Financial Services
Investment Analysis skills assessment
Investment analysts evaluate opportunities and risk. This scorecard covers research, valuation, modelling, portfolio thinking and communication so firms can develop analysts objectively.
- 12 skills to score
- 1–10 scale on every skill
- 6 starting levels
The 12 Investment Analysis skills you can score
These are the default Investment Analysis skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Company and Industry Research
Researches businesses and sectors thoroughly using reliable sources.
Financial Statement Analysis
Reads and interprets financial statements accurately.
Valuation Methods
Applies DCF, multiples and other approaches appropriately.
Financial Modelling
Builds accurate, flexible models with clear assumptions.
Risk Assessment
Identifies and quantifies key investment risks.
Macro and Market Awareness
Understands economic drivers and market conditions.
Portfolio Construction Principles
Understands diversification, allocation and constraints.
Written Research and Recommendations
Writes concise, well-supported research notes.
Presentation to Investment Committees
Presents and defends ideas under questioning.
Data and Systems Proficiency
Uses market data and analytical tools effectively.
Ethics and Compliance
Manages conflicts of interest and follows rules.
Intellectual Curiosity
Challenges assumptions and learns continuously.
Levels included with Investment Analysis
Investment Analysis starts with 6 levels, which SkillScorer calls “Seniority Level” for financial services, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Trainee
- Associate
- Adviser
- Senior Adviser
- Team Leader
- Manager
How Investment Analysis works in SkillScorer
Score
Each team member in a team is scored on the Investment Analysis skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your teams against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Investment Analysis skills need attention. Reports also follow each team leader's team.
Investment Analysis scorecard: common questions
What skills does the Investment Analysis scorecard include?
SkillScorer's Investment Analysis scorecard covers 12 skills: Company and Industry Research, Financial Statement Analysis, Valuation Methods, Financial Modelling, Risk Assessment, Macro and Market Awareness, Portfolio Construction Principles, Written Research and Recommendations, Presentation to Investment Committees, Data and Systems Proficiency, Ethics and Compliance and Intellectual Curiosity. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Investment Analysis?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one team and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Investment Analysis?
Investment Analysis starts with these levels (called “Seniority Level” in the app): Trainee, Associate, Adviser, Senior Adviser, Team Leader and Manager. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Investment Analysis skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In financial services the app talks about team members, teams and team leaders, and you can change any of those words too.
Score Investment Analysis with SkillScorer
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