Financial and Investment Analysts
Complete Financial and Investment Analysts career guide. Discover required skills, average salary, day-to-day responsibilities, interview tips, and resume templates.
Jumpstart your Financial and Investment Analysts career
Build Your Resume
AI-tailored for Financial and Investment Analysts roles
Start free →
Portfolio Builder
Showcase projects for Financial and Investment Analysts roles
Build portfolio →
Skill Evaluator
See which Financial and Investment Analysts skills you have
Evaluate skills →
Interview Prep
Browse all interview guides
Browse guides →
Resume Templates
ATS-optimized, fully customizable
Browse templates →
Salary Data
Median ~$106k — know your worth
See salary data →
What Does a Financial and Investment Analysts Do?
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Day-to-Day Responsibilities
- 1Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- 2Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- 3Assess companies as investments for clients by examining company facilities.
- 4Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- 5Collaborate with investment bankers to attract new corporate clients.
- 6Conduct financial analyses related to investments in green construction or green retrofitting projects.
- 7Confer with clients to restructure debt, refinance debt, or raise new debt.
- 8Create client presentations of plan details.
Required Skills
- 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
Don't have all these skills yet?
Nexfolyo shows exactly what to learn next based on your current skills.
Financial and Investment Analysts Salary
Entry
$79k
Mid-level
$106k
Senior
$133k
Financial and Investment Analysts FAQs
What skills do I need to become a Financial and Investment Analysts?
+
Key skills for Financial and Investment Analysts include . Strong foundational knowledge in your field plus continuous learning is essential.
How much does a Financial and Investment Analysts make?
+
Financial and Investment Analysts salaries vary based on experience, location, and employer. Visit our salary guide section for detailed compensation data.
What does a Financial and Investment Analysts do day-to-day?
+
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
How long does it take to become a Financial and Investment Analysts?
+
The path to becoming a Financial and Investment Analysts varies. Many enter the field with a bachelor's degree (4 years) plus 1-3 years of entry-level experience, though bootcamps and self-study routes are increasingly common.
Ready to get started?
Build your Financial and Investment Analysts profile today
Resume, portfolio, and skill profile — all in one place. Free to start.