Investment Analyst

Investment Analysts evaluate investment opportunities by combining traditional financial analysis with sustainability-related insights. They help determine which companies, bonds, or funds may offer attractive long-term investment potential while considering ESG risks and opportunities.

Unlike ESG Analysts, whose primary focus is sustainability research, Investment Analysts are typically focused on making investment recommendations and supporting portfolio construction.

Key responsibilities

• Build financial models and valuation analyses

• Research companies, sectors, and market trends

• Assess how ESG factors may influence investment performance

• Monitor portfolio holdings and market developments

• Prepare investment recommendations for portfolio managers

• Participate in investment committee discussions

Important skills & qualifications

• Financial modeling and valuation skills

• Strong quantitative and analytical abilities

• Understanding of capital markets and investment concepts

• Ability to connect sustainability issues to financial outcomes

• Strong written and verbal communication skills

What employers look for

• Degree in finance, economics, accounting, or a related field

• Internship experience in asset management, investment research, or financial services

• Demonstrated interest in sustainability topics

• Progress toward credentials such as the CFA designation can be beneficial