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SOC 13-2051 · O*NET 13-2051.00
Use quantitative methods to analyze investment programs or financial and operating data from public and private institutions, including business valuation: collect and check corporate disclosures, accounting data, and market data; build valuation or forecasting models for business questions and record key assumptions; conduct scenario and sensitivity tests and explain how sensitive conclusions are to assumptions; assess industry and market trends, competition, and major risks; write analytical conclusions, valuation reports, or investment recommendations for investment committees and clients; perform independent review under compliance requirements, maintain model versions, and retain supporting evidence; coordinate with investment managers, risk and compliance, accounting, and research staff; and follow local laws and institutional procedures.
Model impact index for three equally weighted representative core tasks; not a measured share of working time or a job-loss probability. floor((75+50+75)/3+0.5)=67; fermatmind-ai-impact-v1; 2026-10-18.
First consider whether you are willing to work with data, models, and assumptions over the long term, operate within compliance and conflict-of-interest constraints, and accept independent review. Test this with this page's paper exercise and seven-day tasks.
This card is a career exploration reference. It does not constitute a hiring decision, ability rating, investment advice, or legal or compliance conclusion.
Signals worth considering: willingness to spend long periods checking data and definitions, retain multiple scenarios when assumptions are uncertain rather than force one answer, document models and supporting evidence, and accept independent review. Signals calling for caution: focusing on conclusions without assumptions, treating compliance and conflicts of interest as steps that can be bypassed, replacing evidence with confident language, and resisting version management and review records.
Primary responsibility is quantitative financial and investment analysis and valuation support. O*NET also lists fundraising, debt restructuring, securities pricing, transaction materials, investment purchases under company policy, and mentoring; do not exclude all investment execution or business analysis. Distinguish managers, advisors, credit, and budget roles by main duties and authorization.
Career direction comparison
The following occupations share the business and finance functional chain, but their responsibilities differ. Use them to identify a direction, not as interchangeable roles.
| Career direction | Core work and output | Key differences | Best-fit choice |
|---|---|---|---|
| Management Analysts | Diagnose business processes and recommend operational improvements | Focuses on organizational process and business improvement diagnosis; this occupation focuses on quantitative financial and market data analysis and decision support | Consider that occupation if you prefer process and business diagnosis; consider this occupation if you prefer numerical modeling and valuation |
| Financial Managers | Organize financial functions and manage funds and budgets | Focuses on institutional financial functions and funds management; this occupation primarily supports decisions with analytical conclusions |
AI impact on this career
ILO WP96 provides global task exposure context, not this occupation's maturity, adoption rate, or net impact. Data summaries and formula drafts are only suggestions awaiting validation, not a basis for concluding inevitable overall occupational augmentation. AI Impact Score 67% is an editorial estimate. Model impact index for three equally weighted representative core tasks; not a measured share of working time or a job-loss probability. floor((75+50+75)/3+0.5)=67; fermatmind-ai-impact-v1; 2026-10-18.The three tasks, ratings and sources are listed in the FermatMind method source record on this page.
FermatMind AI Impact Score estimation method v1
FermatMind / 费马测试 · 2026-10-18
Editorial ratings use the existing occupational responsibilities and AI task analysis on this page. They are not adoption rates, measured effects, job-disappearance or personal-unemployment probabilities, or official scores from Stanford or another external institution. No measured time weights or future robot deployment are assumed.
Chinese mainland salary reference
Editorial job search suggestion: separately check duties, qualifications, and current procedures in securities, asset management, banking and insurance, corporate, and consulting announcements. No national job distribution was obtained.
Industry and job-category averages for enterprises above designated size cover multiple occupations. Total wages include bonuses paid under statistical definitions, so do not infer that bonuses are excluded.
Insufficient evidence: no national monthly or annual wage statistic precisely matching this occupation in mainland China was obtained. This page provides only industry average wages (non-private units CNY 110,162 per year; private units CNY 68,919 per year, 2025) and job-category averages as context. These cannot be converted into monthly wages for a specific role.
Insufficient evidence: no verifiable monthly wage statistics were obtained for securities company research, fund and asset management research, or corporate financial analysis roles in mainland China. Recruitment quotations are usually single-employer samples, often including bonuses, and do not represent occupational wages.
U.S. pay reference
The May2025 national percentiles 10 / 25 / 50 / 75 / 90 are USD 63,720 / 79,290 / 102,740 / 133,340 / 180,860, with median hourly pay of USD 49.40. OOH exact industry wages 124370 / 101540 / 101760 / 100120 and insurance 95830 were checked. BLS Table1.2, exact occupation 13-2051: employment of 377,200 in 2025, growth of 7.2% over 2025—2035, and 24,700 annual openings on average, including replacement needs. The OOH combination includes investment analysts and financial risk specialists 13-2054, totaling 443,100 workers, approximately 7% growth, and 29,500 annual openings on average; it is not the full 13-2050 group.
| Position in wage statistics | Annual wage reference | Conversion boundaries | How to interpret this position |
|---|---|---|---|
| Lowest 10% | Below USD 63,720 per year (10th percentile, May 2025 OEWS, exact occupation 13-2051, presented through O*NET) | Official annual wage, not personal monthly income | Lower end: the exact occupation's 10th percentile is below USD 63,720 per year, representing the lower end of the distribution, not an entry-level starting wage. |
Career fit guide
The key is whether you can organize financial and market data into reviewable conclusions with explicit assumptions and scenarios and retain records within compliance constraints, rather than simply calculate. Interest and personality frameworks only suggest what to observe; they cannot replace verification through real projects.
This may suit you better： Willing to confirm each item under review and recordkeeping rules rather than conclude from intuition alone
Situations calling for caution： Seeks reviewer or compliance confirmation when data definitions, compliance, or conflicts of interest are unclear rather than making exceptions
Try an entry exercise： Accepts work mainly in offices and data systems with concentrated reporting-season activity, producing reviewable conclusions and clear model and supporting records
Work pressure, risks, and occupational boundaries
Editorial checking directions: data and assumptions, confidentiality, work intensity, conflicts of interest, model versions, and qualification disclosures. Task context provides no incident rates or mitigation effect estimates.
Risks are checking directions derived from tasks. NIST is only a voluntary AI framework and does not establish disclosure, suitability, or insider trading laws.
Typical scenario：Concluding despite misaligned data definitions or unsupported assumptions
Roles most affected：Conclusion and evidence risks
Possible consequence：May cause incorrect conclusions, affect investment and operating decisions, and create compliance liability
How to reduce risk：Independently review data sources, definitions, and key conclusions, retaining model versions and supporting records
Entry, qualifications, and career development
O*NET subset profile, CEI, JobZoneFour, SVP7.0 to <8.0, BrightOutlook; education and work context percentages are not listed. BLS typical education is a bachelor's degree. None in experience and on-the-job training fields is a statistic, not a training exemption or publication authority. The OOH states some roles may require licenses; check specific positions separately. For China, check current rules announcement by announcement; do not generalize universal qualifications nationwide.
