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Finance & LegalGrowingBright Outlook

Financial and Investment Analyst

Mid-level

Also known as: Accounting Analyst, Acquisition Analyst, Acquisition Specialist, Acquisitions Analyst

Finance & LegalBachelor's Degree

Job Description

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Financial AnalysisInvestment AnalysisValuationQuantitative AnalysisPortfolio ManagementFinanceBusinessEconomicsDataAnalysis

Skills employers are looking for in 2027

Software and technologies flagged by O*NET as Hot or In-Demand for this role.

Hot technologies
Alteryx softwareApache HiveGoogle DocsIBM SPSS StatisticsIntuit QuickBooksMarketo Marketing AutomationMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft Power BIMicrosoft PowerPointMicrosoft ProjectMicrosoft SQL ServerMicrosoft SQL Server Reporting Services SSRSMicrosoft SharePointMicrosoft VisioMicrosoft Visual BasicMicrosoft Visual Basic for Applications VBAMicrosoft WordOracle DatabaseOracle PeopleSoftOracle Primavera Enterprise Project Portfolio ManagementR+9
In-demand software
Microsoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft Power BIMicrosoft PowerPointSAP softwareStructured query language SQLTableau

Job Outlook 2025-2035

Bright Outlook

O*NET flags this career as a Bright Outlook occupation: grows rapidly over the next decade.

Projected growth

+7.2%

US average: +3.5%

Job openings

24,700

per year (US)

Jobs today

377,200

in 2025 → 404,300 (2035)

Typical entry education

Bachelor's degree

Source: U.S. Bureau of Labor Statistics, Employment Projections; O*NET Bright Outlook. Read the BLS Occupational Outlook Handbook

Future Perspective

Growing Job Market

This field is experiencing expansion with increasing job opportunities and career advancement potential. Market demand is rising, with new positions being created.

Impact of AI on this Job

AI will automate many routine tasks like data processing, report generation, and basic quantitative analysis for financial and investment analysts. This shift will require analysts to master AI tools for advanced predictive modeling and deeper insights, transforming their role towards strategic interpretation, complex problem-solving, and nuanced client communication. Success will increasingly depend on human judgment, ethical oversight, and the ability to leverage AI for enhanced decision-making rather than just data crunching.

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Salary

$102,740

Median annual wage, BLS 2025

Required Education

Bachelor's Degree

Minimum educational requirement for this position

Relevant Studies

Based on job level & field

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Mathematics

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