What does an Investment Advisor do?
Investment analysts conduct research and analyze trends and information to provide their clients guidance regarding their investment portfolios. They work for investment firms, banks, and pension plans to offer analysis that guides investment managers toward high-yield, minimal loss investments.
Investment analysts meet with clients to clarify their financial needs and goals. They research investment opportunities to discover if they align with these needs and goals. If a client already has investments, they assess them to determine which perform well and which need attention. They investigate other investment opportunities and make recommendations to clients from their findings. They evaluate business assets, earnings reports, and industry-related variables to determine whether they can recommend investing in a company. An investment analyst needs a minimum bachelor's degree in finance or a related discipline, including business or economics. Investment analysts may also be required to earn chartered financial analyst certification or another financial certification to improve their skills.
- Responsible for creating strategy, framework, and tactics, as well a robust investor relations roadmap.
- Support other strategic initiatives and activities as warranted or assigned.
- Use market pricing and congestion expertise to support asset sales.
- Oversee planning and production of events such as an Analyst Day.
- Lead multidisciplinary due diligence teams to assess, negotiate and close investment deals.
- Contribute to the delivery of monthly, quarterly, annual stakeholder/donor reporting.
- Build and deliver a portfolio of advisory projects aligned with company strategy.
- Manage Investor Relations third party vendor relationships and budgets.
- Communicate with Investor Support team to answer various property and neighborhood related questions.
- Promote a consistent approach to messaging and branding across materials.
- Implement and integrate derivatives pricing models in the existing in-house cross asset C++ derivatives pricing libraries.
- Evaluate opportunities with appropriate lens of risk, reward, and overall portfolio construction.
- Monitor the company's presence in the media (including its business units, executives, and board members) and provide timely/relevant updates to management.
- Strategically identify and execute on key investor relations and client service initiatives.
- Collaborate with the existing team of sales and marketing associates.
- Identify new opportunities by staying abreast of market trends and development.
- Implement policies and programs which promote the company's standing in the community.
- Develop and maintain strong business relationships ensuring a successful corporate/community partnership.
- Guide and promote progress toward established goals for team.
- Monitor and analyze sell-side financial models and valuation frameworks.
- Bachelor's or Graduate's Degree in business, finance, computer science or engineering.
- Experience with C# software and systems.
- Prior experience in a consulting position.
- A creative thinker with demonstrated critical thinking and attention to detail.
- Comfortable using leadership skills for collaboration and onboarding as well as terminating clients and others.
- Fluency in frameworks and statistics.
- Can use a confident tone when giving technical assistance and problem solving.
- Demonstrated time management skills.
How much does an Investment Advisor make?
Investment Advisor Career Path
Learn how to become an Investment Advisor, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Years of Experience Distribution
Investment Advisor Insights
“Pay was relatively decent and could have been higher according to my duties and responsibilities.”
“Payscale is usually below industry and term of bonus is strict and vague at the same time.”
“Exposure to lots of great clients/brands and you get to work with all major publishers/ vendors.”
“Pretty complacent place with no one to really learn from and no way to progress in your career.”
“The training they provide is incredible and allows you to grow your career and be successful.”
“Investment and opportunities are given for career development such as university courses and the aspiring leaders programme.”
“Everyone is willing to lend a helping hand when needed and I thoroughly enjoy coming to work everyday.”
“Opportunities to interact and work with some of the best entrepreneurs and VCs in the industry.”
Investment Advisor Interviews
Frequently asked questions about the role and responsibilities of investment analysts
The typical day of an investment analyst is spent evaluating financial and investment information to understand risks and predict possible investment gains. By collecting information, conducting research, analyzing assets, and presenting information to expert teams, investment analysts provide valuable information to stockholders. Investment analysts advise stock brokers, fund managers, and traders to help them make informed investment decisions.
Most investment analysts work at large companies, such as investment banks, insurance companies, equity firms and large charities. Investment analysts usually have regular working hours from 9-5, and the role offers opportunities for advancement, depending on your company. After years of experience and developing a network of connections, many investment analysts can offer their services through freelance work, which provides career flexibility. Plus, most investment analysts report high levels of job satisfaction.
Yes, investment analysts get paid well. The average pay of an investment analyst in the United States is $162,907 per year. The earned salary can vary largely depending on experience. Those with upwards of 10 years of experience can earn $298,120 or more annually.
Working as an investment analyst can be a fulfilling but demanding career. Ideal for problem solvers and critical thinkers, work stresses include meeting deadlines, presenting information and recommendations to teams of investors, and occasional extended hours.