Having good data and thorough analysis is critical to making sound investments. If you work as an investment analyst, you'll be able to ensure that these sound investment decisions are made by collecting information and performing research. Based on this research, you'll analyze assets such as stocks, bonds, currencies, and commodities. The research you perform will then be presented to investment managers, who use the information to sell investments to individual clients and the public at large.

As an investment analyst, you may work for many types of firms in the securities industry, including brokerages, banks, money management firms, hedge funds, and pension funds. If you're looking to get into this profession, you need to be prepared to work long hours and travel frequently. In addition, you'll assess the performance of stocks and bonds and analyze profit and loss sheets and companies' accounts.

To become an investment analyst, you need a Bachelor's degree in finance, economics, accounting, statistics, or a related field. With a Bachelor's degree, you'll qualify for entry-level jobs in the investment industry, like a junior analyst.

What Does an Investment Analyst Do

There are certain skills that many investment analysts have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed computer skills, analytical skills and communication skills.

Learn more about what an Investment Analyst does

How To Become an Investment Analyst

If you're interested in becoming an investment analyst, one of the first things to consider is how much education you need. We've determined that 76.4% of investment analysts have a bachelor's degree. In terms of higher education levels, we found that 17.8% of investment analysts have master's degrees. Even though most investment analysts have a college degree, it's impossible to become one with only a high school degree or GED.

Learn More About How To Become an Investment Analyst

Investment Analyst Career Paths

Average Salary for an Investment Analyst

Investment Analysts in America make an average salary of $79,056 per year or $38 per hour. The top 10 percent makes over $140,000 per year, while the bottom 10 percent under $44,000 per year.
Average Investment Analyst Salary
$79,056 Yearly
$38.01 hourly
$44,000
10 %
$79,000
Median
$140,000
90 %

What Am I Worth?

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Investment Analyst Education

Investment Analyst Majors

34.2 %
24.3 %
11.7 %

Investment Analyst Degrees

Bachelors

76.4 %

Masters

17.8 %

Associate

3.1 %

Top Colleges for Investment Analysts

1. University of Pennsylvania

Philadelphia, PA • Private

In-State Tuition
$55,584
Enrollment
10,764

2. Northwestern University

Evanston, IL • Private

In-State Tuition
$54,568
Enrollment
8,451

3. University of Southern California

Los Angeles, CA • Private

In-State Tuition
$56,225
Enrollment
19,548

4. San Diego State University

San Diego, CA • Private

In-State Tuition
$7,488
Enrollment
30,018

5. Boston University

Boston, MA • Private

In-State Tuition
$53,948
Enrollment
17,238

6. SUNY Stony Brook

Stony Brook, NY • Private

In-State Tuition
$9,625
Enrollment
17,407

7. New York University

New York, NY • Private

In-State Tuition
$51,828
Enrollment
26,339

8. University of Notre Dame

Notre Dame, IN • Private

In-State Tuition
$53,391
Enrollment
8,568

9. University of Minnesota - Twin Cities

Minneapolis, MN • Private

In-State Tuition
$14,760
Enrollment
31,451

10. Stanford University

Stanford, CA • Private

In-State Tuition
$51,354
Enrollment
7,083

Top Skills For an Investment Analyst

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 13.7% of investment analysts listed portfolio on their resume, but soft skills such as computer skills and analytical skills are important as well.

Choose From 10+ Customizable Investment Analyst Resume templates

Zippia allows you to choose from different easy-to-use Investment Analyst templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Investment Analyst resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

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Investment Analyst Demographics

Investment Analyst Gender Distribution

Male
Male
70%
Female
Female
30%

After extensive research and analysis, Zippia's data science team found that:

  • Among investment analysts, 29.9% of them are women, while 70.1% are men.

  • The most common race/ethnicity among investment analysts is White, which makes up 61.3% of all investment analysts.

  • The most common foreign language among investment analysts is Spanish at 32.4%.

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Best States For an Investment Analyst

Some places are better than others when it comes to starting a career as an investment analyst. The best states for people in this position are New York, Connecticut, Maryland, and Delaware. Investment analysts make the most in New York with an average salary of $107,445. Whereas in Connecticut and Maryland, they would average $107,392 and $104,452, respectively. While investment analysts would only make an average of $99,620 in Delaware, you would still make more there than in the rest of the country. We determined these as the best states based on job availability and pay. By finding the median salary, cost of living, and using the Bureau of Labor Statistics' Location Quotient, we narrowed down our list of states to these four.

1. New York

Total Investment Analyst Jobs:
2,225
Highest 10% Earn:
$173,000
Location Quotient:
1.62

2. Connecticut

Total Investment Analyst Jobs:
368
Highest 10% Earn:
$173,000
Location Quotient:
1.04

3. Maryland

Total Investment Analyst Jobs:
922
Highest 10% Earn:
$169,000
Location Quotient:
1.36
Full List Of Best States For Investment Analysts

How Do Investment Analyst Rate Their Jobs?

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5.0

Gets my mind engagedFebruary 2020

5.0

Zippia Official LogoGets my mind engagedFebruary 2020

What do you like the most about working as Investment Analyst?

It really gets my mind engaged, which is good for my mental exercise. Show More

What do you NOT like?

Having tight schedules. Show More

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Top Investment Analyst Employers

Most Common Employers For Investment Analyst

Rank  Company  Average Salary  Hourly Rate  Job Openings  
1Capital Research Center$181,202$87.1234
2GE Capital$133,932$64.3971
3T. Rowe Price$108,945$52.3844
4BNY Mellon$100,276$48.2145
5Merrill Lynch$100,120$48.1340
6Citi$98,550$47.38128
7Morgan Stanley$96,397$46.3435
8Wellington Management$95,409$45.8735
9*n/a*$93,101$44.76129
10Liberty Mutual Insurance$92,124$44.2935

Investment Analyst Videos

Becoming an Investment Analyst FAQs

How long does it take to become an investment analyst?

It takes approximately four years to become an entry-level investment analyst. While some candidates pursue additional education, a bachelor's degree is all that is required.

Earning a bachelor's degree in select fields of study will qualify a candidate to begin at an entry-level investment analyst position. A four-year degree in mathematics, finance, or economics is what most future analysts pursue while in college.

Is being an investment analyst a hard job?

Yes, being an investment analyst is a hard job. While the compensation is high, several factors are making this a challenging profession.

Investment analysts can work extremely long hours. While many analysts admit to working 70 hours per week, some claim to log closer to 100 hours per week. These long hours are spent examining data and putting together detailed reports and presentations. It is common for investment analysts to work evenings and weekends.

Is investment analyst a good career?

Yes, being an investment analyst is a good career. Investment analysts earn a good average salary, have ample promotion opportunities, and most express satisfaction with their career choice.

Is it hard to become an investment analyst?

Yes, it is hard to become an investment analyst. Because of the lucrative average salary of investment analysts, it is a very competitive industry.

Most investment analysts earn bachelor's degrees in fields such as finance, math, or economics. Earning this four-year degree is the first step toward working in their desired field. An internship at an investment firm typically follows. Candidates will be fulfilling many of the typical analyst duties while learning valuable industry skills.

What qualifications do you need to be an investment analyst?

The qualification you need most to become an investment analyst is a relevant bachelor's degree. Candidates can earn this degree in one of several related fields and qualify for entry-level investment analyst positions.

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