An investment analyst works within a group that reviews and potentially approves investment products. Their responsibilities may also cover making recommendations to advisors on portfolio management, asset allocation, and the full range of investment products that advisors might use in their daily work. Other responsibilities of an investment analyst include conducting research on funds and writing commentary or analysis, supporting advisors, delivering presentations on investment topics, and supporting asset management programs.
Investment Analyst Tasks
Make recommendations for investments based on company and industry research.
Assist in developing investment strategies for companies or individuals.
Conduct research and analysis to evaluate the financial performance of companies or industries.