Financial and Investment Analysts
Business and Financial Operations
Clients come with questions about how much capital to raise, from where, and when. The work is number-heavy: you value businesses, review the finances of firms in trouble and suggest remedies, and sometimes examine company facilities when judging them as investments. You may also sit with clients to restructure or refinance debt, analyze green construction or retrofit projects, and build presentations of the plan. Lawyers, accountants, public-relations staff, and investment bankers often share the same projects. People who like detailed financial analysis, advising on money structure, and working across professional teams tend to fit.
Annual Median Wage in Field (2025)
$102'740
Median Wage Market Position
$102'740
What you might do
- Analyze company finances to judge them as investments
- Advise clients on amounts and timing of capital
- Study struggling firms and recommend ways to recover
- Help clients restructure or refinance existing debt
- Work with lawyers and accountants on deals
- Present investment plan details to clients
Skills that matter
- Valuing companies as potential investments
- Advising clients on how to raise capital
- Analyzing firms in financial trouble
- Working with lawyers and accountants
- Building presentations of investment plans
- Talking through debt restructuring with clients
AI & the future of this role
Research notes, valuation models, and market comparisons already suit automated analysis of filings and prices. Client-facing judgment and novel deal structuring may still count, but much desk research looks vulnerable to displacement.
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Includes O*NET® 30.3 Database information by USDOL/ETA under CC BY 4.0; modified by LostInCareer. Wage/outlook from BLS. Attribution details