Texas Career Check. Education & Career Planning

Occupation Summary

Financial and Investment Analysts

O*NET 13-2051.00

Description:

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

Annual Wages:
$102,873.00
Employment Rate:
Employment is expected to increase by 24.67%.
Education Level:
Bachelor's Degree. According to O*Net, the majority of people employed in this occupation have this level of education.
Endorsement:
Business and Industry

  1. Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  3. Assess companies as investments for clients by examining company facilities.
  4. Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  5. Collaborate with investment bankers to attract new corporate clients.
  6. Conduct financial analyses related to investments in green construction or green retrofitting projects.
  7. Confer with clients to restructure debt, refinance debt, or raise new debt.
  8. Create client presentations of plan details.
  9. Determine the prices at which securities should be syndicated and offered to the public.
  10. Develop and maintain client relationships.
  11. Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  12. Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
  13. Evaluate and compare the relative quality of various securities in a given industry.
  14. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
  15. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
  16. Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
  17. Monitor developments in the fields of industrial technology, business, finance, and economic theory.
  18. Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
  19. Perform securities valuation or pricing.
  20. Prepare all materials for transactions or execution of deals.
  21. Prepare plans of action for investment, using financial analyses.
  22. Present oral or written reports on general economic trends, individual corporations, and entire industries.
  23. Purchase investments for companies in accordance with company policy.
  24. Recommend investments and investment timing to companies, investment firm staff, or the public.
  25. Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
  26. Supervise, train, or mentor junior team members.


National Industry Employment Patterns


Industry % of Financial and Investment Analysts employed Annual Growth Rate
Insurance carriers 5.2 0.53
Management, scientific, and technical consulting services 4.9 1.05
Nondepository credit intermediation 2.4 0.77
Computer systems design and related services 2.4 1.36
Colleges, universities, and professional schools 2.1 0.44
Accounting, tax preparation, bookkeeping, and payroll services 2.1 0.15


Labor Market Information


2024 Statewide average hourly wage $49.46
2024 National average hourly wage $56.01
2022 National employment 317,200
2022 Texas employment 25,158
Texas projected employment by 2032 31,364
Texas projected annual employment and Turnover openings through 2032 2,387




TEXAS COUNTY MAP BY WORKFORCE DEVELOPMENT AREA
* Due to confidentiality rules, not all regions may have the data displayed. The sum of all the regions may not be equal to the state total.





Other Activities


No work importance values found.



Tools

Desktop calculator: 10-key calculators;
Desktop computers: Desktop computers;
Laser fax machine: Laser facsimile machines;
Notebook computers: Notebook computers; Laptop computers;
Personal computers: Personal computers;
Photocopiers: Photocopying equipment;
Scanners: Computer data input scanners;
Special purpose telephones: Multi-line telephone systems;
Tablet computers: Tablet computers;


