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Careers Advice: How To Become a Investment analyst

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What is a Investment analyst?

An investment analyst provides research and information to help traders, fund managers, and stockbrokers make decisions about investments.

What does a Investment analyst do?

Regular activities for an investment analyst will include:


  • Producing research and financial information for companies

  • Analysing financial information relating to specific companies

  • Keeping up to date with market developments, such as new investment products

  • Considering how economic factors such as recessions or political risk (e.g. elections) may affect investment performances

  • Monitoring financial news

  • Producing research reports for fund management

  • Making recommendations to fund managers

  • Ensuring all compliance regulations are met

Investment analyst Jobs

TitleSalaryLocation

Skills & interests required for a Investment analyst

To be successful as an investment analyst, you will need to be intelligent, driven and able to identify key trends in a variety of different data sets (from financial reports to sales figures) in order to assess the viability and profitability of potential investments. You will also need to have a detailed knowledge of current affairs and their potential to impact investments.

- Ability to Work Under Pressure
- Communication
- Data Analysis
- Multi-tasking
- Numeracy
- Quantitative Research
- Self-Confidence
- Self-motivation
- Teamwork

Working hours

Working hours can be long, e.g. 10 or 11 hours a day, while some weekend and overtime work will be necessary.

Work base

You will primarily be based in an office, probably in London.

Travel

Travel may be required to meet other colleagues and/or teams, usually in the UK, but occasionally also abroad. Larger firms may provide opportunities to work abroad in the longer term.

Salary ranges & earning potential

Starting salaries range from £28,000 to £40,000 per annum. After several years of experience, you may earn between £65,000 and £100,000, with bonuses of up to 40% or 50%. Typical salaries at senior level can be around £110,000 with bonuses of up to 200%.

Perks & benefits

Aside from large bonuses, opportunities for promotion are strong. You may move on to become a lead analyst in a particular sector, a supervisor for a particular area of investment, a manager of an investment organisation, or get involved in investor relations.

Education requirements

Pre-entry experience, such as work experience or internships in a financial institution, will be hugely beneficial. Most firms will offer summer internships to pre-select graduate recruits. Most of these opportunities will be in London.

Useful subjects to study at school & university

Degrees in accounting, economics, mathematics, and statistics will be beneficial.

Useful resources

The Investment Institute
Chartered Institute for Securities & Investment (CISI)

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