Financial and Investment Analysts
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Overview
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Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Titles for this career often contain these words
AnalystFinancialSpecialistSecuritiesManagerCorporateResearchOfficerFinanceAlternativeFinancingCommodityStatisticalEnergyInvestmentInvestorPortfolioPricingRealEstateTrustAccountingBankBankingBondCharteredCFACreditProductsEfficiencyEquitySystemsFiscalGovernmentIncentivesGreenMaterialValueAddedAssessorInstitutionalInvestmentsMoneyMutualFundAccountantPlanningRenewableSystemConsultantStockTreasuryEvaluationSupervisor
Education
About 89% of financial and investment analysts have at least a bachelor's degree.
Education attained by financial and investment analysts
None
High School
Some College
Associate's/Cert.
Bachelor's Degree
Master's Degree
Professional Degree
Doctorate
Context: workers with bachelor's degrees
More financial and investment analysts have bachelor's degrees than 92% of other careeers.
Employment
Workforce size
Financial and investment analysts, with 329,500 workers, form a larger workforce than 85% of careers.
Predicted employment growth
Over the next decade, jobs for financial and investment analysts are expected to grow by 6%, and should have about 30,900 job openings a year.
Safety from automation
Financial and investment analysts are less likely to be automated than 69% of other careers.
Salaries
Context: Median Salary
How do salaries for financial and investment analysts, financial risk specialists, and financial specialists, all other compare to other jobs' salaries?
Distribution: What salary can you expect?
See what most financial and investment analysts, financial risk specialists, and financial specialists, all other earn.
$82K$0$50K$100K$150K$200K
Gender
Women account for 39% of financial and investment analysts -- that's a larger percentage than 51% of other jobs.
Gender of financial and investment analysts
Men
Women
Context: Salary inequity
For each career, we compared the median (middle) men's salary to the median women's salary. For financial and investment analysts, the median men's salary was 11% more the median woman's salary.
Race/Origin
About 26% of financial and investment analysts are minority, and 19% are foreign-born.
Race/origin of financial and investment analysts
White
Black
Pacific Islander
Hispanic
Asian
American Indian
Multiracial
Other
Context: Foreign-born workers (19%)
Where are the most jobs?
We ranked the number of jobs in Financial and Investment Analysts per thousand workers in each state, DC, and Puerto Rico. Blue indicates low density, with lighter shades moving to yellow indicating higher numbers working in this profession.
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Benefits
How do benefits for this career compare to other jobs?
Context: Employer offers health insurance
Context: Employer offers a pension plan
Context: workers are union members
Worker concerns
Some jobs are more stressful than others, and some are just plain dangerous. The following list gives the percentages of financial and investment analysts who report hazardous or difficult situations typically occurring at least once a week.
  • Time Pressure (76%)
  • Consequence of Error (44%)
SOURCES:
Salary and diversity
What do financial and investment analysts earn?
The Bureau of Labor Statistics (BLS) provides company-reported job titles and corresonding salaries. This data excludes self-employed workers.
Distribution: Salaries for financial and investment analysts (BLS Salary Data)
$82K$0$50K$100K$150K$200K
Context: Median salaries across careers (BLS Salary Data)
$82K$0$50K$100K$150K$200K
The American Community Survey (ACS) asks individuals to report their occupation and salary, and as such includes self-employed workers.
Distribution: Salaries for financial and investment analysts (ACS Salary Data)
$78K$0$50K$100K$150K$200K
Context: Median salaries across careers (ACS Salary Data)
$78K$0$50K$100K$150K$200K
Financial and Investment Analysts and Specialists: Inflation-adjusted salary trend
This job's median $75KAll jobs' median $45K$62K$44K070809101112131415161718$0$50K$100K$150K$200K
A look at employers and corresponding salaries
The donut shares the break-down of workers by employer type, giving us a picture of what employers most typically hire financial and investment analysts.
Employers of Financial and Investment Analysts (ACS)
Private for-profit (81.8%)
Private not-for-profit (5.6%)
Local government (1.8%)
State government (3.1%)
Federal government (4.3%)
Self-employed incorporated (1.7%)
Self-employed not incorporated (1.6%)
Working without pay (0.0%)
Distribution: Salaries of financial and investment analysts by type of employer (ACS data)
Following are the salary distributions by employer type calculated by aggregating individual household survey responses.
$78K$79K$74K$60K$70K$101K$85K$0$50,000$100,000$150,000$200,000Self-employed incorporatedFederal governmentState governmentLocal governmentPrivate not-for-profitPrivate for-profitAll
Distribution: Salaries of financial and investment analysts by type of employer (BLS data)
Following are the salary distributions by employer type as reported by BLS based on large employer-focused surveys. We note that smaller employer categories are not included by BLS.
$82K$0$50,000$100,000$150,000$200,000All

We only include salary data when the survey error is less than 20%, so you may see only partial information for some categories.