Technology

Accounting software: Accounting software; Fund accounting software; Intuit QuickBooks; Sage 50 Accounting; Tax software;
Analytical or scientific software: The MathWorks MATLAB; Ward Systems Group GeneHunter; Ward Systems Group NeuralShell Predictor; Wolfram Research Mathematica; SAS; SAS JMP; StataCorp Stata; Palisade Evolver; Palisade StatTools; Pattern recognition software; Neural network modeling software; Keypoint DataDesk; IBM SPSS Statistics; Genetic algorithm software; Mathematical software; Data visualization software; Decisioneering Crystal Ball; Analyse-it;
Business intelligence and data analysis software: Alteryx software; Business intelligence software; IBM Cognos Impromptu; Oracle Business Intelligence Enterprise Edition; Microsoft Power BI; MicroStrategy; Qlik Tech QlikView; Tableau;
Charting software: TickQuest NeoTicker; Montgomery Investment Technology Utility XL;
Cloud-based data access and sharing software: Microsoft SharePoint;
Configuration management software: Perforce Helix software;
Customer relationship management CRM software: Salesforce software;
Data base management system software: Apache Hive; Apache Pig; Teradata Database;
Data base reporting software: Reporting software; SAP Crystal Reports; Microsoft SQL Server Reporting Services SSRS;
Data base user interface and query software: Microsoft SQL Server; Oracle Database; Oracle Essbase; FileMaker Pro; IBM Lotus Approach; Microsoft Access; Structured query language SQL; Yardi software;
Development environment software: Microsoft Visual Basic; Microsoft Visual Basic for Applications VBA;
Document management software: Microsoft Office SharePoint Server MOSS;
Electronic mail software: Microsoft Exchange; IBM Notes; Email software; Microsoft Outlook;
Enterprise resource planning ERP software: NetSuite ERP; Oracle Fusion Applications; Oracle Hyperion; SAP software; SAP Business Objects; SAP BusinessObjects Data Integrator; SSA Global Infinium Financial Management; Oracle JD Edwards EnterpriseOne; Oracle PeopleSoft; Oracle PeopleSoft Financials; Microsoft Dynamics; Microsoft Dynamics GP; Workday software;
Enterprise system management software: IBM Power Systems software;
Expert system software: Ivorix Neurostrategy Finance; Matheny Pattern Forecaster Plus; NeuroSolutions for MatLab;
Financial analysis software: NeuroSolutions Trading Solutions; OptionVue Options Analysis; Moody's KMV CreditEdge; Moody's RiskCalc; Moss Adams Profit Mentor; Mutual fund analysis software; Oracle Hyperion Financial Management; Oracle E-Business Suite Financials; MoneySoft Corporate Valuation; Monte Carlo simulation software; Montgomery Investment Technology Bonds XL; Montgomery Investment Technology Exotics XL; Montgomery Investment Technology FinTools; Montgomery Investment Technology Options XL; Montgomery Investment Technology QuoteTools; Montgomery Investment Technology Risk XL; Montgomery Investment Technology SigTools; Peer-to-Peer Financial Analysis; Pi Blue OptWorks Excel; Portfolio management software; Pricing software; Quantifying marketability discount QMD modeling software; Palisade Bond @nalyst; Steele Mutual Fund and Variable Annuity Expert; Securities analysis software; Spreadware Business Financial Analysis; Spreadware Business Valuator; Spreadware Pro Forma; RiskMetrics Group WealthBench; MergerStat Control Premiums; MergerStat Price to Earnings Ratios; Longview Consolidation; Longview Performance Management Platform; Longview Solutions Khalix; Market forecast software; I-flex Solutions Reveleus Investment Performance Measurement; Leading Market Technologies EXPO; Innova Financial Solutions Derivatives Expert; Harland Financial Solutions DecisionPro; Experian Credinomics; Express Business Valuations; Genetic algorithm optimization software; Financial modeling software; FinEng Solutions PerfoRM; FinEng Solutions Quantis; Fractal pattern analysis software; Delphi Technology; Derivatives Imagine Trading System; Derivicom FinOptions XL; Economic forecasting software; DealMaven Comparable Company Valuation Analysis; DealMaven M&A Accretion/Dilution One-Pager; DealMaven Modeling ToolPack for Excel; AnalyzerXL; Annuities analysis software; Advanced Portfolio Technologies Report Builder; Advanced Portfolio Technologies Simulator; Aspen Graphics Technical Analysis Software; BizBench; BizPricer; Bloomberg Professional; Business Forecast Systems Forecast Pro; Wolfram Research Mathematica Finance Essentials; Wolfram Research Mathematica UnRisk Pricing Engine; Trendsetter Software ProAnalyst; Unlimited Learning Resources Valusource Pro; ValuSource BIZCOMPS; Whitebirch Software Projected Financials; Wolfram Research Derivatives; SunGard BancWare; SunGard Kiodex Risk Workbench; Tetrahex Fractal Finance; Tips Standard Securities Calculation Bond Analytics Module; Tips Standard Securities Calculation Mortgage-Backed Analytics Module; TechHackers Convertible Bond @nalyst; TechHackers Credit @nalyst; TechHackers Exotic @nalyst; TechHackers Financial @nalyst; TechHackers IRO @nalyst; TechHackers MBS @nalyst; TechHackers Swap @nalyst;
Human resources software: ADP Workforce Now; Human resource management software HRMS;
Information retrieval or search software: dailyVest Investment Personalization Platform; LexisNexis; TradeTools Financial Market Databases; TradeTools Monthly U.S. Economic Database; Ward Systems Group NeuroShell Trader;
Internet browser software: Web browser software;
Object or component oriented development software: R;
Office suite software: Microsoft Office software;
Presentation software: Google Slides; Apple Keynote; DealMaven PresLink for PowerPoint and Word; Microsoft PowerPoint;
Process mapping and design software: Microsoft Visio;
Project management software: Microsoft Project; Oracle Primavera Enterprise Project Portfolio Management;
Sales and marketing software: Marketo Marketing Automation;
Spreadsheet software: Microsoft Excel; IBM Lotus 1-2-3; Corel QuattroPro; Apple AppleWorks;
Word processing software: Google Docs; Microsoft OneNote; Report generation software; Microsoft Word;


Related O*NET occupational titles for Financial and Investment Analysts include:
  • 43-4011.00 Brokerage Clerks
  • 15-2051.01 Business Intelligence Analysts
  • 13-2041.00 Credit Analysts
  • 11-3031.00 Financial Managers
  • 13-2099.01 Financial Quantitative Analysts
  • 13-2054.00 Financial Risk Specialists
  • 11-3031.03 Investment Fund Managers
  • 13-2072.00 Loan Officers
  • 13-2052.00 Personal Financial Advisors
  • 41-3031.00 Securities, Commodities, and Financial Services Sales Agents


Sources of Additional Information
  • For more information about licensure for financial analysts, visit: Financial Industry Regulatory Authority (FINRA)
  • For more information about training and certification, visit: CFA Institute
  • For more information about certifications in financial analysis, visit: Global Academy of Finance and Management

    • CareerOneStop

  • For a career video on financial analysts, visit: Financial Analysts
  • Financial Risk Specialists
  • Financial and Investment Analysts
    • Contact Texas Workforce Commission
    Labor Market and Career Information  |  101 E. 15th Street, Annex Room 0252  |  Austin, Texas 78778
    Official Website  |  1-800-822-PLAN (7526)  |  512.936.3200

    ** The information in this report may be derived from many sources like O*NET, BLS (Bureau of Labor Statistics), OOH (Occupational Outlook Handbook), and Career One Stop.