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Investment Analyst

The role

Investment Analysts research financial markets and companies, producing reports and providing information on their findings to stockbrokers, stock market traders and fund managers in order to help them make informed decisions in their work.

Candidates follow political and economic developments, read the financial press, look into companies’ performances and their accounts, analyse all the information and provide reports and recommendations accordingly.

Investment Analysts often specialise in a particular sector or region, such as construction or the Middle East. 

How to become a Investment Analyst

Candidates will need at least a 2:1 degree in any subject, although studying economics, maths, statistics or business studies is often advantageous. Some employers require a Masters qualification.

Most candidates begin their careers in graduate trainee schemes, working for a stockbroking firm or investment bank.

In-depth knowledge of a specialist area that a candidate may work in can be helpful, alongside possessing foreign language skills.

While working, most candidates will study for and take professional qualifications. The Financial Services Skills Council (FSSC) website has further details of the industry-approved exams.

Skills and knowledge required

  • Good analytical skills
  • Excellent research skills
  • Understanding of business, financial and economic markets
  • Excellent communication skills
  • High level of organisation
  • Good IT skills
  • The ability to write reports

Income

Starting salaries are usually £25,000 to £30,000. Experienced Investment Analysts can earn in the region of £50,000 to £70,000, while the most senior candidates can command sums of £100,000.

The hours

Investment Analysts often work long hours. It’s not unusual for a candidate to start work at 7am and work into the evening, between Monday and Friday.

Useful websites

www.fssc.org.uk – Financial Services Skills Council (FSSC)

www.sii.org.uk – Chartered Institute for Securities and Investment (CISI)

www.cfauk.org – CFA Society of the UK

www.cfainstitute.org – CFA Institute

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