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  1. Occupations
  2. Financial and Investment Analysts

Financial and Investment Analysts

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

SOC: 13-2051.00

Common Job Titles

  • Analyst
  • Financial Analyst
  • Investment Analyst
  • Securities Analyst

Wage Data According to the Bureau of Labor Statistics

Annual wage data for Financial and Investment Analysts (2024)

Estimated Total Employment (U.S.)

340,580

Wage Distribution by Percentile

Line chart of annual wages by percentile. U.S. is the solid line. 10th percentile: U.S. $62,410. 25th percentile: U.S. $78,300. 50th percentile: U.S. $101,350. 75th percentile: U.S. $132,050. 90th percentile: U.S. $180,550. Use the left and right arrow keys to move between percentiles.

  • U.S.
MetricU.S.
10% of workers earn the following or less$62,410
10% of workers earn the following or more$180,550
Workers on average earn$116,490

+ indicates wage is at or above the BLS reporting cap ($239,200/year)

Tools & Technology

Equipment and software commonly used in this occupation

In-Demand Technology

Frequently requested by employers in job postings

  • Alteryx software
  • Apache Hive
  • Google Docs
  • IBM SPSS Statistics
  • Intuit QuickBooks
  • Marketo Marketing Automation
  • Microsoft Access
  • Microsoft Dynamics
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft PowerPoint
  • Microsoft Project
  • Microsoft SQL Server
  • Microsoft SQL Server Reporting Services SSRS
  • Microsoft SharePoint
  • Microsoft Visio
  • Microsoft Visual Basic
  • Microsoft Visual Basic for Applications VBA
  • Microsoft Word
  • Oracle Database
  • Oracle PeopleSoft
  • Oracle Primavera Enterprise Project Portfolio Management
  • R
  • SAP software
  • SAS
  • Salesforce software
  • Structured query language SQL
  • Tableau
  • Teradata Database
  • The MathWorks MATLAB
  • Workday software
  • Yardi software

Technology Skills

  • ADP Workforce Now
  • Accounting software
  • Advanced Portfolio Technologies Report Builder
  • Advanced Portfolio Technologies Simulator
  • Analyse-it
  • AnalyzerXL
  • Annuities analysis software
  • Apache Pig
Tools & Technology: Technology Skills

Tools & Equipment

  • 10-key calculators
  • Computer data input scanners
  • Desktop computers
  • Laptop computers
  • Laser facsimile machines
  • Multi-line telephone systems
  • Notebook computers
  • Personal computers
Tools & Technology: Tools & Equipment

Related Occupations

Occupations with similar skills and knowledge requirements

Most Similar

  • Personal Financial Advisors 13-2052.00
  • Securities, Commodities, and Financial Services Sales Agents 41-3031.00
  • Investment Fund Managers 11-3031.03
  • Financial Risk Specialists 13-2054.00
  • Financial Quantitative Analysts 13-2099.01

Moderately Similar

  • Credit Analysts 13-2041.00
  • Financial Managers 11-3031.00
  • Loan Officers 13-2072.00
  • Brokerage Clerks 43-4011.00
  • Business Intelligence Analysts 15-2051.01

Related

  • Market Research Analysts and Marketing Specialists 13-1161.00
  • Financial Examiners 13-2061.00
  • Credit Counselors 13-2071.00
  • Economists 19-3011.00
  • Accountants and Auditors 13-2011.00
  • Management Analysts 13-1111.00
  • Real Estate Brokers 41-9021.00
  • New Accounts Clerks 43-4141.00
  • Marketing Managers 11-2021.00
  • Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel 41-3091.00

Related Programs

Education programs that prepare you for this occupation

  • Workforce CredentialApplied Data SkillsIssuer: Quanthub
  • Bachelor's DegreeFinance (BSBA)Issuer: University of Alabama in Huntsville
  • Bachelor's DegreeFinance, BSIssuer: University of Alabama at Birmingham
  • Bachelor's DegreeFinanceIssuer: Jacksonville State University
  • Bachelor's DegreeFinanceIssuer: Alabama A&M University
  • Post-Baccalaureate CertificateGov't Financial ManagerIssuer: Auburn University at Montgomery
  • Bachelor's DegreeFinanceIssuer: Auburn University at Montgomery
  • Master's DegreeFinance — MSIssuer: Auburn University
  • Bachelor's DegreeFinanceIssuer: Auburn University
  • Bachelor's DegreeFinance, BSIssuer: University of Alabama