Occupation
Investment analyst
Investment analysts research companies, sectors, or instruments and form a view on what they are worth and what could change that. The output is usually a written recommendation supported by a valuation model, defended in front of portfolio managers, clients, or an investment committee.
Also known as: Equity research analyst · Securities analyst · Research analyst · Buy-side analyst
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Occupation content
Part of Finance, accounting and insurance
A visual day in the work
What the work involves
Read filings, disclosures, and industry data on the companies or assets covered.
Build and update valuation models and test the assumptions inside them.
Write research notes setting out a view and the reasoning behind it.
Track news, results, and market moves that affect covered positions.
Meet company management, brokers, or specialists to fill gaps in the analysis.
Present conclusions to portfolio managers or an investment committee.
Entry-route stepper
How people commonly enter
A degree in finance, economics, accounting, mathematics, engineering, or a related quantitative subject.
A graduate analyst programme with an asset manager, bank, or research house.
A professional investment qualification taken alongside a junior research role.
An apprenticeship or school-leaver route into investment operations, moving into research later.
Typical training: Bachelor's degree
Licensing: Regulated in some jurisdictions. Confirm the current requirement with the regulator in your province, state, or country.
Pathways: Apprenticeship route
Work-context map
Typical work context
- Desk based
- Fast paced
- High responsibility
- Team based
Desk based · Fast paced · High responsibility · Team based
Related interests
- Investigative (analytical)
- Enterprising (leading)
- Conventional (organizing)
Investigative (analytical) · Enterprising (leading) · Conventional (organizing)
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