Occupation Atlasinvestment analyst
ESCO · http://data.europa.eu/esco/occupation/b7f47c25-bdf3-42fa-a68e-ad32754b2dba
investment analyst
Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally but depending on the nature and field of their employer they can specialise in fields like retail, infrastructure, energy, banking and financial services. They focus on financial and economical information such as the political and economic developments that can impact financial markets, the financial performance of the target companies and use the interpretation of data from different sources to understand how it affects investment decision making.
Compare with another occupationCompare with securities analyst
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 5: Extensive Preparation Needed
Extensive preparation. Usually a graduate degree, with extensive skill, knowledge and experience — many of these occupations expect more than five years of experience.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
ECIEnterprising · Conventional · Investigative — the three strongest interests, in order
- E Enterprising6.95
- C Conventional5.21
- I Investigative3.77
- S Social2.69
- A Artistic1.65
- R Realistic1.48
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Job Zone and interest data are borrowed from Investment Fund Managers (11-3031.03): in the official ESCO–O*NET crosswalk, its close O*NET match, and the best-ranked match that has them. ESCO doesn't publish them directly.
Typically associated skills
Essential (21)
ESCO's essential and optional tags describe how its taxonomy relates a skill to this occupation. They are not the essential functions of a job under the ADA, which an employer determines for its own role.
- actuarial science
- analyse economic trends
- analyse financial performance of a company
- analyse market financial trends
- asset management
- data visualisation software
- economics
- empirical analysis
- financial markets
- financial products
- fundamental analysis
- funding methods
- international trade
- modern portfolio theory
- monitor stock market
- obtain financial information
- provide support in financial calculation
- quantitative analysis
- review investment portfolios
- securities
- stock market
Optional (22)
- Monte Carlo simulation
- analyse financial risk
- assess financial viability
- banking activities
- budget for financial needs
- business valuation techniques
- communicate with banking professionals
- corporate social responsibility
- create a financial plan
- credit control processes
- examine credit ratings
- financial forecasting
- financial statements
- green bonds
- impact investing
- international financial reporting standards
- interpret financial statements
- investment banking
- perform stock valuation
- social bonds
- sustainable finance
- trading software
O*NET equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →ESCO occupations that share the most of this occupation's 21 essential skills. A plain count, not a hidden score.
securities analyst
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investment fund manager
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mutual fund broker
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stock trader
10 shared · 6 more of its ownasset management, modern portfolio theory, stock market, analyse economic trends
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stock broker
10 shared · 8 more of its ownasset management, modern portfolio theory, stock market, review investment portfolios
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securities underwriter
9 shared · 5 more of its ownmonitor stock market, stock market, analyse economic trends, financial markets
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securities trader
9 shared · 7 more of its ownmonitor stock market, modern portfolio theory, stock market, analyse economic trends
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.