Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
- O*NET-SOC code
13-2051.00 - Preparation Job Zone Four: Considerable Preparation Needed
- O*NET data has no skill, knowledge or ability ratings for this occupation, so it can't be compared by skills.
Wages
Median annual wage, U.S.$102,740
Employment, U.S.361,980
Median hourly wage$49.40
| 10th | 25th | Median | 75th | 90th |
|---|---|---|---|---|
| $63,720 | $79,290 | $102,740 | $133,340 | $180,860 |
By state (51)
| State | Employment | Median annual | Location quotient |
|---|---|---|---|
| Alabama | 3,410 | $91,290 | 0.69 |
| Alaska | 190 | $102,240 | 0.25 |
| Arizona | 5,940 | $93,540 | 0.79 |
| Arkansas | 1,390 | $81,110 | 0.46 |
| California | 45,380 | $109,110 | 1.07 |
| Colorado | 8,040 | $103,850 | 1.20 |
| Connecticut | $109,500 | ||
| Delaware | 2,290 | $101,800 | 2.02 |
| District of Columbia | 3,670 | $105,780 | 2.24 |
| Florida | 23,900 | $94,490 | 1.03 |
| Georgia | 9,780 | $99,420 | 0.86 |
| Hawaii | 600 | $94,640 | 0.41 |
| Idaho | 680 | $100,830 | 0.34 |
| Illinois | 20,520 | $101,180 | 1.45 |
| Indiana | 3,680 | $81,760 | 0.49 |
| Iowa | 2,000 | $92,370 | 0.55 |
| Kansas | 1,870 | $84,860 | 0.56 |
| Kentucky | 2,460 | $81,660 | 0.53 |
| Louisiana | 1,450 | $75,680 | 0.32 |
| Maine | 710 | $88,320 | 0.48 |
| Maryland | 5,360 | $100,370 | 0.83 |
| Massachusetts | 14,790 | $111,040 | 1.75 |
| Michigan | 7,400 | $95,420 | 0.72 |
| Minnesota | 7,450 | $102,990 | 1.09 |
| Mississippi | 720 | $79,580 | 0.26 |
| Missouri | 4,430 | $98,420 | 0.65 |
| Montana | 440 | $99,190 | 0.37 |
| Nebraska | $85,320 | ||
| Nevada | 1,830 | $83,430 | 0.51 |
| New Hampshire | 580 | $82,520 | 0.36 |
| New Jersey | 10,380 | $108,610 | 1.04 |
| New Mexico | 930 | $87,630 | 0.46 |
| New York | 52,380 | $127,930 | 2.32 |
| North Carolina | 12,710 | $102,390 | 1.10 |
| North Dakota | 300 | $78,170 | 0.30 |
| Ohio | 9,760 | $94,280 | 0.76 |
| Oklahoma | 1,550 | $79,640 | 0.39 |
| Oregon | 2,820 | $120,590 | 0.62 |
| Pennsylvania | 13,310 | $84,460 | 0.94 |
| Rhode Island | 1,790 | $100,550 | 1.53 |
| South Carolina | 3,600 | $93,670 | 0.67 |
| South Dakota | 820 | $99,150 | 0.77 |
| Tennessee | 4,910 | $92,990 | 0.64 |
| Texas | 28,820 | $99,150 | 0.88 |
| Utah | 4,510 | $91,370 | 1.12 |
| Vermont | 230 | $99,090 | 0.32 |
| Virginia | 10,410 | $105,490 | 1.09 |
| Washington | 8,820 | $107,210 | 1.07 |
| West Virginia | 400 | $69,030 | 0.25 |
| Wisconsin | 5,430 | $95,570 | 0.79 |
| Wyoming | 190 | $187,090 | 0.29 |
Software used
Examples from O*NET data. "Hot" and "in demand" are O*NET flags for technologies often listed in job postings.
