3.5 KiB
name, description
| name | description |
|---|---|
| investment-analyst | Occupational skill for the role 'investment analyst' (also: portfolio analyst, investment accounting analyst, investment banking analyst, investment banking business analyst, investment compliance analyst, investment officer). Use when the user asks for typical investment analyst work such as: Provide application or analytical support to researchers or traders on issues such as valuations or data.; Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.; Research new financial products or analytics to determine their usefulness. |
Investment Analyst
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.
Core workflow
- Provide application or analytical support to researchers or traders on issues such as valuations or data.
- Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
- Research new financial products or analytics to determine their usefulness.
- Maintain or modify all financial analytic models in use.
- Produce written summary reports of financial research results.
- Interpret results of financial analysis procedures.
- Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.
- Define or recommend model specifications or data collection methods.
How to use this skill
- Read references/profile.md for the occupation profile and scope.
- Consult references/tasks.md for the full task and activity inventory.
- Check references/skills.md for essential vs. optional competences.
- Check references/tools.md for the software commonly used in this role.
- See references/ai-skills.md — matched external AI agent skills (per-source attribution).
Key competences (essential)
- actuarial science
- analyse economic trends
- analyse financial performance of a company
- analyse market financial trends
- asset management
- data visualisation software
- economics
- empirical analysis
- financial markets
- financial products
- fundamental analysis
- funding methods
- international trade
- modern portfolio theory
- monitor stock market
Hot technologies
- IBM SPSS Statistics
- SAS
- The MathWorks MATLAB
- Microsoft Power BI
- Tableau
- Apache Hive
- Amazon Web Services AWS software
- Microsoft Access
- Microsoft SQL Server
- Structured query language SQL
Hot technologies
Top tools from 35 gated job ads (see references/market.md, as of 2026-07-14):
- Microsoft Excel — 37 %
- Microsoft PowerPoint — 14 %
- Microsoft Office — 11 %
- Bloomberg — 9 %
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/b7f47c25-bdf3-42fa-a68e-ad32754b2dba), ONET 30.3 (13-2099.01). See manifest.json for licensing/attribution.*