OUR SERVICES: FINANCIAL ANALYSIS

Investment Analyst

What does an Investment Analyst do?

An Investment Analyst conducts research and analysis to provide insights and recommendations on investment opportunities. They evaluate financial data, market trends, and economic indicators to assess the performance and potential risks of various investment options, such as stocks, bonds, and mutual funds. Investment Analysts use quantitative and qualitative methods to forecast financial outcomes, develop investment strategies, and construct portfolios that align with clients’ objectives and risk tolerance. They also prepare reports, presentations, and investment memos to communicate their findings and recommendations to portfolio managers, clients, and other stakeholders in the investment decision-making process.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Conducting financial research and analysis on investment opportunities.
    • Evaluating market trends, economic indicators, and company financials.
    • Assessing risks and returns associated with investment options.
    • Developing investment strategies and portfolio recommendations.
    • Creating reports, presentations, and investment memos.
    • Communicating findings and recommendations to portfolio managers, clients, and stakeholders effectively.

    Day-to-Day Duties

    • Conduct financial research and analysis.
    • Monitor market trends and economic indicators.
    • Evaluate company financials and investment opportunities.
    • Prepare reports and investment recommendations.
    • Communicate findings to stakeholders.

    SKILLS AND TOOLS

    Soft Skills

    • Analytical thinking
    • Attention to detail
    • Critical thinking
    • Problem-solving
    • Communication skills
    • Time management
    • Adaptability
    • Relationship building

    Hard Skills

    • Financial modeling
    • Data analysis
    • Market research
    • Portfolio management
    • Risk assessment
    • Investment valuation

    Tools

    Bloomberg Terminal, FactSet, or Morningstar 70%
    SMATLAB, R, or Python 90%
    Excel remains a staple tool for Investment Analysts 80%

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Public Accounting
    • Business Administration
    • Forensic Finance
    • Economics
    • Mathematics
    • Statistics
    • Investment Management
    • Financial Analysis
    • Risk Management
    • Business Finance

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    QuickBooks

    QuickBooks Online (UK and US version) test to hire

    8/10

    Bookkeepers, accountants, financial clerks, financial managers, business and clerical administrators.

    GAAP

    Use the Financial accounting (US GAAP) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.

    IFRS

    Use the Financial accounting (IFRS) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.