How to hire an investment analyst

How to hire an investment analyst, step by step

Here's a step-by-step investment analyst hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an investment analyst job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new investment analyst
• Step 8: Go through the hiring process checklist

What does an investment analyst do?

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1. Identify your hiring needs

   The investment analyst hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An investment analyst's background is also an important factor in determining whether they'll be a good fit for the position. For example, investment analysts from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list presents investment analyst salaries for various positions.

   Type of Investment Analyst	Description	Hourly rate
   Investment Analyst	Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.	$21-67
   Analyst Internship	An analyst internship is a student program where an intern is assigned to assist analyst professionals by analyzing business goals, objectives, and needs. Analyst interns assist in the planning and designing of business processes and suggest recommendations for improvement... Show more	$13-25
   Corporate Finance Analyst	Corporate finance analysts make significant business decisions based on the data they gather. Typically, corporate finance analysts work within an organization and support management decisions through actionable financial information... Show more	$25-52

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Portfolio Management
   • Financial Statements
   • Strong Analytical
   • PowerPoint
   • Real Estate
   • Risk Management
   • Financial Analysis
   • Portfolio Analysis
   • Private Equity
   • Asset Allocation
   • Financial Models
   • Securities
   • Credit Analysis
   • Fixed Income

   Check all skills

   Responsibilities:

   • Update weekly liquidity stress report and utilize VBA and SQL to automate the process
   • Manage and update early engagement processes daily through SharePoint.
   • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
   • Perform financial analyses including discount cash flow, leverage buyout, public market comparable trading and precedent transaction-base valuations
   • Participate in the asset management valuation committee and provide management oversight to accounting, legal, and operations personnel.
   • Used JAVA to develop trading spread calculator.

   More investment analyst duties

3. Make a budget

   Including a salary range in your investment analyst job description is one of the best ways to attract top talent. An investment analyst can vary based on:

   • Location. For example, investment analysts' average salary in kansas is 39% less than in new york.
   • Seniority. Entry-level investment analysts 69% less than senior-level investment analysts.
   • Certifications. An investment analyst with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an investment analyst's salary.

   Average investment analyst salary

   $79,056yearly

   $38.01 hourly rate

   ---

   Entry-level investment analyst salary

   $44,000 yearly salary

   Updated January 20, 2026

   Average investment analyst salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$109,108	$52
   2	New York	$107,854	$52
   3	Connecticut	$107,634	$52
   4	Maryland	$105,202	$51
   5	Delaware	$100,098	$48
   6	Pennsylvania	$97,297	$47
   7	Massachusetts	$96,474	$46
   8	District of Columbia	$95,552	$46
   9	New Jersey	$93,363	$45
   10	Washington	$87,286	$42
   11	Virginia	$86,777	$42
   12	Ohio	$84,898	$41
   13	Illinois	$79,272	$38
   14	Texas	$76,944	$37
   15	Arizona	$76,767	$37
   16	Iowa	$74,273	$36
   17	Missouri	$74,189	$36
   18	Georgia	$73,795	$35
   19	North Carolina	$73,163	$35
   20	Minnesota	$72,220	$35

   Average investment analyst salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	The Citadel	$192,704	$92.65	5
   2	Capital Research Center	$181,202	$87.12
   3	Ropes & Gray	$181,143	$87.09	3
   4	Carnegie Corporation of New York	$146,136	$70.26
   5	Eton Park	$145,819	$70.11
   6	Canaan	$143,987	$69.22
   7	Siguler Guff & Company	$140,995	$67.79
   8	Crown Acquisitions	$139,695	$67.16
   9	Capital Group	$139,271	$66.96	16
   10	GMO	$138,969	$66.81	1
   11	CIFC Asset Mgmt	$138,272	$66.48
   12	Coatue Management	$137,792	$66.25
   13	Madison International Realty	$136,904	$65.82
   14	Google	$136,426	$65.59	22
   15	New Mountain Capital	$135,843	$65.31
   16	BD	$135,625	$65.20	1
   17	Oak Hill Advisors	$134,815	$64.81
   18	Point72	$133,579	$64.22	13
   19	Starwood Capital Group	$133,507	$64.19	1
   20	Dignity Health	$132,597	$63.75	2

4. Writing an investment analyst job description

   An investment analyst job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of an investment analyst job description:

   Investment analyst job description example

   Make your next move an expert one.
   At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.
   
   Why Colliers?
   Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
   
   Join our team as a Portfolio Servicing Analyst in Atlanta, GA.
   
   Who you are:
   As a commercial real estate professional, you shall be responsible for the duties of Loan Asset Management and Administration for a portfolio of commercial real estate mortgage loans originated by Colliers International for life insurance company clients. Ultimately, you bring a passion for real estate, strong intellectual capabilities, and demonstrated ability to work independently as well as part of a collaborative team.
   You possess strong communications skills and are able to build strong professional relationships with others.
   
   What you bring:
   3 - 5 years of commercial real estate mortgage loan portfolio management and servicing experience for Life Company loans preferred.Experience with CREFC methodology in Financial Statement Analysis.Thorough understanding of Key Performance Indicators such as Debt Yield, Debt Service Coverage Ratio, LTV, Cap Rates, Occupancy Costs, and Breakeven Analysis. Experience using FICS (Commercial Servicer) Loan Management Software or other comparable loan servicing software Proficiency with MS Office including MS Excel.
   
   Bonus skills and experience:
   Experience in standard Loan Administration duties Knowledge of Real Estate loan underwriting is a plus
   
   What success looks like:
   You review and prepare periodic financial statement analysis (quarterly/annually) for properties in the loan servicing portfolio You will track Key Performance Indicators in order to identify any potential negative trends or risks in the portfolio and make oral and written recommendations for mitigating risks You will be responsible for Quarterly Watch List Reports for various lenders You will manage limited loan administrative functions of a commercial mortgage loan portfolio and maintain data integrity in the Loan System.You have experience surveilling diverse complex portfolio of commercial real estate mortgage loans You will assist the Managing Director in the review, analysis, and preparation of written recommendations of Borrower Request to lender
   #LI-PR1
   Make your next move an expert one and join us as we lead the industry into the future.
   Direct applicants only please, no agencies.
   Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law.

   Copy this example

   

5. Post your job

   There are a few common ways to find investment analysts for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your investment analyst job on Zippia to find and attract quality investment analyst candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit investment analysts, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new investment analyst

   Once you have selected a candidate for the investment analyst position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire an investment analyst?