How to Become an Investment Analyst

Step 1: Understand the job description and responsibilities of an Investment Analyst

What does an Investment Analyst do?

AN Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience.

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They typically have a university degree in finance, accounting, or related field, and can find employment opportunities in investment firms, large banks, and pension funds.

10/31/2019: Washington, DC

The investment market trades in a wide range of financial instruments, including a mix of short- and long-term bonds.

12/03/2019: Syracuse, NY

Companies that trade in investment instruments are almost always financial and investment firms.

12/29/2019: New London, CT

Research forms a significant part of the job of an investment analyst.

11/21/2019: Hialeah, FL

Investment analysts typically carry skills in investments, valuation, and financial modeling.

10/07/2019: Schenectady, NY
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Step 2: Learn best tips to become an Investment Analyst

Best tips for those who want to become an Investment Analyst

Here are some tips to become an Investment Analyst.

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Analyze an Investment’s Momentum with Big Data.

12/24/2019: Middlesex, NJ

Determine an Investment’s True Value.

10/31/2019: Flagstaff, AZ

See How Customers Are Spending their Money.

11/30/2019: Gary, IN
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Step 3: View best colleges and universities for Investment Analyst

Best colleges and universities for Investment Analyst

  • Florida Southern College
  • Colby College
  • Dartmouth College
  • University of Notre Dame
  • Western Washington University
  • Canisius College

Step 4: Think about whether is it worth to be an Investment Analyst

Is being an Investment Analyst Worth it?

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Whether you’re established in your career or just getting started in the investments and finance space, the CGIA Charter designation will put you on a high pedestal and set you apart in the industry.

11/03/2019: Baton Rouge, LA

The Financial Regulatory Reporting Analyst supports and assists in the execution of accurate and efficient financial regulatory reporting processes and program.

11/24/2019: Springfield, MA

Relevant Finance Qualification CFA Level II Currently within an Investment position Fast learner and quick thinker.

10/11/2019: Norfolk, VA

Upon completion of their contracts, investment analysts typically leave to pursue a graduate degree or additional work experience.

10/06/2019: Charleston, SC

You will have an opportunity to participate in building the Fund from the beginning, the entire deal process from setting investment strategy, conducting due diligence on the investees, preparation of investment materials and executing the investments.

12/29/2019: Nassau, NY
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Step 5: Prepare relevant skills for being an Investment Analyst

What skills do you need to be an Investment Analyst?

In order to succeed at this level, when working with both management positions and positions more junior, a variety of skills are required.  A strong grasp of the following skills is needed to perform this role: Investment Analysis, Investment Management.  You would need to be proficient in the following: Investment Portfolio Management Software.  Although there may be many skills for success in this role, some companies may be willing to provide on the job training if you excel in other areas.

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Investment Analysts may also be required to throw together quick presentations to make their data easy to see and understand.

10/12/2019: Everett, WA

Most senior analysts focus on a specific category of securities, developing a high level of expertise in the area over time.

12/29/2019: Cincinnati, OH

Investment analysts are generally required to obtain a license from the Financial Industry Regulatory Authority (FINRA), a national regulatory body that handles oversight of securities firms and brokers in the United States.

10/28/2019: Vallejo, CA

Great investment analysts come in all different shapes, sizes, and personas.

12/20/2019: Portsmouth, OH

But despite the personality differences, all great investment analysts share 5 traits that make them successful.

11/05/2019: Charlotte, NC
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Step 6: View average salary for Investment Analyst

How much does an Investment Analyst make?

The average salary range for an Investment Analyst is from $84,189 to $118,498. The salary will change depending on your location, job level, experience, education, and skills.

Salary range for an Investment Analyst
$84,189 to $118,498

Step 7: Find relevant Investment Analyst jobs, and apply.

Looking for Investment Analyst jobs?

Here are some Investment Analyst jobs in the United States.

Search Investment Analyst Jobs in the United States

Step 8: Explore Career Path of Investment Analyst

Step 8: Explore Career Path of Investment Analyst? Investment Analyst