Financial and Investment Analysts
Tasks Include:
- 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.
more »
The data sources for the information displayed here include: O*NET™; US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Projections Quick View:
Virginia: No Data
National: +8.6%
Education
Bachelor's Degree
Job Zone:
Four: Considerable Preparation Needed
Income Range:
Highest ($50,000 and up)
Median Earnings:
National
$95,080.00
State
$99,960.00
Regional
Financial and Investment Analysts
Description
Career Cluster: | Finance |
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Financial and Investment Analysts
Tasks
Tasks Include:
- 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.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Financial and Investment Analysts
Tools and Technology
Tools Include:
- Calculators or accessories (10-key calculators)
- Desktop computers
- Notebook computers
- Personal computers
- Personal digital assistant PDAs or organizers (Personal digital assistants PDA)
- Tablet computers
Technologies Include:
- Analytical or scientific software
- Analyse-it Software
- Decisioneering Crystal Ball
- Genetic algorithm software
- Keypoint DataDesk
- Mathematical software
- Neural network modeling software
- Palisade Evolver
- Palisade StatTools
- Pattern recognition software
- SAS JMP
- The MathWorks MATLAB
- Ward Systems Group GeneHunter
- Ward Systems Group NeuralShell Predictor
- Wolfram Research Mathematica
- Charting software
- Data visualization software
- Montgomery Investment Technology Utility XL
- TickQuest NeoTicker
- Data base user interface and query software
- IBM Lotus Approach
- Microsoft Access
- Oracle software
- Enterprise resource planning ERP software
- SSA Global Infinium Financial Management
- Expert system software
- Ivorix Neurostrategy Finance
- Matheny Pattern Forecaster Plus
- NeuroSolutions for MatLab
- Financial analysis software
- Advanced Portfolio Technologies Report Builder
- Advanced Portfolio Technologies Simulator
- AnalyzerXL software
- Annuities analysis software
- Aspen Graphics software
- BizBench Benchmarking Software
- BizPricer Business Valuation Software
- Business Forecast Systems Forecast Pro
- DealMaven Comparable Company Valuation Analysis
- DealMaven M&A Accretion/Dilution One-Pager
- DealMaven Modeling ToolPack for Excel
- Derivatives Imagine Trading System
- Derivicom FinOptions XL
- Economic forecasting software
- Experian Credinomics
- Express Business Valuations
- Financial modeling software
- FinEng Solutions PerfoRM
- FinEng Solutions Quantis
- Fractal pattern analysis software
- Genetic algorithm optimization software
- Harland Financial Solutions DecisionPro
- I-flex Solutions Reveleus Investment Performance Measurement
- Innova Financial Solutions Derivatives Expert
- Leading Market Technologies EXPO
- Longview Consolidation
- Longview Performance Management Platform
- Longview Solutions Khalix
- Market forecast software
- MergerStat Control Premiums
- MergerStat Price to Earnings Ratios
- Mid-Market Comps software
- MoneySoft Corporate Valuation
- Monte Carlo simulation software
- Montgomery Investment Technology Bonds XL
- Montgomery Investment Technology Exotics XL
- Montgomery Investment Technology FinTools
- Montgomery Investment Technology Options XL
- Montgomery Investment Technology QuoteTools
- Montgomery Investment Technology Risk XL
- Montgomery Investment Technology SigTools
- Moss Adams Profit Mentor
- Mutual fund analysis software
- NeuroSolutions Trading Solutions
- OptionVue Options Analysis
- Palisade Bond @nalyst
- Peer-to-Peer Financial Analysis
- Pi Blue OptWorks Excel
- Portfolio management software
- Pricing software
- Quantifying marketability discount QMD modeling software
- RiskMetrics Group WealthBench
- Securities analysis software
- Spreadware Business Financial Analysis
- Spreadware Business Valuator
- Spreadware Pro Forma
- Steele Mutual Fund and Variable Annuity Expert
- SunGard BancWare
- SunGard Kiodex Risk Workbench
- TechHackers Convertible Bond @nalyst
- TechHackers Credit @nalyst
- TechHackers Exotic @nalyst
- TechHackers Financial @nalyst
- TechHackers IRO @nalyst
- TechHackers MBS @nalyst
- TechHackers Swap @nalyst
- Tetrahex Fractal Finance
- Tips Standard Securities Calculation Bond Analytics Module
- Tips Standard Securities Calculation Mortgage-Backed Analytics Module
- Trendsetter Software ProAnalyst
- Unlimited Learning Resources Valusource Pro
- ValuSource BIZCOMPS
- Whitebirch Software Projected Financials
- Wolfram Research Derivatives
- Wolfram Research Mathematica Finance Essentials
- Wolfram Research Mathematica UnRisk Pricing Engine
- Information retrieval or search software
- dailyVest Investment Personalization Platform
- TradeTools Financial Market Databases
- TradeTools Monthly U.S. Economic Database
- Ward Systems Group NeuroShell Trader
- Office suite software
- Microsoft Office software
- Presentation software
- DealMaven PresLink for PowerPoint and Word
- Microsoft PowerPoint
- Spreadsheet software
- Apple AppleWorks
- Corel QuattroPro
- IBM Lotus 1-2-3
- Microsoft Excel
- Spreadsheet software
- Word processing software
- Microsoft Word
- Report generation software
The data sources for the information displayed here include: O*NET™. (Using onet28)
Financial and Investment Analysts
Additional Resources
For information on a career in financial planning, contact:
