Investment Analyst Job Description Template
What is a Investment Analyst?
An investment analyst is a financial professional who evaluates investment opportunities and provides recommendations to clients or companies. They conduct research and analysis on various assets, such as stocks, bonds, commodities, or real estate, to assess their potential risks and returns.
Investment analysts can work in different industries and sectors, including investment firms, banks, brokerage firms, asset management companies, insurance companies, and hedge funds. They may also work for corporate finance departments of large corporations or government agencies. Additionally, some investment analysts operate independently or work for consulting firms, where they provide advisory services to institutional or individual investors.
Investment Analyst Job Description Template
Job Brief
We are looking for an experienced Investment Analyst to undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our sound portfolio-management strategy by providing the necessary data for our decision making process.
Responsibilities
- Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
- Look back at previous investment decisions and the thought process of making the investment decision
- Liaise with fund managers and network with industry professionals
- Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products
- Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
- Develop complex financial models and analyse legal documents
Requirements
- 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
- BS degree in Finance, Accounting or related field
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