Investment Analyst Job Description

Investment Analyst Job Description

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Investment analyst provides technical support to the department, working with excel, word, PowerPoint.

Investment Analyst Duties & Responsibilities

To write an effective investment analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included investment analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Monitoring and analyzing existing portfolios creating proposals for new portfolios
Maintains performance databases
Primarily focus on traditional long-only managers (including ETF’s and some individual equities), hedge funds (including event driven, CTAs, global macro, and quantitative strategies), private equity and other alternative investments
Support initial and ongoing review of current, or proposed, traditional and alternative investment strategies through both a qualitative and quantitative lens
Source and evaluate new investment manager opportunities and recommend additions to the platform offering
Contribute to investment manager operational due diligence, through evaluation of trading, counterparty, and other back office functions
Provide monitoring and interpretation of top down macroeconomic factors and any potential impact on investment portfolios
Communicate complex investment strategies and articulate their value proposition to client relationship managers, clients, and prospects as needed
Collect and interpret financial market data (stocks, bonds, alternative investments, economic indicators)
Produce and deliver ongoing investment analysis and communications in support of a manager of managers business

Investment Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Investment Analyst

List any licenses or certifications required by the position: CFA, CPA, FRM, CAIA, CIPM, CRM, CSC, LOMA, MBA, CPWA

Education for Investment Analyst

Typically a job would require a certain level of education.

Employers hiring for the investment analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, Economics, Business, Education, MBA, Business/Administration, Management, Mathematics, Real Estate

Skills for Investment Analyst

Desired skills for investment analyst include:

Various Merrill Lynch investment platforms the available products and solutions and relevant contacts
Microsoft Excel
Excel
Microsoft Office
Word
Argus
Access
Financial markets
Word and PowerPoint
IFC’s policies and procedures

Desired experience for investment analyst includes:

Assist the sales process, as appropriate
Bachelors degree required in a highly quantitative discipline such as (statistics, mathematics, finance, economics, business, computer science, accounting, ) is preferred
Previous experience in Fixed Income, Derivatives, or Alternative Investments (Private Equity, Hedge Funds, Real Estate, ) is high preferred
Support Chief Investment Officer’s team that reviews and assesses customized and strategic investment transactions
Assist in due diligence process including coordination of multi-disciplinary internal teams, management teams of target companies, and external advisors including investment bankers and legal advisors
Utilize and create financial models to support underlying transactions

Investment Analyst Examples

1

Investment Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of investment analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment analyst
  • Analyze historical financial statements
  • Participate in investment diligence and negotiations
  • Prepare documents for internal investment decision-making
  • Compile market mapping, overviews and assessments of potential equity, fixed income, hedge fund, private capital and real asset managers, economic and market analyses
  • Collaborate with the risk management team at the inception of a new investment to develop elevated governance and oversight and agreed to boundaries and exit strategies for individual investments and/or investment themes
  • Assist with all aspects of the loan origination process, including the modeling and evaluation of new investment opportunities, sensitivity analysis, and analysis of the risks and mitigating factors of potential investments, due-diligence review, preparation of authorization memos, and loan closing
  • Support client meetings
  • Developing a variety of pitch books for internal and external dissemination
  • Providing analysis and research support on a range of advisory mandates across sectors and regions
  • Conducting industry and market research and preparing communication materials as necessary
Qualifications for investment analyst
  • Two to four years of relevant investment experience, preferably in the financial services industry
  • Comfort working in a quantitative environment
  • Creativity, the desire to innovate, and investing passion
  • Requires the ability to walk to various locations throughout the Clinic and to function in a stressful environment
  • Bachelors Degree with an emphasis in Finance, Economics, Computer Science or Mathematics
  • Interest or candidacy in the CFA Program preferred
2