The Financial Planning Association
3801 E. Florida Ave.
Suite 708
Denver, CO 80210
http://www.fpanet.org
For information about the Certified Financial Planner certification, contact:
The Certified Financial Planner Board of Standards
1700 Broadway
Suite 2100
Denver, CO 80290-2101
http://www.cfp-board.org
For information about the Chartered Financial Consultant designation, contact:
The American College
270 South Bryn Mawr Ave.
Bryn Mawr, PA 19010
http://www.theamericancollege.edu/
For information on about the Chartered Financial Analyst designation, contact:
Association of Investment Management and Research
P.O. Box 3668
560 Ray C. Hunt Drive
Charlottesville, VA 22903
https://nyustern-aimr.campusgroups.com/web_page.aspx?order=1&id=286
The data sources for the information displayed here include: Virginia Career VIEW Research. (Using onet28)
Financial and Investment Analysts
Job Zone Four: Considerable Preparation Needed
- Overall 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.
- Examples
- Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, conservation scientists, art directors, and cost estimators.
- Education
- Most of these occupations require a four-year bachelor's degree, but some do not.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Financial and Investment Analysts
Earnings Benefits*
Region | Entry Level | Median | Experienced |
---|---|---|---|
United States | $58,950.00 | $95,080.00 | $126,120.00 |
Virginia | $60,090.00 | $99,960.00 | $130,270.00 |
Region | Entry Level | Median | Experienced |
Alexandria/Arlington | $72,752.33 | $103,446.89 | $129,949.85 |
Bay Consortium | $70,497.44 | $102,374.00 | $121,046.52 |
Capital Region Workforce Partnership | $57,114.91 | $79,465.02 | $99,711.16 |
Central VA/Region2000 | $58,109.26 | $79,752.61 | $100,571.92 |
Crater Area | $63,963.23 | $92,128.55 | $106,793.03 |
Greater Peninsula | $60,790.46 | $86,507.11 | $114,814.19 |
Hampton Roads | $57,910.39 | $81,194.69 | $108,934.73 |
New River/Mt. Rogers | $56,672.29 | $81,161.03 | $103,649.84 |
Northern Virginia | $75,031.71 | $108,454.38 | $138,552.32 |
Piedmont Workforce | $62,519.11 | $88,542.74 | $119,285.23 |
Shenandoah Valley | No Data | No Data | No Data |
South Central | $54,651.96 | $81,907.57 | $110,274.82 |
Southwestern Virginia | $53,431.19 | $81,921.84 | $107,121.43 |
West Piedmont | $47,930.10 | $67,298.15 | $92,033.70 |
Western Virginia | $60,261.16 | $77,274.37 | $99,099.25 |
* Earnings Calculations:
Regional Earnings:
Entry = Annual mean of the lower 1/3 wage distribution;
Experienced = Annual mean of the upper 2/3 wage distribution.
National and State Earnings:
Entry = Annual 10th percentile wage;
Experienced = Annual 75th percentile wage.
The data sources for the information displayed here include: US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Financial and Investment Analysts
Employment Projections
Current | Projected | % Change | |
---|---|---|---|
United States | 317,300 | 344,600 | +8.6% |
Virginia | No Data | No Data | No Data |
Region | Current* | Projected | % Change |
Alexandria/Arlington | No Data | No Data | No Data |
Bay Consortium | No Data | No Data | No Data |
Capital Region Workforce Partnership | No Data | No Data | No Data |
Central VA/Region2000 | No Data | No Data | No Data |
Crater Area | No Data | No Data | No Data |
Greater Peninsula | No Data | No Data | No Data |
Hampton Roads | No Data | No Data | No Data |
New River/Mt. Rogers | No Data | No Data | No Data |
Northern Virginia | No Data | No Data | No Data |
Piedmont Workforce | No Data | No Data | No Data |
Shenandoah Valley | No Data | No Data | No Data |
South Central | No Data | No Data | No Data |
Southwestern Virginia | No Data | No Data | No Data |
West Piedmont | No Data | No Data | No Data |
Western Virginia | No Data | No Data | No Data |
The data sources for the information displayed here include: US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Financial and Investment Analysts
Related Occupations
Related Occupations
The related occupations here have similar general capabilities and interests; career explorers may also be interested in the related occupations:- Personal Financial Advisors
- Securities, Commodities, and Financial Services Sales Agents
- Investment Fund Managers
- Financial Risk Specialists
- Credit Analysts
- Financial Quantitative Analysts
- Financial Managers
- Loan Officers
- Brokerage Clerks
- Credit Counselors
- Business Intelligence Analysts
- Market Research Analysts and Marketing Specialists
- Financial Examiners
- Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
- Economists
- Management Analysts
- Accountants and Auditors
- Real Estate Brokers
- New Accounts Clerks
- Insurance Sales Agents
Careers in (multiple pathways) Pathway:
- Media and Communication Workers, All Other
- Project Management Specialists
- Financial and Investment Analysts
- Financial Risk Specialists
- Health Information Technologists and Medical Registrars
- Health Technologists and Technicians, All Other
- Surgical Assistants
- Software Quality Assurance Analysts and Testers
- Web and Digital Interface Designers
- Database Architects
The data sources for the information displayed here include: O*NET™. (Using onet28)
Financial and Investment Analysts
View Videos
CareerOneStop Video
View Video & Transcript on CareerOneStop
CareerOneStop Finance Videos
Overview
Occupations
The data sources for the information displayed here include: New York State Department of Labor; New Jersey Department of Labor; California Occupational Information Coordinating Committee; CareerOneStop. (Using onet28)
Financial and Investment Analysts
Titles
- Alternative Financing Specialist
- Bank Analyst
- Banking Analyst
- Bond Analyst
- Budget Analyst
- Chartered Financial Analyst (CFA)
- Commodity Analyst
- Corporate Financial Analyst
- Corporate Securities Research Analyst
- Corporate Statistical Financial Analyst
- Credit Products Officer
- Energy Efficiency Finance Manager
- Equity Research Analyst
- Finance Analyst
- Financial Advisor
- Financial Analyst
- Financial Manager
- Financial Planner
- Financial Systems Analyst
- Fiscal Analyst
- Government Incentives Alternative Financing Specialist
- Green Material Value-Added Assessor
- Institutional Commodity Analyst
- Investment Analyst
- Investment Officer
- Investments Manager
- Investor
- Money Manager
- Mutual Fund Accountant
- Operational Risk Analyst
- Planning Analyst
- Portfolio Analyst
- Pricing Specialist
- Real Estate Analyst
- Real Estate Investor
- Renewable Energy System Finance Specialist
- Research Analyst
- Securities Analyst
- Securities Consultant
- Securities Research Analyst
- Statistical Financial Analyst
- Stock Analyst
- Treasury Analyst
- Trust Evaluation Supervisor
The data sources for the information displayed here include: O*NET™. (Using onet28)
Financial and Investment Analysts
Related Schools
- Averett University
- Bluefield University
- Bryant & Stratton College-Virginia Beach
- Christopher Newport University
- DeVry University-Virginia
- Ferrum College
- George Mason University
- Hampton University
- James Madison University
- Liberty University
- Old Dominion University
- Radford University
- Strayer University-Virginia
- University of the Potomac-VA Campus
- University of Virginia-Main Campus
- Virginia Commonwealth University
- Virginia Polytechnic Institute and State University
- Virginia Union University
- Washington and Lee University
The data sources for the information displayed here include: O*NET™. (Using onet28)