Career outlook and transitions to related occupations
BLS Table1.2, exact occupation 13-2051: employment of 377,200 in 2025, growth of 7.2% over 2025—2035, and 24,700 annual openings on average, including replacement needs. The OOH combination includes investment analysts and financial risk specialists 13-2054, totaling 443,100 workers, approximately 7% growth, and 29,500 annual openings on average; it is not the full 13-2050 group. The exact median is USD 102,740; CN proxies provide only leasing and business services and corresponding category context.
United States · Financial and Investment Analysts (SOC 13-2051, exact occupation)
Growth of 7.2% (2025—2035)
Employment change
The OOH expects economic activity, investment opportunities, and data analysis demand to support the occupation. This explains projections, not current recruitment growth or AI causation.
Use quantitative methods to analyze investment programs or public and private institutions' financial and operating data, including business valuation: collect and check corporate disclosures, accounting and market data; clean data and handle missing values, anomalies, and reconciliations; build valuation or forecasting models for business questions and record key assumptions and scenarios; test scenarios and sensitivities and explain sensitivity to assumptions; assess industry and market trends, competition, and major risks; write analytical conclusions, valuation reports, or investment recommendations, explaining assumptions and uncertainty to investment committees or clients; conduct independent review under compliance requirements, maintain model versions, and retain evidence; and coordinate with investment managers, risk management and compliance, accounting, and research staff.
Choose a real task from this page for a small practice project or a conversation with someone in the field. Use the planning guides to set a date, an output and feedback questions before deciding whether to continue.
This checklist is for self-reflection only. It does not constitute hiring criteria, an ability rating, or an investment conclusion. Jobs sharing the title Financial and Investment Analyst vary considerably: corporate financial planning and analysis, sell-side industry research, buy-side investment research and portfolio support, quantitative and data-driven analysis, credit and financial risk analysis, investment banking valuation and transaction support, and personal financial planning and wealth management support. They differ in institution type, clients, external research publication, professional licensing, and access to material nonpublic information. Before comparing jobs, check the institution and business line, clients and output formats, model and data environment, compliance and conflict-of-interest requirements, involvement in investment advice or underwriting research, and qualification, authorship, and disclosure agreements.
Test this through a paper exercise: given an entirely fictional analysis package specifying company or project background, available financial statements and market data, investment or valuation questions, compliance and disclosure restrictions, required conclusions and explanation formats, and modeling resources, write data checking and scope alignment methods, model and assumption settings, scenario and sensitivity testing plans, statements of conclusions and uncertainty, review and recordkeeping methods, and conclusions requiring compliance, risk control, or a licensed manager's confirmation.
Financial and investment analysts' daily work centers on data, models, conclusions, and reports: collect corporate disclosures, accounting and market data, checking statistical definitions and time references; clean data and handle missing values, anomalies, and reconciliations; build valuation or forecasting models for business questions, setting and recording key assumptions and scenarios; test upside and downside scenarios and sensitivities to assess robustness; evaluate industry and market trends, competition, and major risks; write analytical conclusions, valuation reports, or investment recommendations, explaining assumptions and uncertainty to investment committees or clients; perform independent review under compliance requirements, maintain model versions, and retain evidence; coordinate with investment managers, risk management and compliance, accounting, and research staff; and follow local laws and institutional procedures. O*NET also lists securities pricing, communication on fundraising and debt restructuring, transaction material preparation, purchasing investments under company policy, and guiding junior members. Additional duties depend on business authorization.
Centered on quantitative analysis and decision support
Data source and definition records, model version and assumption records, scenario and testing records, and review and approval records
Financial and investment analysts are often confused with adjacent roles. Distinguish them by primary responsibility: this occupation focuses on quantitative analysis of financial and market data, valuation, and decision support; management analysts diagnose organizational processes and business improvements; financial managers oversee institutional financial functions and funds; investment fund managers construct portfolios and make investment decisions; personal financial advisors plan finances for individual clients; securities, commodities, and financial services sales agents focus on sales and trade execution; budget analysts prepare and analyze institutional budgets; and credit analysts assess borrower creditworthiness.
| Dimension | Primary track | Comparison track |
|---|---|---|
| Core purpose | Use quantitative methods to analyze investment programs or public and private institutions' financial and operating data, including business valuation, completing data checks, modeling, scenario tests, and reports of conclusions. | Check data, model, and deliver conclusions through the analysis workflow |
| Main work objects and basis | Work objects include corporate disclosures and financial statements, accounting documents and operating data, industry and market data, macroeconomic and price data, valuation and forecasting models, investment recommendations and research reports, model versions, and supporting records. The basis is accounting standards and disclosure requirements, institutional investment and compliance procedures, investor suitability and conflict-of-interest rules, and business decision needs. | Work objects are financial and market data; the basis is accounting standards, compliance requirements, and business objectives |
| Core process | Check → Model → Test → Conclude → Report | Centered on quantitative analysis and decision support, with compliance records and independent review |
| Main outputs | Model version and assumption records, scenario and testing records, and review and approval records | Model versions and supporting records |
| Responsible parties | Analysts and their institutions bear responsibility for analytical accuracy and compliance under procedures and contracts. Investment advice, underwriting research, insider information, and conflicts of interest must follow local laws and institutional compliance procedures. | Analysts and their institutions share responsibility for analytical accuracy, compliance, and disclosure under procedures |
| Permissions and approval | When data sources or definitions are unclear, assumptions lack support, conflicts of interest are undisclosed, compliance scope is unclear, or conclusions exceed authorization, stop handling the matter independently and seek confirmation from risk control, compliance, investment management, or a licensed manager. | Stop and seek risk control, compliance, or licensed manager confirmation when a matter exceeds authorization or compliance scope |
| Limits of conclusions | Conclusions from one project do not establish a final judgment about individual ability | Analytical conclusions depend on data availability, assumptions, and market changes |
Check statistical definitions and time references
Check reconciliations between statements and models
Set and record key assumptions and scenarios
Identify how sensitive conclusions are to key assumptions
Explain uncertainty to investment committees or clients
Maintain model versions and supporting records
Before taking a job, check each of the following: institution and business line; clients and output formats (internal support, external research, or investment advice); model and data environment; compliance and conflict-of-interest requirements, including access to material nonpublic information; involvement in investment advice, underwriting, or research publication; and qualification, authorship, and disclosure agreements.
