Investment Analyst Job Description Template

Investment Analyst

[Intro Paragraph] The introduction to your job description should focus on why someone would want to work for your company. Start by sharing the interesting aspects of your company culture and values to attract the most qualified candidates.

Include information about the career-growth trajectory and other advancement opportunities. Does your company give employees access to mentorship opportunities with senior leadership? Do you offer regular pay raises? Mention these in your introduction to get candidates excited about the position.

Investment Analyst Job Responsibilities: Next, include the major job responsibilities so potential candidates can quickly see whether they’re a good fit for the position. Be specific about the duties they will perform and the teams they will support.

Investment analyst job requirements will vary based on the clients being served and what their portfolios entail. The following are the most-used investment analyst job responsibilities; edit them to match your specific needs:

• Analyze complex financial models and make ongoing investment recommendations.
• Conduct in-depth investment research on active portfolios and assess the long-term profit-loss trajectory.
• Reduce financial risk based on current and forecasted market trends and financial data.
• Prepare detailed reports that help senior management make key investment decisions.
• Use complex analysis software and applications to forecast and assemble financial data.
• Keep all client portfolios and financial data up to date.
• Stay current on the latest financial trends and regulations.
• Follow all The Financial Industry Regulatory Authority (FINRA) rules and regulations and company policies and procedures.

[Work Hours and Benefits] After you list the major job responsibilities, detail the hours and benefits. Is the investment analyst job full- or part-time? Do they need to work weekends? Anything that clarifies when the employee will work should be mentioned here, such as whether the hours are flexible or fixed.

Next, list the benefits, such as whether you offer health insurance, vision and dental coverage, and paid vacation. Also note specific perks, which are non-wage offerings your company provides, apart from salary and benefits. Examples include the ability to work from home, health and wellness incentives, and education compensation. Your benefits and perks should be competitive.

Investment Analyst Qualifications and Skills:

Be sure to choose a mix of hard and soft skills. Typical investment analyst job descriptions include:

• Strong command of financial and statistical analytics.
• Excellent qualitative and quantitative research and problem-solving skills.
• Self-starter with great communication and interpersonal skills.
• Team player who can also work independently.
• Ability to work well under pressure.
• Comfortable using complex financial tracking and data processing software.

Education and Experience Requirements: Do your investment analysts need to hold advanced degrees? Do they need any certifications? Do you require them to have a specific number of years of finance experience? List them here:

• Bachelor’s degree in finance, business accounting, or a related field.
• At least [number] years finance experience.

[Call to Action] You can’t have an effective job description without a proper call to action. Your potential candidates need to know what you want them to do next, such as “apply now” or “learn more.” Without a clear next step, the candidate could potentially walk away from your listing without engaging further. Make clear what you want them to do next so they know how to get in touch with you immediately.