Investment Analyst Job Description Template

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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.


  • 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


  • 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

What does Investment Analyst do?

On a day-to-day basis, an Investment Analyst typically performs various tasks, including:

  1. Research and Analysis: Conducting in-depth research and analysis of industries, companies, and financial markets to identify investment opportunities and industry trends.

  2. Financial Modeling: Developing and maintaining complex financial models to evaluate the financial performance and projected returns on investment of different assets or companies.

  3. Data Analysis: Analyzing and interpreting economic data, financial statements, and market trends to assess the performance of investment portfolios and make informed decisions.

  4. Risk Assessment: Assessing the risk associated with different investment opportunities and understanding their potential impact on the overall portfolio.

  5. Due Diligence: Conducting due diligence on potential investments, including evaluating management teams, analyzing business strategies, and assessing competitive advantages.

  6. Portfolio Management: Assisting in the development and management of investment portfolios, including monitoring the performance of existing investments, making recommendations for buy/sell decisions, and rebalancing portfolios as needed.

  7. Client Relationships: Building and maintaining relationships with clients or portfolio managers to understand their investment objectives and preferences, and providing periodic updates and reports on portfolio performance.

  8. Communication: Preparing investment reports, presentations, and recommendations to communicate ideas and investment strategies to internal teams, clients, or other stakeholders.

  9. Stay Updated: Actively staying informed about the latest market trends, regulatory changes, and economic indicators that may impact investment decisions.

  10. Continuous Learning: Engaging in professional development activities, such as attending conferences or completing relevant certifications, to continuously enhance knowledge and skills in the investment field.

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