Check the institution and business line
Check clients and output formats
Check the model and data environment
Check compliance and conflict-of-interest requirements
| Consider that occupation if you prefer financial function management; consider this occupation if you prefer analysis and modeling |
| Investment Fund Managers | Construct investment portfolios and make buy and sell decisions | Focuses on portfolio construction and investment decisions; this occupation primarily provides analysis and supporting evidence | Consider that occupation if you prefer making investment decisions directly; consider this occupation if you prefer providing analytical evidence |
|---|
| Personal Financial Advisors | Develop and implement financial plans for clients | Focuses on financial planning for individual clients; this occupation primarily analyzes finances and markets from an institutional perspective | Consider that occupation if you prefer one-to-one client planning; consider this occupation if you prefer institutional analysis |
|---|
| Securities, Commodities, and Financial Services Sales Agents | Broker transactions and sell financial products | Focuses on securities sales and trade execution; this occupation primarily provides analytical conclusions and support for recommendations | Consider that occupation if you prefer sales and trade execution; consider this occupation if you prefer research and modeling |
|---|
| Budget Analysts | Prepare budgets and analyze execution variances | Focuses on institutional budget preparation and execution analysis; this occupation primarily handles valuation, investment, and operating analysis | Consider that occupation if you prefer budget preparation and execution; consider this occupation if you prefer valuation and investment analysis |
|---|
When comparing these directions, first identify whether responsibility centers on quantitative financial and market data analysis and decision support; organizational process and business improvement diagnosis; institutional financial functions and funds management; portfolio construction and investment decisions; personal financial planning; budget preparation and execution analysis; or securities sales and trade execution. This occupation turns corporate disclosures, accounting data, and market data into reviewable conclusions with explicit assumptions and scenarios.
Compare roles by first identifying whether responsibility is financial and market data analysis, process and business diagnosis, institutional financial functions, portfolio investment decisions, personal financial planning, sales and trade execution, or budget execution analysis.
Editorial trial: compare summaries, formulas, and scenario drafts on approved data with known correct results. Product capabilities have not been verified; do not claim that ready-made tools generally perform these tasks.
Check adoption suggestions against actual institutional data permissions, quality standards, and approvals. No evidence of most institutions' adoption methods or rates was obtained.
BLS Table1.2, exact occupation 13-2051: employment of 377,200 in 2025, growth of 7.2% over 2025—2035, and 24,700 annual openings on average, including replacement needs. The OOH combination includes investment analysts and financial risk specialists 13-2054, totaling 443,100 workers, approximately 7% growth, and 29,500 annual openings on average; it is not the full 13-2050 group. The OOH expects economic activity, investment opportunities, and data analysis demand to support jobs; this explains projections, not AI causation or current recruitment volume.
| Work area | Task | Current change | Human control point |
|---|---|---|---|
| Data organization and draft generation | Data checks and modeling | Assistance with cleaning, structuring, and summaries (editorial judgment) | Analysts check data, build models, and report conclusions |
| Modeling and conclusion judgments | Assumption setting and scenario judgments | Assistance with formula and script drafts; people must confirm conclusions (editorial judgment) | Analysts confirm assumptions and scenario judgments |
| Modeling and conclusion judgments | Valuation and pricing | Assistance with charts and initial outlines (editorial judgment) | Analysts and reviewers perform valuation and pricing |
| Compliance and accountability | Characterizing conclusions and expressing uncertainty | Assistance with version and evidence comparisons (editorial judgment) | Analysts characterize conclusions and express uncertainty |
| Compliance and accountability | Independent review and compliance checks | Assistance with checklists and reconciliation checks (editorial judgment) | Reviewers and compliance staff perform independent review and compliance checks |
| Compliance and accountability | Report and disclosure records | Assistance with forms and version summaries (editorial judgment) | Analysts and institutions retain reports and disclosures |
| Compliance and accountability | Disclosure and conflict-of-interest confirmation | Assistance with registers and expiry reminders (editorial judgment) | Disclosure and conflict-of-interest confirmation must follow regulations |
The following evidence cards cover international organizations' task exposure research, official occupational profiles, employment projections, wage statistics, and governance frameworks. Read each in light of its own research subjects and limitations; do not merge them into a single conclusion.
Different stages are affected to different degrees. The following distinguishes three categories: data organization and draft generation, modeling and conclusion judgments, and compliance and accountability.
AI primarily changesData and analytical drafts: suggestions awaiting validation
Human responsibility remainsAssumption setting and scenario judgments
AI primarily changesAssistance with text summaries and chart generation
Human responsibility remainsCharacterizing conclusions and expressing uncertainty
AI primarily changesAssistance with drafting formulas and scripts
Human responsibility remainsCompliance disclosure and conflict-of-interest confirmation
When using AI to assist work in this occupation, check boundaries and responsibilities in the following order:
First confirm data sources and confidentiality requirements, disclosure, and conflict-of-interest rules to determine which data and processes may use tools.
Specify that tools only handle data cleaning and structuring, summaries, charts, formula drafts, and initial report outlines; they do not characterize final conclusions or provide compliance opinions.
Check each tool output against data sources, definitions, and assumptions, with recalculation by trained analysts or reviewers.
Record tool names, versions, inputs, and human modifications to keep models and supporting evidence traceable.
Analysts and their institutions bear responsibility for conclusion accuracy and disclosure. Tool outputs do not establish completed review or compliance.
Tools may produce incorrect data processing, formulas, or summaries
Control: Check each item against original data and definitions; do not finalize on that basis before verification
Nonpublic information and client materials may involve confidentiality and sensitive data; confirm according to their actual nature and procedures.
Control: Check data authorization and current procedures before submitting to external tools. This round did not read specific original procedures, so no universal prohibition is stated.
Models and supporting records must be traceable; otherwise, the source of conclusions cannot be demonstrated
Control: Record tool names, versions, inputs, and modifications, and retain models and supporting records
Incorrect conclusions can cause decision-making and compliance losses
Control: Independently review key conclusions; stop immediately and report anomalies to the responsible manager
Conclusions and disclosures require clear accountability
Control: Define review rules for analysts and reviewers; do not publish externally before review
First become proficient in data checks, definition alignment, and spreadsheet modeling, then complete a full valuation or forecasting analysis under guidance, retaining supporting records.
Make data source, assumption, and version recording routine. Ask reviewers or compliance staff about data definitions, compliance, or conflicts of interest first, and retain records.
Editorial trial suggestion: use approved de-identified data to test summaries, formulas, or analytical drafts, recalculate key results, and check originals. Specific product capabilities and outcomes have not been verified.
Establish data source, model version, review, and disclosure rules before deciding where to introduce AI, and clarify responsibility for conclusions and compliance.
This round obtained no evidence of inevitable overall augmentation or movement toward higher-level responsibilities in this occupation. Global exposure research does not establish actual institutional task takeover.
Source: ILO Working Paper 96 (2023); O*NET 13-2051.00 task informationOriginal source ↗
This occupation requires quantitative analysis and modeling ability. O*NET places it in Job Zone Four (considerable preparation, SVP 7.0 to <8.0) and designates it Bright Outlook. O*NET currently provides only a subset profile without work context percentages (insufficient evidence: no official task-level work context data obtained). AI can assist data organization and drafts, but cannot replace assumption setting, scenario judgments, or compliance disclosure.
Source: O*NET 13-2051.00 preparation level and subset profile notesOriginal source ↗
Cleaning, summaries, charts, and formula drafts are directions awaiting validation; no impact ranking was obtained. Final assumptions and disclosure must follow actual procedures.
