Mutual Fund Analysts

Analyst Reviews Data

Mutual fund analysts conduct research on stocks, bonds, and other securities; companies; and industry sectors (such as information technology or health-care imaging equipment manufacturers) to help portfolio managers make investment decisions. Approximately 268,360 financial analysts (including those who work in the mutual fund industry) are employed in the United States. Analysts may also be known as buy-side financial analysts and research analysts.

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Quick Facts
Alternate Title(s) Buy-Side Financial Analysts, Research Analysts
Duties Conduct research on stocks, bonds, and other financial instruments; analyze companies and industry sectors in order to help portfolio managers make investment decisions
Salary Range $50,000 to $100,000+
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities are best in large cities
Minimum Education Level
  • Bachelor's Degree
School Subjects
  • Business
  • Economics
  • Mathematics
Experience Internship (junior analyst); two to three years experience (senior analyst)
Personality Traits
  • Enterprising
  • Hands On
  • Organized
Skills
  • Financial
  • Math
  • Research
Certification or Licensing Required
Special Requirements None
Employment Prospects Good
Advancement Prospects Good
Outlook Much Faster than the Average
Career Ladder
  • Chief Investment Officer
  • Portfolio Manager
  • Senior Analyst
  • Junior Analyst
  • Research Associate

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