Investment Analyst Job Description

Learn about the key requirements, duties, responsibilities and skills that an investment analyst job description should have.

Investment analysts are financial professionals who evaluate securities, stocks, bonds and other financial assets. They identify potential investments for purchase, research business finances, and advise clients. They also contribute to financial decision-making through in-depth analyzes of market trends and performance.

Investment Analyst Job Description Template

We are seeking an Investment Analyst to evaluate and research our clients’ trends and opportunities. In this role, you will conduct research, evaluation, and valuation of financial instruments, markets, and businesses and interact with other team members to provide quality investment advice to our clients and businesses.

To ensure success as an investment analyst you must be well versed in portfolio management, have a keen eye for detail, and be proactive in finding investment opportunities. A top investment analyst performs well under pressure, possesses creative and analytical skills, and can adapt his thinking to rapidly changing scenarios.

Responsibilities of Investment Analyst:

  • Valuation of business and assets.
  • Calculating risks and opportunities for potential and existing customers.
  • Monitoring market trends and investment portfolios.
  • Analyzing past investment decisions and generating key takeaways.
  • Conduct meetings with clients and management throughout the year.
  • Developing complex financial models for integration into decision-making processes.
  • Compile financial data into reports for other team members and stakeholders.
  • Identifying key areas of business performance for other stakeholders.
  • Reporting differences and issues as they arise to senior team leaders.
  • Working in a dynamic team environment.

Investment Analyst Requirements:

  • Bachelor’s degree in finance, investment banking, or accounting.
  • At least 2 years of experience in a similar role.
  • Strong mathematical and numerical skills.
  • Proficiency in data collection and analysis.
  • Excellent research and writing skills.
  • A flair for data and data manipulation.
  • Confident presentation skills.
  • Thorough understanding of financial analysis and investment strategy.
  • Interpersonal skills and ability to work under pressure.
  • A team player who can work independently.
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