Details of Desk Research:
An investment analyst undertakes research to provide information and investment ideas to fund managers. The information that analysts provide enables fund managers to make decisions relating to the investment portfolios they manage.
Job Description:
An investment analyst undertakes research to provide information and investment ideas to fund managers. The information that analysts provide enables fund managers to make decisions relating to the investment portfolios they manage. These types of information can be found by studying public records and filings by the company, as well as by participating in public conference calls. Additional information can also be received in small group or one-on-one meetings with senior members of management teams. However, collecting information can be difficult and potentially illegal due to legislative changes brought upon by corporate scandals in the early 2000s.
Some analysts work for investment management companies, providing information to in-house fund managers. Others work for stockbrokers and investment banks where their research helps employer’s clients, e.g. fund managers/ hedge funds.
Analysts and fund managers working in the UK can research investment globally. Some of the key UK investors include: pension funds, life assurance companies, unit trusts, investment trusts, banks and hedge funds.
In fact, investment analysts are often employed by mutual and pension funds, hedge funds, investment banks and may other businesses. Investment analyst read financial statements and analyst commodity prices, sales, costs, expenses in an investment bank. In Investment banks, investment analysts work in teams to analyse the future prospects of companies that want to sell shares to the public for the first time. Investment analysts also work in mergers and acquisitions departments, preparing analysis on the costs and benefits of a proposed merger or takeover. There are buy and sell