Financial / Securities / Investments Analyst Salary
Investments Analysts in the United States pull down an average of $64K per year. Total cash compensation to Investments Analysts approaches anywhere from $41K on the lower end to $118K on the higher end; in exceptional cases, this can include more than $26K from bonuses and upwards of $15K from profit sharing. Career duration and the particular city each impact pay for this group, with the former having the largest influence. A large number report receiving medical coverage from their employers and a fair number collect dental insurance. The majority of workers are highly satisfied with their job. Most Investments Analysts survey respondents are men (76 percent).
Job Description for Financial / Securities / Investments Analyst
Financial/securities/investment analysts work for financial institutions, such as mutual fund companies, banks, and investment departments of financial institutions, and are responsible for comparable/industry analysis, financial modeling, investment portfolio monitoring, and even marketing support and other projects. Strong communication skills are important in this position, and they must avoid actual and appearance of conflict of interest due to the nature of the job. They should also be able to work independently with minimal or no supervision as well as in a team-oriented environment.Read More...
A bachelor’s degree in accounting, business, or finance is generally required for this position, and some employers may prefer those who have a master's degree. Familiarity with equity security terms and valuation methodologies is also necessary. Many employers prefer candidates who participate in Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) or Chartered Financial Consultant (ChFC) programs, and these analysts may also be required to maintain series 6's or/and 7’s certification as issued by the Financial Industry Regulatory Authority (FINRA). They must also be knowledgeable of Security Exchange Commission (SEC) rules and regulations relevant to the financial industry.
Financial analysts must be able to use specific computer software and Microsoft Office programs, such as Excel, Word, PowerPoint, and Outlook. They may need to travel to visit companies with whom their company is interested in investing, and may also attend conferences and read financial journals to keep their skills and knowledge up-to-date.
Financial / Securities / Investments Analyst Tasks
- Conduct research and analysis to evaluate the financial performance of companies or industries.
- Assist in developing investment strategies for companies or individuals.
- Make recommendations for investments based on company and industry research.
Financial / Securities / Investments Analyst Job Listings
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Popular Skills for Financial / Securities / Investments Analyst
Survey takers who work as Investments Analysts report a focused set of job skills. Most notably, skills in Investment Management, Financial Analysis, Performance Analysis, and Microsoft Excel are correlated to pay that is above average, with boosts between 12 percent and 14 percent. Those educated in Financial Analysis tend to be well versed in Investment Management.
Pay by Experience Level for Financial / Securities / Investments Analyst
Median of all compensation (including tips, bonus, and overtime) by years of experience.
Experience is an important factor influencing the compensation of Investments Analysts. Survey participants with less than five years' experience pocket $54K on average, but those with five to 10 years of experience enjoy a much bigger median of $77K. Investments Analysts with one to two decades of relevant experience report an average salary of approximately $85K. Seasoned veterans with 20 years under their belts enjoy a median income of $97K.
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Key Stats for Financial / Securities / Investments Analyst
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