Investment Analyst Job Description


Investment analyst employs for various financial sectors and their primary duty is to conduct research and analyze trends and data to guide investment portfolios. Their main job is to guide investment managers in earning profit and minimizing loss. The job responsibilities of an investment analyst involve conduct research, assess the performance of stock and bond, analyze profit and loss sheet, provide a recommendation to their managers or team leaders regarding the financial decision, write financial documents, compile data into a comprehensive report, consult with stockmarket traders, fund managers, and business contracts to aid their analyses.

Investment Analyst Job Titles:

  • Investment Analyst (Part-Time)
  • Investment Analyst
  • Investment Banking Analyst
  • Equity Analyst
  • Financial Analyst

Investment Analyst Job Summary:

We are looking to hire a successful candidate who has a degree in Accounts or finance. The investment team is responsible for performing various activities like providing real-time news analysis to traders, including potential impact, help maintain a database of events and option pricing inputs, construct possible outcomes for both short and medium-term equity moving events, keep up to date with industrial sector research, understand the possible risk for certain equity positions by providing diligence on existing positions and keep abreast of major events. The data analyst will be focused on security reference and analytical data for the universe of fixed income securities. The data analyst will interface with external and internal data providers and will also have extensive contact with the investment team in determining and resolving data requirements. The data analyst will work closely with the system groups in identifying and resolving issues.

Investment Analyst Responsibilities and Duties:

  • Perform research and analysis in connection with new strategic initiatives, investments, mergers and acquisitions, and partnership involving company financial group
  • Develop and maintain financial models including valuation, investment return, and competitive benchmarking analysis, with minimal supervision
  • Perform in-depth financial statement analyses
  • Summarize key findings in research assignment in PowerPoint presentation and memoranda for executive management
  • Provide support for the management of organization-wide projects and take leadership responsibilities as appropriate
  • Facilitate information gathering and discussions involving senior leaders of the organization
  • Perform timely and accurate review of data according to set standard and procedures
  • Maintain a high level of customer service by ensuring all equity data issues are resolved and action is taken to communicate effectively with internal clients
  • Identify best practice and define procedures for market data validation and controls

Investment Analyst Skills and Qualification:

  • Bachelor degree in Accounting
  • Must possess a minimum of 3 years of experience in fund accounting and corporate action
  • Strong knowledge about investment management
  • Knowledge of equity market data is required
  • Punctual, reliable and must have strong communication skill
  • Able to work in a team and produce quality output under tight deadlines
  • Strong verbal and oral communication skills
  • Self-motivated and strong analytical skills
  • Attention to detail, prioritization skill and time management
  • Quick learner with a positive attitude
  • Maintain a strong relationship with key groups
  • Possessing project management skill, analytical skill
  • Motivational and communication skill
  • An empowered team member, a process-oriented thinker

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