# Investment Analyst

Occupation

Canonical page: https://career.thegoodapps.co/occupations/investment-analyst

An Investment Analyst researches companies, industries, and markets to support investment decisions, building financial models and performing valuation and equity research using tools like the Bloomberg Terminal and Excel. Typically employed by asset management firms, investment banks, or hedge funds, they produce reports and recommendations that inform portfolio managers or clients. The role attracts quantitatively strong, detail-oriented people early in a finance career who are comfortable digging through financial statements and market data.

Top skills: [Financial Modeling](https://career.thegoodapps.co/skills/financial-modeling)

## Career ladder

- Often comes from: [Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst)
- Often leads to: [Financial Investment Consultant](https://career.thegoodapps.co/occupations/financial-investment-consultant), [Financial Trader](https://career.thegoodapps.co/occupations/financial-trader), [Portfolio Analyst](https://career.thegoodapps.co/occupations/portfolio-analyst), [Portfolio Manager](https://career.thegoodapps.co/occupations/portfolio-manager)

## Similar roles

[Commodities Trader](https://career.thegoodapps.co/occupations/commodities-trader), [Corporate Development Analyst](https://career.thegoodapps.co/occupations/corporate-development-analyst), [Corporate Development Manager](https://career.thegoodapps.co/occupations/corporate-development-manager), [Credit Analyst](https://career.thegoodapps.co/occupations/credit-analyst), [Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst), [Financial Consultant](https://career.thegoodapps.co/occupations/financial-consultant), [Financial Investment Consultant](https://career.thegoodapps.co/occupations/financial-investment-consultant), [Financial Planner Consultant](https://career.thegoodapps.co/occupations/financial-planner-consultant), [Financial Quantitative Analyst](https://career.thegoodapps.co/occupations/financial-quantitative-analyst), [Financial Trader](https://career.thegoodapps.co/occupations/financial-trader), [Investment Fund Manager](https://career.thegoodapps.co/occupations/investment-fund-manager), [Personal Financial Advisor](https://career.thegoodapps.co/occupations/personal-financial-advisor)

## Open Investment Analyst roles (7)

- [Alternative Investments Analyst - Cigna Investment Management - Hybrid](https://career.thegoodapps.co/jobs/8ec626ec-fee4-4060-96f2-8c0e026a8207/alternative-investments-analyst-cigna-investment-management-hybrid-at-cigna) at [Cigna](https://career.thegoodapps.co/organizations/cigna) — Bloomfield, CT
- [2027 Bain Capital Real Estate Analyst](https://career.thegoodapps.co/jobs/c598f350-6273-421f-9a0b-9771401e76d8/2027-bain-capital-real-estate-analyst-at-bain-capital) at [Bain Capital](https://career.thegoodapps.co/organizations/bain-capital) — Full-time, Boston, MA, $110,000
- [Associate, Strategic Development](https://career.thegoodapps.co/jobs/1209b661-be93-4636-ba70-4958826a129c/associate-strategic-development-at-caa) at [CAA](https://career.thegoodapps.co/organizations/caa) — Full-time, Los Angeles, CA, $115,000 – $135,000
- [Blackstone Multi-Asset Investing (BXMA) – Portfolio Strategy Group, Principal](https://career.thegoodapps.co/jobs/36d0c282-9c26-4593-a672-2ad34e417a30/blackstone-multi-asset-investing-bxma-portfolio-strategy-group-principal-at) at [Blackstone Group](https://career.thegoodapps.co/organizations/blackstone-group) — New York, NY, $185,000 – $200,000
- [Vice President, Performance Reporting & Analysis](https://www.adamsstreetpartners.com/careers-job-post/?gh_jid=5147551007) at [Adams Street Partners](https://career.thegoodapps.co/organizations/adams-street-partners) — Chicago, IL, $125,000 – $145,000 (listed on Adams Street Partners's own careers site)
- [Associate, Secondary Investments](https://www.adamsstreetpartners.com/careers-job-post/?gh_jid=5183339007) at [Adams Street Partners](https://career.thegoodapps.co/organizations/adams-street-partners) — Full-time, Chicago, IL, $130,000 – $150,000 (listed on Adams Street Partners's own careers site)
- [Associate, Primary](https://www.adamsstreetpartners.com/careers-job-post/?gh_jid=5146775007) at [Adams Street Partners](https://career.thegoodapps.co/organizations/adams-street-partners) — Full-time, Menlo Park, CA, $135,000 – $145,000 (listed on Adams Street Partners's own careers site)

