Investment Analyst

Job Brief

This Investment Analyst job description template can be used to post on job boards and careers pages. It is also easy to customize for your business.

Job Description

• ● 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

Job 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