What does an Investment Analyst do?

Learn all about Investment Analyst duties, skills and much more. Get expert advice on how to become an Investment Analyst.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

An investment analyst is a professional who performs financial analysis on potential investments in order to make recommendations to clients or employers. Investment analysts typically have a background in accounting, finance, or economics.

Investment Analyst job duties include:

  • Research and analyze economic and business trends
  • Develop financial models to forecast business, industry, or economic conditions
  • Select stocks, bonds, or other investments for clients or for personal portfolio
  • Monitor financial news and investment activities to identify investment opportunities or market trends
  • Prepare reports detailing findings and recommendations
  • Present research findings to clients or senior management
  • Manage client portfolios or make recommendations on investing in specific securities
  • Stay abreast of new investment products and services
  • Attend conferences and seminars to network with other professionals and stay current on industry trends

Investment Analyst Job Requirements

An Investment Analyst typically needs a bachelor's degree in business, economics, finance, or a related field. Many employers also require certification from the Chartered Financial Analyst (CFA) Institute. Investment Analysts typically have 1-3 years of experience working in the financial industry.

Investment Analyst Skills

  • Analytical
  • Profit and loss analysis
  • Financial analysis
  • Finance
  • Asset management
  • Real estate
  • Business administration
  • Financial modeling
  • Business strategy
  • Investment banking
  • Investment management
  • Equity research

Related: Top Investment Analyst Skills: Definition and Examples

How to become an Investment Analyst

There are a few key steps to becoming an investment analyst. Firstly, it is important to get a degree in a relevant field such as finance, economics, or accounting. Secondly, it is helpful to have experience working in the financial industry in some capacity. This could be through internships, part-time jobs, or even full-time jobs. Thirdly, it is essential to be good with numbers and have strong analytical skills. Finally, it is also important to be able to communicate effectively and present information in a clear and concise manner.

Investment analysts play an important role in the financial industry. They are responsible for analyzing investments and providing recommendations to clients. Investment analysts typically work for banks, investment firms, or insurance companies. They use their skills to help clients make informed decisions about where to invest their money.

Becoming an investment analyst requires both formal education and practical experience. A degree in finance, economics, or accounting is typically required for this position. In addition, investment analysts should have experience working in the financial industry. This could be through internships, part-time jobs, or full-time jobs. Strong analytical skills and the ability to communicate effectively are also essential for this role.

Related: Investment Analyst Resume Example

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