Organizational Investment Analyst Templates

Looking for Organizational Investment Analyst Templates to download? See the main templates that a Organizational Investment Analyst would use in their day-to-day work.

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Organizational Investment Analyst Templates

There is a huge number of templates that someone in the Organizational Investment Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Organizational Investment Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Investment Performance Report
2. Investment Portfolio Summary
3. Financial Statement Analysis
4. Investment Due Diligence Checklist
5. Investment Risk Assessment
6. Investment Proposal Template
7. Investment Research Report
8. Investment Valuation Model
9. Investment Decision Matrix
10. Investment Presentation Template


Reports are often prepared by a Organizational Investment Analyst to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Investment Performance Report
2. Portfolio Allocation Report
3. Risk Assessment Report
4. Market Trends Report
5. Investment Strategy Report
6. Financial Statement Analysis Report
7. Investment Portfolio Review Report
8. Economic Outlook Report
9. Competitor Analysis Report
10. Investment Recommendations Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Organizational Investment Analyst does and how they do it.

1. Investment Research SOP
2. Financial Analysis SOP
3. Portfolio Management SOP
4. Risk Assessment SOP
5. Due Diligence SOP
6. Investment Strategy SOP
7. Performance Evaluation SOP
8. Market Analysis SOP
9. Asset Allocation SOP
10. Compliance and Regulatory SOP


Organizational Investment Analyst presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Investment Performance Report
2. Market Analysis and Outlook Presentation
3. Portfolio Review and Recommendations
4. Investment Strategy Update
5. Client Portfolio Presentation

Legal Docs

There are several key times when a Organizational Investment Analyst needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Investment Agreement Template
2. Non-Disclosure Agreement Template
3. Shareholder Agreement Template
4. Employment Contract Template
5. Memorandum of Understanding Template

Health & Safety Templates

Health & Safety templates for a Organizational Investment Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template


Setting up Organizational Investment Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Investment Review Calendar
2. Earnings Release Calendar
3. Economic Events Calendar
4. Board Meeting Calendar
5. Investment Conference Calendar

Invoice Templates

Several types of Organizational Investment Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Investment Report Invoice
2. Portfolio Performance Analysis Invoice
3. Investment Strategy Consultation Invoice
4. Risk Assessment and Mitigation Invoice
5. Financial Forecasting and Planning Invoice

Survey Templates

For a Organizational Investment Analyst to get insights related to the work they do, they need to send out Organizational Investment Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Market Research Survey
4. Investment Performance Survey
5. Risk Assessment Survey

Meeting Agendas

Having premade Organizational Investment Analyst meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Investment Performance Review Meeting
2. Portfolio Allocation Strategy Meeting
3. Risk Assessment and Mitigation Meeting
4. Market Trends and Outlook Meeting
5. Investment Committee Meeting

Budget Templates

To manage finances well, a Organizational Investment Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Capital Expenditure Budget Template
4. Departmental Budget Template
5. Cash Flow Budget Template


Dashboards are a useful way for a Organizational Investment Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Portfolio Analysis Dashboard
3. Risk Management Dashboard
4. Market Trends Dashboard
5. Investment Strategy Dashboard

Proposal Templates

For bidding or requesting work, a Organizational Investment Analyst needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Investment Portfolio Proposal
2. Market Research and Analysis Proposal
3. Risk Assessment and Mitigation Proposal
4. Financial Performance Evaluation Proposal
5. Investment Strategy Recommendation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Organizational Investment Analyst templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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