progression paths from Financial and Investment Analysts
💡 Career Planning Tips
- •Most successful advancement happens after 3-5 years of experience
- •Lateral moves can provide valuable cross-functional experience for future leadership roles
- •Focus on developing skills that are transferable across multiple career paths
- •Consider industry trends when planning long-term career moves
Is this career right for you?
Personality & Values Fit
Is This Career Right for You?
Financial and Investment Analysts professionals typically have a CEI Holland code
CConventional
EEnterprising
IInvestigative
Important Personality Traits
Work styles that contribute to success as a Financial and Investment Analysts
Complete Work Styles Profile
💡 Tips for Career Fit Success
- •While personality fit is important, skills can be developed with practice and training
- •Consider informational interviews to better understand the day-to-day personality requirements
- •Work environments vary by employer - research specific companies for cultural fit
- •Your interests and values may evolve - reassess periodically throughout your career
What education is required?
Education Level
Bachelor's degree or higher
Typical duration: 4 years
Preparation Level
Job Zone 4
Considerable Preparation Needed
Experience Needed
A considerable amount of work-related skill, knowledge, or experience needed
📚 Education Requirement
Required Level:Bachelor's degree or higher
Most of these occupations require a four-year bachelor's degree, but some do not.
Training:
Significant preparation with related work experience
💼 Experience Requirement
A considerable amount of work-related skill, knowledge, or experience needed
Common pathways to gain experience:
- • Bachelor's degree in related field
- • Several years of work experience
- • Professional certifications often required
4
Job Zone Four: Considerable Preparation Needed
Most of these occupations require a four-year bachelor's degree, but some do not.
Bachelor's degree in related fieldSeveral years of work experienceProfessional certifications often required
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