Salary growth for financial and investment analysts

Is this a job that rewards experience, or is this job most likely a part of a career ladder? The higher a job's experience quotient, the more experience is rewarded with pay increases. Jobs in the green range have the best rewards with experience.

Take a minute to look at how much you might expect your salary to increase with each five years' experience, as well as how the numbers working at each age change. Does this seem to be a job for the young or the old, or could it be a career offering steady salary growth for many years?

Salary distribution
$80K$85K$69K$89K$87K$86K$84K$86K$51K$0$50K$100K$150K$200K20-2425-2930-3435-3940-4445-4950-5455-5960-64
Number employed
010K20K30K40K20-2425-2930-3435-3940-4445-4950-5455-5960-64

We only include salary data when the survey error is less than 20%, so you may see only partial information for some categories.

Financial and investment analysts and gender

With 39% women, this occupation has a higher percentage of women than 51% of careers.

Context: Women in the workforce
39%0%20%40%60%80%100%
Gender of Financial and investment analysts
Men (61%)
Women (39%)
Distribution: Salaries by gender

The median salary for all full-time male workers in the US exceeds the full-time median salary for women by 19%. The situation is a little better for financial and investment analysts, with the median salary for men 11% higher than the median salary for women.

$74K$81K$0$50K$100K$150KWomenMen
Context: Salary Inequity

The chart below shows the salary inequity, the percentage by which the median men's salary is higher than the median women's salary for all but about 20 jobs in which women typically earn more than men. Financial and investment analysts have one of the smaller inequity calculations, with the increase for men's median salary over women's median salary in this job lower than that for 67% of other jobs.

11%0%20%40%60%80%100%

We only include salary data when the survey error is less than 20%, so you may see only partial information for some categories.

Race and origin of financial and investment analysts

Here we check out the diversity of origin in this career. There is a higher percentage of minority financial and investment analysts than for 74% of other careers. This career hires a larger percentage of foreign-born workers than most other careers.

Race/origin of financial and investment analysts
White (73% )
Asian (15% )
Black (8% )
Multiracial (2% )
Other (1% )
Hispanic (0% )
American Indian (0% )
Pacific Islander (0% )
Context: Representation of minorities in the workforce
26%0%20%40%60%80%100%
Context: Representation of foreign-born workers
19%0%20%40%60%80%100%
Distribution: Salaries for financial and investment analysts by race/origin

For some careers, there is a pay disparity depending on race or origin, though this is not prevalent. We calculate standard errors for all of our calculations, and when the error is high we do not show results. Therefore, for some jobs will have omitted race/origin categories.

$63K$69K$70K$72K$79K$84K$0$50K$100K$150K$200KOtherMultiracialBlackAmerican IndianWhiteAsian
Distribution: Salaries for financial and investment analysts by nativity
$75K$84K$0$50K$100K$150K$200KAll native citizensAll foreign-born

We only include salary data when the survey error is less than 20%, so you may see only partial information for some categories.

Financial and investment analysts and Part-time/Full-time employment

We've found that somes jobs hava a huge number of part-time workers, and that typically most who are working part-time are doing so because they cannot find full-time work or the job they have cannot provide full-time hours. With 4% part-time workers, this occupation has a lower percentage of part-time workers than 83% of careers.

Context: Part-time workers in the workforce
4%0%20%40%60%80%100%
Why workers are part-time
Full-Time is less than 35 hours a week
Retired/Social Security limit on earnings
Could not find full-time work
Seasonal work
Slack work/business conditions
School/training
Health/medical limitations
Child care problems
Other family/personal obligations
Other reasons
Distribution: Salaries by part-time/full-time status

The salary distributions for full-time and part-time financial and investment analysts is shown following.

