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Investment Analyst

Evaluates financial markets and companies to guide investment decisions.

Degree

Also known as

Equity AnalystBuy-Side AnalystSell-Side AnalystFinancial Research Analyst

Essential Skills

Financial statement analysis (P&L, balance sheet, cash flow)Discounted cash flow (DCF) valuation and comparable company analysisIndustry and sector researchInvestment thesis development and presentationBloomberg and financial data platform proficiencyPortfolio risk and return analysis

Good to Have

ESG investment framework analysisDerivatives and options pricing

Related roles

Financial Analyst

Analyses financial data to support business decisions and investment strategies.

Economist

Studies economic trends and advises governments and businesses on policy.

Management Consultant

Advises organisations on strategy, operations, and performance improvement.

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