Investment Analyst
Investment Analysts research companies, financial statements and markets to provide recommendations for investors, funds and corporate treasuries. In India this role is accessible via commerce, economics or quantitative engineering backgrounds and often requires internships, strong Excel/financial modelling skills and competitive PG/MBA or professional qualifications.
Actions for your grade
- Choose subjects that keep options open (mathematics, economics/accountancy if available)
- Start learning Excel basics and comfortable arithmetic
- Attend school career talks about finance and economics
Your complete path from Grade 10 to Investment Analyst
Every step you need — from now to your first job.
Strong honours programmes in economics or finance and internships with brokerages/AMCs improve placement chances.
- NowCommerce Stream
- ExamsCUET UG
- DegreeB.Com / BBA / BA Economics (3 years)
- CollegesUniversity of Delhi · St Xaviers College Mumbai · Christ University Bengaluru
- CareerInvestment Analyst
Technical degrees help for quant/algorithmic roles in analysis and trading desks; pair with finance electives or internships.
- NowScience Stream
- ExamsJEE Advanced or BITSAT
- DegreeB.Tech / B.Stat / B.Math (3–4 years)
- CollegesIIT Bombay · IIT Delhi · BITS Pilani
- CareerInvestment Analyst
CA gives deep accounting and valuation skills valued by investment research teams and corporate finance.
- NowCommerce Stream
- ExamsCA Foundation
- DegreeCA (ICAI) with articled training (typically 3+ years)
- CollegesInstitute of Chartered Accountants of India
- CareerInvestment Analyst
An MBA from top B-schools accelerates entry to institutional buy-side roles, portfolio management and research.
- NowAny Stream Stream
- ExamsCAT
- DegreeMBA / PGDM in Finance (2 years)
- CollegesIIM Ahmedabad · IIM Bangalore · Indian Institute of Management Calcutta
- CareerInvestment Analyst
Entrance exams
| Exam | Eligibility | Difficulty | Window |
|---|---|---|---|
JEE Advanced IIT (rotating) | JEE Main top 2.5L | Very Hard | May |
BITSAT BITS Pilani | Class 12 PCM, 75%+ | Hard | May-Jun |
CUET UG NTA | Class 12 (any stream) | Medium | May-Jun |
CAT IIMs | Bachelor's degree 50%+ | Very Hard | Nov |
CA Foundation ICAI | Class 12 pass | Hard | Jun & Dec |
Where to Study
Institutes known to offer this career pathway in India.