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

which is the best country to do ms in construction management

 Thank you for replying and for your suggestions  as u told to do in nicmar but I have dought that after studying 2 years nicmar is not givi .. read more

I am from commerce background but I have a interest in health and wellness field..I have two options for that...one is ba yoga and other one is food and nutrician ...how can I apply for that?

Dear Aspirant, Have you completed your commerce graduation or about to complete? Anyways, you are not eligible for food and nutrition courses on the b .. read more

I HAVE DONE MY GRADUATION IN B.A. (P) WITH 40%. WHAT CAN I DO NOW.

Dear Aspirant, Having 40% in your graduation and that too of commerce which is a scoring stream is really a problem area. The fact is all courses gene .. read more

hello sir.. m a clss 12th studnt.. my Subjcts are PCM wth computers.. nd m totally confusd abt wht fiekd to choose! civil service, fashion desgng nd law are some options tht m thnkng abt.. but reachng No whre!

Dear Aspirant, You are looking at complete non science career options. What made you look at them and how did you come across them being into the scie .. read more
Most Popular

If I start as a Computer Engineer, where should I see myself after five years, given that I keep working in same field?

Hi Swarali, Good question! In 5 years time; if you are working for a large Computer organization; You are likely to end as one of the following; 1. Sp .. read more

Do 12th board marks have any importance in jee mains

Hello, Thanks for Asking...!!   The Union Ministry of Human Resource (HRD Ministry) has decided that Class XII marks will not be a factor for det .. read more

I want to become a Bio Technologist. What is the eligibility criteria for that?

To become a BIO Technologist, Take a science in a high school: You have successfully completion of 10+2 in science After you can opt the graduation co .. read more

What are the off-campus placement opportunities for a Electronics & Communication Engineer student?

being as an engineer there are lot off opportunities , first of all you make a point where you want to build your career 1. software testing 2. softwa .. read more