Your work. Your records.
Financial Analyst Workplace Records Guide
Financial and investment analysts may contribute research, models and recommendations to decisions involving several reviewers. An employment concern about an analysis or missed deadline should distinguish your assigned work from the final decision. Prepare a dated account of scope, assumptions and approvals while keeping confidential financial information outside your personal file.
Call now(800) 800-5555Free initial case evaluation. Representation depends on work state and case eligibility. This guide explains record preparation; it does not determine whether a legal claim exists.
A record map for your role
What to organize first
Scope history
Record the original analysis objective, changed assumptions and the role responsible for approving revisions.
Review sequence
List submission dates, requested changes and responses while leaving model contents and confidential inputs in approved systems.
Employment decision
Keep your own evaluation or reassignment notice and the stated explanation separate from transaction records.
Start with the work you actually do
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
O*NET classifies this occupation as Financial and Investment Analysts (13-2051.00). Its description covers a typical occupation, not every workplace or individual job. It does not establish employee status, overtime eligibility or employer misconduct.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.Source task 21579 · updated 11/2020
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.Source task 21580 · updated 11/2020
- Assess companies as investments for clients by examining company facilities.Source task 21581 · updated 11/2020
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.Source task 21582 · updated 11/2020
- Conduct financial analyses related to investments in green construction or green retrofitting projects.Source task 21584 · updated 11/2020
A reference point for your pay records
May 2025 wage estimates by state
Compare your pay records with published BLS estimates for Financial and Investment Analysts (SOC 13-2051). These describe an occupation across employers. They are not a required pay rate, an overtime calculation, or evidence of discrimination or unpaid wages.
Select your work state to see its published pay range. No personal pay information is requested or sent.
The 25th and 75th percentiles mark the middle half of the estimated wage distribution; the median is its midpoint. Actual pay can differ with experience, employer, location and duties. Hourly and annual figures are shown as published, without converting one into the other.
All published state estimates for this occupation
| State | Hourly 25th | Hourly median | Hourly 75th | Annual median |
|---|---|---|---|---|
| Alabama | $33.75 | $43.89 | $52.62 | $91,290 |
| Alaska | $38.63 | $49.16 | $74.10 | $102,240 |
| Arizona | $36.17 | $44.97 | $57.81 | $93,540 |
| Arkansas | $31.85 | $38.99 | $51.55 | $81,110 |
| Connecticut | $41.92 | $52.65 | $79.46 | $109,500 |
| Delaware | $38.44 | $48.94 | $64.40 | $101,800 |
| Florida | $33.99 | $45.43 | $57.55 | $94,490 |
| Georgia | $37.68 | $47.80 | $62.22 | $99,420 |
| Hawaii | $34.39 | $45.50 | $51.92 | $94,640 |
| Idaho | $36.38 | $48.48 | $57.31 | $100,830 |
| Indiana | $31.25 | $39.31 | $51.52 | $81,760 |
| Iowa | $36.78 | $44.41 | $55.39 | $92,370 |
| Kansas | $32.42 | $40.80 | $50.52 | $84,860 |
| Kentucky | $29.92 | $39.26 | $50.82 | $81,660 |
| Louisiana | $30.03 | $36.38 | $47.92 | $75,680 |
| Maine | $37.01 | $42.46 | $51.13 | $88,320 |
| Michigan | $36.68 | $45.88 | $58.45 | $95,420 |
| Minnesota | $37.91 | $49.52 | $61.66 | $102,990 |
| Mississippi | $29.19 | $38.26 | $49.94 | $79,580 |
| Missouri | $36.67 | $47.32 | $58.10 | $98,420 |
| Montana | $38.64 | $47.69 | $56.35 | $99,190 |
| Nebraska | $36.10 | $41.02 | $54.38 | $85,320 |
| New Hampshire | $30.24 | $39.67 | $55.59 | $82,520 |
| New Mexico | $31.00 | $42.13 | $56.71 | $87,630 |
| New York | $48.83 | $61.51 | $84.13 | $127,930 |
| North Carolina | $36.79 | $49.22 | $63.19 | $102,390 |
| North Dakota | $29.05 | $37.58 | $46.17 | $78,170 |
| Ohio | $34.79 | $45.33 | $54.81 | $94,280 |
| Oklahoma | $31.46 | $38.29 | $50.33 | $79,640 |
| Pennsylvania | $32.03 | $40.61 | $58.40 | $84,460 |
| Rhode Island | $37.44 | $48.34 | $63.05 | $100,550 |
| South Dakota | $33.51 | $47.67 | $67.38 | $99,150 |
| Tennessee | $34.57 | $44.71 | $50.34 | $92,990 |
| Texas | $37.19 | $47.67 | $60.67 | $99,150 |
| Utah | $33.02 | $43.93 | $56.39 | $91,370 |
| Vermont | $38.04 | $47.64 | $59.80 | $99,090 |
| Virginia | $38.94 | $50.72 | $66.10 | $105,490 |
| West Virginia | $29.42 | $33.19 | $40.43 | $69,030 |
| Wisconsin | $36.73 | $45.95 | $58.27 | $95,570 |
| Wyoming | $40.48 | $89.95 | $167.09 | $187,090 |
“Not published” preserves unavailable or suppressed source cells. “Above reporting limit” preserves a top-coded source value without inventing a number. A missing state estimate does not establish service eligibility. The data describe wage and salary employment; they do not measure self-employment income.
Source: BLS May 2025 state workbook · OEWS tables · BLS technical notes. Use your own schedule, pay statement and compensation terms to identify the question you want reviewed.
Trace scope and review revisions
Describe the analysis objective in general terms, the input information available and the required review route. Note when assumptions or deadlines changed and who directed the revision. Distinguish your analysis from a recommendation approved by someone else. Avoid presenting an investment result as a complete measure of your work or an explanation of an employment decision.
Document your role in collaborative work
Identify the portions you prepared, the feedback you received and any dependency on accounting, legal or other specialist input. If performance feedback cited timeliness or accuracy, record the specific concern and your response. Keep facts, estimates and interpretations separate. Do not copy another professional's confidential advice into your personal account to explain a disagreement.
Do not export financial research files
Retain your own employment agreement, evaluation and permitted manager correspondence. Do not remove client portfolios, valuation models, transaction materials, nonpublic company information or credentials. Describe the relevant report by general purpose and date, and identify its custodian for an authorized review. Avoid using private investment details as examples in personal notes.
Choose your next step
Review the workplace retaliation guide, unpaid wages guide, or discrimination guide if those concerns fit your experience. A job title alone does not establish a claim.
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