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%
- 70% and above · short step
- 50 to 70% · real move
- Below 50% · substantial retraining
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.
- 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 · Jobs that lead here
The reverse view: occupations whose skills already cover much of what an investment analyst does. The figure is how much of this job each one brings.
Look up another occupation
Investment analyst is filed under Professionals, ISCO major group 2. The full index lists all ten groups.
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.