P Vasudha

What are the main work and responsibilities of a Investment Analyst?

looking forward to get all the details


by P Vasudha
1 answer
| Share :

1 answer

RE: What are the main work and responsibilities of a Investment Analyst?

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

Hello..


First let me introduce you to myself, I am working as a financial Analyst in a private company and I am having more than three years of experience in the same field.

Coming to your question about the roles and responsibilities of a Investment analyst. Investment analyst is person who is responsible to do a lot of research on market condition, trends and lay down a plan for the finance manager for investment. To help in taking various decisions related to investment, to design a better portfolio for the company investment needs.

Some of the work of investment analyst a re in house those working in some investment management companies, there they have to provide solutions and answers only to in house fund manger. Other are also there like stock brokers, investment banks where they need to provide investment ideas and plans to portfolio mangers etc.
Some times they directly deal with the clients of the company and help and advise the client in their investment needs and requirements.
Some of the sectors investments analyst are likely to work are as mentioned below:
  • Insurance companies
  • Banking Sector
  • NGOs's
  • Individuals in need of investment plans
  • Pension funds firm
  • Other Companies requiring a investment analyst

Investment analyst have a broad range of roles and responsibilities, which varies from company to company and employer to employer. The investment analyst need to analyse the economic and financial conditions and based on the analysis a investment plan is evaluated and given by him.
They also need to have all the information about the companies financial condition too like balance sheets, profit and loss accounts, financial statements etc which will help them to better decide the right plan for the company.
They also need to analyse the rival companies likely in the same sector where his company is like in FMCG or marketing etc. by doing all the analysis by their financial statement, cash flow statement etc and all, he can better help his company and their investment needs.
Apart from all these he also need to know about the unavoidable changes like natural calamities, how to react in that case and situation, what will be the plan in that situation etc.
He need to give reports and findings to fund mangers to help them in investment.

Hope you got your answer.

Thank you.

In order to post replies to the question: "What are the main work and responsibilities of a Investment Analyst?"

Post Reply

Latest Answers

Is becoming a teacher in diea difficult

Hi, If you are looking to become a teacher or an assistant professor in college. Then you should have a great preparation strategy and dedication. I'v .. READ MORE

Is becoming a teacher in indiA, difficult

Hi, You should have a right strategy and dedication to become a teacher or an assistant professor in college. I've prepared a great preparation Strate .. READ MORE

Am i eligible to apply for UGC NET June after graduation in MSc Botany with 57%?

  Candidates who have secured at least 55% marks (without rounding off) in Master's Degree OR equivalent examination from universities/ .. READ MORE

Am I eligible for a Phd in Mathematics?

Research Project   / .. READ MORE
Most Popular

How to apply for bank exam? What is the procedure for it? Minimum qualification required for banking job?

The minimum qualification needed for a job in Banking is a bachelor's degree in Commerce or Management-related specialization. Further for banking job .. READ MORE

Am i eligible to apply for UGC NET June after graduation in MSc Botany with 57%?

  Candidates who have secured at least 55% marks (without rounding off) in Master's Degree OR equivalent examination from universities/ .. READ MORE

Hi, I have graduated in B.Com (Banking & Insurance) in 2015, and have around 2 years experience in the insurance field. I have always had a keen interest in the Events and media field since college. Currently I am confused on my further studies

The minimum qualification needed for a job in Banking is a bachelor's degree in Commerce or Management-related specialization. Further for bankin .. READ MORE

WHAT CAREER OPPORTUNITIES ARE BEST, IF, I'M GOOD AT STUDIES IN 11TH?

First of all, complete a master's in a particular subject, then go for UGC NET Exams, secure a quality score, apply and go for the interview, mus .. READ MORE
Caching Date: 1/27/2022 2:48:10 AM