What does an Analyst, Private Investments do?

Investment analysts conduct research and analyze trends and information to provide their clients guidance regarding their investment portfolios. They work for investment firms, banks, and pension plans to offer analysis that guides investment managers toward high-yield, minimal loss investments.

Investment analysts meet with clients to clarify their financial needs and goals. They research investment opportunities to discover if they align with these needs and goals. If a client already has investments, they assess them to determine which perform well and which need attention. They investigate other investment opportunities and make recommendations to clients from their findings. They evaluate business assets, earnings reports, and industry-related variables to determine whether they can recommend investing in a company. An investment analyst needs a minimum bachelor's degree in finance or a related discipline, including business or economics. Investment analysts may also be required to earn chartered financial analyst certification or another financial certification to improve their skills.

EducationBachelor's Degree
Work/Life Balance
3.8 ★
Salary Range--
Career Opportunity
3.7 ★
Avg. Experience2-4 years

Analyst, Private Investments Salaries

Average Base Pay

$64,609 /yr
Same as national average
Not including cash compensation
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Not enough salaries reported to show distribution
Median: $65K
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Glassdoor Estimated Salary

Analyst, Private Investments Career Path

Learn how to become an Analyst, Private Investments, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Investment Analyst
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Analyst, Private Investments Insights

Read what Analyst, Private Investments professionals have to say about their job experiences and view top companies for this career.
Adali ConsultingAdali Consulting
Investment Analyst
Jun. 17, 2020

“Payscale is usually below industry and term of bonus is strict and vague at the same time.”

Equitable Life Insurance Company of CanadaEquitable Life Insurance Company of Canada
Investment Developer
Aug. 17, 2021

“Pay was relatively decent and could have been higher according to my duties and responsibilities.”

Investment Surveyor
Nov. 18, 2021

“Investment and opportunities are given for career development such as university courses and the aspiring leaders programme.”

New WesternNew Western
Real Estate Investment Specialist
Mar. 26, 2021

“The training they provide is incredible and allows you to grow your career and be successful.”

Cambridge Associates, LLCCambridge Associates, LLC
Investment Analyst
Feb. 7, 2020

“After one year pay went up to $68K which demonstrates to analysts that talent retention is low priority.”

Target GroupTarget Group
Investments Executive
Apr. 9, 2021

“pay is good and fair”

Investec Wealth
Associate Investment Manager
Jan. 30, 2021

“Good place to work and people are great”

Investment Analyst
Nov. 15, 2021

“Great Hours and Comp.”

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Analyst, Private Investments Interviews

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