Wealth & Investment Careers

Wealth & Investment Careers

Investment Analyst


$30-43/hr ($65-88k/yr)

View this job in:  Wealth & Investment

Do you love working with data? Does the ever-changing world of investments sound fascinating to you? You might enjoy a job as an Investment Analyst.

As in Investment Analyst, you'll spend your days collecting data, creating and updating financial spreadsheets, and learning about the profession. Investment Analysts help conduct research, create financial models, and help produce reports. You may recommend which types of stocks, bonds, or other types of investments the wealth management team should buy or sell. You'll use investment databases and applications for research to stay on top of the products that will produce the best results for your company's clients.

Employers will also want to see 3-5 year's experience in wealth management. You'll need a Bachelor's degree in Finance, Accounting, Business or a related field to get this job. Find out more about your education options

Key Responsibilities

  • Gather and analyze investment data on a regular basis
  • Prepare information and reports on the performance of investments and potential investments
  • Support accurate and timely internal analysis as well as financial reporting and records
  • Calculate and analyze the investment portfolio performance returns
  • Prepare and present findings and/or purchase recommendations to senior analysts and/or management
  • Manage assigned industries to effectively support portfolio managers
  • Learn and applies credit policy and investment criteria relevant to the department

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