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
Occupation content
Part of Finance, accounting and insurance
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.
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
Typical work context
Desk based · Fast paced · High responsibility · Team based
Related interests
Investigative (analytical) · Enterprising (leading) · Conventional (organizing)
Related aptitude preparation
These are preparation links only. They do not measure eligibility for this occupation and no score here qualifies or disqualifies anyone.
Skills to practise
Practice suites
Related learning
Family-level learning links for Finance, accounting and insurance.
Official sources
Labour-market facts such as pay and employment projections are not reproduced here. Open an official source below for figures, with its own geography and reference period.
- O*NET OnLine — Financial and Investment Analysts (13-2051.00) · United States
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- UK National Careers Service — Investment analyst · United Kingdom
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- Canada Job Bank — Explore careers (occupation search) · Canada
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Labour-market context (not part of exploration match)
This is broad family-level context for Finance, accounting and insurance in Canada, not a figure for Investment analyst. It does not affect matching scores and is not an eligibility determination.
This is a broad Finance, accounting and insurance family. Explore the official profile for the chosen occupation; entry education and training can differ within the family.
Canada Job Bank Career Planning · Canada · Current official profile; consult source for its release period
Finance, accounting and insurance: education pathways
Some roles in Finance, accounting and insurance may be regulated. Confirm whether the specific role requires registration, certification, or a jurisdiction-specific licence.
Canada Job Bank Career Planning · Canada · Current official profile; consult source for its release period
Finance, accounting and insurance: licensing
Find jobs
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- Search Canada Job Bank · Canada
- Search USAJOBS · United States federal
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- Search Indeed · International (choose location on Indeed)