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Summary Report for:
13-2051.00 - Financial and Investment Analysts

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

The occupation code you requested, 13-2099.03 (Investment Underwriters), is no longer in use. In the future, please use 13-2051.00 (Financial and Investment Analysts) instead.

Sample of reported job titles: Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst, Portfolio Manager, Real Estate Analyst, Securities Analyst, Trust Officer

This title represents an occupation for which data collection is currently underway.

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Tasks  |  Technology Skills  |  Tools Used  |  Detailed Work Activities  |  Credentials  |  Wages & Employment  |  Job Openings  |  Additional Information

Tasks

  • Advise clients on aspects of capitalization, such as amounts, sources, or timing. See more occupations related to this task.
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. See more occupations related to this task.
  • Assess companies as investments for clients by examining company facilities. See more occupations related to this task.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. See more occupations related to this task.
  • Collaborate with investment bankers to attract new corporate clients. See more occupations related to this task.
  • Conduct financial analyses related to investments in green construction or green retrofitting projects. See more occupations related to this task.
  • Confer with clients to restructure debt, refinance debt, or raise new debt. See more occupations related to this task.
  • Create client presentations of plan details. See more occupations related to this task.
  • Determine the prices at which securities should be syndicated and offered to the public. See more occupations related to this task.
  • Develop and maintain client relationships. See more occupations related to this task.
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. See more occupations related to this task.
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. See more occupations related to this task.
  • Evaluate and compare the relative quality of various securities in a given industry. See more occupations related to this task.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. See more occupations related to this task.
  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. See more occupations related to this task.
  • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. See more occupations related to this task.
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory. See more occupations related to this task.
  • Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews. See more occupations related to this task.
  • Perform securities valuation or pricing. See more occupations related to this task.
  • Prepare all materials for transactions or execution of deals. See more occupations related to this task.
  • Prepare plans of action for investment, using financial analyses. See more occupations related to this task.
  • Present oral or written reports on general economic trends, individual corporations, and entire industries. See more occupations related to this task.
  • Purchase investments for companies in accordance with company policy. See more occupations related to this task.
  • Recommend investments and investment timing to companies, investment firm staff, or the public. See more occupations related to this task.
  • Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies. See more occupations related to this task.
  • Supervise, train, or mentor junior team members. See more occupations related to this task.

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Technology Skills

  • Accounting software — Fund accounting software; Intuit QuickBooks Hot technology ; Sage 50 Accounting; Tax software See more occupations related to this technology.
  • Analytical or scientific software — Palisade Evolver; SAS Hot technology ; The MathWorks MATLAB Hot technology ; Ward Systems Group NeuralShell Predictor (see all 18 examples) See more occupations related to this technology.
  • Business intelligence and data analysis software — IBM Cognos Impromptu Hot technology ; Oracle Business Intelligence Enterprise Edition Hot technology ; Qlik Tech QlikView Hot technology ; Tableau Hot technology (see all 5 examples) See more occupations related to this technology.
  • Charting software — Montgomery Investment Technology Utility XL; TickQuest NeoTicker See more occupations related to this technology.
  • Configuration management software — Perforce Helix software See more occupations related to this technology.
  • Customer relationship management CRM software — Salesforce software Hot technology See more occupations related to this technology.
  • Data base management system software — Apache Hive Hot technology ; Apache Pig Hot technology ; Teradata Database Hot technology See more occupations related to this technology.
  • Data base reporting software — Microsoft SQL Server Reporting Services Hot technology ; SAP Crystal Reports Hot technology See more occupations related to this technology.
  • Data base user interface and query software — Data entry software Hot technology ; IBM Lotus Approach; Microsoft Access Hot technology ; Yardi Hot technology (see all 8 examples) See more occupations related to this technology.
  • Development environment software — Microsoft Visual Basic Hot technology ; Microsoft Visual Basic for Applications VBA Hot technology See more occupations related to this technology.
  • Document management software — Microsoft Office SharePoint Server MOSS See more occupations related to this technology.
  • Electronic mail software — Email software; IBM Notes Hot technology ; Microsoft Exchange Server Hot technology ; Microsoft Outlook Hot technology See more occupations related to this technology.
  • Enterprise resource planning ERP software Hot technology — Microsoft Dynamics Hot technology ; SAP Hot technology ; SAP BusinessObjects Data Integrator; SSA Global Infinium Financial Management (see all 12 examples) See more occupations related to this technology.
  • Enterprise system management software — IBM Power Systems software See more occupations related to this technology.
  • Expert system software — Ivorix Neurostrategy Finance; Matheny Pattern Forecaster Plus; NeuroSolutions for MatLab See more occupations related to this technology.
  • Financial analysis software — Delphi Technology; Moody's RiskCalc; Oracle E-Business Suite Financials; Wolfram Research Mathematica UnRisk Pricing Engine (see all 80 examples) See more occupations related to this technology.
  • Graphics or photo imaging software — Microsoft Visio Hot technology See more occupations related to this technology.
  • Human resources software — ADP Workforce Now Hot technology ; Human resource management software HRMS See more occupations related to this technology.
  • Information retrieval or search software — dailyVest Investment Personalization Platform; LexisNexis; TradeTools Monthly U.S. Economic Database; Ward Systems Group NeuroShell Trader (see all 5 examples) See more occupations related to this technology.
  • Internet browser software — Web browser software See more occupations related to this technology.
  • Medical software — Epic Systems Hot technology See more occupations related to this technology.
  • Object or component oriented development software — R Hot technology See more occupations related to this technology.
  • Office suite software — Microsoft Office Hot technology See more occupations related to this technology.
  • Presentation software — DealMaven PresLink for PowerPoint and Word; Microsoft PowerPoint Hot technology See more occupations related to this technology.
  • Project management software — Microsoft Project Hot technology ; Microsoft SharePoint Hot technology See more occupations related to this technology.
  • Sales and marketing software — Marketo Marketing Automation Hot technology See more occupations related to this technology.
  • Spreadsheet software — Apple AppleWorks; Corel QuattroPro; IBM Lotus 1-2-3; Microsoft Excel Hot technology See more occupations related to this technology.
  • Word processing software — Google Docs Hot technology ; Microsoft Word Hot technology ; Report generation software See more occupations related to this technology.

