What does an Investment-Analyst 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.

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

Investment-Analyst Salaries

Average Base Pay

$64,609 /yr
Same as national average
Not including cash compensation
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Median: $65K
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Glassdoor Estimated Salary

Investment-Analyst Career Path

Learn how to become an Investment-Analyst, 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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Investment-Analyst Insights

Read what Investment-Analyst 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.”

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.”

Citicapital Commercial CorpCiticapital Commercial Corp
Corporate Actions Analyst
May 31, 2019

“No work life balance: it is expected that you work passed your normal hours on a daily basis.”

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”

Head of Investor Relations
May 31, 2019

“People are great and are great towards one another.”

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Investment-Analyst Interviews

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