Financial and investment analysts

SOC 13-2051 · 13-0000 · Score reference month August 2026

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

In short

The national Job Market Health score is in the Balanced band for August 2026.

Job Market Health score

53/ 100
Balanced

Stable · +1

Confidence
High
Restated score
52
Methodology
v1.0
Geography
US
  • At least 90% of required inputs and occupation-industry mapping are covered.

Job Market Health scores are derived indicators based on published data, informational only, not a forecast or guarantee.

$102,740Median annual wageOEWS May 2025
24,700Projected annual openingsBLS Employment Projections 2025-2035
+7.2%Projected growth2025–2035
361,980Total employmentOEWS May 2025

Latest interpretation

What stands out for financial and investment analysts

The clearest signals from the latest validated score, outlook and metro data.

Occupation fundamentals is the strongest component

Occupation fundamentals scores 79/100, compared with 33/100 for current demand, a 46-point difference.

JobMarketHealth score components

Published long-term outlook

BLS projects 24,700 average annual openings and +7.2% employment growth from 2025 to 2035. Projected openings are a modeled annual average, not vacancies open today.

BLS Employment Projections

Largest published metro market

New York-Newark-Jersey City, NY-NJ has the largest published metro employment count for financial and investment analysts, at 53,870 jobs. The next-largest published metro is Los Angeles-Long Beach-Anaheim, CA with 19,600 jobs. This measures employment scale, not market quality.

BLS OEWS

Local market context

QCEW industry conditions for this occupation’s employment mix

Choose a state to see how the industries that employ this occupation are performing locally.

Browse local market context by state

Choose any state from the menu above to explore its available industry context.

How to read this section

QCEW measures employment and wages by industry, not by occupation. We weight those industry conditions using the published industry mix for this occupation. These figures describe the industries that employ this occupation; they are not direct counts of people working in the occupation or jobs currently open.

Source: BLS QCEW. This section is not part of the national 0 to 100 Job Market Health score. See the methodology.

Compare states for financial and investment analystsSide-by-side published industry conditions for two or three states. There is no state-level health score; the 0 to 100 score is national.

How to read this page

The score is a national composite from 0 to 100 that weights near term hiring demand at 50 percent, the occupation's own employment fundamentals at 30 percent, and long-term outlook at 20 percent. Wages and occupation profile details are context shown alongside it, not score inputs. See the full methodology.

Median annual wage and metro employment come from BLS OEWS, which is annual. Projected annual openings and projected growth come from BLS Employment Projections and describe the published projection horizon, so they are not a count of jobs open today. Values shown as not published are suppressed by the source rather than filled in here.

Job Market Health trend

Published composite score · 0–100 · by reference month

Latest published values
  • Aug 2653 / 100
View values: Job Market Health history
Job Market Health history
Reference monthScore / 100
Jan 2558
Feb 2559
Mar 2559
Apr 2557
May 2559
Jun 2555
Jul 2554
Aug 2547
Sep 2549
Oct 2547
Nov 2548
Dec 2547
Jan 2649
Feb 2648
Mar 2652
Apr 2653
May 2654
Jun 2653
Jul 2652
Aug 2653

Score components

The three published inputs behind the composite · each 0–100

Current demand33 / 100
Occupation fundamentals79 / 100
Long-term outlook59 / 100

Largest metro markets by employment

OEWS employment count, where the jobs are, not a quality ranking

OEWS May 2025. These occupation counts describe the survey reference period.

Linked metro names open overall job-market profiles.

Compare cities for this career →

Employment · number of jobs

  • New York-Newark-Jersey City, NY-NJ53,870
  • Los Angeles-Long Beach-Anaheim, CA19,600
  • Chicago-Naperville-Elgin, IL-IN17,150
  • Boston-Cambridge-Newton, MA-NH13,010
  • Dallas-Fort Worth-Arlington, TX11,530
  • Washington-Arlington-Alexandria, DC-VA-MD-WV10,930
  • Philadelphia-Camden-Wilmington, PA-NJ-DE-MD10,050
  • San Francisco-Oakland-Fremont, CA9,910
  • Atlanta-Sandy Springs-Roswell, GA7,740
  • Charlotte-Concord-Gastonia, NC-SC6,790
Largest metro markets by employment
Metro areaEmploymentJobs per 1,000Median annual wage
New York-Newark-Jersey City, NY-NJ53,8705.67$128,930
Los Angeles-Long Beach-Anaheim, CA19,6003.13$102,260
Chicago-Naperville-Elgin, IL-IN17,1503.80$101,750
Boston-Cambridge-Newton, MA-NH13,0104.81$117,520
Dallas-Fort Worth-Arlington, TX11,5302.85$100,350
Washington-Arlington-Alexandria, DC-VA-MD-WV10,9303.49$108,330
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD10,0503.47$95,400
San Francisco-Oakland-Fremont, CA9,9104.18$130,520
Atlanta-Sandy Springs-Roswell, GA7,7402.68$100,830
Charlotte-Concord-Gastonia, NC-SC6,7905.00$106,510

Education & training

Typical entry requirements · BLS Employment Projections 2025-2035

Typical education
Bachelor's degree
Work experience
None
On-the-job training
None
Projected employment
404,300 jobs

Top skills

Occupation profile · O*NET 31.0 Database

O*NET skills are not available in this published occupation profile. Other figures on this page use their separately listed sources.

