How to become an investment analyst
You can get into this job through:
- a university course
- an apprenticeship
- a graduate training scheme
You'll usually need a degree at upper second class or higher. Most degree subjects are accepted, but you may find these particularly useful:
- business studies
If your degree is not related to business or finance, you could do a relevant postgraduate qualification like a master's in business administration (MBA).
A course with a placement year or a summer internship with give you valuable experience and an advantage when applying for work.
You'll usually need:
- 4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths
- 2 to 3 A levels, or equivalent, for a degree
- a degree in any subject for a postgraduate course
You can get into this job through a senior investment and commercial banking professional degree apprenticeship. This is at level 7, which is equivalent to a master's qualification.
This will usually take about 18-24 months to complete. You will take professional exams as part of the apprenticeship and at the end you will be able to apply for membership of the relevant professional body.
You'll usually need:
- 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a degree apprenticeship
You could start as a graduate trainee in an investment bank or a stockbroking firm. Trainees must pass an exam that is recognised by the Financial Conduct Authority. These include:
- Investment Management Certificate from the CFA Society UK
- Investment Advice Diploma through the Chartered Institute for Securities & Investment
You may find it useful to have knowledge of a specific industry for some jobs, for example experience in areas like energy, engineering or life sciences could be helpful.
Language skills, particularly French, German or Japanese, can also be useful if you're working with overseas clients and markets.
Professional and industry bodies
You could join organisations like the CFA Institute and Chartered Institute for Securities & Investment for professional recognition and training opportunities.
You can find out more about becoming an investment analyst from: