Investment Analyst Duties & Responsibilities

The role and function of an Investment Analyst includes the following duties and responsibilities:

  • Writing financial research summaries
  • Researching companies
  • Making informed recommendations
  • Analysing company accounts, profit and loss sheets and cash flow information
  • Regularly meeting with fund managers
  • Keeping detailed knowledge about the economy and financial markets up-to-date
  • Interpreting complicated financial information
  • Using specialist media sources to gain information about current financial news.
  • Regularly meeting with company managers to discuss financial matters

Note that this is not an exhaustive list of Investment Analyst duties and responsibilities. Job functions for specific Investment Analyst roles may vary, depending on the industry and type of employer.

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