Also known as: Analyst, Credit Products Officer, Equity Research Analyst, Financial Analyst, Investment Analyst, Planning Analyst

AI & this occupation

How AI relates to Financial and investment analysts work

Across 3 research exposure measures, Financial and investment analysts is in the higher technical AI exposure band based on the mean of the available source-specific percentile ranks. Exposure describes how much of the work the studied AI capabilities could technically assist with; it is not a forecast of job loss.

Observed use of Claude for this occupation's tasks is in the higher third of occupations in the Anthropic Economic Index, a dated observed task-exposure benchmark, not conversation share or the share of workers using AI. Its observation window is not recorded in this saved release.

In the task mix derived from the March 27, 2025 Anthropic release, 70.9% followed augmentation patterns (people iterating, validating or learning with AI), based on 8 matched tasks.

JobMarketHealth has not measured an AI effect on this occupation's employment or wages, and these figures do not enter its scores; there is no clear evidence of displacement in the data shown here.

Technical AI exposureHigher exposureMean of 3 available source-specific percentile ranks (4 measures checked); fixed exposure bands, not a national rank of the composite
Dated Claude task exposureHigher thirdObserved task-exposure benchmark 0.572; observation window not recorded
Business AI use (BTOS Core)24.6%U.S. businesses using AI, two weeks ending 2026-10-04; all industries, not this occupation
Historical task mix (2025)70.9% augmentationMarch 27, 2025 release; 29.1% automation, 8 matched tasks
Measured labor-market effectNot estimatedJobMarketHealth does not attribute employment or wage changes to AI

Exposure measures (kept separate)

  • GPTs are GPTs exposure (β, GPT-4 rated): 0.46 of 1, national percentile 69 (higher third)
  • Microsoft AI applicability: 0.28 of 1, national percentile 85 (higher third)
  • AIOE (Felten, Raj & Seamans): 1.38 (standardized), national percentile 95 (higher third)

National context: what businesses used generative AI for

From the Census 2025-26 BTOS AI Supplement (all industries; businesses whose employees used generative AI). Census did not measure Financial and investment analysts specifically.

  • Writing or editing documents, emails, or communications: 85.4%
  • Searching for information or technical help: 49.9%
  • Interpreting, analyzing, translating, or summarizing documents: 44.6%
  • Information processing, paperwork, or filing: 34.7%

Exposure and observed usage are separate measures and neither equals job loss. Census BTOS figures are business-level surveys and are not occupation-specific. Sources: GPTs are GPTs occupation exposure; Microsoft Working with AI: AI applicability; AI Occupational Exposure (AIOE); Anthropic Economic Index; Census BTOS Core AI Use; Census BTOS AI Supplement 2025-26. These figures do not affect Job Market Health scores. Explore AI & Jobs · How we use AI data.

Sources and methodology

The datasets behind the figures on this page

Job Market Health score
Score for reference month August 2026 · methodology v1.0 · MethodologyScore last recalculated Oct 2, 2026 · First published Sep 29, 2026
BLS Occupational Employment and Wage Statistics
Employment, wages and largest metros · OEWS May 2025 · publisher release May 15, 2026 · About this sourceRetrieved Sep 17, 2026
BLS Employment Projections
Projected growth, openings, education and training · BLS Employment Projections 2025-2035 · publisher release Aug 27, 2026 · About this sourceRetrieved Sep 17, 2026
O*NET
Skills, alternate titles and related occupations · O*NET 31.0 Database · publisher release date not verified · About this sourceRetrieved Oct 19, 2026

Values marked “Not published” are suppressed or not published by the source. We leave them blank rather than estimating them. Pipeline status for every source is on Data Status.

Related occupations

O*NET® lists these occupations as related. Each link opens the same published view of score, wages and outlook.

Evidence record

JobMarketHealth derived indicator; not a government statistic. The composite score is national and occupation level.

Occupation
Financial and investment analysts
SOC code
13-2051
Geography
United States
Reference month
August 2026
Published Job Market Health score
53 / 100
Restated score
52 / 100
Band
Balanced
Current Demand component
33 / 10050% weight
Occupation Fundamentals component
79 / 10030% weight
Long-Term Outlook component
59 / 10020% weight
Confidence
HighAt least 90% of required inputs and occupation-industry mapping are covered.
Methodology version
v1.0
Source vintage: Annual
EP-2025-2035|CPS-25b-2025|OEWS-2020-2025
Source vintage: Monthly calculated at
2026-10-02T15:32:05.097Z
First published at
Sep 29, 2026
Recalculated at
Oct 2, 2026
Canonical record URL
https://jobmarkethealth.com/occupations/financial-and-investment-analysts#evidence-record
Derived by
JobMarketHealth

Keep going

Learn how to judge a market from these numbers in how to tell if a job market is healthy, or why projected growth and annual openings often disagree in projected growth vs projected annual openings. Coverage, revisions and limits are explained on about the data.

The datasets behind these figures, and what each one can and cannot show, are set out on data sources.