Financial and Investment Analysts

Career Overview

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

Also Known As

  • Analyst
  • Financial Analyst
  • Investment Analyst
  • Securities Analyst

Alternate Job Titles

  • Accounting Analyst
  • Acquisition Analyst
  • Acquisition Specialist
  • Acquisitions Analyst
  • Acquisitions Consultant
  • Alternative Financing Specialist
  • Analyst
  • Bank Analyst
  • Banking Analyst
  • Bond Analyst
  • Brand Analyst
  • Chartered Financial Analyst (CFA)
  • Commodity Analyst
  • Corporate Financial Analyst
  • Corporate Securities Research Analyst

Work Style

People who excel in this career typically demonstrate:

  • Attention to Detail
  • Integrity
  • Dependability
  • Intellectual Curiosity
  • Achievement Orientation

Technology You'll Use

Popular Technologies & Software

  • Alteryx software
  • Apache Hive
  • Google Docs
  • IBM SPSS Statistics
  • Intuit QuickBooks
  • Marketo Marketing Automation
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook

Tools & Equipment

  • 10-key calculators
  • Computer data input scanners
  • Desktop computers
  • Laptop computers
  • Laser facsimile machines
  • Multi-line telephone systems
  • Notebook computers
  • Personal computers
  • Photocopying equipment
  • Tablet computers

Salary & Job Market

Salary PercentileAnnual Wage
Entry-Level (10th percentile)$62,410
Median$101,350
Top Earners (90th percentile)$180,550

Workers Employed Nationally: 340,580

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Occupational data sourced from the O*NET OnLine database, developed by the U.S. Department of Labor, Employment and Training Administration. Wage data from the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), 2024.

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