Jobs / Finance and accounting / 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.
- US jobs
- 361,980
- Median wage
- $102,740 a year
- Job family
- Finance and accounting
Can agents do the work of financial and investment analysts?
We read the evidence at the level of the job family, Finance and accounting:
- Task levelPartialOn Vals AI's Finance Agent benchmark, where agents research SEC filings to answer an analyst's questions, the best model scores 64.4%. Adjacent spreadsheet tasks score higher (83.1% on SpreadsheetBench). No task-level benchmark in our collection tests bookkeeping or audit work inside accounting systems.
- Project levelPartialOn APEX-Agents, which includes investment-banking tasks written by professionals, the best agent passes 73.5% of tasks on the first try (all domains). OpenAI reports that GPT-5.5's GDPval deliverables, from occupations that include accountants and financial managers, won or tied against professionals' work in 84.9% of comparisons.
Benchmarks for this occupation
Benchmarks for the job family
These cover work in finance and accounting, not always this occupation's tasks.
- 1846 EloClaude Opus 5.5 (Adaptive Reasoning, Max Effort, Default Fallback) · 23 Sep 2026Unrated
Typical tasks
From O*NET 31.0. Core tasks first. Few of these tasks have a benchmark today.
- 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.
Other job titles for this occupation (55)
Analyst · Credit Products Officer · Equity Research Analyst · Financial Analyst · Investment Analyst · Planning Analyst · Portfolio Manager · Real Estate Analyst · Securities Analyst · Trust Officer · Accounting Analyst · Acquisition Analyst · Acquisition Specialist · Acquisitions Analyst · Acquisitions Consultant · Alternative Financing Specialist · Bank Analyst · Banking Analyst · Bond Analyst · Brand Analyst · Chartered Financial Analyst (CFA) · Commodity Analyst · Corporate Financial Analyst · Corporate Securities Research Analyst · Corporate Statistical Financial Analyst · Finance Analyst · Financial Planning and Analysis Analyst · Financial Reporting Analyst · Financial Systems Analyst · Fiscal Analyst · Government Incentives Alternative Financing Specialist · Green Material Value-Added Assessor · Institutional Commodity Analyst · Investment Banker · Investment Officer · Investment Underwriter · Investor · M and A Banker (Mergers and Acquisitions Banker) · Mergers and Acquisitions Associate (M and A Associate) · Mergers and Acquisitions Consultant (M and A Consultant) · Money Manager · Mutual Fund Accountant · Organizational Investment Analyst · Portfolio Analyst · Pricing Analyst · Pricing Specialist · Prime Broker · Real Estate Investor · Renewable Energy System Finance Specialist · Securities Consultant · Securities Research Analyst · Securities Underwriter · Statistical Financial Analyst · Stock Analyst · Treasury Analyst