Finance & Economics
Equity Research Analyst
Researches public companies and industries to produce investment recommendations for investors and fund managers.
Office BasedResearch HeavyAnalytical
Finance & Economics
Portfolio Analyst
Supports portfolio managers by analyzing investments, tracking performance, and monitoring asset allocation.
Also known as: Investment Analyst, Fund Analyst
Compare with another careerWhat you do
Tracks portfolio performance against benchmarks, researches securities, monitors risk and allocation limits, and prepares performance reports for portfolio managers and clients. Works with market data feeds and portfolio management software daily.
Typical work environment
Office-based role within an asset management firm, mutual fund, hedge fund, or wealth management team, working closely with portfolio managers and traders.
Typical entry point
Junior portfolio analyst or investment analyst supporting a fund manager at an asset management firm
Relevant subjects
Core
MathematicsEconomics
Also relevant
Accounting
Relevant interests
Core
Investing / TradingFinance
Also relevant
ResearchBusiness
Useful skills
Data analysis· AdvancedAnalytical thinking· AdvancedExcel· AdvancedCommunication· Intermediate
These are useful, relevant skills to build over time — not a checklist you need to already have.
Common education routes
Bachelor's degree—EconomicsPrimary route
Bachelor's degree—Commerce (B.Com/M.Com)Primary route
Master's degree—Accounting & FinanceCommon route
These are common routes in, not the only path — and not a university or course recommendation.
Career characteristics
Strong salary potentialResearch-intensiveDeep technical specialisation
General tendencies for this career, not a guarantee — actual roles vary by employer and location.
Industries
BankingInvestment
Tags
AnalyticalOffice-basedClient-facing
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