$32K$78K$0$50K$100K$150KPart-time workersFull-time workers
Pathways to this career
Education attained by financial and investment analysts

According to the Bureau of Labor Statistics (BLS), financial and investment analysts typically hold a bachelor's degree.

Sometimes the typical education identified by the BLS differs a bit from the reality of the how much education current workers actually have. The donut shows the education level held by people currently working as financial and investment analysts as reported in responses to the American Community Survey.

Details: Education and training recommended for financial and investment analysts

Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics.

Details: Licensing and certification recommended for financial and investment analysts

The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. A license is generally required to sell financial products, which may apply to some financial analyst positions. Because most of the licenses require sponsorship by an employer, companies do not expect individuals to have these licenses before starting a job.

Employers often recommend certification, which can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.

Education attained by financial and investment analysts
None
High School
Some College
Associate's/Cert.
Bachelor's Degree
Master's Degree
Professional Degree
Doctorate
Distribution: Salary by education level

What level of education is truly needed for financial and investment analysts? Below we see the distribution of financial and investment analysts salaries based on the education attained.

$56K$58K$60K$58K$74K$91K$103K$132K$0$50K$100K$150K$200KNone (0%)High School (2%)Some College (6%)Associate's/Cert. (3%)Bachelor's Degree (54%)Master's Degree (31%)Professional Degree (2%)Doctorate (1%)

We only include salary data when the survey error is less than 20%, so you may see only partial information for some categories.

College majors held by financial and investment analysts

This table shows the college majors held by people working as financial and investment analysts.

If you see "**" before the name of a degree/program, that means this field is one that the Department of Education believes is preparatory for this career. However, you can see from this list that those recommendations are far from your only path to this job!

Percentage of Financial and investment analysts with this degree
Salary for all majors
Salary distribution (across jobs). Showing 0-$200,000.
Median
Middle 50%
Middle 80%
Education
Final education level of all people with this major
Bachelor's Degree
Master's Degree
Doctorate/Professional
Gender
Gender of people this bachelor's degree
Men
Women
The link between degrees and careers

With the following sankey diagram, you can follow the top ten bachelor's degrees held by people working as financial and investment analysts, and then, in turn, you can see the 10 occupations that hire the most of each degree's graduates. We hope this provides ideas for similar jobs and similar fields of study.

Financial ManagersAccountants and AuditorsSpecialized ManagersPersonal Financial Adviso...Financial and Investment ...Chief executives and legi...Securities, Commodities, ...Lawyers, and judges, magi...Loan OfficersFirst-Line Supervisors of...First-Line Supervisors of...First-Line Supervisors of...Bookkeeping, Accounting, ...Elementary and Middle Sch...Management AnalystsPostsecondary TeachersWholesale and Manufacturi...Labor Relations Specialis...Customer Service Represen...Retail SalespersonsMarketing ManagersSales ManagersMarket Research Analysts ...Sales Representatives of ...Software DevelopersSecondary School TeachersComputer ProgrammersComputer and Information ...Computer Systems AnalystsActuariesEducation and childcare a...Paralegals and Legal Assi...Specialized Social Worker...Educational, Guidance, an...Specialized PsychologistsRegistered NursesFinanceAccountingEconomicsBusiness Management andAdministrationGeneral BusinessMarketingMathematicsPolitical Science andGovernmentPsychologyHistoryAll other degreesThis jobTop 10 majorsEach major's top ten jobs
What college major is your best entry?

About 89% of people working as financial and investment analysts have at least a bachelor's degree. Each dot represents a college major leading to these jobs, with the dots to the right representing the majors sending the most of their grads into this career. The dots at the top are the majors who earn the most working in this career.

Darker colors have a larger percentage with graduate degreesOverall median salary0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%16.0%18.0%20.0%22.0%24.0%Percentage with this major$50,000$60,000$70,000$80,000$90,000$100,000$110,000$120,000$130,000$140,000$150,000Median salary with this major
Switching Careers
The most common next careers for financial and investment analysts

What jobs will most financial and investment analysts hold next year?

The data in this chart comes from person interviews for the Census Bureau's Current Population Survey. The survey interviews households eight times over a two-year period, allowing us a glimpse into how people move from job to job. You can see more details from the results of the survey in our last tab in this section, and you can read about our methodology in our source descriptions.

