Investment Analyst IV
Also referred to as: Corporate Investment Analyst IV, Investing Analyst IV, Investment Associate IV, Investment Trading Analyst IV, Securities and Equity Research Analyst IV
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 highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Typically requires 7+ years of related experience.
Similar Jobs:  Investment Analyst III, Investment Analyst II, Strategic Planning Analyst IV, Investment Manager, Treasury Analyst IV, Investment Senior Manager, Financial Planning Analyst IV, Investment Analyst I, Channel Marketing Analyst IV
Level of Education:  Investment Analyst IV Salaries with an Associate's Degree, Investment Analyst IV Salaries with a Bachelor's Degree, Investment Analyst IV Salaries with a Master's Degree or MBA, Investment Analyst IV Salaries with a JD, MD, PhD or Equivalent
Industries:  Business Services, Edu., Gov't. & Nonprofit, Energy & Utilities, Financial Services, Healthcare, Insurance, Internet, Software & Networking