Financial and Investment Analysts Career, Salary and Skills

Occupation description

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

National salary and employment

Typical tasks

• 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.
• Advise clients on aspects of capitalization, such as amounts, sources, or timing.

Technology

• Fund accounting software
• ADP Workforce Now
• Advanced Portfolio Technologies Report Builder
• Advanced Portfolio Technologies Simulator
• Alteryx software
• Analyse-it
• AnalyzerXL
• Annuities analysis software
• Apache Hive
• Apache Pig
• Apple AppleWorks
• Apple Keynote
• Aspen Graphics Technical Analysis Software
• BizBench

Financial and Investment Analysts salary by location

Areas with the highest reported employment for this occupation.

• Financial and Investment Analysts Salary in New York, NY
  Median $128,930 · Employment 53,870
• Financial and Investment Analysts Salary in NY
  Median $127,930 · Employment 52,380
• Financial and Investment Analysts Salary in CA
  Median $109,110 · Employment 45,380
• Financial and Investment Analysts Salary in TX
  Median $99,150 · Employment 28,820
• Financial and Investment Analysts Salary in FL
  Median $94,490 · Employment 23,900
• Financial and Investment Analysts Salary in IL
  Median $101,180 · Employment 20,520
• Financial and Investment Analysts Salary in Los Angeles, CA
  Median $102,260 · Employment 19,600
• Financial and Investment Analysts Salary in Chicago, IL
  Median $101,750 · Employment 17,150
• Financial and Investment Analysts Salary in MA
  Median $111,040 · Employment 14,790
• Financial and Investment Analysts Salary in PA
  Median $84,460 · Employment 13,310
• Financial and Investment Analysts Salary in Boston, MA
  Median $117,520 · Employment 13,010
• Financial and Investment Analysts Salary in NC
  Median $102,390 · Employment 12,710

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