Main Responsibilities and Required Skills for Investment Analyst
An Investment Analyst is a professional who develops analytics and recommendations based on the investment data. They monitor investment products and portfolios and produce financial reports. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Investment Analysts.
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Main Responsibilities of Investment Analyst
The following list describes the typical responsibilities of an Investment Analyst:
Analyze
Analyze fund holdings for potential investment / co-investment and emerging industry trends.
Analyze investment projects.
Analyze large data amounts flowing into the internal database.
Analyze large money movements and communication to fund management firms.
Analyze new requests for information and determine efficiencies for providing data.
Analyze performance relative to various indexes, competitor peer groups and market benchmarks.
Assess
Assess corporate actions including tenders or other changes to the terms or conditions of investment.
Assist in
Assist and / or coordinate external communications.
Assist during closing and funding to facilitate placement of new investments.
Assist in analyzing new origination opportunities in lending and equity investments.
Assist in the analysis, management, operation and disposition of REO investments.
Assist in the completion of due diligence of new private equity fund commitments.
Assist in the development of monthly loan and investment reports.
Assist in the due diligence and monitoring process of external hedge fund managers.
Assist in the due diligence process on external hedge fund managers.
Assist in the preparation of presentations targeted at senior management.
Assist on special projects (internal projects / client specific / data input).
Assist the APM and PM in the maintenance of portfolios.
Assist with annual operating budgets for a corporate group of companies.
Assist with daily portfolio management and monitoring of the total fund.
Assist with special projects as assigned.
Assist with the generation of all marketing materials including comprehensive offering memorandums.
Assist with the selection and due diligence on listed shares and ETFs.
Assume
Assume responsibility for an existing portfolio consistent with experience and team needs.
Attend
Attend meetings with existing and prospective credit managers.
Attend meetings with management of companies.
Build
Build and maintains dashboards and measures team performance metrics.
Build and optimize financial models for new Renewable technologies and markets.
Build dashboards to support monitoring, screening, and decision-making across strategies.
Collaborate with
Collaborate with the Multi-Asset Solutions Team in all aspect related to financial engineering.
Communicate
Communicate findings to investors.
Communicate with clients about investment products.
Compile
Compile and maintain documentation of processes and policies.
Complete
Complete annual reviews on the performance of existing private equity fund commitments.
Conduct
Conduct ad hoc quantitative analyses as required.
Conduct due diligences and evaluate investment opportunities together with industry experts.
Conduct on-site due diligences of financial institutions in South Asia.
Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools.
Conduct quantitative feasibility analysis on new markets, participants, projects and trends.
Conduct research studies and provides training and guidance for less seasoned analysts.
Conduct risk forecast analysis on existing portfolio and new assets / markets.
Contribute to
Contribute subject matter expertise to Vanguard's external publications.
Contribute to all aspects of deal-flow, from sourcing to evaluation of potential investments.
Contribute to departmental strategy development under the guidance of the department head.
Contribute to team investment process and contribute to team management of assets.
Convey
Convey information clearly and effectively through both verbal and written communication.
Coordinate
Coordinate receipt and review of key source documents as required.
Coordinate team communication and updates to ensure alignment.
Coordinate with internal functions including Treasury and Operations.
Create
Create and maintain performance reporting.
Create proforma worksheets for current and future buildings.
Define
Define and deliver consistent ongoing c communication and engagement plan.
Define investment philosophy and strategy.
Derivative
Derivative and Collateral Management.
Develop
Develop analytics, driving meaningful insights and develops recommendations based on the data.
Develop and maintain value proposition, marketing plan and branding within chosen market.
Develop complex financial models and analyse legal documents.
Develop compliant and compelling investment review presentations for Plan Sponsors.
Develop financial models and perform data / investment analysis.
Develop, implement and use tools for managing and analyzing financial portfolio.
Develop, in conjunction with the Property Operations Group, an operating and capital budget.
Develop models related to econometrics, time series analysis, valuation, or optimization.
Develop questions and / or comments that are relevant to the risks associated with the transaction.
