| Investment Analyst I Job Description |
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| The following is a full job description for Investment Analyst I. Here are the requirements and responsibilities for Investment Analyst I along with statistics. If after reading this page you determine that Investment Analyst I is not the position you are looking for, you may want to try one of these similar titles: Investment Analyst IV, Investment Analyst III, Investment Analyst II, Strategic Planning Analyst I, Investment Manager, Investment Senior Manager, Treasury Analyst I, Financial Planning Analyst I, Strategic Planning Analyst IV |
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| Requirements and Responsibilities For Investment Analyst I |
| Analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience. |
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| Also referred to as: Corporate Investment Analyst I, Investing Analyst I, Investment Associate I, Investment Trading Analyst I, Securities and Equity Research Analyst I |
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| Similar Jobs: Investment Analyst IV, Investment Analyst III, Investment Analyst II, Strategic Planning Analyst I, Investment Manager, Investment Senior Manager, Treasury Analyst I, Financial Planning Analyst I, Strategic Planning Analyst IV |
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| Level of Education: Investment Analyst I Salaries with No Diploma, Investment Analyst I Salaries with a High School Diploma or Technical Certificate, Investment Analyst I Salaries with an Associate's Degree, Investment Analyst I Salaries with a Bachelor's Degree, Investment Analyst I Salaries with a Master's Degree or MBA, Investment Analyst I Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Energy & Utilities, Financial Services, Healthcare, Insurance, Internet, Software & Networking | |