Source: ILO Working Paper 96 (2023); O*NET task informationOriginal source ↗
BLS Table1.2, exact occupation 13-2051: employment of 377,200 in 2025, growth of 7.2% over 2025—2035, and 24,700 annual openings on average, including replacement needs. The OOH combination includes investment analysts and financial risk specialists 13-2054, totaling 443,100 workers, approximately 7% growth, and 29,500 annual openings on average; it is not the full 13-2050 group. It provides no definite disappearance year.
Source: BLS Employment Projections (2025—2035)Original source ↗
Data cleaning, summaries, and drafts are trial suggestions only, requiring recalculation and checks against originals. Tools do not confer investment advice, publication authority, or accountability.
Source: NIST AI Risk Management Framework; disclosure and conflict-of-interest requirementsOriginal source ↗
No evidence was obtained for a disappearance date or inevitable duty changes. Observe actual recruitment and business activity rather than infer outcomes from global exposure.
Source: BLS Employment Projections; ILO Working Paper 96Original source ↗
Prioritize three areas: data checks and proper use of spreadsheet/modeling tools; basic valuation and scenario analysis methods, including assumptions, sensitivity, and downside scenarios; and disclosure, investor suitability, and conflict-of-interest fundamentals. Practice clear data source, assumption, and version records.
Source: O*NET 13-2051.00; BLS employment and wage statisticsOriginal source ↗
These are task-level judgments and evidence boundaries, not definitive forecasts of job numbers.
Insufficient evidence: no verifiable monthly wage statistics were obtained for other regions and employment arrangements (institutional full-time employment, sell-side research, and outsourced analysis). Cities, institution types, and sizes vary considerably; check each role.
This round obtained no exact occupational wages. The leasing and business services proxy applies only to that industry; enterprise-size-based job-category averages do not represent analysts either.
| Educational background | Common job directions | Notes and checking suggestions |
|---|---|---|
| Bachelor's degree (finance, economics, accounting, statistics, or related fields) | Analysis and research assistant roles | Editorial preparation example: learn data and definition checks; education does not directly establish competence |
| Master's degree (finance, economics, statistics, data science, or related fields) | Analyst and researcher roles | Independent valuation or forecasting conclusions require actual ability, review, and authorization; a master's degree does not automatically confer responsibility |
| Education and potentially applicable qualifications (check actual business and current rules) | Investment research and investment advice roles | External research or advice requires business qualifications, institutional appointment, and publication procedures; do not infer authority from education or generic professional qualifications |
| Interdisciplinary background (science or engineering plus finance or data) | Specialist quantitative and risk analysis roles | Additional training in accounting standards and disclosure requirements is needed |
The following uses leasing and business services industry average wages and job-category average wages for enterprises above designated size (middle and senior managers: CNY 210,016 per year; clerical and related workers: CNY 94,936 per year) as contextual proxies, not substitutes for occupational wages. When viewing recruitment figures, first check whether they are fixed monthly pay, annual pay including bonuses, or performance commissions.
Editorial suggestion: check analysis announcements related to leasing and business services; this is only that industry's context
Editorial job search direction: check investment, risk, or analysis duties at financial and insurance institutions
Editorial job search direction: check consulting and valuation service announcements and job classifications
Editorial suggestion: check data and analysis tools. No estimate of wage or demand impacts in China was obtained.
| Median (50%) |
|---|
| Median hourly wage: USD 49.40; median annual wage: USD 102,740 (2025, BLS OEWS, presented through O*NET) |
| Official annual wage, not personal take-home pay |
| Median: USD 102,740 per year (median hourly wage: USD 49.40, 2025); half of workers earn less and half earn more. |
| Highest 10% | Above USD 180,860 per year (90th percentile, May 2025 OEWS, exact occupation 13-2051, presented through O*NET) | Official annual wage, not personal take-home pay | Upper end: the exact occupation's 90th percentile is above USD 180,860 per year, generally associated with institution type, experience, and business line. |
|---|
Pay · 10th percentile：Below USD 63,720 per year；Pay · 10th percentile | Below USD 63,720 per year； national 10th percentile for the exact occupation (13-2051) | Not an entry-level starting wage.
Pay · 25th percentile：Below USD 79,290 per year；Pay · 25th percentile | Below USD 79,290 per year； national 25th percentile for the exact occupation (13-2051) | Not an entry-level starting wage.
Pay · Median：USD 102,740 per year；Pay · Median | USD 102,740 per year； median hourly wage of USD 49.40 (May 2025 OEWS) | Half of workers earn less and half earn more.
Pay · 75th percentile：Below USD 133,340 per year；Pay · 75th percentile | Below USD 133,340 per year； exact occupation 13-2051, May2025, 75th percentile | OEWS includes commissions and production bonuses but excludes nonproduction bonuses, overtime premiums, and self-employment. Check long-term incentives by actual payment category； do not broadly claim that all bonuses are excluded.
Pay · 90th percentile：Above USD 180,860 per year；Pay · 90th percentile | Above USD 180,860 per year； national 90th percentile for the exact occupation (13-2051) | Does not represent the occupation's overall pay ceiling.
The median is not a starting wage. OEWS includes commissions and production bonuses but excludes nonproduction bonuses, overtime premiums, and self-employment. Check long-term incentives by actual payment category; do not broadly claim that all bonuses are excluded.
Annual wages use an estimation assumption of 2,080 hours per year and cannot directly establish individual take-home income. Check incentive payment types, working hours, and contracts separately.
National percentiles are May2025 for exact occupation 13-2051, through O*NET's national row. Industry wages appear in OOH's investment analysts subtable. Projections are BLS Table1.2 2025—2035; the combination of 13-2051 and 13-2054 is labeled separately.
Institution type, business line, region, qualifications, and incentive arrangements all affect actual income; do not mix different statistical scopes.
| Industry | Median wage for this occupation within the industry | How to interpret this value |
|---|---|---|
| Securities, commodity contracts, and other financial investments and related activities | USD 124,370 per year | BLS OOH's median annual wage for financial and investment analysts in this industry (May 2025). Industries and business lines differ considerably; it does not represent individual income. |
| Professional, scientific, and technical services | USD 101,540 per year | OOH exact occupation 13-2051 median in professional, scientific, and technical services: USD 101,540. Do not infer specific business shares in this industry. |
| Management of companies and enterprises | USD 101,760 per year | OOH exact occupation 13-2051 median in management of companies and enterprises: USD 101,760. Do not infer the distribution of financial planning and analysis jobs. |
| Credit intermediation and related activities (insurance carriers and related activities separately: USD 95,830 per year) | USD 100,120 per year | OOH exact occupation 13-2051 median in credit intermediation and related activities: USD 100,120; insurance USD 95,830 is listed separately. Do not infer risk job shares. |
The OOH reports most work full-time and some more than 40 hours. The subset profile lists no work context percentages; do not fill them in. OEWS includes commissions and production bonuses but excludes nonproduction bonuses, overtime premiums, and self-employment. Check long-term incentives by actual payment category; do not broadly claim that all bonuses are excluded.
