Investment Analyst Job Description

 

This Investment Analyst job description template can be posted to online job forums and career pages for the recruitment of candidates. The Investment Analyst job description, its requirements, and responsibilities, given in this template can be modified according to the specific need of your company.

The primary job role of an Investment Analyst is to:

  • Determine suitable investment strategies by examining and assessing all economic/market trends, financial statements, earnings prospects and other indicators
  • Analyze the past investment decisions so as to target the areas for improvements
  • Liaise with industry professionals and fund managers so as to take better decisions

Investment Analyst Job Description

We are hiring an Investment Analyst for helping us in making better investment decisions and reporting on prospective investment avenues by doing appropriate financial/market research. You will be indirectly participating in our portfolio management by providing the necessary information needed for making better investment decisions.

In order to succeed in this role, you must possess sound knowledge of all investment procedures including the concept of sustainable investment. So, if you like to work in a fast-paced environment, and qualify the following requirements, we would like to hear from you.

Requirements

  • At least a Bachelor’s degree in Accounting, Finance, Economics or a related field
  • Professional certification (e.g. CPA or CFA)
  • Prior experience as an Investment Analyst
  • Experience of working with financial, statistical and investment analysis software
  • Sound understanding of statistics, economics, investment procedures and financial set-ups
  • Exceptional qualitative and quantitative analysis skills as well as excellent numeric skills
  • Strong communication skills and a keen eye for details

Responsibilities

  • Determining suitable investment strategies by examining and assessing all economic/market trends, financial statements, earnings prospects and other indicators
  • Analyzing the past investment decisions so as to target the areas for improvements
  • Liaising with industry professionals and fund managers so as to take better decisions
  • Analyzing legal documents and developing complex financial models
  • Compiling advisory reports as well as making recommendations on investment opportunities that could diversify or enhance portfolios
  • Monitoring financial press and keeping track of investment products, market trends, risks and new opportunities