Occupation Details
Financial and Investment Analysts
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
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Salary & Job Outlook
Starting Salary
$77,490.00
New York StateMedian Salary
$111,530.00
New York StateExperienced Salary
$165,240.00
New York StateNational Average for Comparison
New York State Job Market Outlook
Jobs Right Now (2018)
271,940
professionals in NYFuture Job Growth (2030)
304,640
+3,270 jobs/yearNew Jobs Every Year
26,620
new opportunities yearlyGrowth Rate
0.1%
projected increasePreparation: Experience, Training, and Education
The list below outlines the prior educational experience required to perform in this occupation.
Degree Needed - Four-year college
Experience Requirements
A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
Education Requirements
Most of these occupations require a four-year bachelor's degree, but some do not.
Training Details
Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Transferrable Skills and Experience
Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, conservation scientists, art directors, and cost estimators.
School Programs
The following lists school programs which are applicable to this occupation.
Licensing & Certification
State License and Certifications Requirements are not currently associated with this occupation.
Skills
Skills information is not available for this occupation.
Knowledge
Knowledge information is not available for this occupation.
Work Environment
Work Environment information is not available for this occupation.
Work Styles
Work styles information is not available for this occupation.
Tools & Technology
This list below describes the machines, equipment, tools, software, and information technology that workers in this occupation will use.
Tools
- 10-key calculators
- Computer data input scanners
- Desktop computers
- Laptop computers
- Laser facsimile machines
- Multi-line telephone systems
- Notebook computers
- Personal computers
- Photocopying equipment
Technology
- ADP Workforce Now
- Advanced Portfolio Technologies Simulator
- Analyse-it
- Annuities analysis software
- Apache Pig
- Apple AppleWorks
- Apple Keynote
- Business Forecast Systems Forecast Pro
- Corel QuattroPro
- Data visualization software
- DealMaven Modeling ToolPack for Excel
- DealMaven PresLink for PowerPoint and Word
- Decisioneering Crystal Ball
- Economic forecasting software
- Email software
- Express Business Valuations
Duties
Job duties information is not available for this occupation.
Tasks
The list below outlines specific tasks that a worker in this occupation is called upon to do regularly.
- 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.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- 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.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Purchase investments for companies in accordance with company policy.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
Learning Resources
More information on this occupation may be found in the links provided below.
Finance and Accounting Managers
Visit this link for information on this career in the military.
Learn MoreFinancial analysts and personal financial advisors
Visit this link for additional information on this career from the Occupational Outlook Handbook; a publication produced and maintained by the United States Department of Labor.
Learn More