BLS Table1.2, exact occupation 13-2051: employment of 377,200 in 2025, growth of 7.2% over 2025—2035, and 24,700 annual openings on average, including replacement needs. The OOH combination includes investment analysts and financial risk specialists 13-2054, totaling 443,100 workers, approximately 7% growth, and 29,500 annual openings on average; it is not the full 13-2050 group.
O*NET subset profile, CEI, JobZoneFour, SVP7.0 to <8.0, BrightOutlook; education and work context percentages are not listed. BLS typical education is a bachelor's degree. None in experience and on-the-job training fields is a statistic, not a training exemption or publication authority. The OOH states some roles may require licenses; check specific positions separately.
Employment · Employment size | 377,200 workers； 2025 BLS13-2051 | Does not stand for the combined 443,100 workers or recruitment volume.
Employment · Growth rate | 7.2% (2025—2035)； exact occupation 13-2051 | Not an individual's hiring probability.
Employment · Projected job openings | 24,700 per year； annual average for 2025—2035, including replacement needs | Not net new jobs.
O*NET occupational interest baseline
C (Conventional), E (Enterprising), I (Investigative)Primarily Conventional (C), with Enterprising (E) and Investigative (I) — Handling data and processes under rules, influencing and communicating decisions, and research and analysis.
This page's career interest information comes from O*NET's CEI interest code for Financial and Investment Analysts (13-2051.00). It describes preferences for work activities, not personal assessment results, and cannot establish suitability or hiring likelihood.
Which Holland interest type is closer to financial and investment analysis?
The official interest code is primarily C (Conventional), with E (Enterprising) and I (Investigative): handling data and processes under rules, influencing and communicating decisions, and research and analysis. Interest codes describe activity preferences only; they do not establish ability, hiring outcomes, or investment judgment.
Do not use it this way: Focusing on conclusions without assumptions. If you cannot accept independent review, compliance constraints, or repeated revisions, both the work experience and output will be substantially affected.
Assess my Holland career interestsWhich Big Five traits are more relevant to this work?
Editorial observation: check definitions, test formulas, and explain uncertainty. This round obtained no research on the Big Five's predictive validity for this occupation.
Do not use it this way: Treating personality test results as a career conclusion or using them to rule yourself out.
View my Big Five personality traitsCan MBTI determine whether financial and investment analysis suits me?
MBTI is only for reflecting on analysis and collaboration preferences. This round obtained no occupational validity research; it cannot replace modeling and review performance.
Do not use it this way: Using a type label to explain unwillingness to check data or follow recordkeeping workflows.
Understand my MBTI preferencesCan the Enneagram tell me whether this occupation suits me?
The Enneagram is a self-reflection tool. More practical questions for this work are whether you can maintain stable judgment when conclusions are challenged and follow checking and recordkeeping workflows under compliance and deadline pressure. These can be tested directly in real projects.
Do not use it this way: Treating type descriptions as proof of career fit.
Explore my Enneagram patternsCan I be a financial and investment analyst if I struggle with math?
O*NET subset profile, CEI, JobZoneFour, SVP7.0 to <8.0, BrightOutlook; education and work context percentages are not listed. BLS typical education is a bachelor's degree. None in experience and on-the-job training fields is a statistic, not a training exemption or publication authority. The OOH states some roles may require licenses; check specific positions separately.
Do not use it this way: Treating one test result as a ceiling on ability.
Understand my intelligence and reasoning performanceDo financial and investment analysts need high emotional intelligence?
Editorial observation: check data when challenged and hand work over clearly. This round obtained no evidence of EQ's predictive validity for this occupation.
Do not use it this way: Using emotional intelligence levels as a substitute for verifying quantitative ability and compliance awareness.
Understand my emotional intelligence abilitiesFits better when: Prefers process and business diagnosis
Watch for: Would rather improve organizational processes and operations than build financial models
Explore related career: Management Analysts career pathFits better when: Prefers financial function management
Watch for: Would rather manage financial functions and funds than perform analysis and modeling
Explore related career: Financial Managers career pathFits better when: Prefers portfolio investment decisions
Watch for: Would rather make investment decisions directly than provide analytical evidence
Explore related career: Investment Fund Managers career pathFits better when: Prefers one-to-one client planning
Watch for: Would rather plan clients' finances than perform institutional analysis
Explore related career: Personal Financial Advisors career pathFits better when: Prefers budget preparation and execution analysis
Watch for: Would rather prepare budgets and analyze execution variances
Explore related career: Budget Analysts career pathFits better when: Prefers sales and trade execution
Watch for: Would rather broker transactions and sell financial products
Explore related career: Securities, Commodities, and Financial Services Sales Agents career pathNo. Interest tests describe preferences only; they do not measure ability or predict hiring or performance. They can describe your inclination toward data processing, research, and enterprising activities, but suitability requires testing through real tasks: can you check data and build models, explain assumptions clearly, and retain records under compliance requirements?
O*NET lists SQL, statistical, and financial analysis tools. Check actual jobs for specific languages and proficiency levels; do not infer future adoption trends.
More precisely, the work requires research and communication ability: clarifying issues when conclusions are challenged, remaining steady during reporting seasons, and handing work clearly to investment managers and compliance departments. These abilities can be observed and trained through work practice; they are not personality thresholds.
Suitability depends on tasks and work style rather than personality labels. The work mainly uses offices and data systems; most work full-time and some more than 40 hours weekly (BLS), with concentrated activity during reporting seasons. O*NET currently publishes no task-level work context percentages for this occupation (subset profile). Introversion or extraversion need not be a barrier, but complete unwillingness to work with data and review for long periods will affect the work experience.
O*NET subset profile, CEI, JobZoneFour, SVP7.0 to <8.0, BrightOutlook; education and work context percentages are not listed. BLS typical education is a bachelor's degree. None in experience and on-the-job training fields is a statistic, not a training exemption or publication authority. The OOH states some roles may require licenses; check specific positions separately. Check Chinese education and qualification requirements against actual roles; no national requirements distribution was obtained.
Yes, but it takes time. Common tools include spreadsheets and modeling tools, financial analysis and enterprise performance management systems, business intelligence and visualization tools, databases and query languages, statistical and econometric software, data terminals, and research databases. At entry level, at least complete a full valuation or forecasting analysis under guidance, retaining supporting records.
Both routes are possible. Those with finance or accounting experience need modeling tools, data checks, and disclosure compliance; those without a specialist background need accounting and finance fundamentals, statistics, and valuation methods. The key is to show the complete process from data to conclusions and review records in work samples.
The OOH suggests internships for practical experience. Participating in authorized analysis can reveal data and review workflows, but does not establish better predictive validity for performance than courses.
BLS states that most work full-time, some more than 40 hours weekly, usually in offices. O*NET currently provides only a subset profile without task-level work context percentages. Insufficient evidence: no official percentages for time pressure, sitting, deadlines, external contact, or other work contexts were obtained; this page does not fill them in. Confirm actual hours, reporting-season overtime, and pay arrangements with the employer.
