Financial / Securities / Investments Analyst Salary
Investments Analysts in the United States pull down an average of $63K per year. Cash earnings for Investments Analysts — which occasionally include more than $29K from bonuses and more than $15K from profit sharing — stretch from around $42K to approximately $117K. Career length 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. Job satisfaction for Investments Analysts is high. Most Investments Analysts survey respondents are men (71 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
Just a handful of professional skills are reported by Investments Analysts who took the survey. Most notably, skills in Performance Analysis, Financial Analysis, Microsoft Excel, and Investment Management are correlated to pay that is above average. The majority of those who know Financial Analysis also know Investment Management.
Pay by Experience Level for Financial / Securities / Investments Analyst
Median of all compensation (including tips, bonus, and overtime) by years of experience.
For many Investments Analysts, more experience generally translates to higher pay. Salaries for the relatively untried average out to around $55K, but survey participants with five to 10 years of experience earn a significantly higher median of $77K. Investments Analysts with one to two decades of relevant experience report an average salary of approximately $89K. People who have worked for more than 20 years report a median income of $102K, which is barely higher than the median for folks with 10 to 20 years of experience.