Investment Analyst
What the work is
Collects and analyses information, such as market trends, financial statements, economic factors and regulatory changes to identify investment opportunities for an organisation.
Would you enjoy the work?
These are the main tasks in the official description. Mark how each one sounds to you.
- Collects and analyses financial data, market trends and earlier investment decisions of the organisation to identify new investment opportunities
- Completes investment analysis and research on companies, portfolios, equities, debt and managed funds
- Develops and maintains financial models to evaluate the feasibility and profitability of investment opportunities
- Monitors and evaluates market and investment performance, identifies areas for improvement, and proposes strategies to optimise returns
- Prepares investment reports and recommendations for senior management, advisers, brokers and investors
Try it
A simulation and a case study from this kind of work, set in the investment team of a fictional superannuation fund. They are fictional.
The kind of days you could have
Good days
- Your research turns up something the rest of the team had missed
- A committee reads your report and makes a clear, confident decision
- A model you built months ago turns out to predict what actually happened
Hard days
- Two reliable sources disagree and the deadline is tomorrow
- A senior person has fallen in love with an idea your numbers do not support
- Hours alone with spreadsheets, then a meeting where you must defend them
Written by Career Calling as a general guide. Real roles vary by employer and place.
Work a mission
Step into a simulated workplace in this field, with a brief from your manager.
Description and tasks: Australian Bureau of Statistics, Occupation Standard Classification for Australia, 2024, Version 1.0 (opens another site), occupation 212332, used under a Creative Commons Attribution 4.0 licence. The skill guide above is our plain English summary.