How To Become A Funding Analyst: What It Is and Career Path

What is a funding analyst and how to become one

Updated January 8, 2025

4 min read

Quoted expert

John McDermott Ph.D.

Funding analysts, otherwise known as investment analysts, provide stock marketers and fund managers with financial advice and recommendations. They evaluate financial and investment information to buy and hold securities. Similarly, they analyze company accounts, profit and loss sheets, and cash flow information. They meet with company managers, stock market traders, fund managers, and stockbrokers regularly. Furthermore, they gather current and accurate information about financial markets. Also, they review customer applications for the approval of financial loans.

For this job, you must possess a bachelor's degree in finance, accounting, business, or a related discipline. You must have a minimum of three years of experience in a similar role. Essential skills include communication, research, attention to detail, multitasking, time management, problem-solving, and analytical skills. You must also be proficient in Microsoft Office. Funding analysts earn an average salary of $44,103 per year or $21 an hour. This varies from $30,500 and $74,500.

What general advice would you give to a funding analyst?

John McDermott Ph.D.

Associate Professor, Fairfield University

To maximize your salary potential, keep learning, investing in your human capital, and expanding your capabilities. Learn as much as you can about your new position and industry, work with a variety of people at your firm, and seek opportunities outside your comfort zone. Your salary potential will increase as you are recognized as a capable and hard working colleague.

ScoreFunding AnalystUS Average

Salary

6.5

Avg. Salary $82,744

Avg. Salary $59,228

Stability level

5.8

Growth rate 9%

Growth rate 0.3%

Diversity

5.5

Race

American Indian and Alaska Native 0.10%

Asian 14.09%

Black or African American 5.64%

Hispanic or Latino 7.67%

Unknown 4.50%

White 68.00%

Gender

female 42.63%

male 57.37%

Age - 38

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 38

Stress level

5.8

Stress level is manageable

7.1 - high

Complexity level

8.4

Complexity level is challenging

7 - challenging

Work life balance

4.3

Work life balance is poor

6.4 - fair

Key steps to become a funding analyst

Explore funding analyst education requirements

Most common funding analyst degrees

Bachelor's

74.6 %

Master's

11.2 %

Associate

6.8 %

Start to develop specific funding analyst skills

Skills	Percentages
Financial Statements	9.15%
Portfolio Management	6.90%
PowerPoint	5.98%
Strong Analytical	5.20%
Risk Management	4.73%

Complete relevant funding analyst training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New funding analysts learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a funding analyst based on U.S. Bureau of Labor Statistics data and data from real funding analyst resumes.

Research funding analyst duties and responsibilities

Lead the requirement gathering effort from key customers for development of new JAVA applications and for troubleshooting customer issues.
Create PowerPoint presentations for the partners to present to their clients.
Maintain positive relationships with mortgage closers and treasury to ensure accurate and timely wire transfers for brokers.
Conduct historical performance analysis of private securities hold in the hedge fund with statistical and economical models.

Prepare your funding analyst resume

When your background is strong enough, you can start writing your funding analyst resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a funding analyst resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable funding analyst resume templates

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