INVESTMENT ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Aug 6, 2024 - The Investment Analyst possesses a nuanced comprehension of custodian services and key market participants, coupled with adeptness in managing asset transfers. This role demands familiarity with various pooled fund structures, their benefits, and drawbacks, as well as a solid grasp of investment manager agreements and the reasons for investment restrictions. Additionally, the analyst is skilled in designing and implementing defined contribution schemes, understanding asset-liability processes, and staying current with industry trends, all underpinned by outstanding verbal and written communication skills.

Summary of Investment Analyst Knowledge and Qualifications on Resume

1. BS in Finance with 5 years of Experience

  • Skill work effectively with the team as a well-oiled machine.
  • Strong quantitative financial analysis and modeling.
  • Experience in consumer internet, technology and fintech
  • Familiarity with newer media tools, apps and consumer trends
  • Experience analyzing infrastructure or renewable energy transactions
  • Strong financial modeling skills, ability to financial calculus 
  • Be happy to work autonomously in the Melbourne office
  • Able to give a critical view on issues and solving problems comes natural to you.
  • Experience in quantitative analysis and were born to get shit done.
  • Hands-on, autonomous, pragmatic and on top of the details.

2. BS in Economics with 3 years of Experience

  • Experience in a finance-related role
  • Have strong analytical and modeling skills
  • Able to process change and improvement
  • Experience within a Venture Cap specializing in direct deals 
  • Experience of the complete investment cycle
  • Have a CFA qualification, which would be highly advantageous.
  • Experience in venture capital, investment banking, or a startup/technology business. 
  • Native understanding of blockchain technology, technical background with experience reviewing white papers
  • Strong written and analytical skills for deal analysis and internal reporting
  • An ability to work well within a team and be self-guided on a day-to-day basis

3. BS in Business Administration with 5 years of Experience

  • Understanding of financial modeling, ideally financial modeling for farmland, real estate transactions, and pass through entities
  • Ability to conduct valuation analysis to identify relative attractiveness of a given opportunity
  • Ability to clearly and convincingly communicate investment structures to potential partners
  • Ability to conduct primary and secondary research to quickly identify the key factors for an investment opportunity
  • Ability to clearly and concisely convey, both orally and in writing, findings of fundamental analysis
  • Experience building and analyzing financial models and returns
  • Experience with project development and client/contract management
  • Strong verbal and written communication skills
  • Ability to manage multiple tasks within a defined timeline.
  • Intense work ethic and demands excellence in terms of quality and timeliness against deadlines.

4. BS in Accounting with 6 years of Experience

  • Must demonstrate experience in corporate finance, underwritings, due diligence and structuring.
  • Experienced ideally gathered in investment banking, strategic consultancy, asset management or private equity.
  • Solid understanding of fundamental concepts and theories in regard to investment and asset management.
  • Understand high-level financial and accounting information of a company (financial statements, cash-flow statements, company PandL, etc.).
  • Knowledge of financial and accounting numerical fundamentals
  • Ability to interpret and critically analyze financial data.
  • Ability to work in the unique culture of the Middle East while displaying ideally full command of both Arabic and English.
  • High energy, with passion and excellent verbal skills, and ability to work under pressure.
  • Ability to write clear, concise and accurate material and reports.
  • Willing to learn continuously, prepared to study the inner workings of the financial statements, financial systems and the business data.

5. BS in Statistics with 2 years of Experience

  • Experience in the financial services' industry
  • Proven experience with a major consulting, fund management or banking firm, involved in advising occupational pension schemes
  • Understanding of most applicable areas of investment theory.
  • Good understanding of applicable regulatory and legislative rules.
  • Good understanding of all main asset classes, how they interact and the role they can play in meeting client objectives.
  • Basic awareness of some of the key alternative asset classes and use within an asset portfolio.
  • Understanding of the strengths and weakness of various manager structure options.
  • A reasonable understanding of the process for setting an investment strategy and the factors that influence a client's decision.
  • Good knowledge of active and passive management and the different styles of active managers.
  • Good understanding of performance measurement techniques.
  • Fluent in Arabic, strong excel and PowerPoint skills and interpersonal skills

6. BS in Computer Science with 4 years of Experience

  • Understanding of the basic and added value services provided by a custodian together with knowledge of the major participants.
  • An understanding of how to manage a successful asset transfer.
  • An understanding of the characteristics of different pooled fund vehicles including advantages and disadvantages.
  • Good understanding of the provisions contained in Investment Manager Agreements and the rationale behind investment restrictions.
  • Good understanding of the design and implementation issues for defined contribution schemes including segmentation and communication.
  • Basic understanding of the asset-liability process.
  • A feel for the workings/levels of investment markets and drivers.
  • An understanding of current industry trends.
  • A basic understanding of the operational and strategic requirements and drivers of a successful financial consulting business.
  • Excellent communication skills, both verbal and written.

7. BS in Financial Engineering with 7 years of Experience

  • Proven ability to lead and foster collaboration to influence others in a constructive manner
  • Experience as technical resource to teams and leadership on advocacy, communications, and influence.
  • Excellent verbal and written communication skills, able to effectively synthesize information to reach diverse audiences and build consensus.
  • Strong quantitative analytic skills
  • Experienced leader in navigating and intentionally factoring in cultural competence and equity in all facets of external relations and program development
  • Significant policy/advocacy knowledge in relevant programmatic areas in an international (Eastern and Southern Africa desired) and domestic context
  • Experience working in a philanthropic organization
  • Strong interpersonal skills with the ability to build and maintain working relationships with both internal and external clients.
  • Anticipates potential problems and is proactive and creative in identifying solutions.
  • Consistently acts with the highest integrity and professional standards.

8. BS in Finance with 2 years of Experience

  • Experience in areas such as investment advisory or asset management
  • Skill develop analytical and communication, such as commerce, finance, science, engineering or arts.
  • Strong project management and organizational skills
  • Ability to work on multiple tasks simultaneously
  • Ability to work collaboratively with colleagues and clients and contribute positively to the wider Investments team culture
  • Ability to utilize written and verbal communication skills to formulate and present recommendations clearly and concisely
  • Being adaptive, fast-learning, reliable, well-organised, and detail-oriented
  • Willing and ability to learn and upskill across an evolving landscape and new emerging practices
  • Excellent ability to communicate ideas to colleagues and stakeholders
  • Ability to apply proposition in new and interesting ways

9. BS in Accounting with 4 years of Experience

  • Significant experience in financial modeling, valuation, industry/company research
  • Ability to use financial databases like Bloomberg/ CapitalIQ, etc.
  • Experience in creating client presentations (e.g., pitch books, industry primers, etc.)
  • Strong written (emails, presentations) and oral communication skills
  • Have prior exposure to a diversified set of sectors (Metals and Mining, financial services, chemicals, consumer goods, healthcare, capital goods, power, etc.)
  • Exceptional communication and analytical skills
  • Knowledge of English both written and spoken
  • Able to work on multiple projects with tight deadlines
  • Hard working attitude and ability to use initiative to solve issues
  • Strong commitment to details, accuracy, results and driven by a client-oriented approach
Relevant Information
Investment Associate Skills, Experience, and Job Requirements