The Career Path Into Investment Analysis, From Degree to Your First Role

Investment analysts research stocks, bonds, funds and other assets to help portfolio managers, hedge funds, banks and asset management firms make informed investment decisions. It's a research-heavy, detail-driven role that suits graduates with strong quantitative skills and genuine curiosity about markets. Most investment analysts start with a degree in finance, economics, business or a related quantitative field, then build credibility through internships, financial modeling skills and often the CFA charter, which is highly valued in this specific career track. Entry points range from buy-side firms to sell-side research desks. Here's exactly how to build a career as an investment analyst in the US.