Business & Finance
Financial and Investment Analysts
Also called: Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst
US median pay
$102,740
per year, 2025
Job growth 2025–35
+7.2%
faster than average
Openings a year (US)
24,700
377,200 employed
Typical entry education
Bachelor's degree
Preparation 4/5 · Considerable preparation
What this job is
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
What they do day to day
- 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.
Education and preparation
Preparation level 4 of 5 — Considerable preparation. Usually a bachelor's degree and several years of related experience.
Typical entry education (BLS): Bachelor's degree.
Who this job suits
Mostly Conventional
Organising data, details and procedures
Enterprising
Leading, persuading and starting things
Investigative
Ideas, research and solving problems
Based on the Holland (RIASEC) interest profile for this occupation.