Investment Analyst Job Description

Use this Investment Analyst job description template to advertise the open roles for free using Longlist.io. 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

Investment Analyst responsibilities

  • Examining and assessing economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
  • Looking back at previous investment decisions and the thought process of making the investment decision

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

Investment Analyst Job Description Examples

Investment Analyst • Empire Flippers — Buy, Sell & Invest In Online Businesses

What’s the Opportunity?

Becoming an Investment Analyst will put you in a critical role at EF Capital...

You'll be joining a very fast-paced team in a high-growth environment. The work will be challenging and you may find yourself wearing several different hats along the way.

While we have the support and backing of a larger established company and brand, it's not wrong to say this will compa...

Read more
Investment Analyst • University of Missouri

Hiring Department

University of MO- System...

ATREASUR - Investments Office

Job Description

The Office of Investments at the University of Missouri System isresponsible for the management of portfolios with total investmentexposures exceeding $11 billion. The Investment Analyst is expectedto collect data, perform analyses, evaluate returns and risks ondifferent investments, create finan...

Read more
Investment Analyst/Officer • MoDOT & Patrol Employees' Retirement System

Investment Analyst/Officer and Manager - Investment Operations (3 positions)

MoDOT & Patrol Employees’ Retirement System (MPERS) was established in 1955 to provide retirement and survivor benefits, disability benefits, and death benefits for members of MPERS. Members consist of employees from the Missouri Department of Transportation (MoDOT), Missouri State Highway Patrol (MSHP) and MPERS staf...

Read more
Venture Capital Investment Analyst/Associate | FinTech | Los Angeles | • Selby Jennings

Our client, a Fintech focused VC firm is currently looking to onboard an Investment Analyst/Associate to their growing team. They are seeking highly driven, motivated Investment Professionals to join its VC investment team out in Los Angeles. This is the perfect opportunity to join a growing deal team of experienced Investment Professionals in a highly collaborative environment with direct acce...

Read more