Investment Analyst Job Description

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Investment Analyst Introduction:

_____________ is hiring an Investment Analyst. The chosen candidate will support our Fund Management team through their strategic recommendations and research. We’re looking for someone who is thorough, strategic, and a quick learner. Sound like you?

Investment Analyst Responsibilties:

This position reports to the ______________________. Duties may include:

• Assisting fund managers with their decision-making processes by providing strategic recommendations and supporting data analysis
• Analyzing investment opportunities, legal information, and financial data to make recommendations
• Completing market research, risk assessments, analysis, and other projects
• Creating reports, summaries, and updates
• Following market trends and keeping up-to-date on industry and regulation changes
• Working closely with team on special projects as needed
• Other duties as assigned

Investment Analyst Qualifications:

• Bachelor’s Degree in Finance, Economics, or another related field of study
• MBA or CFA candidates preferred
• 1-2 years experience in a similar role
• Excellent interpersonal communication skills

Investment Analyst Core Skills:

• Analysis
• Attention to detail
• Risk management
• Working under pressure
• Time management
• Thoroughness
• Strategic-thinking
• Accuracy
• Databases
• Research
• Independent work
• Teamwork
• Interpersonal communication

Alongside Pro-Tip:

Investment Analysts work in various types of companies (ex: banks, private firms, etc.). It’s important to add details about your organization in your introduction and responsibilities sections of the job posting. Get some great Investment Analyst interview questions here.