Develop recommendations on new research topics or methodology issues.
Develop schedule and format of any ongoing research needs that may be requested by internal clients.
Develop sophisticated dynamic financial models to analyze the investment opportunities.
Develop supporting documentation and meets with clients to deliver findings and recommendations.
Develop thought leadership and investment content for Vanguard's product line-up.
Draft
Draft analysis write up and provide to Associate for review and completion.
Draft reports and notes on relevant investment decisions and pertinent market news.
Edit
Edit and refine analysis based on feedback.
Engage
Engage with a pool of sector experts to identify opportunities and facilitate research.
Enhance
Enhance and maintain Asset Scenario Analysis Tool (ASAT).
Ensure
Ensure reporting is sent out in a timely manner to key stakeholders.
Ensure that any issues are escalated to the team leader within an appropriate time frame.
Establish
Establish a transparent pricing policy that effectively captures value delivered to clients.
Explore
Explore alternative markets for the purposes of implementing systematic strategies.
Follow
Follow and analyze Venture Capital market trends.
Formulate
Formulate, produce and distribute regular marketing collateral and maintain relevant databases.
Foster
Foster relationships with various portfolio management teams to effectively do so.
Fund
Fund performance reporting for Plan Sponsors.
Gather
Gather additional assets from existing client base.
Handle
Handle special projects as assigned.
Help
Help advance the early phase of the recently launched Teachers' Innovation Platform.
Help managers prepare recommendations for new clients.
Help us create value for our portfolio.
Identify
Identify and articulate potential opportunities and issues with each prospective investment.
Identify target client segment / market niche and establish strong reputation within markets.
Improve
Improve business processes and controls to mitigate operational risks.
Interact with
Interact with fund managers, and internal investment support team to provide high quality service.
Investigate
Investigates and evaluates the application of new technologies and tools.
Keep
Keep those ambitions in sight and imagine where JLL can take you....
Keep up-to-date on sector, country and market developments and trends.
Keep up to date with the market and the risks of the total fund.
Lead
Lead and produce detailed investor reports, investment memos, and other written communications.
Lead manager of and oversight of third party and internal databases.
Lead sourcing and initial screening of fintech opportunities.
Lead various (investment) projects from inception to launch.
Leverage
Leverage deal specific cash flow models and large data set analysis tools as appropriate.
Liaise
Liaise with clients throughout all stages of the listing / marketing process.
Liaise with research providers.
Maintain
Maintain and update financial models and databases.
Maintain and update our investor portal.
Maintain and update reporting systems.
Maintain a universe of companies with meaningful and growing exposure.
Maintain issuer information and data to ensure the efficiency of the DGAM IR team's analysis process.
Maintain research & transaction database.
Manage
Manage workload and relationships in a flexible, dynamic and proactive manner.
Meet
Meet with fee-earner and / or Associate to discuss assumptions and scenarios for analysis.
Monitor
Monitor bond market activity across all securitized fixed income markets.
Monitor industry trends and assess their impact on portfolio positions.
Monitor investment products and portfolios.
Monitor large dollar amounts of investment pools to determine non-compliance.
Monitor pooled life insurance policies for compliance.
Perform
Perform ad hoc projects as necessary to support senior analysts.
Perform ad hoc research projects.
Perform a variety of investment-related, ad-hoc projects as needed for our clients.
Perform detailed methodology audits and makes recommendations on changes.
Perform due diligence on prospective new products and projects.
Perform necessary analysis and provide to fee-earner for review.
Perform relative value analysis.
Perform research and analysis on various industries and companies.
Perform research on other investment managers such as endowments and sovereign wealth funds.
Plan
Plan and execute trades and ensure all trades are in line with requirements of client mandates.
Prepare
Prepare and analyze investment data for strategic review.
Prepare and analyze investment data for strategic review by the President.
Prepare and present investment recommendations and memos to internal committees, as required.
Prepare cost-to-date and cost-to-complete summaries with the accounting team.
Prepare internal support materials and written recommendations to the Credit Underwriting Committee.
Prepare investor reporting as needed.
