investment analyst

Code 2413.1.2

Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally but depending on the nature and field of their employer they can specialise in fields like retail, infrastructure, energy, banking and financial services. They focus on financial and economical information such as the political and economic developments that can impact financial markets, the financial performance of the target companies and use the interpretation of data from different sources to understand how it affects investment decision making.

Essential skills

Knowledge

  • stock market
  • actuarial science
  • international trade
  • economics
  • financial markets
  • funding methods
  • financial products
  • modern portfolio theory
  • securities

Skills and competences

  • Analizar datos para la gestión de programas
  • Elaborar un informe financiero
  • Presentar los resultados del análisis de datos
  • analyse financial performance of a company
  • analyse economic trends
  • analyse market financial trends
  • obtain financial information
  • provide support in financial calculation
  • review investment portfolios

Transversal competences

  • monitor stock market

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What to assess for this role

Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.

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Sources

This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences