How to become an Investment Research Analyst
Conducts fundamental, quantitative, and qualitative research on companies, securities, asset managers, and investment products; builds financial models, evaluates risk and valuation, generates investment recommendations, and communicates insights to portfolio managers, investment committees, and clients.
Top Skills Required
- Fundamental investment research
- Equity and credit analysis
- Manager due diligence
Education & Certifications
Typical: Bachelor's degree in finance, economics, business administration, accounting, or a related field.
Alternative paths:
- MBA or other advanced degree
- CFA charter or progress toward the CFA designation
- Relevant investment, valuation, or asset management experience