Vinay Joglekar

Do I need to be good at my interpersonal skills to be a Investment Analyst?

Can you clarify this

by Vinay Joglekar
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RE: Do I need to be good at my interpersonal skills to be a Investment Analyst?

Alok Agrawal
Alok Agrawal
Verified Career Expert
Mananger at Etoe Group/Career Counselor
  • Bangalore

Yes it is very important for an Investment analyst to be good in interpersonal skills because if you are not good in it then it will create problem while interacting with the client which in turn will create problem in generating leads for the company.


In your day to day work you need to interact with lot of people like colleagues, heads, team leads, clients etc which need a good inter personal skill, otherwise you may be wrong interpreted or some times people may not get your point and it will be difficult for you to make them understand

a) If the analyst doesn't have good interpersonal skills then he will not interact properly with clients. In short he is not able to present his analysis to the client. the role of an analyst is to give analysis about good investment opportunities. But in case he don't possess good interpersonal skills then he is not able to generate enough report with the client through his analysis.
b) It is also important to build long term relationship with the clients which will help in generating good and profitable business for the company.
c) A good interpersonal skills help in making good presentation which is quite important to provide analysis of your findings.
d) Evidence and research suggested that inter personal skill is more important than technical expertise when it comes to forging research plans and client relationship.
e) If you have good inter personal skill you can connect to people better at emotional level and can better understand their need and requirements.
f) In case of getting feedback and reviews on your work again the importance of inter personal skill is important.

In future if you want to excel and mark your presence any where, you need to focus to improve your skill in all area and no set backs will come in your way ahead. If you want to more about the ways to improve your inter personal skill, do come back with your queries.

Hope all above answered your doubts about the necessity of inter personal skill importance for research analyst. and you will take it forward and focus to improve your inter personal skill to be a good Research analyst and excel in your field.

All the best for your bright future.

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