<p>The Investment Analyst is responsible for researching, analysing and evaluating investment opportunities to support portfolio decisions. This role requires strong financial modelling skills, sector knowledge and the ability to communicate findings clearly to portfolio managers and clients. The successful candidate will be detail-oriented, commercially aware and comfortable working with large data sets.</p>
<h2>Investment Analyst Job Profile</h2>
<p>The Investment Analyst supports investment decision-making through rigorous research, valuation and performance analysis. They gather market intelligence, prepare investment memoranda and assist in monitoring portfolio performance against objectives.</p>
<p>Reporting to a senior analyst or portfolio manager, the role often spans equity and fixed income analysis, risk assessment and contribution to investment strategy reviews. Accuracy, intellectual curiosity and collaborative working are essential.</p>
<h2>Investment Analyst Job Description</h2>
<p>An Investment Analyst will conduct fundamental and quantitative analysis to identify attractive investment opportunities. Typical tasks include building and maintaining financial models, conducting company and sector research, and preparing investment recommendations for review by the investment committee.</p>
<p>The role involves regular interaction with internal stakeholders and external counterparties, such as sell-side analysts, company management and brokers. Analysts monitor macroeconomic indicators, market trends and regulatory developments to inform investment theses and adjust positions as required.</p>
<p>Investment Analysts also contribute to risk management by assessing downside scenarios, stress testing portfolios and ensuring compliance with investment mandates. They are expected to present findings in clear written reports and concise oral briefings for clients and senior partners.</p>
<h2>Investment Analyst Duties and Responsibilities</h2>
<ul>
<li>Perform fundamental and quantitative analysis on equities, bonds and other securities.</li>
<li>Build, maintain and audit financial models and valuation analyses, including DCF and relative valuation.</li>
<li>Produce investment memos, research notes and presentation materials for investment committees and clients.</li>
<li>Monitor portfolio holdings and performance, identifying risks and opportunities.</li>
<li>Conduct industry and competitor research to support sector allocation decisions.</li>
<li>Assist in due diligence processes for new investments and transactions.</li>
<li>Engage with company management, sell-side analysts and other market participants to validate assumptions.</li>
<li>Prepare regular market and performance reports, ensuring accuracy and timeliness.</li>
<li>Support portfolio managers with trade execution, position sizing and rebalancing recommendations.</li>
<li>Maintain compliance with investment policy statements and regulatory requirements.</li>
</ul>
<h2>Investment Analyst Requirements and Qualifications</h2>
<ul>
<li>Bachelor's degree in finance, economics, accounting or a related discipline; postgraduate qualification or chartered status advantageous.</li>
<li>Proven experience in investment analysis, equity research or asset management preferred.</li>
<li>Strong financial modelling and valuation skills with proficiency in Excel and financial databases such as Bloomberg or Refinitiv.</li>
<li>Excellent analytical, numerical and problem-solving abilities.</li>
<li>Effective written and verbal communication skills; able to present complex information clearly.</li>
<li>Commercial awareness and the ability to interpret macroeconomic and market data.</li>
<li>Attention to detail and high standards of accuracy in reporting and analysis.</li>
<li>Ability to work independently and as part of a team, managing competing deadlines.</li>
<li>Familiarity with compliance, regulatory frameworks and risk management principles.</li>
<li>Comfort with large data sets and experience with data visualisation tools is desirable.</li>
</ul>