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Sr Investment Analyst Jobs (NOW HIRING)

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Sr. Investment Analyst

Dallas, TX

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 ...

NFP Corp

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

We are seeking a qualified professional for the position of Senior Investment Analyst. This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily ...

NFP Corp

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

We are seeking a qualified professional for the position of Senior Investment Analyst. This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily ...

NFP Corp

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

We are seeking a qualified professional for the position of Senior Investment Analyst. This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily ...

Precision Wealth Strategies LLC

Be Seen First

Investment Analyst

Saint Louis, MO · On-site

$50K - $75K/yr

The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays a ...

Precision Wealth Strategies LLC

Be Seen First

Investment Analyst

Saint Louis, MO · On-site

$50K - $75K/yr

The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays a ...

Novant Health

Investment Analyst Senior

Charlotte, NC · On-site

$83K - $103K/yr

The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities ...

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Sr Investment Analyst information

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$35K

$85.8K

$133K

How much do sr investment analyst jobs pay per year?

As of Aug 8, 2026, the average yearly pay for sr 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 are the key skills and qualifications needed to thrive as a Sr Investment Analyst?

To thrive as a Sr Investment Analyst, you need strong analytical and quantitative skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field—often supported by a CFA designation. Proficiency with financial modeling tools, Bloomberg Terminal, Excel, and investment management software is essential. Excellent communication, critical thinking, and attention to detail help distinguish top performers in this role. These skills and qualities are crucial for making sound investment recommendations, managing risks, and effectively communicating insights to stakeholders.

How does a Sr Investment Analyst typically collaborate with portfolio managers and other team members?

As a Sr Investment Analyst, you will work closely with portfolio managers to provide research-driven recommendations and support investment decision-making. This collaboration often involves presenting analysis on market trends, asset classes, and individual securities, as well as participating in strategy meetings. You’ll also coordinate with junior analysts, risk managers, and compliance professionals, ensuring all investment decisions align with organizational objectives and regulatory requirements. Strong communication and teamwork skills are essential for integrating your insights into the broader investment process.

What does a Sr Investment Analyst do?

A Sr Investment Analyst is responsible for researching and analyzing financial data to guide investment decisions for their organization or clients. They evaluate market trends, assess the performance of stocks, bonds, and other assets, and provide recommendations to portfolio managers or senior executives. In addition to conducting quantitative analysis, they may also prepare reports, create financial models, and help develop investment strategies. Their expertise helps ensure that investments align with financial goals and risk tolerance.

What is the difference between Sr Investment Analyst vs Investment Analyst?

AspectSr Investment AnalystInvestment Analyst
Required CredentialsBachelor's degree, CFA or similar certifications often preferredBachelor's degree, CFA optional but advantageous
Work EnvironmentFinancial firms, asset management, investment banksFinancial firms, asset management, investment banks
ResponsibilitiesAdvanced financial analysis, portfolio management support, mentoringFinancial analysis, research, supporting senior staff

The main difference between a Sr Investment Analyst and an Investment Analyst lies in experience, responsibilities, and level of expertise. Sr Investment Analysts typically handle more complex analysis, support portfolio decisions, and may mentor junior staff, whereas Investment Analysts focus on research and data gathering. Both roles are common in financial firms and require similar credentials, but the senior role demands more experience and advanced skills.

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Sr Investment Analyst jobs near you
Infographic showing various Sr Investment Analyst job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Investment Analyst

Precision Wealth Strategies

Saint Louis, MO • On-site

Full-time

Re-posted 7 days ago

Job description

Description
Investment Analyst Role:
The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays an integral part in the day-to-day investment operations at Precision Wealth Strategies.
About Precision:
Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation.
Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to the clients with our planning. If done right through our precise process, YOUR CAREER can be an explosion!
Responsibilities
Essential Functions/Responsibilities:
• Perform investment research on behalf of PWS and the clients to report to the Senior Investment Analyst.
• Execute financial analysis to support firm investment models and equity strategies.
• Run annual analysis and review of client portfolios, suggesting adjustments to the portfolio analysis/planning team, where needed, and working to implement any needed adjustments.
• Participate in client meetings representing the investment analyst team.
• Develop financial plans for clients utilizing the firm's software.
• Support the advisor pods in assisting with client one-off financial analyses.
Qualifications
• Bachelor's degree required.
• An advanced degree or Finance/Accounting-related credential is preferred.
• 2+ years of experience in an Accounting or Finance-related industry preferred.
• Excellent Verbal & written communication skills.
• Strong problem-solving and analytical skills.

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