Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Sample of reported job titles: Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst, Portfolio Manager, Real Estate Analyst, Securities Analyst, Trust Officer
This title represents an occupation for which data collection is currently underway.
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Tasks | Technology Skills | Tools Used | Detailed Work Activities | Job Zone | Credentials | Wages & Employment | Job Openings | Additional Information
- 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.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Purchase investments for companies in accordance with company policy.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
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- Accounting software — Fund accounting software; Intuit QuickBooks ; Sage 50 Accounting; Tax software
- Analytical or scientific software — IBM SPSS Statistics ; SAS ; StataCorp Stata; The MathWorks MATLAB (see all 18 examples)
- Business intelligence and data analysis software — IBM Cognos Impromptu ; MicroStrategy ; Oracle Business Intelligence Enterprise Edition ; Qlik Tech QlikView (see all 5 examples)
- Charting software — Montgomery Investment Technology Utility XL; TickQuest NeoTicker
- Cloud-based data access and sharing software — Microsoft SharePoint
- Configuration management software — Perforce Helix software
- Customer relationship management CRM software — Salesforce software
- Data base management system software — Apache Hive ; Apache Pig ; Teradata Database
- Data base reporting software — Microsoft SQL Server Reporting Services ; SAP Crystal Reports
- Data base user interface and query software — Microsoft SQL Server ; Oracle software ; Structured query language SQL ; Yardi software (see all 8 examples)
- Development environment software — Microsoft Visual Basic ; Microsoft Visual Basic for Applications VBA
- Document management software — Microsoft Office SharePoint Server MOSS
- Electronic mail software — Email software; IBM Notes ; Microsoft Exchange ; Microsoft Outlook
- Enterprise resource planning ERP software — Microsoft Dynamics GP ; NetSuite ERP ; Oracle Hyperion ; Oracle JD Edwards EnterpriseOne (see all 12 examples)
- Enterprise system management software — IBM Power Systems software
- Expert system software — Ivorix Neurostrategy Finance; Matheny Pattern Forecaster Plus; NeuroSolutions for MatLab
- Financial analysis software — Delphi Technology; Moody’s RiskCalc; Oracle E-Business Suite Financials; Wolfram Research Mathematica UnRisk Pricing Engine (see all 80 examples)
- Human resources software — ADP Workforce Now ; Human resource management software HRMS
- Information retrieval or search software — dailyVest Investment Personalization Platform; LexisNexis; TradeTools Monthly U.S. Economic Database; Ward Systems Group NeuroShell Trader (see all 5 examples)
- Internet browser software — Web browser software
- Object or component oriented development software — R
- Office suite software — Microsoft Office
- Presentation software — Apple Keynote; DealMaven PresLink for PowerPoint and Word; Google Slides; Microsoft PowerPoint
- Process mapping and design software — Microsoft Visio
- Project management software — Microsoft Project ; Oracle Primavera Enterprise Project Portfolio Management
- Sales and marketing software — Marketo Marketing Automation
- Spreadsheet software — Apple AppleWorks; Corel QuattroPro; IBM Lotus 1-2-3; Microsoft Excel
- Word processing software — Google Docs ; Microsoft OneNote; Microsoft Word ; Report generation software
Hot Technology — a technology requirement frequently included in employer job postings.
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Detailed Work Activities
- Analyze business or financial data.
- Determine the value of goods or services.
- Analyze industry trends.
- Apply mathematical models of financial or business conditions.
- Advise others on business or operational matters.
- Advise others on financial matters.
- Analyze market conditions or trends.
- Analyze risks related to investments in green technology.
- Assess financial status of clients.
- Assess risks to business operations.
- Collaborate with others in marketing activities.
- Confer with others about financial matters.
- Create images of data, locations, or products.
- Develop business relationships.
- Develop financial or business plans.
- Evaluate condition of properties.
- Identify strategic business investment opportunities.
- Prepare contracts or other transaction documents.
- Present business-related information to audiences.
- Present work to clients for approval.
- Purchase products or services.
- Recommend investments to clients.
- Supervise employees.
- Train personnel to enhance job skills.
- Update professional knowledge.
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|Title||Job Zone Four: Considerable Preparation Needed|
|Education||Most of these occupations require a four-year bachelor’s degree, but some do not.|
|Related 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.|
|Job Training||Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.|
|Job Zone Examples||Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, chemists, art directors, and cost estimators.|
|SVP Range||(7.0 to < 8.0)|
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Wages & Employment Trends
Median wage data for Financial and Investment Analysts, Financial Risk Specialists, and Financial Specialists, All Other.
Employment data for Financial and Investment Analysts, Financial Risk Specialists, and Financial Specialists, All Other.
Industry data for Financial and Investment Analysts, Financial Risk Specialists, and Financial Specialists, All Other.
|Median wages (2020)||$40.22 hourly, $83,660 annual|
|Employment (2020)||492,100 employees|
|Projected growth (2020-2030)||Average (5% to 10%)|
|Projected job openings (2020-2030)||41,000|
|Top industries (2020)||
Finance and Insurance
Management of Companies and Enterprises
Source: Bureau of Labor Statistics 2020 wage data and 2020-2030 employment projections . “Projected growth” represents the estimated change in total employment over the projections period (2020-2030). “Projected job openings” represent openings due to growth and replacement.
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Job Openings on the Web
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Sources of Additional Information
Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.
- CFA Institute
- Financial Industry Regulatory Authority
- Occupational Outlook Handbook: Financial analysts
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