- Microsoft Excel in demand
- Microsoft Office software in demand
- Microsoft Outlook in demand
- Microsoft Power BI in demand
- Microsoft PowerPoint in demand
- SAP software in demand
- Structured query language SQL in demand
- Tableau in demand
- Alteryx software hot
- Apache Hive hot
- Google Docs hot
- IBM SPSS Statistics hot
- Intuit QuickBooks hot
- Marketo Marketing Automation hot
- Microsoft Access hot
- Microsoft Project hot
- Microsoft SQL Server hot
- Microsoft SQL Server Reporting Services SSRS hot
- Microsoft SharePoint hot
- Microsoft Visio hot
- Microsoft Visual Basic hot
- Microsoft Visual Basic for Applications VBA hot
- Microsoft Word hot
- Oracle Database hot
- Oracle PeopleSoft hot
- Oracle Primavera Enterprise Project Portfolio Management hot
- R hot
- SAS hot
- Salesforce software hot
- Teradata Database hot
All 180
- The MathWorks MATLAB hot
- Workday software hot
- Yardi software hot
- ADP Workforce Now
- Advanced Portfolio Technologies Report Builder
- Advanced Portfolio Technologies Simulator
- Analyse-it
- AnalyzerXL
- Annuities analysis software
- Apache Pig
- Apple AppleWorks
- Apple Keynote
- Aspen Graphics Technical Analysis Software
- BizBench
- BizPricer
- Bloomberg Professional
- Business Forecast Systems Forecast Pro
- Business intelligence software
- Corel QuattroPro
- Data visualization software
- DealMaven Comparable Company Valuation Analysis
- DealMaven M&A Accretion/Dilution One-Pager
- DealMaven Modeling ToolPack for Excel
- DealMaven PresLink for PowerPoint and Word
- Decisioneering Crystal Ball
- Delphi Technology
- Derivatives Imagine Trading System
- Derivicom FinOptions XL
- Economic forecasting software
- Email software
- Experian Credinomics
- Express Business Valuations
- FileMaker Pro
- FinEng Solutions PerfoRM
- FinEng Solutions Quantis
- Financial modeling software
- Fractal pattern analysis software
- Fund accounting software
- Genetic algorithm optimization software
- Genetic algorithm software
- Google Slides
- Harland Financial Solutions DecisionPro
- Human resource management software HRMS
- I-flex Solutions Reveleus Investment Performance Measurement
- IBM Cognos Impromptu
- IBM Lotus 1-2-3
- IBM Lotus Approach
- IBM Notes
- IBM Power Systems software
- Innova Financial Solutions Derivatives Expert
- Ivorix Neurostrategy Finance
- Keypoint DataDesk
- Leading Market Technologies EXPO
- LexisNexis
- Longview Consolidation
- Longview Performance Management Platform
- Longview Solutions Khalix
- Market forecast software
- Mathematical software
- Matheny Pattern Forecaster Plus
- MergerStat Control Premiums
- MergerStat Price to Earnings Ratios
- MicroStrategy
- Microsoft Dynamics
- Microsoft Dynamics GP
- Microsoft Exchange
- Microsoft OneNote
- Microsoft SharePoint Server
- 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
- Montgomery Investment Technology Utility XL
- Moody's KMV CreditEdge
- Moody's RiskCalc
- Moss Adams Profit Mentor
- Mutual fund analysis software
- NetSuite ERP
- Neural network modeling software
- NeuroSolutions Trading Solutions
- NeuroSolutions for MatLab
- OptionVue Options Analysis
- Oracle Business Intelligence Enterprise Edition
- Oracle E-Business Suite Financials
- Oracle Essbase
- Oracle Fusion Applications
- Oracle Hyperion
- Oracle Hyperion Financial Management
- Oracle JD Edwards EnterpriseOne
- Oracle PeopleSoft Financials
- Palisade Bond @nalyst
- Palisade Evolver
- Palisade StatTools
- Pattern recognition software
- Peer-to-Peer Financial Analysis
- Perforce Helix software
- Pi Blue OptWorks Excel
- Portfolio management software
- Pricing software
- Qlik Tech QlikView
- Quantifying marketability discount QMD modeling software
- Report generation software
- Reporting software
- RiskMetrics Group WealthBench
- SAP Business Objects
- SAP BusinessObjects Data Integrator
- SAP Crystal Reports
- SAS JMP
- SSA Global Infinium Financial Management
- Sage 50 Accounting
- Securities analysis software
- Spreadware Business Financial Analysis
- Spreadware Business Valuator
- Spreadware Pro Forma
- StataCorp Stata
- Steele Mutual Fund and Variable Annuity Expert
- SunGard BancWare
- SunGard Kiodex Risk Workbench
- Tax software
- 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
- TickQuest NeoTicker
- Tips Standard Securities Calculation Bond Analytics Module
- Tips Standard Securities Calculation Mortgage-Backed Analytics Module
- TradeTools Financial Market Databases
- TradeTools Monthly U.S. Economic Database
- Trendsetter Software ProAnalyst
- Unlimited Learning Resources Valusource Pro
- ValuSource BIZCOMPS
- Ward Systems Group GeneHunter
- Ward Systems Group NeuralShell Predictor
- Ward Systems Group NeuroShell Trader
- Web browser software
- Whitebirch Software Projected Financials
- Wolfram Research Derivatives
- Wolfram Research Mathematica
- Wolfram Research Mathematica Finance Essentials
- Wolfram Research Mathematica UnRisk Pricing Engine
- dailyVest Investment Personalization Platform
Where it concentrates
Metro areas ranked by BLS location quotient: the occupation's share of the area's jobs divided by its share of all US jobs. Above 1 means more concentrated than the nation. Metros employing fewer than 100 are left out.
| Metro area | Employment | Location quotient | Median annual |
|---|---|---|---|
| Olympia-Lacey-Tumwater, WA | 960 | 3.16 | $69,380 |
| Bloomington, IL | 630 | 3.09 | $77,280 |
| Bridgeport-Stamford-Danbury, CT | 2,550 | 2.71 | $158,310 |
| New York-Newark-Jersey City, NY-NJ | 53,870 | 2.44 | $128,930 |
| Charlotte-Concord-Gastonia, NC-SC | 6,790 | 2.15 | $106,510 |
| Boston-Cambridge-Newton, MA-NH | 13,010 | 2.07 | $117,520 |
| San Francisco-Oakland-Fremont, CA | 9,910 | 1.79 | $130,520 |
| Salt Lake City-Murray, UT | 3,250 | 1.69 | $91,100 |
| Chicago-Naperville-Elgin, IL-IN | 17,150 | 1.63 | $101,750 |
| Tampa-St. Petersburg-Clearwater, FL | 5,370 | 1.60 | $79,910 |