No. Tests only suggest interest directions. Career choices also require checking real tasks, qualification and compliance requirements, pay and incentive arrangements, and performance on this page's exercises. Test this by participating in actual analysis and practicing model and supporting recordkeeping.
Evidence：O*NET task and work activity information · BLS Occupational Outlook Handbook：Financial Analysts
Typical scenario：Using or sharing nonpublic information and client data without permission
Roles most affected：Nonpublic information and confidentiality risks
Possible consequence：May violate disclosure and confidentiality rules or leak client and institutional information
How to reduce risk：Check actual institutional material transfer permissions and confidentiality rules; confirm authorization before submitting to external systems or people.
Evidence：O*NET task and work activity information · BLS Occupational Outlook Handbook：Financial Analysts
Typical scenario：Continuous overtime without breaks during reporting seasons and transaction windows
Roles most affected：Pressure and work intensity risks
Possible consequence：May cause prolonged visual and sitting strain, reporting-season intensity, and fatigue
How to reduce risk：Arrange breaks and workstation adjustments around the work rhythm, reduce continuous screen work, and accurately report discomfort
Evidence：O*NET task and work activity information · BLS Occupational Outlook Handbook：Financial Analysts
Typical scenario：Undisclosed interests or conclusions beyond suitability scope
Roles most affected：Conflict-of-interest and suitability risks
Possible consequence：May violate conflict management or investor suitability requirements and compromise independent conclusions
How to reduce risk：Declare and manage conflicts under procedures; compliance must confirm disclosure scope and applicable recipients
Evidence：O*NET task and work activity information · BLS Occupational Outlook Handbook：Financial Analysts
Typical scenario：Disorganized model files and supporting records
Roles most affected：Model and version management risks
Possible consequence：May cause lost revisions or inability to trace conclusion sources
How to reduce risk：Save models and evidence under naming and version rules, retaining revision records
Evidence：O*NET task and work activity information · BLS Occupational Outlook Handbook：Financial Analysts
Typical scenario：Unclear professional qualifications or disclosure agreements
Roles most affected：Qualification and disclosure agreement risks
Possible consequence：May affect lawful practice and authorship and disclosure rights
How to reduce risk：Specify professional qualifications, authorship, and disclosure agreements, retaining review and publication evidence
Evidence：O*NET task and work activity information · BLS Occupational Outlook Handbook：Financial Analysts
| Entry direction | Starting tasks | Evidence to prepare | Work samples you can show without experience | Distinctions to note |
|---|---|---|---|---|
| Analysis assistant roles | Collect data, check definitions, and organize drafts under guidance | Work and training records | Write data checking and definition alignment guidelines | Support-focused setting; emphasize definitions and audit trails |
| Analyst roles | Independently perform valuation or forecasting analysis and form conclusions | Analysis and modeling records | Write valuation assumption and scenario notes | Execution-focused setting; emphasize assumptions and review |
| Risk and compliance analysis roles | Analyze risk identification, limits, and compliance checks | Risk and compliance records | Write risk indicators and checking points | Standards-focused setting; emphasize division of duties with compliance departments |
| Corporate financial analysis roles | Perform budget, operating, and variance analysis to support management decisions | Financial analysis records | Write operating variance analysis guidelines | Internal setting; emphasize definitions and communication |
| Research manager roles | Assign tasks, review conclusions, and manage research progress | Quality and review records | Prepare a research review and publication checklist | Team leadership setting; emphasize records and review |
Check education, specialization, and professional qualification requirements; record the announcement date and whether recruitment remains open.
Distinguish arithmetic ability from organizing data into reviewable conclusions with explicit assumptions and retaining compliance records. Interest cannot replace work samples and supporting records.
Check disclosure, confidentiality, conflict management, and any noncompete or exclusivity clauses.
Record requirements and validity periods; verify again when changing institutions or business lines.
O*NET subset profile, CEI, JobZoneFour, SVP7.0 to <8.0, BrightOutlook; education and work context percentages are not listed. BLS typical education is a bachelor's degree. None in experience and on-the-job training fields is a statistic, not a training exemption or publication authority. The OOH states some roles may require licenses; check specific positions separately.
Preparation levels describe the occupation overall, not qualification requirements for specific institutions or business lines. Education survey percentages are unpublished; this page does not fill them in.
Check required spreadsheets and modeling tools, financial analysis and enterprise performance management systems, business intelligence and visualization tools, databases and query languages, statistical and econometric software, data terminals, and research databases.
Specify actual use cases and collaboration workflows. A tool list cannot substitute for ability in definitions, assumptions, and conclusions.
Provide company or project background, available financial statements and market data, investment or valuation questions, compliance and disclosure restrictions, required conclusions and explanation formats, and modeling resources as exercise inputs.
Label units and missing items, and state that the materials are entirely fictional.
List missing information that could affect judgments.
State that the exercise uses fictional materials and represents no actual institution, business, or employer.
Checkable outputs: data checking and definition alignment methods, model and assumption settings, scenario and sensitivity testing plans, statements of conclusions and uncertainty, review and recordkeeping methods, and situations requiring compliance or licensed manager confirmation.
State the boundaries: investment, legal, and compliance conclusions must be made by compliance, risk control, or licensed managers.
Write data checking and definition alignment methods, model and assumption settings, and scenario and sensitivity testing plans, explaining which conclusions require compliance, risk control, or licensed manager confirmation.
Exercise output: actionable analysis and conclusion guidelines.
First check data sources and definitions, then build a model for the question and record assumptions, and finally conduct scenario and sensitivity tests and express conclusions and uncertainty.
Leave unconfirmed data definitions or compliance issues as unknown and seek reviewer or compliance confirmation rather than relying on experience.
List each education, qualification, and tool requirement from the target announcement in a comparison table.
Mark requirements met, gaps to address, and items requiring verification.
Choose a fictional case and write the basis for assumptions, models, and scenarios.
Demonstrate modeling for the question and definition checks.
Use one page to record data sources, assumption versions, scenario results, and review status.
Identify supporting sources and unverified portions.
Describe modeling and data tools, versioning, and review methods so others can review them.
Identify which stages used AI assistance and were checked by a person.
| Situation | Questions you may be asked | Evidence you can present | Conclusions this cannot establish |
|---|---|---|---|
| Interview | Can you explain assumptions, definitions, and the basis for conclusions? | Check whether you can explain analysis methods for the question and applicable standards. | The employer decides whether to hire; candidates do not determine this themselves. |
| Work sample review | Can you show the complete process from data to conclusions? | Demonstrate traceability through analytical outputs, models, and supporting records. | One review does not establish readiness to independently handle all business lines. |
| Probation assessment |
Extract a definition, disclosure, or review requirement and write its implementation points.
Specify checking, reconciliation, and definition alignment methods by data type.
List information to record for assumptions, scenarios, revisions, and review.
Specify baseline, upside, and downside scenarios and conditions triggering revised judgments.
Write self-checking points for disclosure, suitability, and conflicts of interest.
