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Investment Analyst

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Bachelor's degree

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What They Do

Financial and Investment Analysts Career Video

Manages communications or negotiations between corporate issuers of securities and clients regarding private equity investments. Underwrites the issuance of securities to provide capital for client growth. Negotiates and structures the terms of mergers or acquisitions.

This career is part of the Finance cluster Securities and Investments pathway.

A person in this career:

  • Advises clients on aspects of capitalization, such as amounts, sources, or timing.
  • Analyzes financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Arranges deals involving green investments in areas such as alternative energy product development, green technologies, or sustainable agriculture.
  • Arranges financing of deals from sources such as financial institutions, agencies, or public or private companies.
  • Assesses companies as investments for clients by examining company facilities.
  • Collaborates on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Confers with clients to restructure debt, refinance debt, or raise new debt.
  • Coordinates due diligence processes and the negotiation or execution of purchase or sale agreements.
  • Creates client presentations of plan details.
  • Develops and maintains client relationships.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves sitting more than one-third of the time

Work Hours and Travel

  • Irregular hours
  • Weekend work

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Portfolio Manager — Ultimately responsible for the performance and the day to day operation of a fund or asset management vehicle.
  • Securities Analyst
  • Credit Products Officer
  • Trust Officer — Directs and coordinates activities relative to creating and administering personal, corporate, probate, and court-ordered guardianship trusts in accordance with terms creating trust, will, or court order.
  • Real Estate Analyst — Provides in-depth information to other industry professionals by collecting and analyzing current market data and trends and generating reports using criteria such as property type, location, price, occupancy and lease rates.
  • Planning Analyst
  • Analyst
  • Equity Research Analyst
  • Financial Analyst