Occupation

212332 Investment Analyst

Latest release
Consultation draft: Australian and New Zealand Standard Classification of Occupations (ANZSCO)
Cite
Reference period
July 2024
Released
25/07/2024
Next release Unknown
First release

212332 Investment Analyst

Collects and analyses information, such as market trends, financial statements, economic factors, and regulatory changes to identify investment opportunities for an organisation.

Specialisation

  • Equity Analyst

ANZSCO skill level

This occupation has a skill level corresponding to the qualifications and experience below.

Australia

  • Skill Level 1: Bachelor Degree, higher qualification, or at least five years of relevant experience

New Zealand

  • Skill Level 1: Bachelor Degree, higher qualification, or at least five years of relevant experience

Main tasks

  • Collects and analyses financial data, market trends, and earlier investment decisions of the organisation to identify new investment opportunities
  • Completes investment analysis and research on companies, portfolios, equities, debt, and managed funds
  • Develops and maintains financial models to evaluate the feasibility and profitability of investment opportunities
  • Monitors and evaluates market and investment performance, identifies areas for improvement, and proposes strategies to optimise returns
  • Prepares investment reports and recommendations for senior management, advisers, brokers, and investors