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 for the whole job family, Finance and accounting: Some tasks (no change in 12 months)
Agents complete 20% or more of the tasks (or projects) on a direct benchmark.
Evidence: SpreadsheetBench 2, 54.5% of tasks completed.
Direct evidence that disagrees: APEX-Accounting, 14.8% of tasks fully completed (Pass@1).
23% of this occupation's work, by O*NET work activities, is measured by a direct benchmark.
- 15%Analyze business or financial dataMeasured
- 12%Determine values or prices of goods or servicesNot measured
- 10%Analyze market or industry conditionsNot measured
- 8%Advise others on financial mattersNot measured
- 4%Advise others on business or operational mattersNot measured
- 4%Evaluate condition of financial assets, property, or other resourcesNot measured
- 4%Coordinate activities with clients, agencies, or organizationsNot measured
- 4%Communicate with others about business strategiesNot measured
Benchmarks for this occupation
These benchmarks name this occupation in their job mapping.
Direct evidence
Work benchmarks mapped primary to this family. They set the step when they report how many tasks agents complete.
- 54.5%arito · 13 Sep 2026Emerging
Retired
Their maintainers or a major evaluator stopped using them as a frontier measure. They do not count.
Benchmarks for the job family
These cover work in finance and accounting, not always this occupation's tasks.
Direct evidence
Work benchmarks mapped primary to this family. They set the step when they report how many tasks agents complete.
Also relevant
These benchmarks cover part of this family's work, or have no result yet. They do not set its step.
Context only
These benchmarks span many occupations, or they test how agents behave. They give context but do not set the step.
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