Investment Analyst Job Description Template

Use this Investment Analyst job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.

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.

Investment Analyst Job Description Examples

Investment Analyst• FarmTogether

Create a New Asset Class. Feed the Planet. Fight Climate Change.

FarmTogether is a farmland investment manager powered by cutting-edge tech. Recognizing that farming is the single most vital industry on our planet, we’re on a mission to drive sustainable and prosperous food systems that work for everyone in our globally connected world...

We seek to bring creative and transformative capital t...

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Investment Analyst• Green Spark

This position is part of the investments team of a single-family office affiliated with MidFirst Bank. The investments team works closely with other family office functions including accounting, tax and legal.

The investments team invests across asset classes (e.g. private equity funds, venture capital funds, privately held companies, publicly traded equities, real estate), providing the... ca...

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Investment Analyst - Investment Solutions• Security Benefit Business Services LLC

Security Benefit (SB), a leader in the retirement market, is seeking an Investments Analyst to join the Investments Team. This position will be focused on helping the Investment Solutions Team with private financing activities and creating financing solutions for different types of investments. This position will be based in Topeka office. SB associates are working in a hybrid environment with....

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Investment Analyst• NorthPoint Development LLC

• This position will sit in the Kansas City office

Curious about a career with NorthPoint...

NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking for an Investment Analyst to join our growing team! NorthPoint provides an inclusive environment that cultivates collaboration and mentorship. Our core v...

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