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Career Profile

Financial and Investment Analysts

What they do:

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

Also Called:

Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst, Portfolio Manager, Real Estate Analyst, Securities Analyst, Trust Officer, Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst, Portfolio Manager, Real Estate Analyst, Securities Analyst, Trust Officer

CO Employment Data

*State data provided by O*NET & BLS
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$71,590
Starting Salary (2025)
$103,850
Median Salary (2025)
5.7%
Projected Job Growth
8,040
CO Employment (2025)

Typical Tasks

Advise clients on aspects of capitalization, such as amounts, sources, or timing.
Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
Assess companies as investments for clients by examining company facilities.
Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
Collaborate with investment bankers to attract new corporate clients.

A day in the life

What kind of work is this?

Conventional
Organized, Procedural Work
Enterprising
Business based Work
Investigative
Studying, Research based work
Only a subset of this occupation's profile is available. Data collection is currently underway to populate other parts of the profile.

What personality traits do you need to succeed?

There is no data available.

What key skills are needed for this job?

There is no data available.

Expected Knowledge

There is no data available.

Common Activities

There is no data available.

Education & Preparation

Some occupations may require additional education, advanced degrees, and years of experience in the field.
Talk to your support team on campus about this career pathway and additional degree information.
Job Zone 4

Considerable Preparation Needed

Education

Most of these occupations require a four-year bachelor's degree, but some do not.

Experience

A considerable amount of work-related skill, knowledge, or experience is needed for these occupations.

Training

Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Related Careers

Personal Financial Advisors
Securities, Commodities, and Financial Services Sales Agents
Investment Fund Managers
Financial Risk Specialists
Financial Quantitative Analysts

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*Data on career profiles are based on information supplied by the O*NET Program, sponsored by U.S. Department of Labor, Employment, and Training Administration.