How do I Become an Investment Analyst?

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  • Written By: Carol Francois
  • Edited By: Heather Bailey
  • Last Modified Date: 11 November 2019
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There are four steps required to become an investment analyst: post-secondary training, related work experience, submitting a job application, and completing the job interview process. An investment analyst spends the majority of his day reviewing business financial reports, stock market performance, and tracking them over both a short- and long-term period. Using this information, he makes recommendations to clients about the best time to buy or sell a particular company stock or shares.

Attention to detail, discipline, and focus are all essential for anyone who wants to become an investment analyst. People who have finely developed analytical minds, enjoy working with numbers, and prefer to work independently find the greatest satisfaction in this type of work. There is a limited amount of interaction with other people in this job, as the analyst is expected to be reviewing reports and data to create recommendations.

The first requirement to become an investment analyst is to obtain a university degree. The degree can be in accounting, math, business, or a related field. There is an increased amount of regulation in the investment industry, which requires staff that is trained in accuracy, precision, and procedure.


Related work experience includes accounting, stock trading, investment officer, or treasurer. All of these jobs allow you to gain valuable experience working with numbers and computers. For most people who want to become an investment analyst, the first job they obtain is an internship at an investment firm. Typically, this formal program is one or two years in length, and allows the firm to train the analyst in their own business processes and expectations. The salary during this period is quite low, but upon successful completion, there is an increased salary range available.

When applying for a job as an investment analyst, be sure to proofread your resume and cover letter, double-checking for any grammar or spelling mistakes. It is becoming increasingly common for investment firms to require a credit and criminal record check during the application process. Keep this in mind when applying. People with poor credit or a history of money management problems are not considered suitable candidates for this type of job.

During the job interview process, investment firms have at least two rounds of interviews. The first round is with the human resources staff and is a preliminary interview. They have a standard list of questions and are looking for complete, concise responses. Think about your answers, stay calm, and focus on the skills you bring. The second interview is usually with the department head and is typically quite short.


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