Investment analysts help stock market traders, stockbrokers and fund managers make decisions about investments.
Salary Range: £22,000 to £100,000
How to become an investment analyst
You can get into this job through:
- a university course
- an apprenticeship
- a graduate training scheme
You’ll usually need a degree at upper second class or higher. Most degree subjects are accepted, but you may find these particularly useful:
- business studies
If your degree is not related to business or finance, you could do a relevant postgraduate qualification like a master’s in business administration (MBA).
Some companies offer internship placements for university students to get experience before they graduate. There can be a lot of competition for these, so it’s a good idea to prepare as much as you can for the placement interview.
You’ll usually need:
- 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths
- 2 to 3 A levels, or equivalent, for a degree
- a degree in any subject for a postgraduate course
- equivalent entry requirements
- student finance for fees and living costs
- university courses and entry requirements
You can get into this job through a senior investment and commercial banking professional degree apprenticeship. This is at level 7, which is equivalent to a master’s qualification.
You’ll usually need:
- 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a degree apprenticeship
You could start as a graduate trainee in an investment bank or a stockbroking firm. Trainees must pass an exam that is recognised by the Financial Conduct Authority. These include:
- Investment Management Certificate from the CFA Society of the UK
- Investment Advice Diploma through the Chartered Institute for Securities & Investment
You may find it useful to have knowledge of a specific industry for some jobs, for example experience in areas like energy, engineering or life sciences could be helpful.
Language skills, particularly French, German or Japanese, can also be useful if you’re working with overseas clients and markets.
Professional and industry bodies
You can find out more about becoming an investment analyst from:
What it takes
Skills and knowledge
- maths knowledge
- knowledge of economics and accounting
- analytical thinking skills
- knowledge of English language
- the ability to accept criticism and work well under pressure
- ambition and a desire to succeed
- persistence and determination
- the ability to use your initiative
- to be able to carry out basic tasks on a computer or hand-held device
Restrictions and requirements
You’ll need to:
What you’ll do
Your day-to-day duties may include:
- finding new investment opportunities
- researching the financial performance of your target companies
- keeping up to date with political and economic developments that may affect the financial markets
- examining company accounts
- analysing data
- producing reports for fund managers and stockbrokers
You could work in an office.
Career path and progression
With experience and a good track record, you could become a stockbroker and progress to account manager or fund manager.
You could also become a freelance investment consultant.