Investment Analyst


    Investment analysts provide stockbrokers, fund managers and stock market traders with financial information, advice and recommendations derived from global investment data. The information you provide ensures investment portfolios are well managed and that potential investment opportunities are highlighted.

    Some analysts work for investment management companies, providing information to in-house fund managers; others work for stockbrokers and investment banks, where their research is needed by portfolio managers or by clients who make their own investment decisions.

    The precise nature of the work may vary according to the type of employer. For example, some investment analysts may be employed by investment management companies and offer their expertise to fund managers in-house; others may work for investment banks and stockbrokers, providing portfolio managers or clients with their advice. However, in general investment analysts examine economic trends and their impact on investment potential.



    • researching companies, particularly in terms of their financial functioning
    • analyzing company accounts, profit and loss sheets and cash flow information
    • interpreting complicated financial information
    • writing financial research summaries
    • regularly meeting with company managers, stock market traders, fund managers and stockbrokers
    • making informed recommendations
    • collating detailed, up-to-date information about the economy and financial markets.



    Investment analyst positions are more commonly open to graduates rather than school leavers. For some organizations a degree in one of the following subjects is preferable:

    • accounting
    • economics
    • mathematics
    • statistics.



    • the ability to research, analyze and evaluate
    • excellent communication skills
    • the ability to work under pressure, meet deadlines and multi-task in a fast-paced environment
    • strong numerical ability and quantitative skills
    • self-confidence, drive and tenacity
    • the ability to work effectively in a team
    • initiative, flexibility and innovation
    • an interest in current affairs and an appreciation of their impact on the market
    • in depth investment knowledge – this may come from an interest in the markets, participation in relevant student societies or running a shadow portfolio
    • commitment to further study and qualifications
    • language skills and a global mind-set – for international organizations.