Investment Analyst

Job Description:

Investment analysts help stock market traders, stockbrokers and fund managers make decisions about investments.

Job Category:
Financial Services

What you will do:

In your day-to-day duties you could:

  • find new investment opportunities
  • research the financial performance of your target companies
  • keep up to date with political and economic developments that affect the financial markets
  • examine company accounts
  • analyse data
  • produce reports for fund managers and stockbrokers
  • ensure that all work meets strict financial regulations


You’ll need:

  • maths knowledge
  • knowledge of economics and accounting
  • to be able to use a computer and the main software packages competently

As well as:

  • analytical thinking skills
  • ambition and a desire to succeed (drive)
  • persistence and determination
  • the ability to use your initiative
  • the ability to use your judgement and make decisions
  • thinking and reasoning skills
  • adaptable

Restrictions and Requirements

You’ll need to pass background checks & pass security checks

Illustration of employee looking at workspace

Entry Requirements:

To become an investment analyst, you will need a strong educational foundation in finance, economics, and related subjects. While there are no specific GCSE subjects required for this career, certain subjects can be particularly beneficial for preparing you for further studies in finance and economics. Here are some GCSE subjects that can help you pursue a path as an investment analyst:

  1. Mathematics: Advanced math skills are essential for analyzing financial data, conducting calculations, and understanding complex financial models.
  2. Economics: Studying economics can provide you with a fundamental understanding of economic principles, market dynamics, and factors that influence investment decisions.
  3. Business Studies: This subject can offer insights into business operations, financial management, and investment strategies.
  4. English Language: Strong communication skills, both written and verbal, are crucial for presenting investment analyses and writing research reports.

While specific GCSE subjects can provide a foundation, becoming an investment analyst typically involves higher education and specialized training. Here are the typical steps you would take:

A Levels (or equivalent)

After completing your GCSEs, you would typically take A Levels or equivalent qualifications in subjects such as Mathematics, Economics, and Business Studies. These subjects are commonly required for admission to finance and economics-related degree programs.

Higher Education

Pursue a bachelor’s degree in finance, economics, business, or a related field at a reputable university. Some universities offer specialized finance programs or courses in investment analysis.

Relevant Certifications

Consider obtaining relevant certifications to enhance your credentials and demonstrate expertise in finance. Examples include Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designations.

Internships and Work Experience

Seek internships or work placements in finance-related roles to gain practical experience and make industry connections.

Advanced Degrees (Optional)

Some investment analysts pursue advanced degrees, such as a master’s in finance or economics, to further specialize and advance their careers.


Build a professional network within the finance industry, attend finance-related events, and join investment-related associations to learn from experienced professionals and stay updated on industry trends.

Working Hours and Environment:

You could work in an office.

Career Path & Progression:

With experience and a good track record, you could become a stockbroker and progress to account manager or fund manager.

You could also become a freelance investment consultant.