Online Templates for Investment Analyst

Looking for free Investment Analyst templates to use in your day-to-day work? We’ve provided thousands of free & paid templates to big & small businesses looking to streamline their workflow with powerful, custom templates. See some example Finance templates that we can make below or get in touch with your own template request.

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Investment Analyst Templates

Are you in the Investment Analyst role and looking for Finance template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Finance, you’re in the right place. We build powerful online templates for Investment Analysts like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Finance templates created, get in touch to discuss.

Investment Analyst Template Examples

1. Investment Research Template: This template is used to conduct in-depth research on potential investment opportunities. It includes sections for gathering information on the company’s financials, industry analysis, competitive landscape, and management team. The layout typically consists of a cover page, executive summary, introduction, analysis sections, and a conclusion summarizing the investment thesis.

2. Financial Modeling Template: This template is essential for creating financial models to evaluate investment opportunities. It includes sections for inputting historical financial data, projecting future financials, and calculating key financial ratios and valuation metrics. The layout typically consists of multiple tabs, including an income statement, balance sheet, cash flow statement, and a summary tab with key outputs and metrics.

3. Investment Memo Template: This template is used to summarize investment recommendations and present them to senior management or clients. It includes sections for providing an overview of the investment opportunity, key investment highlights, risks, and a recommendation. The layout typically consists of a cover page, executive summary, investment thesis, analysis sections, and a conclusion with the recommended action.

4. Portfolio Performance Template: This template is used to track and analyze the performance of investment portfolios. It includes sections for inputting portfolio holdings, transaction history, and calculating performance metrics such as return, risk, and attribution analysis. The layout typically consists of multiple tabs, including a portfolio summary, holdings, transactions, performance metrics, and charts to visualize the portfolio’s performance.

5. Market Update Template: This template is used to provide regular updates on market trends, economic indicators, and industry developments. It includes sections for summarizing key market events, analyzing their impact on investments, and providing insights and recommendations. The layout typically consists of a cover page, executive summary, market overview, analysis sections, and a conclusion with actionable recommendations.

6. Investment Due Diligence Template: This template is used to conduct due diligence on potential investments, including analyzing financial statements, conducting industry research, and assessing risks. It includes sections for gathering information on the company’s background, financials, management team, competitive landscape, and legal and regulatory considerations. The layout typically consists of a cover page, executive summary, due diligence process, analysis sections, and a conclusion summarizing the findings.

7. Investment Presentation Template: This template is used to create professional presentations for pitching investment ideas to clients or stakeholders. It includes sections for introducing the investment opportunity, providing an overview of the market and industry, analyzing financials, and presenting the investment thesis. The layout typically consists of a cover page, agenda, introduction, analysis sections, and a conclusion with a call to action. Visual aids such as charts, graphs, and tables are often included to enhance the presentation