Investment analysts are consultants, analysts and financial managers all in one. Investment analysts are concerned with global financial markets and investment funds, and through analysing, researching and informed decision-making, investment analysts can provide financial and investment advice and recommendations. Advice and recommendations are typically made to fund managers, banking institutions or even the financial managers of large corporations. Investment analysts are not solely concerned with the UK economy but also with the world economy. This is because they need to be able to predict financial and investment trends, and how these will affect the local economy. Investment analysts have the necessary skill and know-how to source financial information and can relay this information in a responsible manner to clients. In-depth financial meetings, financial reporting and investment analysis are part of the job. Investment analysts can find employment at banks, investment companies, investors and large corporations.
Investment analysts spend considerable time on a daily basis keeping up to date with financial and specifically investment developments around the world. They need to access accurate financial data which can then be analysed and assessed. The financial data needs to be largely applicable to the relevant institution or company. Following investment analysis, the investment analyst will communicate his or her recommendations, advice and suggestions to investment fund managers. Investment analysts work closely with fund managers and will liaise at least on a daily basis. Investment analysts need in-depth financial, economic and investment knowledge, usually secured through years in the financial environment.
- Excellent analytical and research skills
- Ability to assess large volumes of financial data
- Financial modelling & projection skills
- Numerical skills