Ask an experienced analyst or reviewer to identify missing assumptions and evidence, and record the feedback.
| Qualification / preparation item | Applicable group | Role in this occupation | Whether generally required | Conditions and investment | Scale of investment | What it cannot replace |
|---|---|---|---|---|---|---|
| Bachelor's degree (finance, economics, accounting, statistics, or related fields) | Most analysis roles | Meets basic entry requirements | Listed by BLS as typical entry education for this occupation | According to institutional and program requirements | Several to four years | Education level does not equal analytical judgment and compliance awareness |
| Master's degree (finance, economics, statistics, data science, or related fields) |
Typical scope：Collect data, check definitions, and organize drafts under established workflows
Readiness evidence：Work and training records (editorial suggestion)
Credential boundary：Primarily finance or accounting education; check employer and job requirements
Next moves：Independently write data checking and definition alignment guidelines
Typical scope：Independently perform valuation or forecasting analysis and form conclusions
Readiness evidence：Analysis and modeling records (editorial suggestion)
Credential boundary：Primarily analysis experience and work samples
Next moves：Handle valuation and scenario analysis
Typical scope：Analyze risk identification, limits, and compliance checks
Readiness evidence：Risk and compliance records (editorial suggestion)
Credential boundary：Primarily risk and compliance knowledge
Next moves：Handle risk identification and compliance checks
Typical scope：Assign tasks, review conclusions, and manage research progress
Readiness evidence：Quality and review records (editorial suggestion)
Credential boundary：Primarily experience and team appointment
Next moves：Develop toward research management
Typical scope：Review conclusions and check evidence under procedures
Readiness evidence：Review and audit trail records (editorial suggestion)
Credential boundary：Primarily compliance and internal control knowledge
Next moves：Independently review conclusions
Typical scope：Manage data dictionaries, model templates, and version workflows
Readiness evidence：Data and governance records (editorial suggestion)
Credential boundary：Primarily data governance and workflow knowledge
Next moves：Handle data and model governance
Typical scope：Perform disclosure and suitability checks under procedures
Readiness evidence：Disclosure and suitability records (editorial suggestion)
Credential boundary：Primarily knowledge of laws and disclosure requirements
Next moves：Handle disclosure and suitability checks
Typical scope：Conduct industry research, form conclusions, and maintain coverage
Readiness evidence：Research and coverage records (editorial suggestion)
Credential boundary：Primarily industry research experience
Next moves：Handle industry research and monitoring
Typical scope：Perform quantitative analysis using data and models
Readiness evidence：Quantitative and model records (editorial suggestion)
Credential boundary：Primarily statistical and programming ability
Next moves：Handle quantitative analysis tasks
Typical scope：Perform budget, operating, and variance analysis to support decisions
Readiness evidence：Financial analysis records (editorial suggestion)
Credential boundary：Primarily corporate finance experience
Next moves：Handle corporate financial analysis
Can collect data, check definitions, and organize drafts under guidance and keep accurate records.
Can independently perform valuation or forecasting analysis and form conclusions.
Can analyze risk identification and compliance checks and retain records.
Can lead a team in assigning tasks, reviewing conclusions, and managing research progress.
Does not establish：Projections do not equal actual outcomes or represent recruitment volumes in a particular region or institution
United States · Financial and Investment Analysts (SOC 13-2051, exact occupation)
377,200 workers (2025)
Employment size
Employment size and openings are different measures; openings are annual averages over the projection period and include replacement needs
Does not establish：Statistics cover the exact occupation; institution types and business lines vary considerably
Mainland China · Leasing and business services (industry category)
Non-private units: CNY 110,162 per year; private units: CNY 68,919 per year
Industry wages (industry proxy)
Industry average wages cover multiple occupations and cannot substitute for this occupation's wages
Does not establish：Industry and job-category scope, without a wage distribution for the specific occupation
These are capability relationships, not automatic promotions or credential waivers.
Transfers：Understanding of organizations and processes
Build next：Needs additional process and business diagnosis ability
View career profileTransfers：Financial function and internal control knowledge
Build next：Needs additional financial function and funds management ability
View career profileTransfers：Asset allocation and investment processes
Build next：Needs additional portfolio construction and investment decision ability
View career profileTransfers：Client communication and planning methods
Build next：Needs additional personal financial planning ability
View career profileTransfers：Budget and execution analysis
Build next：Needs additional budget preparation and execution analysis ability
View career profileTransfers：Credit analysis and risk control methods
Build next：Needs additional borrower credit assessment ability
View career profileTransfers：Insurance product and risk knowledge
Build next：Needs additional insurance pricing and underwriting ability
View career profileTransfers：Sales and trading processes
Build next：Needs additional sales and trade execution ability
View career profileResponsibilities differ: this occupation focuses on quantitative analysis of financial and market data, valuation, and decision support; management analysts diagnose organizational processes and business improvements; financial managers oversee institutional financial functions and funds; investment fund managers construct portfolios and make investment decisions; personal financial advisors plan finances for individual clients; securities, commodities, and financial services sales agents focus on sales and trade execution; budget analysts prepare and analyze institutional budgets; and credit analysts assess borrower creditworthiness.
U.S. O*NET-SOC 13-2051.00, Financial and Investment Analysts, corresponds to SOC 13-2051, belongs to Job Zone Four (considerable preparation, SVP 7.0 to <8.0), has interest code CEI, and is designated Bright Outlook. O*NET currently provides only a subset profile without education survey or task-level work context percentages; this page retains those gaps without filling them in. Median wages and percentiles are BLS OEWS estimates for this exact occupation (May 2025, presented through O*NET). Employment and growth use both O*NET's presentation of 2024—2034 projections and the BLS OOH financial analysts group's 2025—2035 scope; this page labels them separately.
In 2025, the median wage was USD 49.40 per hour and USD 102,740 per year; the 10th, 25th, 75th, and 90th percentiles were approximately USD 63,720, 79,290, 133,340, and 180,860 per year, respectively (May 2025 OEWS, exact occupation 13-2051, presented through O*NET). Industry median annual wages were approximately USD 124,370 in securities and investment activities, USD 101,540 in professional, scientific, and technical services, USD 101,760 in management of companies and enterprises, USD 100,120 in credit intermediation and related activities, and USD 95,830 in insurance carriers and related activities (May 2025, BLS OOH). Bonuses and long-term incentives are typically excluded from OEWS statistics.
O*NET's presentation of 2024—2034 projections: employment of approximately 368,500 (2024), projected faster-than-average growth (5% to 6%), and approximately 25,100 annual openings on average (an annual average over the projection period, including replacement needs). The BLS OOH financial analysts group, 2025—2035 scope: approximately 443,100 jobs (2025), +7% (approximately +32,000 workers), and approximately 29,500 annual openings. Statistical coverage and periods differ; this page labels them separately without conversion.
The National Bureau of Statistics materials checked in this round cover industry and job categories. No national wage statistic precisely matching this occupation was obtained. This page uses average urban-unit wages in leasing and business services (2025: non-private units CNY 110,162 per year; private units CNY 68,919 per year) and job-category average wages in enterprises above designated size (middle and senior managers CNY 210,016 per year; clerical and related workers CNY 94,936 per year) as contextual proxies only. Neither industry averages, job-category averages, nor individual recruitment quotations substitute for occupational wages.
