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.

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

Senior Investment Analyst Salaries

Average Base Pay

$8,250 /month
Same as national average
Not including cash compensation
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Not enough salaries reported to show distribution
$4K
Median: $8K
$10K
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Glassdoor Estimated Salary

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.

L2
Assistant Investment Analyst
No Salary Reports
L3
L5
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Senior Investment Analyst Insights

Read what Senior Investment Analyst 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
17 Aug 2021

“Pay was relatively decent and could have been higher according to my duties and responsibilities.”

Adali ConsultingAdali Consulting
Investment Analyst
17 Jun 2020

“Payscale is usually below industry and term of bonus is strict and vague at the same time.”

New WesternNew Western
Real Estate Investment Specialist
26 Mar 2021

“The training they provide is incredible and allows you to grow your career and be successful.”

Segall Bryant HamillSegall Bryant Hamill
Investment Analyst
23 Nov 2021

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

WavemakerWavemaker
Digital Investment Manager
18 Nov 2021

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

BromfordBromford
Investment Surveyor
18 Nov 2021

“Investment and opportunities are given for career development such as university courses and the aspiring leaders programme.”

EDBIEDBI
Investment Professional
30 Dec 2021

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

Cambridge Associates, LLCCambridge Associates, LLC
Investment Analyst
7 Feb 2020

“After one year pay went up to $68K which demonstrates to analysts that talent retention is low priority.”

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Senior Investment Analyst Interviews

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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.

The most similar professions to Senior Investment Analyst are:
  • Portfolio Manager
  • Investment Banking Analyst
  • Equity Analyst
  • Trader