Investment Analyst
Job Description Template

Investment Analyst Job Description - Image

Job Overview

We are seeking an experienced Investment Analyst to work with our Finance department.

As an Investment Analyst, you should be responsible to provide financial information and the best possible investment suggestions.

You should analyze the possible outcomes of investment and how sustainable it is. You should involve in our policy-making procedures and provide us the necessary information to make investment-related decisions.

If you think you have the skills and experience for this position, then we will love to meet you.


  • Assess and analyze economic and market conditions, income prospects, financial statements, and indicators to develop sustainable investment strategies.

  • Attend meetings with stockbrokers and fund managers. 

  • Collect information about developments on the market or upcoming investment products.

  • Analyze the previous investment decisions and the thought process involved.

  • Work for investment banks, issue recommendations, and perform company-specific research.

  • Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment opportunities and resources.

  • Maintain complete up to date information about the economy and financial markets.

  • Ensure that all compliance regulations are met.

  • Observe the market trends and look out for possible opportunities and risks.

  • Maintain and present an investment report to the portfolio managers and investment management team.


  • Bachelor’s degree in Finance, Accounting or relevant field.

  • Verified + 3 years of work experience as an Investment Analyst or Investment Banker.

  • Excellent knowledge of financial structures and techniques.

  • Proficient in Investment Analysis software such as Broadridge Investment Accounting, inStream or FinFolio.

  • Excellent language skills and a global mindset.

  • Excellent numerical and analytical skills.

  • Ability to work under pressure and for long working hours.

  • Strong interest in current affairs.

  • Excellent oral and written communication skills.

  • Outstanding financial research skills.

  • Detail orientated and good time management skills.

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Debbie Bullock, Group HR Manager at English Lakes
Debbie Bullock
English Lakes Hotels, Resorts and Venues
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