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Financial Analyst / Investment

Work with money, markets, and big decisions

Typical pay
₹6L–₹35L+ per year
To first job
1–3 years
Difficulty
Challenging

Financial analysts and investment professionals help companies and investors make money decisions — valuing businesses, analysing markets, and managing portfolios. It's competitive but rewarding, and certifications like CFA plus real Excel/modelling skills matter more than a fancy degree.

Step by step

Your roadmap

1

Learn the language of money

0–6 months
  • Master Excel and financial modelling.
  • Learn accounting basics and how to read financial statements.
  • Follow markets daily; understand valuation fundamentals.
2

Credential & build

6–24 months
  • Start CFA Level 1 or a strong finance certification.
  • Build a portfolio of company analyses / stock pitches.
  • Intern at a bank, AMC, or financial research firm.
3

Break in

2–3 years
  • Target analyst roles in equity research, IB, or corporate finance.
  • Network hard — finance is relationship-driven.
  • Specialise: equities, credit, private equity, or fintech.
What you'll get good at

Skills you build

Financial modellingExcelValuationAccountingMarket analysis
Where it leads

Roles you can land

Financial Analyst
Equity Research Analyst
Investment Banking Analyst
Portfolio Analyst
Let's be honest

Myths vs. reality

You must be from an IIM/top college

CFA + modelling skills + a strong pitch portfolio open doors.

It's all about maths

Judgement, research, and communication matter as much as numbers.

Start here

Where to learn

CFA ProgramExam
Wall Street Prep / WSOPaid
InvestopediaFree
Aswath Damodaran (YouTube)Free

Not quite your thing?

There's more than one way forward.