## Likely next role (9)

Where Investment Analysts commonly go next: [Financial Investment Consultant](https://career.thegoodapps.co/occupations/financial-investment-consultant), [Financial Trader](https://career.thegoodapps.co/occupations/financial-trader), [Portfolio Analyst](https://career.thegoodapps.co/occupations/portfolio-analyst), [Portfolio Manager](https://career.thegoodapps.co/occupations/portfolio-manager).

- [Portfolio Analyst](https://racetrac.wd5.myworkdayjobs.com/en-US/SSC/job/200-Galleria-Parkway-SE-Suite-900-Atlanta-GA-30339/Portfolio-Analyst_R10015693) at [RaceTrac Petroleum, Inc.](https://career.thegoodapps.co/organizations/racetrac-petroleum-inc) — Atlanta, GA (listed on RaceTrac Petroleum, Inc.'s own careers site)
- [Portfolio Analyst](https://fortress.wd503.myworkdayjobs.com/en-US/Careers/job/Dallas-Texas/Portfolio-Reporting-Analyst_0162) at [Fortress Investment Group](https://career.thegoodapps.co/organizations/fortress-investment-group) — Dallas, TX (listed on Fortress Investment Group's own careers site)
- [Insurance Portfolio Manager - Cigna Investment Management - Hybrid](https://career.thegoodapps.co/jobs/fd625b41-523b-46b5-ae7f-3a32c0a035ed/insurance-portfolio-manager-cigna-investment-management-hybrid-at-cigna) at [Cigna](https://career.thegoodapps.co/organizations/cigna) — Full-time, Bloomfield, CT, $115,000 – $191,600
- [Principal, Portfolio Management](https://career.thegoodapps.co/jobs/fc12dc32-6b50-4004-9565-94c263188b0e/principal-portfolio-management-at-apollo-management) at [Apollo Management](https://career.thegoodapps.co/organizations/apollo-management) — New York, NY, $300,000
- [Fixed Income Associate Portfolio Manager](https://career.thegoodapps.co/jobs/777792e4-b53a-437f-8031-8682237dd1fd/fixed-income-associate-portfolio-manager-at-alliancebernstein) at [AllianceBernstein](https://career.thegoodapps.co/organizations/alliancebernstein) — Nashville, TN
- [Blackstone Credit & Insurance– Liquid Credit Strategies, CLO Portfolio Management, Senior Associate](https://career.thegoodapps.co/jobs/edaee076-fdf4-43c2-ac79-30c1f40550f1/blackstone-credit-insurance-liquid-credit-strategies-clo-portfolio-management) at [Blackstone Group](https://career.thegoodapps.co/organizations/blackstone-group) — New York, NY, $160,000 – $200,000
- [Portfolio Analyst](https://career.thegoodapps.co/jobs/f25a2273-9e56-4461-a880-6ed0b566c650/portfolio-analyst-at-plug-n-play) at [Plug n Play](https://career.thegoodapps.co/organizations/plug-n-play) — Valencia
- [Portfolio Management Analyst/Associate](https://career.thegoodapps.co/jobs/1276ef48-c494-4966-9ba2-ad7aae7c00f7/portfolio-management-analyst-associate-at-apollo-management) at [Apollo Management](https://career.thegoodapps.co/organizations/apollo-management) — Full-time, El Segundo, CA, $150,000 – $175,000
- [Portfolio Management - Valuations & Analytics, AVP](https://career.thegoodapps.co/jobs/7571b480-25e3-48c7-b33d-eb96807f41a7/portfolio-management-valuations-analytics-avp-at-blackstone-group) at [Blackstone Group](https://career.thegoodapps.co/organizations/blackstone-group) — Miami, FL, $135,000 – $200,000

