Investment Analyst Job Description

What is the job description of an Investment Analyst? What are the duties and responsibilities of an Investment Analyst? What does an Investment Analyst do?

Job description of an Investment Analyst

Investment Analyst is a financial professional who conducts research, creates financial models, and produces analytical reports and recommendations. Investment analysts provide fund managers with financial information, advice and recommendations that are derived from global investment data.

Whilst fund managers are responsible for making decisions about investments, it is investment analysts who have the responsibility of providing information and recommendations that enable such decisions to be made. Investment work provides high levels of responsibility, good promotional opportunities and impressive financial rewards for the most successful employees.

This Investment Analyst job description example includes the list of most important Investment Analyst duties and responsibilities as shown below. It can be modified to fit the specific Investment Analyst profile you're trying to fill as a recruiter or job seeker.

Investment Analyst Duties and Responsibilities

Investment Analyst job description should contain a variety of functions and roles including:

  • Writing financial research summaries
  • Researching companies
  • Making informed recommendations
  • Analysing company accounts, profit and loss sheets and cash flow information
  • Regularly meeting with fund managers
  • Keeping detailed knowledge about the economy and financial markets up-to-date
  • Interpreting complicated financial information
  • Using specialist media sources to gain information about current financial news.
  • Regularly meeting with company managers to discuss financial matters

Investment Analyst Requirements / Skills / Qualifications

Investment Analyst job description should include these common skills and qualifications:

  • B.Sc degree in Finance, Accounting or related field
  • Proven working experience as an Investment analyst
  • Solid understanding of financial set-up, procedures, statistics and economics
  • Excellent investment analysis software user
  • Strong numeric skills
  • Excellent quantitative and qualitative analytical skills

As a hiring manager, recruiting an ideal Investment Analyst starts with crafting a good job description. Use this Investment Analyst job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of an Investment Analyst may also reference it in preparation for the interview.