Explore occupational profile

Version:
OaSIS 2025 Version 1.0
Search the OaSIS

11101.02 – Investment analysts

Investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide investment advice for their companies or their companies' clients. Their studies and evaluations cover areas such as takeover bids, private placements, merges and acquisitions.

Overview

Example job titles

  • Corporate investment adviser
  • Investment analyst

Core competencies

  • Digital Literacy to use spreadsheet software, financial databases and analysis platforms in order to efficiently manage and analyze large datasets
  • Critical Thinking and Decision Making to evaluate alternatives, address challenges and provide strategic advice that aligns with clients' or companies' objectives
  • Mathematical Reasoning and Numerical Ability to perform calculations such as valuing investment instruments, analyzing financial ratios and forecasting future performance
  • Categorization Flexibility and Information Ordering to organize financial data into meaningful groups, such as asset classes, industry sectors and risk levels, and to adjust analytical methods to evolving market conditions
  • Attention to Detail to spot errors or anomalies in data, verify the accuracy of financial statements and produce reliable forecasts
  • Knowledge in Finance to understand how various financial instruments, such as stocks, bonds and derivatives, react to market conditions and their role in a diversified portfolio

Main duties

This group performs some or all of the following duties:

  • Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
  • Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
  • Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.

Additional information

  • Progression to management positions, such as securities manager, is possible with experience.

Similar occupations classified elsewhere

NOC hierarchy breakdown

NOC version

NOC 2021 Version 1.0

Broad occupational category

1 – Business, finance and administration occupations

TEER

1 – Occupations usually require a university degree

Major group

11 – Professional occupations in finance and business

Sub-major group

111 – Professional occupations in finance

Minor group

1110 – Auditors, accountants and investment professionals

Unit group

11101 – Financial and investment analysts

Occupational profile

11101.02 – Investment analysts

O*NET in-it

This page includes information from the O*NET 27.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. Employment and Social Development Canada has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.