Financial and Investment Analysts
Financial and investment analysts examine quantitative data to evaluate investment opportunities and assess the financial health of organizations. They work for banks, investment firms, insurance companies, and corporations, analyzing market trends and business valuations to inform investment decisions. Their work directly impacts how institutions allocate capital and manage risk.
Four short assessments and your background, scored against financial and investment analysts and 13,000 other careers — with the reasons. Free.
A day in the work
An analyst typically spends time building financial models in spreadsheets, reviewing market data and company reports, and preparing presentations for stakeholders. The week might include analyzing quarterly earnings reports, comparing valuation metrics across peer companies, and meeting with portfolio managers to discuss investment recommendations. Regular tasks involve updating forecasts, conducting due diligence on potential acquisitions, and documenting analytical assumptions for compliance purposes.
Who this work suits
Holland code CIE. Conventional work is organized, detail-oriented work with clear procedures. Aptly’s interest assessment scores you on the same six scales.
You likely enjoy solving problems with data and following established procedures to reach conclusions. You're drawn to investigative work that requires digging into financial documents and conventional roles where systematic analysis and accuracy are valued over creative approaches.
What it takes
Preparation: Considerable preparation (most need a bachelor’s degree and several years of experience).
Who is hiring
Openings right now
- Financial Analyst · hims & hers · USA · Remote
- FINANCIAL ANALYST (INTERNAL CONTROLS) · Defense Commissary Agency · Fort Lee, Virginia · $111183–$144540
- FINANCIAL MANAGEMENT ANALYST · United States Fleet Forces Command · Fort Meade, Maryland · $121785–$158322
- FINANCIAL MANAGEMENT ANALYST · Air National Guard Units · Portland, Oregon · $66505–$86461
- Senior Financial Analyst, Technology · hims & hers · USA · Remote
- Government and Infrastructure- Service Delivery Center-Risk-Financial Risk - Associate Analyst · EY · Sacramento, Sacramento County · $111,622–$111,622
- Supervisory Financial Analyst · Deputy Assistant Secretary for Finance · Multiple Locations · $107446–$139684
- FINANCIAL MANAGEMENT ANALYST · United States Fleet Forces Command · Suffolk, Virginia · $51210–$81436
Openings are read from employers’ own career pages and public job boards and change daily. Search all openings (free account) to filter by distance, pay and how well you qualify.
Pay by state
| State | 25th pct | Median | 75th pct | Employed |
|---|---|---|---|---|
| Wyoming | $84,190 | $187,090 | $347,540 | 190 |
| New York | $101,570 | $127,930 | $174,990 | 52,380 |
| Oregon | $95,470 | $120,590 | $148,880 | 2,820 |
| Massachusetts | $90,190 | $111,040 | $161,530 | 14,790 |
| Connecticut | $87,190 | $109,500 | $165,270 | — |
| California | $86,440 | $109,110 | $146,840 | 45,380 |
| New Jersey | $83,630 | $108,610 | $152,880 | 10,380 |
| Washington | $82,200 | $107,210 | $136,340 | 8,820 |
| District of Columbia | $84,290 | $105,780 | $134,370 | 3,670 |
| Virginia | $80,990 | $105,490 | $137,490 | 10,410 |
| Colorado | $82,060 | $103,850 | $131,010 | 8,040 |
| Minnesota | $78,860 | $102,990 | $128,250 | 7,450 |
All 50 states, D.C. and Puerto Rico
Certifications people in this field hold
- Accredited Financial Examiner - Financial Analyst (AFE-FA) — Society of Financial Examiners
- Certified Financial Examiner - Financial Analyst (CFE-FA) — Society of Financial Examiners
- Certified Investment Management Analyst (CIMA) — Investments and Wealth Institute
- Chartered Financial Analyst (CFA) — CFA Institute
- Accredited Financial Analyst (AFA) — American Academy of Financial Management
- Certified Divorce Financial Analyst (CDFA) — Institute for Divorce Financial Analysts
Training
Aptly members see WIOA-approved programs, colleges and certificates near them, with completion and earnings data, on every Path plan.
Job titles in this occupation
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Four short assessments and your background, scored against financial and investment analysts and 13,000 other careers — with the reasons. Free.
O*NET-SOC 13-2051.00 · O*NET OnLine. Pay: BLS OEWS May 2025, annual, U.S. Employment counts are national.