Investment Analyst

• Aug 2019 - Present

Market research Market analysis Recruit and solicit clients Assess clients' needs and goals Recommend strategies Execute strategies Monitor accounts Identify new opportunities Follow Securities and Exchange Commission regulations1 Financial advisors assist individuals with their investment strategies by assessing clients' financial situations and making recommendations. Advisors often execute strategies for clients. Clients' needs can be varied, including both short-term and long-term goals, and advisors will need to present a strategy that addresses all needs. For example, a client may want to build a retirement fund in addition to saving for children's college expenses that may be only a few years in the future. To be successful, financial advisors need to have a deep understanding of investment markets and a knack for identifying the best stocks, bonds, or funds. Recruiting new clients also is a big part of the job, especially when starting out. Financial advisors accomplish this through traditional advertising, mailings, or cold calling. They also might hold seminars on financial planning or speak at seminars held by others. As financial advisors build a client base, they can do more to build their business through word of mouth, assuming their cndependent advisers, also called independent financial advisers (IFAs), research and consider all retail investment products or providers available to meet the client's needs. They must provide clients with unbiased and unrestricted advice. Restricted advisers only offer limited advice, focusing on a particular range of products or on products from one, or a limited number, of providers. All advisers must inform their clients, before providing advice, whether they provide independent or restricted advice. Your tasks will vary depending on your role but will typically involve: contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises conducting in-depth. Show less

Investment Analyst

• Aug 2019 - Present

Investment Banking Analyst

• Aug 2019 - Aug 2022

While fund managers are responsible for making decisions about investments, it is investment analysts who have the responsibility of providing information and recommendations that enable such decisions to be made. The precise nature of the work may vary according to the type of employer. For example, some investment analysts maybe employed by investment management companies and offer their expertise to fund managers in-house; others may work for investment banks and stockbrokers, providing portfolio managers or clients with their advice. However, in general investment analysts examine economic trends and their impact on investment potential. Typical tasks may include: researching companies, particularly in terms of their financial functioning analyzing company accounts, profit and loss sheets, and cash flow information interpreting complicated financial information writing financial research summaries regularly meeting with company managers, stock market traders, fund managers, and stockbrokers making informed recommendations collating detailed, up-to-date information about the UK economy and financial markets. Investment work provides high levels of responsibility, good promotional opportunities, and impressive financial rewards for the most successful employees. However, the role is demanding with long working hours, sometimes up to 12 hours per day. Typical employers of investment analysts Investment banks Investment management companies Stockbrokers Private equity firms Life assurance companies Large charities Banks, particularly in wealth management. Show less