Investment Analyst

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

Investment Analyst Job Description Template

Our company is looking for a Investment Analyst to join our team.


  • Sourcingu200a-u200aproactively identifying new investment opportunities and qualifying inbound leads for the firm by meeting with entrepreneurs;
  • Help develop and prepare manager recommendation memos for the internal investment team;
  • Ability to trouble shoot exceptions/issues quickly to avoid market exposure;
  • Think critically and anticipate issues, and comfortable in quickly changing environments;
  • Prepare and review client investment recommendations, investment performance reports and presentations (slide-decks and electronic media);
  • Aggregate, organize, and bind presentation books for prospect, monthly, or quarterly review meetings;
  • Ability to demonstrate flexibility and adaptability to rapidly changing business and technology needs;
  • Ability to use creative thinking to identify solutions for complex processes and/or issues;
  • Financial, accounting, or investment industry is desired;
  • Able to provide regular updates on projects and metrics to Senior Management;
  • Undergraduate degree in Finance, Accounting, Economics, Mathematics or equivalent knowledge preferred;
  • Provide accurate and timely investment performance reporting; communicating with custodian banks and/or investment managers;
  • Competitive compensation package;
  • Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent work experience;
  • Assist in investment research projects and implementation of investment solutions.


  • Strong written and analytical skills for deal analysis and internal reporting;
  • Passion for blockchain/cryptocurrencies and a desire to use technology as an enabler and catalyst to change the world;
  • Strong interpersonal skills. Our analysts are meeting with entrepreneurs and other members of the startup community on a regular basis;
  • An ability to work well within a team and be self-guided on a day-to-day basis;
  • Attention to detail and ability to prioritize will be frequently tested;
  • Individuals must be able to work cooperatively and effectively as a member of a team;
  • Solid knowledge of financial and accounting fundamentals is essential;
  • Excellent problem solving, computer programming and modeling (in both Excel and Argus) and general quantitative skills are a must;
  • BA/BS in Accounting, Economics, Finance, or other similar quantitative focus required;
  • Strong written and oral communication skills are also required.