Prepare lender and purchaser deposit packages for project financing.
Prepare monthly / quarterly investment reports for internal and external sources.
Prepare reports for the Investment Committee and the Board of Directors.
Present
Present the investment process to prospective clients.
Produce
Produce and maintain technical documentation of processes, procedures, methodologies, and models.
Produce financial reports.
Produce opportunity memo under supervision.
Produce periodic analysis and reporting.
Produce quarterly performance reports for our clients.
Provide
Provide educational and marketing content to support business development efforts.
Provide end-of-month reports for management's review.
Provide final analysis to fee-earner or other party if included as part of overall presentation.
Provide input to business requirements through the gathering and inputting of data onto systems.
Provide remittance and corrections to servicers.
Provide supervision to junior staff as necessary.
Reconcile
Reconcile daily cash movements to the banks internal systems.
Record
Record incoming deal flow and manage the investment opportunities pipeline.
Research
Research and implement analytical tools to track risk and performance.
Research and implement tools (Matlab, Excel, C#) related to risk and portfolio analysis.
Research includes rigorous excel-based financial modeling, management meetings, asset visits, etc..
Research new deal opportunities.
Research non-compliance issues and discrepancies.
Respond to
Respond to developments in the industry regarding the standardizing of data in databases.
Review
Review and summarize due diligence materials.
Review budget assumptions and assisting with revenue & expense assumptions.
Review marketing materials of transactions to screen for investment opportunities.
Review offering memos received from various fund managers.
Review, understand and advise on due diligence materials for acquisitions and investments.
Source
Source and analyze new strategies and managers.
Stay up to date
Stay ahead of the newly-emerging systems and execution venues and make recommendations.
Stay up to date on the latest economic news.
Support
Support bookkeepers in general journal entries and complex transactions.
Support companies after the financing round.
Support continuous improvements in processes and functions to increase department's efficiencies.
Support internal client requests on ad hoc research projects.
Support Investment Managers with site analysis and partnership negotiations.
Support management of transactions from the Closing Date through final-true up / stabilization.
Support Marketing Specialists, as required, for creative interpretation of financial analysis.
Support partners with moving towards decision making based on thorough due diligence.
Support sales and service teams by providing investment analysis and fund mappings.
Support senior team in due diligence, deal execution and investment documentation.
Support the onboarding of new investment providers to the group mutual fund platform.
Take
Take ownership of financial modeling and drafting investment memos for new investment opportunities.
Take responsibility for creating, up-dating and maintaining documentation of processes and controls.
Translate
Translate and conveys impact of process and system changes.
Work with
Work closely with developers, installers, and partners to evaluate new solar project opportunities.
Work collaboratively with the HCE team to build an understanding of the business.
Work on ad-hoc projects and reporting as required.
Work on ad hoc thematic projects.
Work pro-actively individually, and collaboratively within the team.
Work to improve the processes and technologies surrounding the trade lifecycle.
Work with existing models developed by colleagues to incorporate new data and verify results.
Work with in-house and external counsel, to satisfactorily document amendments and new transactions.
Work with internal Investments teams and sell side parties to facilitate credit research.
Work with investment analysis teams globally to ensure consistency in analytics.
Work with management teams to implement initiatives and strategic decisions.
Work with third party vendors to gather and maintain data.
Most In-demand Hard Skills
The following list describes the most required technical skills of an Investment Analyst:
Mathematics
Private Equity
Python
Consulting
Financial Markets
Financial Modeling
Capital Markets
Real Estate
Academic Performance
Business
Bloomberg
Employee Polygraph Protection
Statistics
Transaction Services
Valuation Analysis
VBA
Corporate Development
Most In-demand Soft Skills
The following list describes the most required soft skills of an Investment Analyst:
Written and oral communication skills
Analytical ability
Interpersonal skills
Attention to detail
Organizational capacity
Problem-solving attitude
Quantitative
Self-motivated
Collaborative
Integrity
Multi-task
Work independently with little direction
Curious
Professionalism
Communications
Team player
Work ethic
Detail-oriented
Critical thinker
Presentation
