Investment Analyst job description template - Hiring Resources - Recruitee

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Investment Analyst

This is an Investment Analyst job description template. Made for posting on job boards and careers sites. Feel free to edit and customize it.

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Investment Analyst job description

Job description

We are looking for an experienced Investment Analyst. You will conduct research and assess the prospective performance of different investment avenues.

  • Build investment strategies by assessing current market trends, financial statements, financial models, and other indicators.
  • Analyze value building activities to prepare appraisal reports.
  • Gather information about the client investments to assist with valuation.
  • Stay updated with market trends and new investment opportunities.
  • Respond to inquiries from investors, borrowers, and other professionals.
  • Research appropriate industry guidelines and regulations as needed.
  • Provide information and data in a timely and efficient manner.
  • Liaise with fund managers and industry professionals.

Job benefits:

  • [X] salary
  • [X] vacation days
  • Sick, personal, and parental leave
  • Child and elder care
  • Health insurance
  • Retirement plans
  • Professional development

Job requirements

  • [X] year(s) experience working as an Investment Analyst.
  • In-depth understanding of financial metrics, setup, and statistics.
  • Familiarity with finance investment laws and regulations.
  • Strong propensity for data research and analysis.
  • Experience with appropriate software systems.
  • Excellent verbal and written communication in [X] language.
  • [X] degree in Finance or relevant fields.