Investment Analyst III
Also referred to as: Corporate Investment Analyst III, Investing Analyst III, Investment Associate III, Investment Trading Analyst III, Securities and Equity Research Analyst III
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 generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4-7 years of related experience.
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Similar Jobs:  Investment Analyst II, Investment Analyst IV, Strategic Planning Analyst III, Investment Manager, Investment Senior Manager, Investment Analyst I, Treasury Analyst III, Financial Planning Analyst III, Benefits Analyst III
Level of Education:  Investment Analyst III Salaries with an Associate's Degree, Investment Analyst III Salaries with a Bachelor's Degree, Investment Analyst III Salaries with a Master's Degree or MBA, Investment Analyst III Salaries with a JD, MD, PhD or Equivalent
Industries:  Business Services, Edu., Gov't. & Nonprofit, Energy & Utilities, Financial Services, Healthcare, Insurance, Internet, Software & Networking