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$81K

How much do series 86 jobs pay per year?

As of Jun 10, 2026, the average yearly pay for series 86 in the United States is $61,960.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $71,000.00 per year, depending on experience, location, and employer.

What is the difference between Series 86 vs Series 87?

AspectSeries 86Series 87
Primary FocusResearch Analyst, Equity ResearchResearch Analyst, Fixed Income
Certifications RequiredSeries 86, Series 87
Work EnvironmentEquity research departments, investment firms
Industry UsageFinancial services, investment banks

Series 86 and Series 87 are both securities industry exams for research analysts. Series 86 focuses on equity research, while Series 87 covers fixed income research. Both certifications are often required for research analysts working in investment firms, and they share similar work environments. The main difference lies in the type of securities analyzed, with Series 86 geared toward stocks and equity markets, and Series 87 centered on bonds and fixed income securities.

What is a Series 86 license?

A Series 86 license is a qualification administered by the Financial Industry Regulatory Authority (FINRA) for individuals who want to become research analysts. This license demonstrates that the holder has the necessary knowledge to analyze equity securities and provide investment research and recommendations. Candidates must pass the Series 86 exam, which focuses on information analysis and valuation of securities. It is typically required for professionals who are involved in preparing research reports or making investment recommendations in the financial services industry.

What are some common challenges faced when preparing for the Series 86 exam as a research analyst candidate?

Preparing for the Series 86 exam can be challenging due to the in-depth financial analysis and modeling skills required. Candidates often find it demanding to balance studying with their regular job responsibilities, as the exam covers advanced topics like valuation, financial statement analysis, and industry research. It's essential to allocate consistent study time and utilize practice questions to gain familiarity with the exam format. Collaborating with colleagues or study groups can also provide support and clarify complex concepts.

What are the key skills and qualifications needed to thrive as a Series 86 Research Analyst, and why are they important?

To thrive as a Series 86 Research Analyst, you need strong analytical skills, financial modeling expertise, and a solid understanding of accounting and valuation principles, typically supported by passing the Series 86 exam. Familiarity with financial databases, Excel, Bloomberg Terminal, and research platforms is essential for market and company analysis. Exceptional attention to detail, communication, and critical thinking skills are vital to stand out in delivering clear, actionable investment insights. These competencies are crucial for producing high-quality research that guides effective investment decisions and builds trust with clients and stakeholders.
More about Series 86 jobs
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Series 86 jobs near you
Infographic showing various Series 86 job openings in the United States as of June 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $61,960 per year, or $29.8 per hour.
Equity Research Associate - MedTech Sector

Equity Research Associate - MedTech Sector

William Blair

New York, NY • Hybrid

Other

Posted 19 days ago

Job description

Assemble and validate data on quality growth companies and conduct fundamental research and analyses on industry sectors, companies and securities at the direction of senior Research Analysts. Develop and/or update financial models and other statistical data for security analyses. Document findings and develop reports, presentation materials and educational tools for investment teams, clients and prospects.

Responsibilities include but may not be limited to:

  • Assemble and validate data on quality growth companies using internal and external data sources. Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives. Evaluate potential data sources and ensure data complies with firmwide data standards.
  • Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies. Conduct research using predefined parameters. Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns. Communicate findings to Research team and refine analyses based on team input.
  • Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.
  • Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives. Document contact points and information obtained to assist in analysis activities.
  • Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in targeted industry groups in order to generate new business activity.
  • Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.
  • Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
  • Additional responsibilities as requested.

Qualifications:

  • Bachelor's Degree required; concentration in Finance or Accounting preferred
  • CFA, CPA, or technical designation preferred
  • 2 - 5 years of related investment research experience required
  • SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within first 180 days
  • Advanced conceptual and critical thinking skills
  • Advanced accounting and financial statement analysis skills
  • Proficiency in building computer generated financial models
  • Strong written and verbal communications skills, and the ability to convey complex financial information in an understandable manner to various audiences
  • Client service oriented
  • Ability to work independently in support of team goals
  • Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources

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