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Financial and Investment Analysts

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

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A look at the work

  • 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.

A selection of source-listed tasks; duties vary by role and employer.

Interests involved in this work

These source scores describe occupational work activities. They are separate from your personal test results.

Hands-on

2023-11 · Machine Learning

1.0 / 7

Investigative

2023-11 · Machine Learning

5.1 / 7

Creative

2023-11 · Machine Learning

1.8 / 7

Helping people

2023-11 · Machine Learning

2.3 / 7

Enterprising

2023-11 · Machine Learning

5.1 / 7

Organizing

2023-11 · Machine Learning

5.5 / 7

Skills to explore

Source-reported importance on a 1–5 scale. Try a course, project or conversation to learn what these skills involve.

Skill observations are not available in the current source release.

Plan a small next step

Talk to someone doing this work, look for a supervised activity, and explore the subjects that interest you. Admission, licensing and current program requirements should be confirmed with the relevant institutions.

Source preparation category: Job Zone 4 of 5 · 2021-11. This category describes typical preparation, not your eligibility.

Related study fields

Source crosswalk connections are research leads, not required qualifications.

Financial Mathematics →

Financial Analytics →

Accounting and Finance →

Accounting and Business/Management →

Finance, General →

International Finance →

Investments and Securities →

Public Finance →

Financial Risk Management →

Explore all related study fields →

Source & methodology

O*NET-SOC code 13-2051.00 · Database 31.0 · Retrieved Oct 14, 2026. Dates on individual observations describe their source periods.

How interest exploration matching works →

Data: O*NET® 31.0 Database, U.S. Department of Labor, Employment and Training Administration. Used under CC BY 4.0. StudyIndex normalizes the presentation and adds exploration features; USDOL/ETA has not approved, endorsed or tested these additions.