| Investment Analyst I |
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| Also referred to as: Corporate Investment Analyst I, Investing Analyst I, Investment Associate I, Securities and Equity Research Analyst I |
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| Requirements and Responsibilities |
| Analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience. |
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| Similar Jobs: Investment Analyst III, Investment Analyst IV, Investment Analyst II, Investment Analyst V, Strategic Planning Analyst I, Investment Manager, Investment Senior Manager, Financial Planning Analyst I, Treasury Analyst I |
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| Level of Education: Investment Analyst I Salaries with No Diploma, Investment Analyst I Salaries with a High School Diploma or Technical Certificate, Investment Analyst I Salaries with an Associate's Degree, Investment Analyst I Salaries with a Bachelor's Degree, Investment Analyst I Salaries with a Master's Degree or MBA, Investment Analyst I Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Energy & Utilities, Financial Services, Healthcare, Insurance, Internet, Software & Networking | |
