Business Analyst Investment Training
Business Analyst Investment Training prepares participants with specialized skills for analyzing and managing investment portfolios, assessing financial risks, and providing strategic insights for investment decisions. The training includes economic modelling, market analysis, and investing methods.
- 10+ Courses
- 30+ Projects
- 400 Hours
Business Analyst Investment Training is suitable for the following target audiences:
Finance Professionals: Suitable for those in finance who want to specialize in investment analysis and portfolio management.
Business Analysts in Financial Services: This program is designed for business analysts who want to learn more about investment projects and financial analysis.
Investment Managers: Designed for those who manage investment portfolios and want to improve their analytical skills and investment methods.
Financial Consultants: Ideal for consultants who provide investment advice and want to improve their knowledge of market dynamics and economic modeling.
Investment Analyst: Analysts analyze market trends, evaluate investment opportunities, and suggest investment strategies.
Financial Analyst: Financial analysts evaluate financial data, prepare investment reports, and assist decision-making processes for investment portfolios.
Portfolio Manager: Portfolio management entails managing investment portfolios, monitoring market performance, and making strategic investment decisions to maximize returns.
Investment Consultant: This person provides clients with advice on investment options, portfolio management, and financial planning to help them accomplish their investment objectives.
Risk Analyst: Risk Analysts identify and assess financial risks associated with investments and offer solutions to limit potential losses.
These positions are common in financial institutions, investment firms, and consulting businesses in the United States and Canada. They provide competitive wages and career advancement prospects in the finance and investing sectors.
- Role of a Business Analyst in Finance/Investment
- Business Analysis Frameworks (BABOK Overview)
- Stakeholder Identification and Communication
- Requirements Elicitation and Documentation
- Business Case Development
- Financial Markets and Instruments
- Types of Investments: Equities, Bonds, Derivatives, Real Estate, etc.
- Portfolio Theory Basics (Diversification, Risk/Return)
- Investment Vehicles (Mutual Funds, ETFs, Private Equity)
- Time Value of Money and Discounted Cash Flow
- Reading Financial Statements (Income Statement, Balance Sheet, Cash Flow)
- Key Financial Ratios & KPIs for Investment
- Valuation Techniques:
- Discounted Cash Flow (DCF)
- Comparable Company Analysis
- Precedent Transactions
- Excel for Financial Modeling
- Scenario & Sensitivity Analysis
- Business Intelligence Tools (Power BI, Tableau)
- SQL for Data Extraction
- Intro to Python/R for Investment Analytics
- Descriptive, Predictive, and Prescriptive Analytics
- Data Visualization for Financial Reporting
- Portfolio Construction and Optimization
- Risk Management Techniques
- Investment Decision Frameworks
- ESG and Ethical Investing Principles
- Understanding Economic Indicators
- Overview of Financial Regulations (SEC, FINRA, MiFID II, etc.)
- Anti-Money Laundering (AML)
- KYC (Know Your Customer)
- Regulatory Reporting Requirements
- Compliance in Business Analysis
- Bloomberg / Reuters / Morningstar overview
- Financial Modeling tools (Excel Add-ins, FactSet, etc.)
- CRM/ERP Systems in Investment Firms (Salesforce, Oracle)
- Workflow Automation Tools (e.g., Alteryx, UiPath)
- Investment Case Study Analysis
- Financial Modeling Project
- Portfolio Recommendation Project
- Simulated Investment Decision Board Presentation
- Agile Business Analyst Scenario in an Investment Firm
Note: Curriculum may be modified according to the latest Industry trends
This course focuses on equipping business analysts with the skills needed to analyze financial data, assess investment opportunities, build valuation models, and support strategic investment decisions.
Yes, it’s designed for both beginners and those with some experience in either business analysis or finance. Foundational concepts are covered before moving into advanced topics.
Yes, it’s designed for both beginners and those with some experience in either business analysis or finance. Foundational concepts are covered before moving into advanced topics.
The duration may vary as per curriculum but typically it is designed for 8 weeks.
Yes, the course typically includes hands-on capstone projects, case studies, and simulations of real investment scenarios.
You’ll work with tools like Microsoft Excel, SQL, Power BI/Tableau, and possibly Python or R for data analysis, depending on the level of the course.
Yes, as per the student requirements we prepare students for CFA Level I and CBAP/CCBA certification exams.
We currently offer online sessions with flexible weekday/weekend batches. All sessions are recorded. You’ll have access to the recordings, along with support from instructors and peers in our learning portal.
You can enroll via our website or contact our support team directly via email or phone. We’ll guide you through the quick and easy registration process.
https://checkmateittech.com/
Email info@checkmateittech.com OR Call Us +1-347-4082054
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Job opportunities in USA and Canada
Investment Analyst: Analysts analyze market trends, evaluate investment opportunities, and suggest investment strategies.
Financial Analyst: Financial analysts evaluate financial data, prepare investment reports, and assist decision-making processes for investment portfolios.
Portfolio Manager: Portfolio management entails managing investment portfolios, monitoring market performance, and making strategic investment decisions to maximize returns.
Investment Consultant: This person provides clients with advice on investment options, portfolio management, and financial planning to help them accomplish their investment objectives.
Risk Analyst: Risk Analysts identify and assess financial risks associated with investments and offer solutions to limit potential losses.
These positions are common in financial institutions, investment firms, and consulting businesses in the United States and Canada. They provide competitive wages and career advancement prospects in the finance and investing sectors.
