Here’s a quick overview of how to become an Investment Analyst
Who is an Investment Analyst?
– Fund managers and stock brokers can get investment strategy advice from an investment analyst. – To offer suggestions based on analytical findings, they undertake market research by collecting data, assessing various assets, and building a financial model.
Step 1: Stream Selection
Choose a commerce course after finishing high school if you want to work in finance.
Step 2: Educational Qualifications
– Obtain a Bachelor's degree in a discipline that deals with finance, such as statistics, banking, business, or economics. – Understanding economic principles, doing research, and producing financial models and reports are all skills that an investment analyst would need to have.
#1 Under-Graduate Courses in India
– BCom in Banking & Finance – BSc in Finance – BCom Finance – BBA Finance and Accounts – Bachelor’s in Financial Market – BSc in Economics – Bachelor’s in Economics – BBA in Business Administration – BSc (Hons) International Business – BSc in Accounting and Financial Management
#2 Under-Graduate Courses Abroad
– BSc in Accounting and Finance – Public Accounting 4 years – Business Administration- Finance – BSc in Finance – BS in Economics – BSc in Quantitative Finance – Financial Modeling and Valuation
– Chartered Investment Counsellor (CIC) – Chartered Financial Consultant (ChFC) – Certified Financial Planner (CFP) – Financial Risk Manager (FRM) – Chartered Alternative Investment Analyst (CAIA) – Chartered Financial Analyst (CFA) – Certified International Investment Analyst (CIIA) – Chartered Investment Banking Analyst (CIBA) – Certified Investment Management Analyst (CIMA)
Step 3: Industry Certifications
Step 4: Job Preparation
Considering your skill in finance, you are undoubtedly aware of the importance of first impressions
#1 Internship
By acquiring financial certifications and keeping up with the market and economic developments so that you can better aid clients or businesses, you may make your CV stand out.
#2 Portfolio
– Keep a record of every client you have and every project you have worked on. – Experience is advantageous, and building a good portfolio through internships and freelancing will help you get that experience
#3 Freelancing
It's crucial to establish a network, promote your services on social media, and look for employment prospects if you want to start working as a freelancer