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 duties and 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

Copy

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
Last Updated 09 Jan, 2023

Investment Analyst Job Description Examples

Investment Analyst – Entry Level• PrincePerelson and Associates

Investment Analyst – Entry Level

Salt Lake City, Utah – Relocation REQUIRED without relocation assistance...

$42-50K/year

A leader in the investment banking securities and investment management industry is seeking to hire an Investment Analyst to their team. This firm provides a wide range of financial services to a substantial and diversified client base. Your role with this firm will invol...

Read more
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...

Read more
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....

Read more
Fixed Income Investment Analyst• Mid American Wealth Advisory Group

Position Description

We are seeking an experienced fixed income analyst to assist in the development and oversight of the firm's investment strategy. A successful candidate will be able to demonstrate a commitment to fundamental, relative-value based investment principles, and a history of analyzing and recommending fixed income securities for inclusion in portfolios. The analyst will spend th...

Read more
Find candidate emails
on Linkedin

Gather verified email addresses & phone numbers directly from LinkedIn, reach out, and see when candidates open your emails.

Get Started Free