Investment analysts provide reports to help stock-market traders make decisions about investments.

What does an investment analyst do?

This role involves highlighting new investment opportunities to help stock-market traders, stockbrokers and fund managers, or showing them when a fund is starting to lose some of its value. Investment analysts offer their opinion on economic trends in the UK and across the world, and whether particular investments are worth making. 

What do I need to do to become an investment analyst?

You will need a sound understanding of financial information in the sector that you work in as well as an understanding of economics and business. You will also need communication, maths and IT skills.

To work as an investment analyst you will usually need a degree, at class 2:1 or above. Most degree subjects are accepted, buy degrees in economics, maths, business studies, or accountancy may be particularly useful.

If your degree is not related to business or finance, it could also be useful to have a relevant postgraduate qualification, such as a master’s in business administration.

Employers may also look for recognised certification of your skills from a professional body, like the International Institute of Business Analysis UK (IIBA) or The Chartered Institute for IT (BCS).

Related skills

  • IT
  • Numeracy
  • Organisation
  • Teamwork

Academic route

  • GCSEs (A-C), including English and maths
  • A levels

Related subjects

  • Business studies
  • Maths

Essential qualifications

  • A degree, at class 2:1 or above, in a subject such as economics, maths, business studies or accountancy

Where to find out more

Where could I be working?

You could work for stockbroking firms, investment banks, investment management companies or private equity firms.

Contains public sector information licensed under the Open Government Licence v3.0

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