Responsibilities: · Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance · Study economic trends, evaluate historical performance ...
Quick apply
Responsibilities: · Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance · Study economic trends, evaluate historical performance ...
Quick apply
Responsibilities: · Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance · Study economic trends, evaluate historical performance ...
Omaha, NE · On-site
As an investment analyst, you will conduct thorough investment research, analyze market trends, and provide critical data to assist in investment decision-making for new and existing holdings. The ...
Omaha, NE · On-site
As an investment analyst, you will conduct thorough investment research, analyze market trends, and provide critical data to assist in investment decision-making for new and existing holdings. The ...
Baltimore, MD · Hybrid
Role Summary The investment analyst is responsible for fundamental analysis of a specific industry or sector to identify investible ideas for various portfolio strategies. Responsible for looking at ...
Baltimore, MD · Hybrid
Role Summary The investment analyst is responsible for fundamental analysis of a specific industry or sector to identify investible ideas for various portfolio strategies. Responsible for looking at ...
$90K - $120K/yr
If this sounds exciting to you, Setpoint Capital is looking for an Investment Analyst to join the Investments team. This is an opportunity to have a big impact and partner with multiple functions ...
$90K - $120K/yr
If this sounds exciting to you, Setpoint Capital is looking for an Investment Analyst to join the Investments team. This is an opportunity to have a big impact and partner with multiple functions ...
Newton, MA · On-site
$60 - $120K/hr
Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i ...
Newton, MA · On-site
$60 - $120K/hr
Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i ...
New York, NY · On-site
$112K - $137K/yr
The Investment Analyst will work closely with the Investment Office team to support the management of New York Universitys endowment. Provide critical due diligence, research, and analysis across ...
New York, NY · On-site
$112K - $137K/yr
The Investment Analyst will work closely with the Investment Office team to support the management of New York Universitys endowment. Provide critical due diligence, research, and analysis across ...
New York, NY · On-site
$112K - $137K/yr
Position Summary The Investment Analyst will work closely with the Investment Office team to support the management of New York University's endowment. Provide critical due diligence, research, and ...
New York, NY · On-site
$112K - $137K/yr
Position Summary The Investment Analyst will work closely with the Investment Office team to support the management of New York University's endowment. Provide critical due diligence, research, and ...
Chicago, IL · On-site +1
$70K - $80K/yr
Position Summary The Investment Analyst plays a key role within the Investments' team, contributing across Acquisitions & Development, Asset Management, and Debt Capital Markets functions. The ...
Chicago, IL · On-site +1
$70K - $80K/yr
Position Summary The Investment Analyst plays a key role within the Investments' team, contributing across Acquisitions & Development, Asset Management, and Debt Capital Markets functions. The ...
Boston, MA · On-site
$60 - $120K/hr
Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i ...
Boston, MA · On-site
$60 - $120K/hr
Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i ...
$60 - $120K/hr
Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i ...
$60 - $120K/hr
Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i ...
Baltimore, MD · Hybrid
Role Summary The investment analyst is responsible for fundamental analysis of a specific industry or sector to identify investible ideas for various portfolio strategies. Responsible for looking at ...
Baltimore, MD · Hybrid
Role Summary The investment analyst is responsible for fundamental analysis of a specific industry or sector to identify investible ideas for various portfolio strategies. Responsible for looking at ...
$80K - $100K/yr
Position Summary Provide clinical assessment, short-term psychotherapy, and group therapy to a diverse student population; provide consultation to faculty and staff regarding students' counseling ...
$80K - $100K/yr
Position Summary Provide clinical assessment, short-term psychotherapy, and group therapy to a diverse student population; provide consultation to faculty and staff regarding students' counseling ...
Boston, MA · On-site
The Investment Analyst will develop in-depth investment theses for publicly traded U.S. companies, supported by building financial models and conducting industry research. This role will be fully in ...
Quick apply
Boston, MA · On-site
The Investment Analyst will develop in-depth investment theses for publicly traded U.S. companies, supported by building financial models and conducting industry research. This role will be fully in ...
