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How to become a Investment Analyst in South Africa

Researches companies, assets and markets to support investment decisions.

Step-by-step path

  1. STEP 1
    Education
    BCom Finance, Investment Management or quantitative degree
    1–6 yrs
  2. STEP 2
    Entry job
    First role: Junior Investment Analyst
    0–2 yrs
  3. STEP 3
    Mid-level growth
    Move into: Investment Analyst
    3–6 yrs
  4. STEP 4
    Senior transition
    Reach: Senior Analyst
    7+ yrs

Time estimate

Total typical time to senior level
~ 7–10 years
Education bcom finance, investment management or quantitative degree, then practical experience.

Salary growth timeline

Year 1
R38 000
/month
Year 5
R70 000
/month
Year 10
R115 000
/month

Required skills by stage

FOUNDATIONAL
  • Financial modellingHigh
  • ValuationHigh
MID-CAREER
  • ValuationHigh
  • CFA charterHigh
SENIOR
  • CFA charterHigh
  • ExcelHigh

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