Investment Analyst II
Also referred to as: Corporate Investment Analyst II, Investing Analyst II, Investment Associate II, Investment Trading Analyst II, Securities and Equity Research Analyst II
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. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience.
Similar Jobs:  Investment Analyst IV, Investment Analyst III, Strategic Planning Analyst II, Investment Manager, Investment Senior Manager, Investment Analyst I, Treasury Analyst II, Financial Analyst II, Strategic Planning Analyst III
Level of Education:  Investment Analyst II Salaries with No Diploma, Investment Analyst II Salaries with a High School Diploma or Technical Certificate, Investment Analyst II Salaries with an Associate's Degree, Investment Analyst II Salaries with a Bachelor's Degree, Investment Analyst II Salaries with a Master's Degree or MBA, Investment Analyst II Salaries with a JD, MD, PhD or Equivalent
Industries:  Business Services, Edu., Gov't. & Nonprofit, Energy & Utilities, Financial Services, Healthcare, Insurance, Internet, Software & Networking