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Investment Analyst Jobs (NOW HIRING)

Precision Wealth Strategies LLC

Be Seen First

Investment Analyst

Saint Louis, MO · On-site

$50K - $75K/yr

Investment Analyst About Precision: Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial ...

Precision Wealth Strategies LLC

Be Seen First

Investment Analyst

Saint Louis, MO · On-site

$50K - $75K/yr

Investment Analyst About Precision: Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial ...

CFS

Investment Analyst/Accountant

Hartford, CT

$60K - $93K/yr

Investment Analyst Salary: $60,000 - $93,000 Our client, a continuous growth organization, is currently seeking an Investment Analyst to join their team. What is exciting for an Investment Analyst to ...

VA Enterprises

Investment Analyst

Grand Rapids, MI · On-site

Investment Analyst ID: 1122 Location: Grand Rapids, MI Department: Corporate Office More about this job > Description The Investment Analyst is an integral part of a dedicated and highly skilled team ...

KU Endowment

Investment Analyst

Lawrence, KS · On-site

Description Investment Analyst Department: Investments Reports to: Senior Director and Head of Private Investments FLSA Status: Exempt This position will be based out of the Lawrence, Kansas office.

KU Endowment

Investment Analyst

Lawrence, KS · On-site

Investment Analyst Department: Investments Reports to: Senior Director and Head of Private Investments FLSA Status: Exempt This position will be based out of the Lawrence, Kansas office. *Note: This ...

Zuckerman Investment Group

Investment Analyst

Chicago, IL · On-site

$125K - $200K/yr

About Zuckerman Investment Group Zuckerman Investment Group is a family owned and independent ... Perform thorough fundamental analysis of companies across all sectors. * Develop actionable ...

Mercor

Investment Analyst

New York, NY · Remote

$100/hr

Develop investment/analysis summaries and memos for strategic insights. * Source and identify potential deal opportunities in the venture capital space. * Work independently and asynchronously to ...

Aspen Grove Capital LLC

Investment Analyst

Avon, CO · On-site

The Investment Analyst position provides analytical support sourcing, underwriting, monitoring, and reporting for the alternative/illiquid and public/liquid investments portfolio which includes ...

Martello Re

Investment Analyst

Charlotte, NC · On-site

The Investment Analyst will play a meaningful role in portfolio construction, new business pricing, ongoing portfolio management, and infrastructure buildout within a growing, sophisticated ...

Aspen Grove Capital LLC

Investment Analyst

Avon, CO

The Investment Analyst position provides analytical support sourcing, underwriting, monitoring, and reporting for the alternative/illiquid and public/liquid investments portfolio which includes ...

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Investment Analyst information

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$85.8K

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How much do investment analyst jobs pay per year?

As of Jun 8, 2026, the average yearly pay for investment analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What is the difference between Investment Analyst vs Financial Analyst?

AspectInvestment AnalystFinancial Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, certifications like CFA or CPA beneficial
Work EnvironmentFinancial firms, investment banks, asset managementCorporations, banks, consulting firms
Employer & Industry UsagePrimarily in investment and asset management industriesAcross various industries including corporate finance and banking
Common Search & Comparison IntentYesYes

Investment Analysts focus on evaluating investment opportunities, analyzing market trends, and making recommendations for portfolios. Financial Analysts assess a company's financial health, prepare reports, and support decision-making within organizations. While both roles require similar credentials and often overlap in skills, their primary focus and work environments differ.

What are the key skills and qualifications needed to thrive as an Investment Analyst, and why are they important?

To thrive as an Investment Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of financial statements, typically supported by a degree in finance, economics, or a related field. Familiarity with tools like Microsoft Excel, Bloomberg Terminal, and financial databases, as well as certifications like the CFA, is highly valued. Attention to detail, effective communication, and critical thinking are crucial soft skills for interpreting data and presenting investment recommendations. These skills enable analysts to make informed decisions, provide valuable insights, and drive successful investment strategies.

What are Investment Analysts?

Investment Analysts are financial professionals who research, analyze, and interpret financial data to help organizations and individuals make informed investment decisions. They evaluate economic trends, financial statements, and market conditions to recommend buying, holding, or selling investments such as stocks, bonds, and other securities. Investment Analysts often work for banks, asset management firms, or investment companies, providing crucial insights to portfolio managers and clients. Their work supports the development of investment strategies and risk assessments.

What are some common challenges faced by Investment Analysts in their day-to-day work?

Investment Analysts often encounter challenges such as managing tight deadlines, balancing multiple projects simultaneously, and staying updated on market trends and economic changes. They must sift through large volumes of data to identify actionable insights and communicate complex findings to both technical and non-technical stakeholders. Additionally, adapting to rapidly changing market conditions and ensuring accuracy in financial models are crucial to success in this role.

What Is an Investment Analyst?

As an investment analyst, you research companies, stocks, bonds, and securities to produce buy-or-sell recommendations. Your specific responsibilities depend on your employer. If you are a sell-side investment analyst, you typically work for brokerage firms and provide information to financial advisors who use your research to make investment recommendations to clients. You could also work at an investment banking firm, providing analysis and pricing for the bank’s own products. If you are a buy-side analyst, you typically work for wealth management firms, hedge funds, and pension funds. In those settings, your job duties are to research the market and to produce an investment strategy or portfolio for use by the company’s internal investment managers.

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Investment Analyst jobs near you
Investment Analyst

Investment Analyst

Cambridge Investment Research, Inc.

Phoenix, AZ • On-site

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Job Summary
Key Deliverables and Responsibilities
The Investment Analyst is responsible for helping the Investment Products & Research team manage research and due diligence efforts. The right individual will have excellent analytical capability with an excellent work ethic and some experience or demonstrated capability in the investment industry.
What You'll Do:
  • Investment Analysis: Track, evaluate and perform due diligence for our investment advisory offerings across Liquid Markets (Equities and Fixed Income), Structured Products, and Alternatives. Prepare ad hoc and ongoing investment analysis to be shared with colleagues and in weekly investment team meetings.
  • Investment Presentation and Writing: Prepare investment memos, investment analysis, and general market update materials in conjunction with the investment team.
  • Data Management: Collect, validate, and maintain financial data from multiple sources.
  • Collaboration: Work closely with our client solutions, investment product, and performance teams to improve processes. May be asked to support our structured product efforts from time to time including working in our SIMON platform.
  • Governance: Ensure adherence to regulatory requirements and internal policies in all reporting and analysis.
  • Forecasting & Modeling: Support financial modeling and scenario analysis for team projects and financial requests from senior management.
  • Special Projects: Be involved with special teamwide projects as needed.

What We Are Looking For
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 2+ years of experience in investment analysis, performance reporting/analysis or similar.
  • FINRA Series 7 license preferred.
  • Demonstrated understanding of investment products and capital markets.
  • Excellent analytical, problem-solving, and communication skills.

Preferred Qualifications:
  • Proficiency with Microsoft's suite of products; familiarity with data analytics tools preferred.

Location: Phoenix, AZ or Fairfield, IA - Hybrid in-office 3x/week
Salary Range: $75,000 - 85,000/year
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

You can find more details about our comprehensive benefits package here.
Company Overview:
At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.
For further information about Cambridge, please visit https://www.joincambridge.com/

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