O*NET places this occupation in Job Zone Four (considerable preparation, SVP 7.0 to <8.0) and designates it Bright Outlook. However, it currently provides only a subset profile without education survey percentages; this page retains the gap without filling it in. BLS states typical entry education is a bachelor's degree, with no related experience or on-the-job training required, usually in finance, economics, accounting, statistics, or related fields. Employers generally emphasize modeling and data tool ability. Securities and investment business, disclosure, insider information, conflicts of interest, and investor suitability must follow local laws and institutional procedures. In mainland China, common requirements are related education in finance, economics, accounting, or statistics plus professional qualifications, subject to recruitment announcements and local rules.
A more precise assessment is that tools will take over data cleaning, structuring, summaries, and initial drafting, while the occupation mainly experiences augmentation and a shift toward higher-level responsibilities. The ILO's 2023 study shows task exposure varies considerably between occupations, and technical feasibility does not mean institutions have adopted the technology. Assumption setting, scenario judgment, characterization of conclusions, and compliance disclosure confirmation require professional judgment and accountability. The conclusion is changing work methods and responsibility priorities rather than wholesale replacement.
No. The median is the midpoint of workers' wage distribution within the same statistical period, not a starting wage. Most work full-time and some more than 40 hours weekly (BLS), with concentrated activity during reporting seasons and transaction windows. Bonuses and long-term incentives are typically excluded from OEWS wage statistics; individual income depends on institution type, business line, and incentive arrangements. O*NET currently provides only a subset profile without task-level work context percentages.
Yes, but relevant education, work samples, and professional qualifications are usually needed. BLS states typical entry education is a bachelor's degree, with no related experience or on-the-job training required, usually in finance, economics, accounting, statistics, or related fields. Employers emphasize work samples, modeling, and data tool ability. Roles involving securities and investment business, disclosure, insider information, and conflicts of interest must also follow local laws and institutional procedures. Feasibility depends on the target employer and local rules. This page does not replace original regulations or provide investment, legal, or compliance advice.
FermatMind Career Content Research Process
2026-10-11
This round checked O*NET13-2051 subset tasks, CEI, and JobZone; May2025 national percentiles; BLS Table1.2 2025—2035 exact row and OOH two-occupation combination and exact industry wages; NBS industry context; OEWS definitions; and the respective scope of ILO/NIST.
Limitations：U.S. occupational information does not automatically establish mainland China professional qualification, disclosure, investor suitability, insider information, or employment requirements.
Limitations：Projections do not equal actual outcomes. Annual openings include replacement needs and cannot be interpreted as individual hiring probabilities. The two projection scopes cover different periods.
Limitations：These are occupation-level wage statistics. The median is not a starting wage; OEWS excludes bonuses and long-term incentives, and institution type and business line also affect actual income.
Limitations：Industry and job-category average wages cover multiple occupations and cannot be treated as this occupation's median or starting wage; they also exclude bonuses and long-term incentives.
Limitations：Task exposure does not equal actual adoption, productivity, or job changes. People must still handle assumption setting and compliance disclosure tasks.
Limitations：The governance framework contains no occupational or employment statistics and cannot serve as evidence of career outlook or employment.
Limitations：Not an external source of occupational facts; does not replace official statistics or jurisdictional rules.
Limitations：Editorial ratings use the existing occupational responsibilities and AI task analysis on this page. They are not adoption rates, measured effects, job-disappearance or personal-unemployment probabilities, or official scores from Stanford or another external institution. No measured time weights or future robot deployment are assumed.
Exact CN wages, national recruitment and qualification distributions, occupational AI measurements and personality validity evidence, and original local securities laws were not obtained; subset education and work context percentages remain missing. NBS's official 2025 Table 6 was checked: management 210016 / clerical 94936 yuan for enterprises above designated size provides only the corresponding enterprise-category context, not analyst wages. Protected conflicts in FAQ/Hero shared content, including older 368500 / 25100 figures, training exemptions, overall augmentation, and bonus exclusions, remain unchanged; whole-page consistency is not endorsed.
MBTI (English) · Big Five (English) · MBTI (Chinese) · Big Five (Chinese)
Check qualification and disclosure agreements
Check duty scope and review arrangements
Explain that the reference approach is an example, not the only correct method.
This exercise does not establish investment, legal, compliance, or disclosure conclusions. Compliance, risk control, or licensed managers make conclusion and disclosure judgments under procedures and regulations.
| Can you revise assumptions as required while keeping versions clear? |
| Demonstrate adherence to standards through revision and version records. |
| Short-term performance does not establish long-term analytical judgment. |
| After joining | Can you follow disclosure, confidentiality, and review procedures and retain an audit trail? | Demonstrate traceability through review and disclosure records. | Following procedures does not replace regulatory and compliance requirements. |
|---|
Write whether you want to continue, what you need to learn, and which judgments you cannot make yourself.
| Research and quantitative directions |
| Improves competitiveness in research and modeling |
| Not generally required |
| According to institutional and specialization requirements |
| One to two years |
| A degree does not confer authority to independently publish research externally |
| Professional licenses and industry qualifications | Roles involving investment research and advice | Meets local practice and disclosure requirements | Depends on business line and local laws | Examination and licensing cycle | Several months to several years | Qualifications do not confer authority to independently confirm compliance conclusions |
|---|
| Modeling and data tool preparation | According to target job announcements | Editorial suggestion: show model assumptions and review evidence | Whether required depends on actual announcements | Preparation through approved projects or courses | Depends on the starting point and project | Does not guarantee interviews, hiring, or investment publication authority |
|---|
| Disclosure and compliance training | Roles involving disclosure and investment advice | Meets disclosure, suitability, and conflict-of-interest requirements | Depends on institutional and business line requirements | Institutional training or courses | Several weeks to several months | Training does not remove compliance and disclosure obligations |
|---|
| Confidentiality and insider information training | Roles accessing nonpublic information and client data | Meets confidentiality and insider information management requirements | Depends on institutional and job requirements | Institutional training | Several hours to several days | Training does not remove confidentiality and insider information obligations |
|---|
Typical scope：Responsible for compliance processes, disclosure, and teams
Readiness evidence：Procedure and inspection records (editorial suggestion)
Credential boundary：Primarily compliance qualifications and experience
Next moves：Develop toward compliance management
Typical scope：Responsible for conclusions, disclosures, and teams
Readiness evidence：Work samples and management records (editorial suggestion)
Credential boundary：Primarily experience and team appointment
Next moves：Develop toward research and business management
Limitations：Applies only to this occupational description. Separately verify disclosure, investor suitability, insider information, and conflict-of-interest requirements under local laws and institutional procedures. Official education survey and work context percentages are unpublished.
Limitations：This financial analysts group page includes financial and investment analysts and financial risk specialists. Do not mix group and exact occupation scopes.