Boston, MA · On-site
Investment Analyst -- Private Investment Advisory Firm, Boston About the Company & Role Our client is a well-established, independently minded investment advisory firm in Boston, managing several ...
Boston, MA · On-site
Investment Analyst -- Private Investment Advisory Firm, Boston About the Company & Role Our client is a well-established, independently minded investment advisory firm in Boston, managing several ...
San Carlos, CA · On-site +1
$79K - $90K/yr
Job Summary The Investment Analyst focuses on vetting market offerings, conducting rigorous due diligence on third-party managers and operators, and assisting in strategy development. Through ...
San Carlos, CA · On-site +1
$79K - $90K/yr
Job Summary The Investment Analyst focuses on vetting market offerings, conducting rigorous due diligence on third-party managers and operators, and assisting in strategy development. Through ...
San Carlos, CA · Remote
Job Summary The Investment Analyst focuses on vetting market offerings, conducting rigorous due diligence on third-party managers and operators, and assisting in strategy development. Through ...
Quick apply
San Carlos, CA · Remote
Job Summary The Investment Analyst focuses on vetting market offerings, conducting rigorous due diligence on third-party managers and operators, and assisting in strategy development. Through ...
Boston, MA · On-site
The Investment Analyst will develop in-depth investment theses for publicly traded U.S. companies, supported by building financial models and conducting industry research. This role will be fully in ...
Quick apply
Boston, MA · On-site
The Investment Analyst will develop in-depth investment theses for publicly traded U.S. companies, supported by building financial models and conducting industry research. This role will be fully in ...
Our client is growing and adding another Analyst to their team. This company is very ... Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors ...
Our client is growing and adding another Analyst to their team. This company is very ... Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors ...
Job Posting Title: Sr. Investment Analyst Location: Dallas - Hospital Additional Posting Details: Monday through Friday 8:00am to 5:00pm Posting Summary Prepare investment portfolio and private ...
Job Posting Title: Sr. Investment Analyst Location: Dallas - Hospital Additional Posting Details: Monday through Friday 8:00am to 5:00pm Posting Summary Prepare investment portfolio and private ...
Job Posting Title: Sr. Investment Analyst Location: Dallas - Hospital Additional Posting Details: Monday through Friday 8:00am to 5:00pm Posting Summary Prepare investment portfolio and private ...
Job Posting Title: Sr. Investment Analyst Location: Dallas - Hospital Additional Posting Details: Monday through Friday 8:00am to 5:00pm Posting Summary Prepare investment portfolio and private ...
$35K - $43.9K
2% of jobs
$43.9K - $52.8K
6% of jobs
$52.8K - $61.7K
9% of jobs
$67.4K is the 25th percentile. Wages below this are outliers.
$61.7K - $70.6K
11% of jobs
$70.6K - $79.5K
11% of jobs
The median wage is $84K / yr.
$79.5K - $88.5K
19% of jobs
$97.4K is the 75th percentile. Wages above this are outliers.
$88.5K - $97.4K
16% of jobs
$97.4K - $106.3K
10% of jobs
$106.3K - $115.2K
6% of jobs
$115.2K - $124.1K
5% of jobs
$124.1K - $133K
3% of jobs
$35K
$85.8K
$133K
| Aspect | Investment Analyst | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, certifications like CFA often preferred | Bachelor's degree, certifications like CFA or CPA beneficial |
| Work Environment | Financial firms, investment banks, asset management | Corporations, banks, consulting firms |
| Employer & Industry Usage | Primarily in investment and asset management industries | Across various industries including corporate finance and banking |
| Common Search & Comparison Intent | Yes | Yes |
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.
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.

Responsibilities:
· Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance
· Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed
· Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy
· Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections
· Perform due diligence reviews of current and future investments
· Build and present proposals for new investment opportunities
· Escalate any portfolio changes within Family Office
· Develop long-term financial planning options, as needed
Qualifications:
· 3-5 years of portfolio or investment management experience
· Proven mathematical skills and financial acumen to evaluate investments
· Superior technical/analytical skills for modeling data and processing information
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Retail
5,001 - 10,000 Employees
New York, NY, US
1918