Occupation

212332 Investment Analyst

Latest release
OSCA - Occupation Standard Classification for Australia
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Reference period
2024, Version 1.0

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

Skill level: 1

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