Investment Analyst

Day-to-day Tasks

  •  find new investment opportunities
  • research the financial performance of your target companies
  • keep up to date with political and economic developments that affect the financial markets
  • examine company accounts
  • analyse data
  • produce reports for fund managers and stockbrokers
  • ensure that all work meets strict financial regulations

Skills and Knowledge

  • maths knowledge
  • knowledge of economics and accounting
  • analytical thinking skills
  • ambition and a desire to succeed
  • persistence and determination
  • the ability to use your initiative
  • the ability to use your judgement and make decisions
  • thinking and reasoning skills
  • to be able to use a computer and the main software packages competently

Industry Qualifications

As you move forward in your finance career, think about getting more education and professional certifications in finance. You could join organisations like the CFA Institute and Chartered Institute for Securities & Investment for professional recognition and training opportunities.

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