What does an Investment Analyst/Manager 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.

Education--
Work/Life Balance
3.8 ★
Salary Range--
Career Opportunity
3.7 ★
Avg. Experience2-4 years

Investment Analyst/Manager Salaries

Average Base Pay

$73,822 /yr
Same as national average
Not including cash compensation
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Not enough salaries reported to show distribution
$32K
Median: $74K
$171K
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Glassdoor Estimated Salary

Investment Analyst/Manager Career Path

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

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Investment Analyst/Manager Insights

Read what Investment Analyst/Manager professionals have to say about their job experiences and view top companies for this career.
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.”

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.”

Segall Bryant HamillSegall Bryant Hamill
Investment Analyst
Nov. 23, 2021

“Pretty complacent place with no one to really learn from and no way to progress in your career.”

WavemakerWavemaker
Digital Investment Manager
Nov. 18, 2021

“Exposure to lots of great clients/brands and you get to work with all major publishers/ vendors.”

BromfordBromford
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.”

EDBIEDBI
Investment Professional
Dec. 30, 2021

“Opportunities to interact and work with some of the best entrepreneurs and VCs in the industry.”

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.”

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Investment Analyst/Manager Interviews

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Investment Analyst/Manager jobs

Frequently asked questions about the role and responsibilities of an investment analyst manager

The most similar professions to investment analyst manager are:
  • Portfolio Manager
  • Investment Banking Analyst
  • Equity Analyst
  • Trader