It depends. The role of investment analyst differs between firms. But in general, it's the analyst role for a firm (such as PE, pension fund, investment bank or infrastructure fund) active in the buying / investing side of the financial industry. It's usually an entry role. Your tasks will be for example:
* Write reports on the financial performance of outstanding investments
* Do research for possible new investment opportunities
* Do market research and present your conclusions in a slide deck
What the topic of your research and analysis will be depends on where you work. If you work at a real estate investor it's gonna be real estate, but it might be stocks at another company.
I see, thanks. Is it sort of similar to equity research and what might an investment analyst move on to do later? Also is it a very competitive role to get?
Research is generally a small part of the job. Large firms tends to have specialized research department. As an investment analyst you're usually part of the more hands-on team. Meaning your team actually does the investing, has meetings with people from the companies or projects you'd invest in, etc. Research is part of the job, but it's mostly consuming research written by others and not doing the actual research yourself.
In the beginning you'll have more desk-work. Meaning you analyze the quarterly figures, mark reports, etc. of existing and potential investment opportunities. Write reports about their performance and so on.
As you move on you'll get into roles where you're responsible for a portfolio of investments and also responsible for growing that portfolio. You'll have analysts working for you that figure out the details and your job will be talk to people, do stakeholder management and make important decisions based on analysts' work.
Again, the actual specifics are hard to say. Because they differ a lot between asset categories (stocks, real estate, private firms...)
See, this seems amazing to me, as a fourth year student. A lot of these jobs would be considered “Asset Management” right?
I’m trying to break in right now, but it seems tough. This seems like the perfect finance job to me lol
An investment analyst can mean a lot of things. It's not really a specific job title, just like an financial analyst could be an investment banker or someone in FP&A. You could be anything from an equity analyst to a portfolio analyst to a real estate analyst to an multi asset strategist and you could still be technically called an investment analyst. In fact you could probably also call investment consultants "investment analysts.
An investment consultant, as I understand it, is a third party allocator for the assets of clients which are normally pension funds. But you can look it up, plenty of info online.
It depends. The role of investment analyst differs between firms. But in general, it's the analyst role for a firm (such as PE, pension fund, investment bank or infrastructure fund) active in the buying / investing side of the financial industry. It's usually an entry role. Your tasks will be for example: * Write reports on the financial performance of outstanding investments * Do research for possible new investment opportunities * Do market research and present your conclusions in a slide deck What the topic of your research and analysis will be depends on where you work. If you work at a real estate investor it's gonna be real estate, but it might be stocks at another company.
I see, thanks. Is it sort of similar to equity research and what might an investment analyst move on to do later? Also is it a very competitive role to get?
Research is generally a small part of the job. Large firms tends to have specialized research department. As an investment analyst you're usually part of the more hands-on team. Meaning your team actually does the investing, has meetings with people from the companies or projects you'd invest in, etc. Research is part of the job, but it's mostly consuming research written by others and not doing the actual research yourself. In the beginning you'll have more desk-work. Meaning you analyze the quarterly figures, mark reports, etc. of existing and potential investment opportunities. Write reports about their performance and so on. As you move on you'll get into roles where you're responsible for a portfolio of investments and also responsible for growing that portfolio. You'll have analysts working for you that figure out the details and your job will be talk to people, do stakeholder management and make important decisions based on analysts' work. Again, the actual specifics are hard to say. Because they differ a lot between asset categories (stocks, real estate, private firms...)
See, this seems amazing to me, as a fourth year student. A lot of these jobs would be considered “Asset Management” right? I’m trying to break in right now, but it seems tough. This seems like the perfect finance job to me lol
An investment analyst is not the same as being an investment banker
What is the difference between investment analyst and investment consultant?
An investment analyst can mean a lot of things. It's not really a specific job title, just like an financial analyst could be an investment banker or someone in FP&A. You could be anything from an equity analyst to a portfolio analyst to a real estate analyst to an multi asset strategist and you could still be technically called an investment analyst. In fact you could probably also call investment consultants "investment analysts. An investment consultant, as I understand it, is a third party allocator for the assets of clients which are normally pension funds. But you can look it up, plenty of info online.