Group
Occupation
212332 Investment Analyst
Latest release
Consultation draft: Occupation Standard Classification for Australia (OSCA)
Reference period
August 2026
Released
17/08/2026
First release
212332 Investment Analyst
Collects and analyses information, such as market trends, financial statements, economic factors and regulatory changes to identify investment opportunities for an organisation.
Specialisation
- Equity Analyst
Skill level: 1
Main tasks
- Collects and analyses financial data, market trends and earlier investment decisions of the organisation to identify new investment opportunities
- Completes investment analysis and research on companies, portfolios, equities, debt and managed funds
- Develops and maintains financial models to evaluate the feasibility and profitability of investment opportunities
- Monitors and evaluates market and investment performance, identifies areas for improvement, and proposes strategies to optimise returns
- Prepares investment reports and recommendations for senior management, advisers, brokers and investors