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Investment Analyst

OFO Code: 241201

Last checked 3 October 2026

PATHLENS

1. Occupation identity

OFO code
241201
Occupation
Investment Analyst
Classification
OFO 2021
Major group
PROFESSIONALS
Unit group
2412 · Financial and Investment Advisors

Official description
Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.

More official OFO detail

Specialisations: Listed Securities Analyst, Investment Research Analyst

  • Setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • Recommending and arranging insurance cover for clients
  • Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
  • Arranging to buy and sell stocks and bonds for clients
  • Building and maintaining a client base
  • Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets

2. Demand status

Demand evidence not yet linked

This is an official OFO 2021 occupation. Demand status is separate evidence and is not inferred from inclusion in the OFO.

A national demand signal is not a promise of a vacancy in your town.

3. Salary evidence

No sourced salary record has been ingested for this OFO code yet.

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5. Qualification

Qualification evidence pending.

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7. Industry, sector and provincial context

National occupation classification. Industry and provincial context are shown only where a separate official source supports the link.

No source-backed modern OFO↔SIC 7 industry link has been ingested for this occupation yet. PathLens does not infer one from the job title.

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8. Next steps — official links

Career explorationNCAP / KhethaOfficial destination ↗QualificationQCTOOfficial destination ↗Public employment serviceESSA / labour centreOfficial destination ↗

9. Decision tools

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10. Sources for this page