Finance & accounting

Investment analyst

Investment analysts help stock market traders, stockbrokers and fund managers make decisions about investments.

Annual Salary

£22,000 to £100,000

Average UK salary in 2018 was £29,588 (source Office for Statistics)

Working hours

60

4%
Future employment

There will be 4% more Investment analyst jobs in 2024.
In your local area

What's it all about?

You’ll give your opinion on economic trends in an industry or geographic region, and on whether investments are worth making. 

Your day-to-day duties may include:

  • finding new investment opportunities
  • researching the financial performance of your target companies
  • keeping up to date with political and economic developments that may affect the financial markets
  • examining company accounts
  • analysing data
  • producing reports for fund managers and stockbrokers

You'll need to:

University

You'll usually need a degree at upper second class or higher. Most degree subjects are accepted, but you may find these particularly useful:

  • economics
  • maths
  • business studies
  • accountancy
  • finance

If your degree is not related to business or finance, you could do a relevant postgraduate qualification like a master's in business administration (MBA).

Some companies offer internship placements for university students to get experience before they graduate. There can be a lot of competition for these, so it's a good idea to prepare as much as you can for the placement interview.

You'll usually need:

  • 5 GCSEs at grade 4 (C) or above, including English and maths
  • 2 to 3 A levels for a degree
  • a degree in any subject for a postgraduate course

Apprenticeship

You can get into this job through a senior investment and commercial banking professional degree apprenticeship. This is at level 7, which is equivalent to a master's qualification.

You'll usually need:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C) and college qualifications like A levels for a degree apprenticeship

Graduate Training Scheme

You could start as a graduate trainee in an investment bank or a stockbroking firm. Trainees must pass an exam that is recognised by the Financial Conduct Authority. These include:

£22,000 to £100,000

Starter salary: £22,000 to £30,000

Experienced salary: £50,000 to £70,000

Your day-to-day duties may include:

  • finding new investment opportunities
  • researching the financial performance of your target companies
  • keeping up to date with political and economic developments that may affect the financial markets
  • examining company accounts
  • analysing data
  • producing reports for fund managers and stockbrokers

60

You’ll usually start around 7am and finish around 7pm, Monday to Friday. You may need to work some evenings and weekends.

You’ll be office-based, but may also travel in the UK or overseas.

With experience and a good track record, you could become a stockbroker and progress to account manager or fund manager. 

You could also become a freelance investment consultant.

You may find it useful to have knowledge of a specific industry for some jobs, for example experience in areas like energy, engineering or life sciences could be helpful.

Language skills, particularly French, German or Japanese, can also be useful if you're working with overseas clients and markets.

You could join organisations like the CFA Institute and Chartered Institute for Securities & Investment for professional recognition and training opportunities.

You can find out more about becoming an investment analyst from:

Skills required and how your skills match up

What skills are required?

You'll need:

  • maths knowledge
  • knowledge of economics and accounting
  • analytical thinking skills
  • knowledge of English language
  • the ability to accept criticism and work well under pressure
  • ambition and a desire to succeed
  • persistence and determination
  • the ability to use your initiative
  • to be able to carry out basic tasks on a computer or hand-held device
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