Entry Level Investment Analyst Jobs
New grad investment analyst jobs are open to recent graduates and entry level candidates with zero to two years of experience, where strong internship work or a well-built financial model portfolio can carry more weight than a lengthy resume. Most openings are on-site roles across Investment & Asset Management, Banking & Financial Services, and Fintech, with employers like JPMorganChase, Alantra, and Truist hiring at this level now.
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Showing 5 of 57+ Entry Level Investment Analyst jobs
Essential Functions of the Job
Responsibilities
- Evaluate and make recommendations for investment options within assigned asset class and/or sectors.
- Provide research coverage of individual equities and assigned sector(s) within the equity portfolio, including ongoing monitoring of company fundamentals, valuation, earnings results, and news, and make buy, hold, and sell recommendations.
- Contribute to the Team’s Capital Market Forecasts, Asset Allocation and other investment team activities.
- Trading duties include the analysis of cash reports, account rebalancing, execution of purchases and sales of individual equities and bonds and mutual funds through trust accounting system using portfolio management overlay software.
- Interview representatives from investment firms to identify opportunities and risks.
- Perform returns-based (performance) and holdings-based (attribution) quantitative analysis.
- Prepare and distribute investment reports that support the business and clients.
- Attend meetings with senior staff and present research, findings, and analysis as needed.
- Demonstrate the ability to identify areas of improvement and recommend solutions.
Skills/Abilities
- Excellent organizational skills and attention to detail.
- Must be proactive about promptly verifying accuracy of assigned tasks.
- Strong analytical, critical thinking, and problem-solving skills.
- Proficient with Microsoft Excel.
- Ideal candidates have experience using portfolio analytics and trading software such as Bloomberg, FactSet, Morningstar Direct, Morningstar Office, and Tamarac.
Qualifications
Education
Minimum
- 4 Year / Bachelors Degree
- Bachelor’s degree required. Preferably with concentrations or experience in personal financial planning, investment management, business administration, accounting, finance, or banking.
Preferred
- Graduate Degree
- A Master’s Degree is a plus.
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Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Essential Functions of the Job
Responsibilities
- Evaluate and make recommendations for investment options within assigned asset class and/or sectors.
- Provide research coverage of individual equities and assigned sector(s) within the equity portfolio, including ongoing monitoring of company fundamentals, valuation, earnings results, and news, and make buy, hold, and sell recommendations.
- Contribute to the Team’s Capital Market Forecasts, Asset Allocation and other investment team activities.
- Trading duties include the analysis of cash reports, account rebalancing, execution of purchases and sales of individual equities and bonds and mutual funds through trust accounting system using portfolio management overlay software.
- Interview representatives from investment firms to identify opportunities and risks.
- Perform returns-based (performance) and holdings-based (attribution) quantitative analysis.
- Prepare and distribute investment reports that support the business and clients.
- Attend meetings with senior staff and present research, findings, and analysis as needed.
- Demonstrate the ability to identify areas of improvement and recommend solutions.
Skills/Abilities
- Excellent organizational skills and attention to detail.
- Must be proactive about promptly verifying accuracy of assigned tasks.
- Strong analytical, critical thinking, and problem-solving skills.
- Proficient with Microsoft Excel.
- Ideal candidates have experience using portfolio analytics and trading software such as Bloomberg, FactSet, Morningstar Direct, Morningstar Office, and Tamarac.
Qualifications
Education
Minimum
- 4 Year / Bachelors Degree
- Bachelor’s degree required. Preferably with concentrations or experience in personal financial planning, investment management, business administration, accounting, finance, or banking.
Preferred
- Graduate Degree
- A Master’s Degree is a plus.
Provide your feedback on BizChat
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
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Find JobsEntry Level Investment Analyst Job Market
Who's Hiring
- JPMorganChase19
- Alantra3
- Truist2
- Raymond James2
- Societe Generale2
Top Industries Hiring
- Investment & Asset Management36
- Banking & Financial Services26
- Fintech15
- Insurance3
- Construction & Real Estate3
Entry Level Investment Analyst Jobs: Frequently Asked Questions
How do I get an entry level investment analyst job?
Entry level investment analyst roles reward candidates who can demonstrate hands-on analytical work, not just coursework. Employers at this level look for proficiency in Excel and financial modeling, familiarity with valuation methods like DCF and comparable company analysis, and any internship, capstone project, or self-directed stock pitch that shows you can work with real data. A clean, well-organized resume with a quantified internship result or a linked model will stand out.
Which companies hire entry level investment analysts?
Companies hiring entry level investment analysts right now include JPMorganChase, Alantra, and Truist, based on current listings on Migrate Mate as of September 2026. Hiring at this level comes from a wide range of employers, including regional banks, asset managers, private equity firms, corporate finance teams, and fintech companies that build in structured analyst programs for new graduates.
Are there remote entry level investment analyst jobs?
Yes, though most analyst roles at this stage are on-site or hybrid given the team-learning environment. About 16% of entry level investment analyst openings are remote or hybrid as of September 2026, so remote options exist but are less common than in other fields. Searching by location on Migrate Mate lets you filter for the work setting that fits your situation.
Are these new grad investment analyst jobs?
Yes. The listings here include new grad, recent graduate, and junior investment analyst roles. A posting is new-grad friendly when it welcomes zero to two years of experience, treats internships and academic projects as qualifying background, or asks for a portfolio rather than a work history. Searching for junior or new grad alongside investment analyst will surface roles written with entry level candidates specifically in mind.
Which industries hire the most entry level investment analysts?
Entry Level investment analyst roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of September 2026. Those sectors drive hiring at this level because they rely on structured analyst pipelines to build out research, deal execution, and portfolio monitoring functions, making entry level candidates a core part of their staffing model rather than an afterthought.