What Is An Investment Analyst?

An Investment Analyst is someone who undertakes financial analysis in order to make investment decisions. They are responsible for researching and analyzing stocks, bonds, and other investments to recommend the best ways for their clients or company to invest in the stock market. They also keep up to date with the latest financial news and trends in order to make informed decisions.

Investment Analyst Job Description

The job of an Investment Analyst involves researching and analyzing financial data to make recommendations for their clients or company. They must be able to identify profitable investments, monitor existing assets, and make changes as needed. They must be able to explain their decisions to clients or colleagues and provide advice on the best strategies for investing.

Worldwide Average Salary

The average worldwide salary for Investment Analysts is around $60,000 per year. Salaries can vary depending on experience, location, and the type of role. The average salary for Investment Analysts in the United States is around $70,000 per year.

Requirements to be an Investment Analyst

  1. Education: Most employers require a minimum of a bachelor’s degree in finance, economics, accounting, or a related field. Some may even require a master’s degree or professional certification.
  2. Experience: Most employers prefer to hire this type of analyst with at least a few years of experience in the industry.
  3. Technical Knowledge: Investment analysts must have a thorough understanding of financial markets and investments. They must also be proficient in using financial software and other programs.
  4. Communication Skills: Investment analysts must be able to effectively communicate their analyses and recommendations to their clients. 5. Analytical Skills: Investment analysts must be able to accurately analyze large amounts of data and develop strategies that maximize returns.
  5. Problem-Solving Skills: these analysts must be able to identify and address any issues that arise with investments.
  6. Interpersonal Skills: these types of analysts must be able to interact professionally with colleagues, clients, and other stakeholders.


To become an Investment Analyst, you may be required to hold specific certifications. Examples of these certifications include the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) designation. In addition, some employers may require you to hold a Professional Risk Manager (PRM) certification.

Is An Investment Analyst A Promising Career?

Yes, an investment professional and analyst can be a good career choice, depending on the individual’s skills and interests. Investment analysts typically analyze market trends and financial data, research investments, and make recommendations to clients. They must have strong analytical and research skills, as well as the ability to interpret and communicate complex financial information.

They must also be able to manage their own time and workload in order to meet deadlines. If you have these skills and a desire to work in the financial industry, an investment analyst may be a good career choice for you.

Next Steps

Check out our calculators and how to create one to strengthen your investments and take advantage of them! Or access our previous article on investments to learn more about estate planning strategies!

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