Hot technology Hot Technology — a technology requirement frequently included in employer job postings.

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Tools Used

  • Desktop calculator — 10-key calculators See more occupations related to this tool.
  • Desktop computers See more occupations related to this tool.
  • Laser fax machine — Laser facsimile machines See more occupations related to this tool.
  • Notebook computers — Laptop computers See more occupations related to this tool.
  • Personal computers See more occupations related to this tool.
  • Photocopiers — Photocopying equipment See more occupations related to this tool.
  • Scanners — Computer data input scanners See more occupations related to this tool.
  • Special purpose telephones — Multi-line telephone systems See more occupations related to this tool.
  • Tablet computers See more occupations related to this tool.

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Detailed Work Activities

  • Analyze business or financial data. See more occupations related to this activity.
  • Determine the value of goods or services. See more occupations related to this activity.
  • Analyze industry trends. See more occupations related to this activity.
  • Apply mathematical models of financial or business conditions. See more occupations related to this activity.
  • Advise others on business or operational matters. See more occupations related to this activity.
  • Advise others on financial matters. See more occupations related to this activity.
  • Analyze market conditions or trends. See more occupations related to this activity.
  • Analyze risks related to investments in green technology. See more occupations related to this activity.
  • Assess financial status of clients. See more occupations related to this activity.
  • Assess risks to business operations. See more occupations related to this activity.
  • Collaborate with others in marketing activities. See more occupations related to this activity.
  • Confer with others about financial matters. See more occupations related to this activity.
  • Create images of data, locations, or products. See more occupations related to this activity.
  • Develop business relationships. See more occupations related to this activity.
  • Develop financial or business plans. See more occupations related to this activity.
  • Evaluate condition of properties. See more occupations related to this activity.
  • Identify strategic business investment opportunities. See more occupations related to this activity.
  • Prepare contracts or other transaction documents. See more occupations related to this activity.
  • Present business-related information to audiences. See more occupations related to this activity.
  • Present work to clients for approval. See more occupations related to this activity.
  • Purchase products or services. See more occupations related to this activity.
  • Recommend investments to clients. See more occupations related to this activity.
  • Supervise employees. See more occupations related to this activity.
  • Train personnel to enhance job skills. See more occupations related to this activity.
  • Update professional knowledge. See more occupations related to this activity.

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Credentials

Find Training Find Certifications Find Licenses Apprenticeship.gov

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Wages & Employment Trends

Median wage data for Financial and Investment Analysts, Financial Risk Specialists, and Financial Specialists, All Other.
Employment data for Financial and Investment Analysts, Financial Risk Specialists, and Financial Specialists, All Other.
Industry data for Financial and Investment Analysts, Financial Risk Specialists, and Financial Specialists, All Other.

Median wages (2019) $39.22 hourly, $81,590 annual
State wages
Local wages
 
Employment (2019) 487,800 employees
Projected growth (2019-2029) Faster than average (5% to 7%) Faster than average (5% to 7%)
Projected job openings (2019-2029) 38,600
State trends
 
Top industries (2019)

Source: Bureau of Labor Statistics 2019 wage data external site and 2019-2029 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2019-2029). "Projected job openings" represent openings due to growth and replacement.

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Job Openings on the Web

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Sources of Additional Information

Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.

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