How to hire a senior investment analyst

How to hire a senior investment analyst, step by step

Here's a step-by-step senior 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 a senior investment analyst job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new senior investment analyst
• Step 8: Go through the hiring process checklist

What does a senior investment analyst do?

Post a senior investment analyst job for free, promote it for a fee

Post free

1. Identify your hiring needs

   Before you post your senior investment analyst job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a senior investment analyst for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

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

   Yes

   No

   You should also consider the ideal background you'd like them a senior investment analyst to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a senior investment analyst that fits the bill.

   The following list breaks down different types of senior investment analysts and their corresponding salaries.

   Type of Senior Investment Analyst	Description	Hourly rate
   Senior 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.	$30-87
   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
   Financial Analyst Internship	A financial analyst intern is responsible for supporting an organization with financial activities and tasks. Typical duties and responsibilities may include creating and analyzing financial reports, preparing financial statements, and helping with audits... Show more	$13-25

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Models
   • Due Diligence
   • PowerPoint
   • Portfolio Management
   • Real Estate
   • Risk Management
   • Investment Management
   • Market Research
   • Private Equity
   • Fixed Income
   • Investment Committee
   • Bloomberg
   • Securities
   • Financial Analysis

   Check all skills

   Responsibilities:

   • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
   • Quoted on Bloomberg in reaction to corporate earnings announcements.
   • Utilize Bloomberg and other market resources to verify the new assets are setup correctly.
   • Assist in preparation of quarterly financials and annual GAAP or IFRS financials and audits.
   • Provide coverage of all strategies within the event driven, long/short equity, relative value and macro designations.
   • Expedite processing procedure by developing and enhancing VBA driven excel compliance tools

   More senior investment analyst duties

3. Make a budget

   Including a salary range in your senior investment analyst job description helps attract top candidates to the position. A senior investment analyst salary can be affected by several factors, such as geography, experience, seniority, certifications, and the prestige of the hiring company.

   For example, the average salary for a senior investment analyst in Mississippi may be lower than in Pennsylvania, and an entry-level senior investment analyst usually earns less than a senior-level senior investment analyst. Additionally, a senior investment analyst with certifications may command a higher salary, and working for a well-known company or start-up may also impact an employee's pay.

   Average senior investment analyst salary

   $108,564yearly

   $52.19 hourly rate

   ---

   Entry-level senior investment analyst salary

   $64,000 yearly salary

   Updated January 23, 2026

   Average senior investment analyst salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$130,214	$63
   2	Pennsylvania	$124,389	$60
   3	Massachusetts	$121,710	$59
   4	Connecticut	$120,950	$58
   5	New York	$115,953	$56
   6	District of Columbia	$107,590	$52
   7	New Jersey	$105,325	$51
   8	Maryland	$103,935	$50
   9	Virginia	$100,670	$48
   10	Minnesota	$99,432	$48
   11	Oregon	$98,923	$48
   12	Texas	$94,375	$45
   13	Indiana	$91,833	$44
   14	Illinois	$90,836	$44
   15	Missouri	$86,571	$42
   16	Iowa	$86,566	$42
   17	Florida	$86,499	$42
   18	Wisconsin	$83,132	$40
   19	North Carolina	$81,998	$39
   20	Georgia	$79,732	$38

   Average senior investment analyst salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	LivCor	$159,841	$76.85
   2	Office of the Comptroller of the Currency	$151,696	$72.93
   3	MacArthur Foundation	$148,934	$71.60	1
   4	Acadian Asset Management	$142,599	$68.56
   5	Conning	$141,831	$68.19
   6	GreyStar	$138,565	$66.62	2
   7	Blackstone Group	$135,118	$64.96	2
   8	Valiant	$126,989	$61.05	5
   9	Boston Partners	$126,957	$61.04
   10	Civitas Capital	$126,351	$60.75
   11	Deutsche Bank	$124,969	$60.08	21
   12	Amazon	$118,931	$57.18	186
   13	Invesco	$118,810	$57.12	9
   14	William Blair	$118,721	$57.08	25
   15	Hudson Pacific Properties	$118,435	$56.94	3
   16	Fund Evaluation Group	$118,247	$56.85
   17	The Washington Post	$118,217	$56.84
   18	Zurich	$118,004	$56.73	19
   19	Wealth Enhancement Group	$117,685	$56.58	21
   20	Castlelake	$117,624	$56.55

4. Writing a senior investment analyst job description

   A job description for a senior investment analyst role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a senior investment analyst job description:

   Senior investment analyst job description example

   The purpose of this position is to provide relationship management and service delivery for an assigned set of institutional investment management and consulting clients by partnering with senior members of AI relationship management team. The Investment Analyst is the primary in-office point of contact for clients and works closely with the assigned client executives and consultants to ensure a high level of client support. The position is responsible to ensure client deliverables are timely, provided with high quality, and meet client expectations. This position will be located in New York or Seattle.
   Responsibilities
   Provides front line contact for on-demand client calls and inquiries. Identifies and prioritizes critical client requests and needs. Partners with senior team members (Senior Client Executives and Senior Consultants) as a back-up for client accounts which includes direct client interaction via in-person meetings, email and telephone. Conduct and participate in meetings as appropriate. Manage and coordinate quarterly investment reviews, presentations, and client communication materials. Ensure accurate and high-quality deliverables Monitor and assist internal partners with critical client deliverables including: comprehensive investment policy review and development investment implementation/rebalancing manager evaluation, performance reporting and evaluation asset allocation/asset liability work and verbal and written communication to clients pertaining to fund information or other client requests, projects or needs. Research and communicate client manager performance and key drivers of their investment process, including rationale of Russell's rankings. Collaborate with Senior Consultants, Russell's manager research, and clients to facilitate manager replacement searches. Coordinate design and creation of customized analysis and responses to ad-hoc client and consultant inquiries. SENIOR ANALYST ONLY - AI relationship manager for limited number of assigned clients. Accountable for client retention and net revenue of assigned clients. Maintain client's long-term strategic allocation and provide strategic/tactical advice in conjunction with applicable client types. Attend client meetings and events. Expected coverage scope - 3 to 5 clients with total AUM responsibility of ~$100m and no more than $1m in net revenue
   
   Qualifications:
   
   Investment Analyst
   Demonstrated and applied investment related experience such as market/economic impacts, investment analysis, or other related financial area. (2 Years) Institutional investment management experience in client service, consulting, or portfolio management (2 Years) Working knowledge of asset allocation theory, modeling, and performance measurement (2 Years) Demonstrated client relationship ability (2 Years) Technology skills: MS Excel, PowerPoint and database capability (2 Years)
   
   Senior Investment Analyst
   Demonstrated and applied investment related experience such as market/economic impacts, investment analysis, or other related financial area. (5 Years) Institutional investment management experience in client service, consulting, or portfolio management (5 Years) Working knowledge of asset allocation theory, modeling, and performance measurement (5 Years) Demonstrated client relationship ability (3 Years) Technology skills: MS Excel, PowerPoint and database capability (5 Years)
   
   Equal Employment Opportunity
   
   Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right senior investment analyst for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

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

6. Interview candidates

   To successfully recruit senior investment analysts, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   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 senior investment analyst

   Once you've selected the best senior investment analyst candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing 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 senior investment analyst first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

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.)

   Sign up to download full list

   Sign up

How much does it cost to hire a senior investment analyst?