Investment analyst
Also known as: investment compliance analyst, portfolio analyst, investment accounting analyst, investment banking analyst, investment specialist, oil and gas investment banking analyst
About this occupation
Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally but depending on the nature and field of their employer they can specialise in fields like retail, infrastructure, energy, banking and financial services. They focus on financial and economical information such as the political and economic developments that can impact financial markets, the financial performance of the target companies and use the interpretation of data from different sources to understand how it affects investment decision making.
A specialisation of financial analyst.
Essential skills and knowledge
- financial products
- monitor stock market
- economics
- stock market
- securities
- funding methods
- provide support in financial calculation
- obtain financial information
- modern portfolio theory
- international trade
- analyse financial performance of a company
- actuarial science
Typical tasks and preparation
From the related US occupation profile Title Examiners, Abstractors, and Searchers (O*NET 23-2093.00). Linked by an official crosswalk: related, not identical; details vary by country.
- Prepare and issue title commitments and title insurance policies, based on information compiled from title searches.
- Examine documentation such as mortgages, liens, judgments, easements, plat books, maps, contracts, and agreements to verify factors such as properties' legal descriptions, ownership, or restrictions.
- Examine individual titles to determine if restrictions, such as delinquent taxes, will affect titles and limit property use.
- Prepare reports describing any title encumbrances encountered during searching activities and outlining actions needed to clear titles.
- Prepare lists of all legal instruments applying to a specific piece of land and the buildings on it.
- Copy or summarize recorded documents, such as mortgages, trust deeds, and contracts, that affect property titles.
- Typical education (US)
- High School Diploma or the equivalent (such as a GED)
- Preparation
- Job Zone 2 of 5
- Interests
- Conventional, Enterprising, Investigative
Top skills: Reading Comprehension, Active Listening, Speaking, Critical Thinking, Time Management, Writing
US median pay: US$58,650 a year (2025), 48,580 employed. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics.
Subjects this work relies on
How important each subject's knowledge is in the job itself, rated by people doing it (1 to 5).
- English or Literature in EnglishO*NET: English LanguageVery important (3.8)
- Computer StudiesO*NET: Computers and ElectronicsImportant (3.3)
- Business Studies or EntrepreneurshipO*NET: Administration and ManagementImportant (3.1)
O*NET data describe work in the United States; requirements differ by country. This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.
Preparation needed
Job Zone 1-2: Very Little to Some Preparation Needed
- Most common education (US)
- High School Diploma or the equivalent (such as a GED)
- Education
- Usually requires a high school diploma or GED, though some occupations may not.
- Experience
- Some occupations may need little or no previous experience; others require several months to a year of experience. For example, landscaping and groundskeeping workers might require very little training or previous experience, while agricultural equipment operators can benefit from on-the job training.
- Training
- Ranges from a few days to one year of on-the-job training.
O*NET data describe work in the United States; requirements differ by country. This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.
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Occupations O*NET links to this one by similar work, skills and knowledge.
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O*NET data describe work in the United States; requirements differ by country. This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.