High School
Exceptional grades are needed to get into an elite college, so you need to be dedicated to your studies in high school. Take as many classes as possible in business, microeconomics, macroeconomics, statistics, accounting, mathematics, computer science, foreign language, English, and speech. Any classes and activities that help you to develop your critical-thinking, analytical, and communication skills will be useful.
Postsecondary Education
Since there are so few analyst positions available, your educational credentials must be outstanding (i.e., a degree from an Ivy League or other top-tier school, excellent grades, active participation in business and investment clubs, and participation in at least one internship at a top VC firm, investment bank, Big Four accounting firm, or other prominent employer). Analysts typically have bachelor’s degrees in business, finance, entrepreneurism, or a related major.
Other Education or Training
Many professional associations provide continuing education classes, webinars, and workshops. For example, the CMT Association offers webcasts on various investment management topics. Such educational offerings give you an opportunity to build your skills and impress hiring managers. Professional development classes and webinars are also provided by the CFA Institute and the National Venture Capital Association. Contact these organizations for more information.
Certification
The Investments & Wealth Institute offers the Certificate Investment Management Analyst Certification program. In this online, self-paced course, you’ll learn about the differences between traditional and alternative investments, due diligence, risk management, investment returns and risks, venture capital and private equity, and other topics. Visit https://investmentsandwealth.org/certifications/cima-certification for more information.