Banking & Financial Services

Investment Analyst

Investment analysts provide information and reports to help share traders, stockbrokers and fund managers make decisions about investments.

  • Entry-level education

    Bachelor’s degree

  • Job outlook

    1 2 3 4 5

What does an Investment Analyst do?

Investment analysts provide information and reports to help share traders, stockbrokers and fund managers make decisions about investments.


Work activities

As an investment analyst, you would:

  • research the financial performance of listed companies
  • make recommendations on whether investors should buy, sell or hold particular shares or stocks
  • be aware of political and economic developments that may affect the financial markets
  • give your opinion on economic trends nationally and globally
  • monitor the financial press and publications
  • examine company accounts and analyse financial data
  • produce reports for fund managers and stockbrokers to use
  • usually specialise in analysis of one industry or one region.

Key skills and interests

To become an investment analyst, you would need:

  • excellent research skills
  • confident presentation and report writing skills
  • analytical thinking
  • a good understanding of economics and financial markets
  • sound business acumen
  • an ability to work well with numbers
  • strong IT skills

Working hours and conditions

Working Hours

Investment analysts often work longer than the standard number of business hours, Monday to Friday. If you cover a particular international area or stocks, you may sometimes need to work in a different time zone.


Investment analysts work for stockbrokers, investment advisers, financial advisers and large banks. You would be office-based, but you may also travel to investor and company presentations or meetings, both locally and nationally. Occasional international travel may also be necessary.


How to become an Investment Analyst?

Entry Level Education

To work as an investment analyst you will usually need a degree in economics, mathematics, business, accounting or actuarial studies. To get into these courses you usually need to gain your senior secondary school certificate or equivalent. English and mathematics would be appropriate subjects to study prior to university.

If your degree is not related to business or finance, some employers may require you to have a relevant postgraduate qualification such as master's in business administration (MBA). To get into master's courses, you need to have completed a bachelor's degree.

Some companies offer internship placements for university students to gain experience before they graduate. There can be a lot of competition for internships, so it would be a good idea to prepare as much as you can for the internship interview.


Job outlook

  • 1 2 3 4 5

Employment of investment analysts is projected to grow faster than the average for all occupations.

A growing number of individuals, self-managed super funds and companies have financial and equities investments, which will continue to create opportunities for investment analysts in broking and financial dealing firms.

A growing range of financial products and the need for in-depth knowledge of offshore investing and investment products are expected to lead to strong employment growth.


CareerHQ Compass

Discover the path to your future

How can CareerHQ Compass help you?