What does a Senior 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.
Senior Investment Analyst Salaries
Average Base Pay
Senior Investment Analyst Career Path
Learn how to become a Senior Investment Analyst, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Senior Investment Analyst Insights
“Pay was relatively decent and could have been higher according to my duties and responsibilities.”
“Payscale is usually below industry and term of bonus is strict and vague at the same time.”
“The training they provide is incredible and allows you to grow your career and be successful.”
“Pretty complacent place with no one to really learn from and no way to progress in your career.”
“Exposure to lots of great clients/brands and you get to work with all major publishers/ vendors.”
“Investment and opportunities are given for career development such as university courses and the aspiring leaders programme.”
“Opportunities to interact and work with some of the best entrepreneurs and VCs in the industry.”
“After one year pay went up to $68K which demonstrates to analysts that talent retention is low priority.”
Senior Investment Analyst Interviews
Senior Investment Analyst jobs
Frequently asked questions about the role and responsibilities of a Senior Investment Analyst
When working as a Senior Investment Analyst, the most common skills you will need to perform your job and for career success are Critical Thinking, Microsoft Office Suite, AdvancED EXCEL, Strong WORK Ethic and Portia.
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