## Roles similar to Investment Analyst (177)

From [Commodities Trader](https://career.thegoodapps.co/occupations/commodities-trader), [Corporate Development Analyst](https://career.thegoodapps.co/occupations/corporate-development-analyst), [Corporate Development Manager](https://career.thegoodapps.co/occupations/corporate-development-manager), [Credit Analyst](https://career.thegoodapps.co/occupations/credit-analyst), [Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst), [Financial Consultant](https://career.thegoodapps.co/occupations/financial-consultant), [Financial Investment Consultant](https://career.thegoodapps.co/occupations/financial-investment-consultant), [Financial Planner Consultant](https://career.thegoodapps.co/occupations/financial-planner-consultant), [Financial Quantitative Analyst](https://career.thegoodapps.co/occupations/financial-quantitative-analyst), [Financial Trader](https://career.thegoodapps.co/occupations/financial-trader), [Investment Fund Manager](https://career.thegoodapps.co/occupations/investment-fund-manager), [Personal Financial Advisor](https://career.thegoodapps.co/occupations/personal-financial-advisor).

- [Financial Analyst](https://sec.wd3.myworkdayjobs.com/en-US/Samsung_Careers/job/12100-Samsung-Blvd-Austin-TX-USA/Financial-Analyst_R120251) at [Samsung Semiconductor](https://career.thegoodapps.co/organizations/samsung-semiconductor) — Austin, TX (listed on Samsung Semiconductor's own careers site)
- [Financial Analyst](https://eevd.fa.us6.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/2027329/apply) at [Hearst Communications](https://career.thegoodapps.co/organizations/hearst-communications) — New York, NY (listed on Hearst Communications's own careers site)
- [Financial Consultant](https://xcelenergy.wd1.myworkdayjobs.com/en-US/External/job/Minneapolis-MN-55401/Financial-Consultant_JR116021-2) at [Public Service Company of Colorado](https://career.thegoodapps.co/organizations/public-service-company-of-colorado) (listed on Public Service Company of Colorado's own careers site)
- [Financial Analyst](https://rocket.wd5.myworkdayjobs.com/en-US/rocket_careers/job/AMC-San-Jose-CRI/Financial-Analyst_R2026-6685) at [Rocket Software](https://career.thegoodapps.co/organizations/rocket-software) — San Jose, CA (listed on Rocket Software's own careers site)
- [Financial Analyst](https://franklintempleton.wd5.myworkdayjobs.com/en-US/Jobs-Clarion/job/New-York-New-York-United-States-of-America/Financial-Analyst_869453-1) at [Clarion Partners](https://career.thegoodapps.co/organizations/clarion-partners) — New York, NY (listed on Clarion Partners's own careers site)
- [Financial Analyst](https://onehealthineers.wd3.myworkdayjobs.com/en-US/SHSJB/job/PEK-CJ/Financial-Analyst_R-30257) at [Varian Medical Systems](https://career.thegoodapps.co/organizations/varian-medical-systems) — PEK CJ (listed on Varian Medical Systems's own careers site)
- [Financial Analyst, FP&A](https://career.thegoodapps.co/jobs/370b53bc-f0b0-4153-81f6-f9efa1e8a20d/financial-analyst-fp-a-at-hims-and-hers) at [Hims and Hers](https://career.thegoodapps.co/organizations/hims-and-hers) — Full-time, US Remote, $100,000 – $125,000
- [Financial Analyst](https://flir.wd1.myworkdayjobs.com/en-US/flircareers/job/US---Camarillo-CA/Financial-Analyst_REQ36259) at [FLIR Systems](https://career.thegoodapps.co/organizations/flir-systems) — Camarillo, CA (listed on FLIR Systems's own careers site)
- [Financial Analyst](https://iheartmedia.wd5.myworkdayjobs.com/en-US/External_iHM/job/Dallas-TX-Dallas-Pkwy/Financial-Analyst_Req39098-2) at [iHeartMedia](https://career.thegoodapps.co/organizations/iheartmedia) — Dallas, TX (listed on iHeartMedia's own careers site)
- [Financial Analyst](https://veritiv.wd5.myworkdayjobs.com/en-US/VeritivCareers/job/USA---GA---Sandy-Springs/Financial-Analyst_R31757) at [Veritiv](https://career.thegoodapps.co/organizations/veritiv) — USA - GA - Sandy Springs (listed on Veritiv's own careers site)

## People with this title (0)

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