Career Overlap Occupation record
RecordJob

Where an investment analyst can go next

5 destinations recorded, ranked by how much of the target role an investment analyst already meets. The closer to the top of Table 1, the less there is to learn.

Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally but depending on the nature and field of their employer they can specialise in fields like retail, infrastructure, energy, banking and financial services. They focus on financial and economical information such as the political and economic developments that can impact financial markets, the financial performance of the target companies and use the interpretation of data from different sources to understand how it affects investment decision making.

Also known as portfolio analyst, investment accounting analyst, investment banking analyst, investment banking business analyst, investment compliance analyst, investment officer, investment operations analyst, oil and gas investment banking analyst, investment specialist.

Professionals 43 skills on file 5 career moves 5 above 60% overlap Closest: securities analyst, 69%

Fig. 2 · Career map 5 nearest · ESCO v1.2.1
securities analyst 69% covered corporate investment banker 66% covered stock trader 64% covered investment adviser 64% covered dividend analyst 61% covered investment analyst You are here
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
The 5 nearest destinations from investment analyst, each one a link to that move’s record. Distance from the centre is how much retraining the move takes; the figure on each is how much of that role an investment analyst already covers. All 5 are listed in the tables below.
Table 1
Table 2

Table 2 · What the job itself asks for

An investment analyst needs 21 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.

Required skill Area
  • data visualisation software information and communication technologies (icts)
  • fundamental analysis business, administration and law
  • empirical analysis generic programmes and qualifications
  • asset management business, administration and law
  • quantitative analysis social sciences, journalism and information
  • monitor stock market information skills
  • international trade business, administration and law
  • modern portfolio theory business, administration and law
  • provide support in financial calculation information skills
  • stock market business, administration and law
Table 3
Index

Look up another occupation

Investment analyst is filed under Professionals, ISCO major group 2. The full index lists all ten groups.

Note

How these figures were compiled

Overlap is how much of the target role is already part of an investment analyst’s work. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.