Investment Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of investment analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment analyst
  • Interpret and convert economic and market data into detailed and comprehensive summaries of potential impacts for investment portfolios
  • Collaborate with risk management, operations and client management teams to ensure accurate portfolio analytics
  • Use all sources available to formulate a view on the stocks under your assigned coverage
  • Identifying potential clients and making initial contact
  • Reviewing company, economic and financial information
  • Portfolio supervision reports and related information
  • Country Strategy papers
  • Project profiles for trust funds assistance
  • Creating, reviewing or analyzing financial models
  • Performing financial analysis including historical financial statements
Qualifications for investment analyst
  • Able to fit seamlessly into a team of senior and more junior people all focussed on delivering work of exceptional quality
  • Bachelor’s degree in Economics, Business, Finance or equivalent
  • Ability to work on own initiative when required, in a team
  • Good organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlines
  • Macro programming skills is an advantage
  • Desire to work in the investment industry
3

Investment Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of investment analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment analyst
  • Work with senior staff to help identify viable investment transactions across various geographies through mapping, desk research and pipeline management
  • Perform analytics on markets, company performances, portfolio and other data
  • Help design and maintain proper KPIs for portfolio companies or opportunities in watch-list
  • Curious, practical, intuitive and proactive with a can-do attitude
  • Monthly account performance reconciliation and client flash report generation
  • Prepare reports on investment manager performance and portfolio characteristics
  • Interface with clients, investment managers, and custodian banks
  • Screen investment manager databases for qualified investment managers
  • Develop investment manager questionnaires
  • Read investment manager questionnaire responses
Qualifications for investment analyst
  • Experience with internal control or monitoring functions, including Internal Audit, Operation Risk Management, Finance Control Unit, Finance EUT unit, ERM
  • Experience working with process systems from either IT or operations experience particularly process systems used for asset modeling or investment analytics
  • Process Analysis Techniques or equivalent is a big plus (e.g., six sigma)
  • Ability to converse fluently in a second Asian language
  • BS or BA degree that demonstrates the candidate's strong foundation for a career in investment management is required
  • Prior experience (including internships) in Finance preferred
4

Investment Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment analyst
  • Assemble investor communication and related materials
  • Compile and maintain sale comp database for markets within the West region
  • Maintain and monitor regional deployment pipeline in Salesforce to ensure accuracy
  • Develop key longstanding relationships with third parties including brokers, architects, contractors, and engineers
  • Contribute in identifying sub advisors / relationships to be flagged for scrutiny, reweighted or removed from the various investment programs with adequate qualitative and quantitative arguments for such changes
  • Partaking in the selection of sub advisors or fund companies that should be added to the programs with adequate qualitative and quantitative argument for such additions
  • Assisting in overseeing all existing sub-advisors or fund company relationships
  • Creating, implementing and managing the production of reporting for the oversight and manager selection process for the various Portfolio solutions programs
  • Participating in the delivery of investment commentaries, including presentation of commentaries to the Oversight Committee
  • Supporting Product managers and Marketing on the various Programs or funds
Qualifications for investment analyst
  • BA in Finance, Business, Accounting or related
  • Understand and use negotiating tactics to maximize results, driving individual goals
  • Minimum 2 – 5 years of experience in analytics and reporting, preferably investments related
  • Currently enrolled in or desire to pursue the CFA designation is an asset
  • Knowledge of the mutual fund industry is an asset
  • Minimum two years related work experience in a professional office environment or equivalent
5

Investment Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment analyst
  • Oversee and assist with manager/investment mandate searches as required
  • Coordinate with investment and finance personnel to gather, analyze and prepare internal and external investment financial reports
  • Translate large datasets into meaningful analysis for a wide audience
  • Calculate and analyze the Company’s investment portfolio performance returns across asset types, investment managers and in aggregate
  • Act as a liaison between Investment Reporting and Investment Operations to investigate and resolve data-related inquiries
  • Monitor, analyze, and report on the Company’s investment trade activity
  • Maintain the Company’s investment credit ratings dataset
  • Provide reports to support the investment front office
  • Support month-end close and reporting cycles
  • Support the investment compliance function by serving as a backup as needed
Qualifications for investment analyst
  • 0-2 years’ experience in the Real Estate industry with a focus in accounting or finance
  • Working knowledge of financial concepts such as net present values, internal rates of return, cap rates
  • Travel to local markets to tour potential investments and work directly with local teams
  • Ability to be a team player and work in an entrepreneurial environment
  • Provides advisors with account rebalances and other preparation for client meetings
  • Accepting and/or entering securities trade orders from advisors and clients, including unsolicited trade orders

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