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As a finance and investment analyst or adviser, you’ll be a natural researcher who uses their financial knowledge and communication skills to drive the decisions of investment companies and banks. Here you can find out more about working in this field to get a sense of what’s involved.
To progress as an investment analyst you might need to regularly change employers unless you work in a large investment company with clear career pathways.
As a graduate, you’re likely to work as an analyst for several years. From there you could continue as an analyst and specialise in a certain sector or investment type, move into the management of other analysts, or eventually move up to manage the investments of a whole company.
Experienced analysts and advisers can find work as independent consultants, helping smaller companies or clients make sound investments.
Graduate training programmes and schemes are common in this field and are a typical way to gain early experience.
Employers will often help you get an Investment Management Certificate (IMC), which you’ll need to legally work in investment management within the UK. Becoming a Chartered Financial Analyst (CFA) is a good way to prove your professionalism and experience.
On-the-job experience and working across various disciplines can help you gain seniority.
Use our Career Matcher to see which industries and roles align best with your interests.
