Investment Analyst
- Classification
- Occupation
- Skill level
- 1
- Major group
- Professionals
Classification
- Major group
- 2Professionals
- Sub-major group
- 21Accounting and Finance Professionals
- Unit group
- 2123Investment Specialists
Description
Collects and analyses information, such as market trends, financial statements, economic factors and regulatory changes to identify investment opportunities for an organisation.
Specialisations
- Equity Analyst
Unit group
2123 · Investment SpecialistsDescription
Analyse companies and market conditions to identify investment opportunities, create and implement capital raising strategies, and manage investments.
Skill level
Occupation skill level 1
Australia
1
Tasks
Tasks include
- Collects and analyses financial data, market trends and earlier investment decisions of the organisation to identify new investment opportunities
- Completes investment analysis and research on companies, portfolios, equities, debt and managed funds
- Develops and maintains financial models to evaluate the feasibility and profitability of investment opportunities
- Monitors and evaluates market and investment performance, identifies areas for improvement, and proposes strategies to optimise returns
- Prepares investment reports and recommendations for senior management, advisers, brokers and investors
Occupations in this unit group
Sources
- www.abs.gov.au/statistics/classifications/osca-occupation-standard-classification-australia/2024-version-1-0/browse-classification/2/21/212/2123
- www.abs.gov.au/statistics/classifications/osca-occupation-standard-classification-australia/2024-version-1-0/data-downloads/OSCA%20Category%20Descriptions.xlsx
The supplied migration lists use ANZSCO codes, not OSCA codes.
