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INVESTMENT ANALYST JOB DESCRIPTION

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Investment Analyst Job Description Template
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INVESTMENT ANALYST JOB DESCRIPTION SAMPLE
CAREER TASKS - DUTIES, ROLES AND RESPONSIBILITIES

This job description (JD) describes the core job duties of investment analyst occupation:

MAIN JOB ROLES (CAREER TASKS):

1) Analyzes financial information to forecast business, industry, and economic conditions, for use in making investment decisions.

2) Gathers and analyzes company financial statements, industry, regulatory & economic information and financial periodicals newspapers.

3) Interprets data concerning price, yield, stability and future trends of investments.

4) Summarizes data describing current and long term trends in investment risks economic influences pertinent to investments.

5) Draws charts graphs to illustrate reports, using computer.

6) Recommends investment timing buy-and-sell orders to company or to staff of investment establishment for advising clients.

7) May call brokers purchase investments for company, according to company policy.

8) May recommend modifications to managements investment policy.

9) May specialize in specific investment area, like bond, commodity, equity, currency, or portfolio management..

* OTHER WORK DUTIES MAY BE DESCRIBED BASED ON THE BUSINESS/INDUSTRY NEEDS FROM - INVESTMENT ANALYST - POSITION.


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