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 analysts typically work for major financial institutions, financial firms, fund managers, brokerages and venture capital firms. They work in a professional office environment, sitting long periods of time, and using a computer for most of the day. They typically work during regular business hours, although they may need to work overtime in time-sensitive situations.
A typical investment analyst is expected to work very well in a team environment. They should have outstanding communication skills to use in writing reports, collaborating with coworkers, and speaking in public. Most companies will require, at minimum, a bachelor’s degree in finance, accounting, or a related field. They may also require experience in the field, certification, and/or documented progress towards certification. These certifications can include certified investment management analyst (CIMA), chartered financial analyst (CFA), or chartered alternative investment analyst (CAIA). Investment analysts are expected to have a strong sense of attention to detail, as well as to be extremely diligent and precise in their work.
Investment Analyst Tasks
Conduct research and analysis to evaluate the financial performance of companies or industries.
Assist in developing investment strategies for companies or individuals.
Make recommendations for investments based on company and industry research.