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Investment analyst education requirements

Updated January 8, 2025
4 min read

There are several educational requirements to become an investment analyst. Investment analysts usually study finance, business, or economics. 76% of investment analysts hold a bachelor's degree, and 18% hold an master's degree. We analyzed 6,353 real investment analyst resumes to see exactly what investment analyst education sections show.

The most common colleges for investment analysts are the New York University and the New York University.

There are also many online investment analyst courses to help get the education required to be an investment analyst.

There are certain investment analyst certifications that you should consider. These investment analyst certifications include Chartered Financial Analyst (CFA) and Certified Financial Risk Manager (FRM).

What education do you need to become an investment analyst?

What degree do you need to be an investment analyst?

The most common degree for investment analysts is bachelor's degree, with 76% of investment analysts earning that degree. The second and third most common degree levels are master's degree degree at 18% and master's degree degree at 3%.
  • Bachelor's, 76%
  • Master's, 18%
  • Associate, 3%
  • Doctorate, 1%
  • Other Degrees, 2%

What should I major in to become an investment analyst?

You should major in finance to become an investment analyst. 34% of investment analysts major in finance. Other common majors for an investment analyst include business and economics.

Most common colleges for investment analysts

Investment analysts often get their degrees at New York University, Boston University, and DePaul University. Here are the most common colleges for investment analysts in the US based on their resumes.
Investment analyst common collegePercentages
New York University10.92%
Boston University6.39%
DePaul University6.26%
Ohio State University5.59%
University of Connecticut5.46%

Best majors for investment analysts

RankMajorPercentages
1Finance34.2%
2Business24.3%
3Economics11.7%
4Accounting8.5%
5Mathematics2.8%

Best colleges for investment analysts

The best colleges for investment analysts are Northwestern University, University of Pennsylvania, and Vanderbilt University.

An investment analyst with advanced education typically earns a higher salary and has access to better jobs. That's why Zippia looked into the best colleges for investment analysts. We based this list on several metrics: admissions rate, retention rate, mean earnings of graduates, the ratio of working vs. non-working students ten years after admission, the average cost of attendance, and median debt for graduates who become 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

20 best online courses for investment analysts

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Top 10 most affordable universities for investment analysts

The most affordable schools for investment analysts are Baruch College of the City University of New York, suny farmingdale, and california state university - long beach.

If the best universities for investment analysts are out of your price range, check out these affordable schools. After factoring in in-state tuition and fees, the average cost of attendance, admissions rate, average net price, and mean earnings after six years, we found that these are the most affordable schools for investment analysts.

1. Baruch College of the City University of New York

New York, NY • Private

In-state tuition

$7,262

Cost of attendance

14,046

2. SUNY Farmingdale

Farmingdale, NY • Private

In-state tuition

$8,306

Cost of attendance

16,091

3. California State University - Long Beach

Long Beach, CA • Private

In-state tuition

$6,798

Cost of attendance

18,306

4. Brooklyn College of the City University of New York

Brooklyn, NY • Private

In-state tuition

$7,240

Cost of attendance

13,991

5. University of Florida

Gainesville, FL • Private

In-state tuition

$6,381

Cost of attendance

21,034

6. California State University - Fullerton

Fullerton, CA • Private

In-state tuition

$6,886

Cost of attendance

17,645

7. Brigham Young University

Provo, UT • Private

In-state tuition

$5,620

Cost of attendance

18,136

8. University of Puerto Rico - Mayaguez

Mayaguez, PR • Private

In-state tuition

$4,094

Cost of attendance

14,302

9. Florida International University

Miami, FL • Private

In-state tuition

$6,556

Cost of attendance

19,434

10. USF Sarasota-Manatee

Sarasota, FL • Private

In-state tuition

$5,587

Cost of attendance

13,043

Top 10 hardest universities to get into for investment analysts

The hardest universities for investment analysts to get into are Northwestern University, University of Pennsylvania, and Vanderbilt University.

Some great schools for investment analysts are hard to get into, but they also set your career up for greater success. The list below shows the most challenging universities to get into for investment analysts based on an institution's admissions rates, average SAT scores accepted, median ACT scores accepted, and mean earnings of students six years after admission.

1. Northwestern University

Evanston, IL • Private

Admissions rate

8%

SAT average

1,508

2. University of Pennsylvania

Philadelphia, PA • Private

Admissions rate

8%

SAT average

1,492

3. Vanderbilt University

Nashville, TN • Private

Admissions rate

10%

SAT average

1,514

4. Carnegie Mellon University

Pittsburgh, PA • Private

Admissions rate

17%

SAT average

1,507

5. University of Southern California

Los Angeles, CA • Private

Admissions rate

13%

SAT average

1,445

6. Washington University in St Louis

Saint Louis, MO • Private

Admissions rate

15%

SAT average

1,506

7. New York University

New York, NY • Private

Admissions rate

20%

SAT average

1,419

8. Boston University

Boston, MA • Private

Admissions rate

22%

SAT average

1,420

9. University of Notre Dame

Notre Dame, IN • Private

Admissions rate

18%

SAT average

1,502

10. Stanford University

Stanford, CA • Private

Admissions rate

4%

SAT average

1,497

Top 10 easy-to-apply-to universities for investment analysts

The easiest schools for investment analysts to get into are Oklahoma Wesleyan University, holy names university, and notre dame college.

Some schools are much easier to get into. If you want to start your career as an investment analyst without much hassle, check out the list of schools where you will be accepted in no time. We compiled admissions rates, average SAT scores, average ACT scores, and average salary of students six years after graduation to uncover which were the easiest schools to get into for investment analysts.

1. Oklahoma Wesleyan University

Bartlesville, OK • Private

Admissions rate

68%

SAT average

964

2. Holy Names University

Oakland, CA • Private

Admissions rate

70%

SAT average

849

3. Notre Dame College

Cleveland, OH • Private

Admissions rate

90%

SAT average

994

4. Kean University

Union, NJ • Private

Admissions rate

86%

SAT average

991

5. University of Houston - Downtown

Houston, TX • Private

Admissions rate

83%

SAT average

1,012

6. Barry University

Miami, FL • Private

Admissions rate

91%

SAT average

1,006

7. Iona College

New Rochelle, NY • Private

Admissions rate

88%

SAT average

1,089

8. William Paterson University of New Jersey

Wayne, NJ • Private

Admissions rate

93%

SAT average

994

9. San Francisco State University

San Francisco, CA • Private

Admissions rate

72%

SAT average

1,054

10. Oregon Institute of Technology

Klamath Falls, OR • Private

Admissions rate

96%

SAT average

1,139

Average investment analyst salary by education level

According to our data, investment analysts with a Doctorate degree earn the highest average salary, at $116,455 annually. Investment analysts with a Master's degree earn an average annual salary of $94,398.
Investment analyst education levelInvestment analyst salary
Master's Degree$94,398
Bachelor's Degree$78,076
Doctorate Degree$116,455

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Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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