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Investment Analyst

Investment Analysts are employed throughout the financial services industry by investment management firms, insurance companies, investment fund companies, investment dealers and banks. This job is often a training ground for aspiring portfolio managers and requires strong analytical and communication skills. Investment Analysts can be specialized in either equity or fixed-income analysis. They are expected to prepare reports, coordinate information, analyze portfolio statistics and become familiar with fundamental analysis and the industry sectors they have been designated to cover.

On the job with an Investment Analyst

Quantitative skills because I am constantly analyzing and interpreting data and information. Being proficient in statistical analysis helps a lot. Having the CSC has helped and the CFA is an asset. More...

Manager, Investment Research & Analysis, FCSI, CIM, Manulife
  • Prepare presentations on research and recommendations for clients.
  • Assist in preparing of reports for regulators.
  • Prepare, analyze and present portfolio statistics.
  • Find, understand and summarize investment dealer research reports on different companies and industry sectors.

Investment Analysts generally have at least a university degree. They have also completed, or are expected to complete, specific industry courses such as the Canadian Securities Institute's Canadian Securities Course (CSC), Investment Management Techniques (IMT) and Portfolio Management Techniques (PMT) or the CFA Institutes's Chartered Financial Analyst (CFA) designation program.

Completion of CSI's Technical Analysis Course (TAC) and Financial Risk Management Course can also contribute to future career advancement.

Investment Analysts are, in most cases, paid a fixed salary plus a bonus based on individual and firm performance. Salary is typically in the $45,000 to $50,000 range.

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