Financial and Investment Analysts Salary in United States
Financial and Investment Analysts pay snapshot in United States
Financial and investment analysts evaluate market trends, model valuations, and advise on capital allocation. They apply quantitative analysis to support mergers, portfolio management, and executive decision-making.
Core responsibilities
- Build financial models and forecasts for assets, companies, or projects
- Prepare investment memos, research reports, and stakeholder presentations
- Monitor portfolio performance and macroeconomic indicators
- Conduct due diligence and scenario analysis for strategic decisions
Core skills
- Advanced Excel and financial modeling
- Valuation techniques (DCF, comparables, precedent transactions)
- Capital markets knowledge and regulatory awareness
- Data visualization and dashboarding
Median (USD)
$101,350
Annual gross compensation reference point
Median (USD)
$101,350
Converted using the latest available exchange rate
Global benchmark (USD)
$101,350
Published source: U.S. BLS OOH 2024 — Financial and Investment Analysts
Salary Breakdown
Annual compensation converted into monthly, weekly, and hourly estimates for quick planning.
USD compensation
- Annual
- $101,350
- Monthly
- $8,446
- Weekly
- $1,949
- Hourly
- $48.73
USD compensation
- Annual
- $101,350
- Monthly
- $8,446
- Weekly
- $1,949
- Hourly
- $48.73
Experience tiers
Estimated salary ranges by career stage using local benchmarks (USD). Align your expectations with responsibilities and progression focus.
Analyst
Owns data gathering, model building, and initial analysis
Typical experience: 0-3 years
Next focus: Perfect Excel, coding, and presentation skills while pursuing CFA Level I/II
Estimated annual pay (local)
$74,999
Estimated annual pay (USD)
$74,999
Senior Analyst / Associate
Presents investment ideas, manages client relationships, and leads diligence
Typical experience: 4-7 years
Next focus: Run projects end-to-end, influence portfolio decisions, and complete CFA charter
Estimated annual pay (local)
$101,350
Estimated annual pay (USD)
$101,350
Portfolio Lead / VP
Sets strategy, supervises analysts, and aligns risk appetite with organizational goals
Typical experience: 8+ years
Next focus: Manage teams, secure regulatory licenses, and pursue profit-sharing opportunities
Estimated annual pay (local)
$133,782
Estimated annual pay (USD)
$133,782
Career Progression Checkpoints
- Analyst or research associate supporting senior team members
- Senior analyst or associate presenting investment theses
- Vice president or portfolio manager overseeing strategies
- Director, head of research, or chief investment officer
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What Influences Pay?
Employers weigh industry context, location, and proven expertise. Use these levers to position your value when negotiating compensation.
Asset class specialization
Private equity, venture capital, or alternative investments typically pay more than traditional long-only roles.
Bonus structures
Performance bonuses and carried interest can exceed base salary in high-performing funds.
Regulatory jurisdiction
Licensing requirements influence eligibility and compensation expectations.
Technology proficiency
Analysts who code (Python, SQL) and automate pipelines command premium offers.
Credentials That Stand Out
- Chartered Financial Analyst (CFA)
- Financial Risk Manager (FRM)
- Chartered Alternative Investment Analyst (CAIA)
- Series 7/63 or equivalent regulatory licenses
Skill Upgrades Employers Reward
- Advanced Excel and financial modeling
- Valuation techniques (DCF, comparables, precedent transactions)
- Capital markets knowledge and regulatory awareness
- Data visualization and dashboarding
- Communication and storytelling for executive audiences
Next Steps and Tools
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Open toolFinancial and Investment Analysts Salary FAQs in United States
Concise answers to the questions candidates and hiring teams ask most often when benchmarking compensation.
How variable are analyst bonuses?
Bonuses can range from 30% to 100% of base pay depending on fund performance and individual contribution.
Is the CFA necessary for advancement?
While not always mandatory, the CFA charter is widely valued and often linked to promotion decisions in research and asset management.
Can analysts transition into corporate finance?
Yes. Skills in valuation and forecasting translate well to FP&A, corporate development, and strategy roles with competitive pay.
How We Estimate Salaries
Figures blend public labor statistics with market calibration for United States. Median pay for financial and investment analysts professionals anchors the model, while quartiles and experience multipliers show typical ranges rather than exact offers.
- Benchmark year:Data reflects 2024 reporting where available and will be reviewed annually.
- Primary source:U.S. BLS OOH 2024 — Financial and Investment Analysts
- Global context:U.S. BLS OOH 2024 — Financial and Investment Analysts
- Country adjustment factor:1 (baseline 2024) from U.S. BLS OOH 2024 — Financial and Investment Analysts
Use this guide as a starting point. Company size, equity grants, benefits, and negotiation timing can shift compensation. Refresh the numbers yearly or alongside significant market changes.