Here we see all of the jobs that at least 1% of financial and investment analysts reported holding in their second year's survey. Is your future job on this list?

Financial and Investment Analysts and SpecialistsFinancial ManagersAccountants and AuditorsPersonal Financial AdvisorsChief executives and legislatorsFirst-Line Supervisors of Non-Retail Sales WorkersSecurities, Commodities, and Financial Services Sales AgentsReal estate brokers and sales agentsOffice and administrative support workers, all otherGeneral and Operations ManagersManagement AnalystsCustomer Service RepresentativesProperty, Real Estate, and Community Association ManagersMarketing and sales managers
Lateral job transitions for financial and investment analysts

A lateral career transition is a move to a job with similar pay and responsibilities. A move to such a job can offer a change of pace without an increase in stress or a decrease in pay. The following table simply identifies all 8 jobs which were held by at least 1% of survey respondents before working as financial and investment analysts as well as 1% of respondents after working as financial and investment analysts. Select a row to investigate the job's full description and determine if it truly offers an opportunity for a lateral transition.

Employed
How many people have this job?
Salary
Salary distribution for people in this occupation. Range is 0-$200,000.
Median
Middle 50%
Middle 80%
Education
No degree
Associate's/Cert.
Bachelor's Degree
Master's Degree
Doctorate/Professional
Gender
Men
Women
Prior and next careers for financial and investment analysts: full listings

What do people typically do before and after they work as financial and investment analysts? Here are the full lists of all jobs that at least 1% of financial and investment analysts surveyed reported as holding a year earlier or later.

Variation by state
State-by-state employment numbers

Some careers tend to be centered in specific parts of the country. For example, most jobs in fashion are in New York or California. Let's see if your dream job is easy to find in your dream location! We have a few choices for viewing the data that can help you get a full employment picture.

Job density versus job count

Which states hire the most financial and investment analysts? We wonder if that's a fair question since states come in all sizes, so instead let's start with the question of which states have the highest density of people working as financial and investment analysts. You can choose to view the number of jobs per state if you prefer.

BLS vs ACS data

This map defaults to employment information from the Bureau of Labor Statistics (BLS), which provides job totals carefully compiled for accuracy and with a primary focus on how employers describe their workers. The BLS job totals do not count self-employed workers. We've also compiled totals using the Census Bureau's American Community Survey (ACS) which are based on how workers describe themselves. Sometimes ACS results are quite a bit different from the employer-based BLS data.

Choose the metric to review
Jobs per 1000 working
Number of jobs
Use this data source
BLS
Number of Financial and Investment Analysts per 1,000 workers (BLS)
Select a state to see local area details
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0.02.04.06.08.010.012.0
Salaries by state
Let's get a feel for where financial and investment analysts earn the highest salaries. There are several choices for which data we consider and how we view that data, and each can lead to different conclusions, so please read on...
Median salary versus state ratio

We use two methods to compare salaries across states:

  • In-state comparisons: the ratio of median (middle) salaries for financial and investment analysts compared to the median salary for all people working in each state, or
  • Median salary: the unaltered median salaries for financial and investment analysts.

We hope the ratio allows perspective about how salaries may compare to the regional cost-of-living.

BLS vs ACS data

We have two sources for statewide salary information with important distinctions. The BLS data is created by surveying companies, missing individuals who are self-employed or work for smaller companies. The ACS data is compiled from multi-faceted household surveys and may reflect the inconsistencies that people may have in reporting information.

Choose the metric to review
Location-adjusted median salary
Median salary
Use this data source
BLS
Location-adjusted median salary for Financial and Investment Analysts (BLS)
The darkest shading corresponds to states in which financial and investment analysts earn the highest salary when compared to other jobs in the state. We think this ratio might be a better indicator than the actual salary for your buying power as a state resident.
Select a state to see local area details
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$0$20K$40K$60K$80K$100K
Compare to similar jobs

If this job interests you, then use the tabs and education selector to find other careers that might be a good fit for you.

How should the career similarity be computed?

There are a number of ways to measure the similarity of jobs, here are a few we provide:

  • Interests: Also known as a Holland Code - Are you a thinker? A helper? What fits your personality?
  • Environment: Are there hazards? Will you be comfortable? Will it be stressful?
  • Knowledge: What do you need to know the most about?
  • Physical Abilities: Do you need to especially strong or coordinated?