--- title: "Financial and Investment Analyst" description: "Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of…" canonical: "https://nuecareer.com/careers/financial-and-investment-analyst" last-updated: "2026-08-23T15:56:39.581Z" --- # Financial and Investment Analyst **Category:** Business and Financial Operations · **SOC code:** 13-2051 · **O\*NET-SOC code:** 13-2051.00 Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Also advertised as: Analyst; Credit Products Officer; Equity Research Analyst; Financial Analyst; Investment Analyst; Planning Analyst; Portfolio Manager; Real Estate Analyst. ## At a glance - **Median annual wage:** $102,740 (BLS OEWS, May 2025) - **Median hourly wage:** $49.40/hr - **Wage range (10th–90th percentile):** $63,720 to $180,860, with the middle half between $79,290 and $133,340 - **Total US employment:** 361,980 - **Typical entry education:** Bachelor's - **Preparation required:** Medium preparation — O\*NET rates this "Job Zone Four: Considerable Preparation Needed" - **Projected growth:** +5.7% over 2024–2034 (BLS EP, 2024–2034) - **Annual job openings:** 25,100 openings a year - **AI-resilience score:** not scored for this occupation ## Pay National wage distribution, BLS OEWS, May 2025, across 361,980 US jobs. | Percentile | Annual wage | | --- | --- | | 10th | $63,720 | | 25th | $79,290 | | 50th (median) | $102,740 | | 75th | $133,340 | | 90th | $180,860 | | Mean (average) | $116,800 | ### Pay by state The 15 highest-paying states, by median annual wage. The cost-of-living-adjusted column divides the state median by that state's BEA Regional Price Parity, so the columns answer different questions: the first is what the job pays there, the second is what that pay buys there. | State | Median annual wage | Cost-of-living adjusted | Employment | | --- | --- | --- | --- | | WY | $187,090 | $201,843 | 190 | | NY | $127,930 | $118,540 | 52,380 | | OR | $120,590 | $116,669 | 2,820 | | MA | $111,040 | $104,995 | 14,790 | | CT | $109,500 | $105,685 | Not published by BLS | | CA | $109,110 | $98,546 | 45,380 | | NJ | $108,610 | $99,821 | 10,380 | | WA | $107,210 | $100,184 | 8,820 | | DC | $105,780 | $96,250 | 3,670 | | VA | $105,490 | $104,338 | 10,410 | | CO | $103,850 | $100,774 | 8,040 | | MN | $102,990 | $104,430 | 7,450 | | NC | $102,390 | $108,549 | 12,710 | | AK | $102,240 | $99,884 | 190 | | DE | $101,800 | $101,996 | 2,290 | 38 more states with published wage data are omitted here. The full table for all 53 states is at https://nuecareer.com/careers/financial-and-investment-analyst/salary-by-state, or as JSON at https://nuecareer.com/api/v1/careers/financial-and-investment-analyst. ## Outlook BLS projects employment to move from 368,500 in the 2024–2034 base year to 389,600 by the end of the cycle — a gain of 21,100 jobs, or +5.7%. Faster than average: 5.7% against 3.1% projected for all occupations over the same cycle. About 25,100 openings a year are expected on average, counting openings from growth as well as from workers leaving the occupation permanently. Source: BLS EP, 2024–2034. ## How to get in - **Typical entry education:** Bachelor's degree (BLS Employment Projections). - **Preparation level:** Medium preparation — O\*NET's preparation band for this occupation is "Job Zone Four: Considerable Preparation Needed". - **Related work experience typically required:** None. - **Typical on-the-job training:** None. ## What the work involves - 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. ## Who it suits O\*NET rates every occupation on the six Holland (RIASEC) interest areas, on a 1–7 scale. This occupation's strongest areas are Conventional (C), Enterprising (E), Investigative (I). | Interest area | Score (1–7) | | --- | --- | | C — Conventional | 5.54 | | E — Enterprising | 5.09 | | I — Investigative | 5.06 | | S — Social | 2.25 | | A — Artistic | 1.78 | | R — Realistic | 1.00 | ### Personality fit These scores are **derived by NueCareer**, not published by any government agency: they are cosine similarities between a personality type's trait profile and this occupation's O\*NET interest and work-style ratings, expressed 0–100. Treat them as a starting point for exploration, not as evidence that a type belongs in a job. | Type | Fit score (0–100) | | --- | --- | | ENTJ | 71.1 | | ESTJ | 70.8 | | ISTJ | 66.7 | | INTJ | 64.7 | | ESFJ | 58.5 | Best-fitting types: ENTJ, ESTJ, ISTJ. ## Related occupations O\*NET's primary related occupations, in its own ranked order. - [Financial Advisor](https://nuecareer.com/careers/financial-advisor) — median $105,070 - [Security, Commodity, and Financial Services Sales Agent](https://nuecareer.com/careers/security-commodity-and-financial-services-sales-agent) — median $78,660 - [Investment Fund Manager](https://nuecareer.com/careers/investment-fund-manager) — median $166,570 - [Financial Risk Specialist](https://nuecareer.com/careers/financial-risk-specialist) — median $117,330 - [Financial Quantitative Analyst](https://nuecareer.com/careers/financial-quantitative-analyst) — median $81,100 - [Credit Analyst](https://nuecareer.com/careers/credit-analyst) — median $83,510 - [Financial Manager](https://nuecareer.com/careers/financial-manager) — median $166,570 - [Loan Officer](https://nuecareer.com/careers/loan-officer) — median $76,690 - [Brokerage Clerk](https://nuecareer.com/careers/brokerage-clerk) — median $65,750 - [Business Intelligence Analyst](https://nuecareer.com/careers/business-intelligence-analyst) — median $120,230 ## Sources - **O\*NET** — O\*NET 30.3 Database, May 2026. https://www.onetcenter.org/database.html - **BLS OEWS** — BLS Occupational Employment and Wage Statistics, May 2025. https://www.bls.gov/oes/ - **BLS EP** — BLS Employment Projections, Table 1.2, 2024–2034. https://www.bls.gov/emp/ - **BLS OOH** — BLS Occupational Outlook Handbook, 2024–2034 edition. https://www.bls.gov/ooh/ - **BEA RPP** — BEA Regional Price Parities by State, 2024. https://www.bea.gov/data/prices-inflation/regional-price-parities-state-and-metro-area --- This bank includes information from the O\*NET 30.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license (https://creativecommons.org/licenses/by/4.0/). O\*NET® is a trademark of USDOL/ETA. NueCareer has transformed the data by joining it to BLS wage and projection data and deriving facet, personality-fit and AI-resilience scores. BLS and BEA data are public domain (17 U.S.C. §105). O\*NET content is used under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/). How these figures are sourced and derived: https://nuecareer.com/careers/methodology JSON representation of this page: https://nuecareer.com/api/v1/careers/financial-and-investment-analyst