Investment Analyst Intern Resume Samples

An Investment Analyst Intern is usually a fresher who supports and assists the Investment Analyst to interpret financial and investment information of the company and helps in making a sound decision of financial investments. Other duties commonly seen on the Investment Analyst Intern Resume are – helping the managers in analyzing the investment plans, stock options, and funds in the company’s concern; analyzing the financial reports, taking responsibility for making reports; assisting the manager to take the best feasible decisions; filling in application forms correctly in compliance with the securities and exchange commission regulations; and providing financial ratios from the gathered data.

To ensure success in this field the person should have strong mathematical abilities mainly with statistics and calculus; be knowledgeable about bookkeeping and finance, and have hands-on experience working in MS Excel and statistical software. In order to qualify, a bachelor’s degree in business administration with subjects like statistics, accounting, or finance is needed.

 

Investment Analyst Intern Resume example

Investment Analyst Intern Resume

Objective : As a technologically skilled Investment Analyst Intern professional with experience in corporate finance and data analytics, have a proven ability to provide value to large and small organizations in the areas of qualitative research and quantitative analysis.

Skills : Microsoft Office, Risk Management, Financial Analysis, Databases, Machine Learning, Asset Management, Shiny, Python, SQL, Portfolio Optimization.

Description :

    1. Analyzed individual companies listed on global markets can be an arduous task, especially if the information is limited or in a different language.
    2. Helped define and describe language processing systems aimed to help analysts identify important information in company prospectus documents.
    3. Researched managers in a variety of asset classes, concentrating on hedge funds and private equity, to help develop a unique portfolio of managers for each of Landmark's high-net-worth families.
    4. Provided logistics support for regularly scheduled managers and annual investor meetings.
    5. Compiled and updated managers' track records for assessment at annual investor meetings, using most recent quarterly reports and previous year's performance data.
    6. Coordinated Annual Compliance file audits for over fifty clients and fund managers.
    7. Underwrote and evaluated investments based on risk and return fundamentals.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BA in International Business Administration (Finance)


Investment Analyst Intern Resume

Objective : Investment Analyst Intern with over 2 years' experience working in both the public and private sectors. Diplomatic, personable, and adept at managing sensitive situations. Highly organized, self-motivated, and proficient with computers.

Skills : Financial Accounting, Financial Modeling, Corporate Accounting.

Description :

    1. Utilized Microsoft Excel and PowerPoint to create marketing materials, specifically company profiles, pitch books, management presentations, and confidential information presentations to specific clients.
    2. Prepared leveraged comparable, financial analyses, market updates, and research for departments in various industries.
    3. Presented stock pick project to the department head and directors, answered questions after the presentation.
    4. Conducted quantitative analysis of financial data to forecast revenue, identify future trends and assess risk associated with capital expenditures, acquisitions, and joint-venture projects for large real estate firms.
    5. Projected cash flows for the Longfor Properties and completed the valuation using DCF analysis.
    6. Conducted risk management, property valuation, cap rate calculation, redacting executive summaries & legal documents.
    7. Reported stocks technical analysis to clients and delivered investment portfolio solutions, and fundamental analysis.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS in Finance


Investment Analyst Intern Resume

Objective : Result-oriented professional having working experience in the field of Finance/ Business Development/ Investment Banking/ Risk Management & Compliance with sound knowledge of quantitative/statistical research techniques Strong sales and operational qualification with the experience in the field of Corporate Finance/ Financial Services with add on knowledge of Project Management and Marketing Adept at working independently or as part of a team to deliver results, Strong work ethic; able to effectively multi-task and complete projects on-time.

Skills : Data Analysis, Finance, Forecasting, R Programming.

Description :

    1. Assisted with deal structuring and the evaluation of term sheets.
    2. Prepared discounted cash flow analyses, competitive market analyses, and development model analyses for current and pipeline opportunities.
    3. Assisted in the preparation of pitch decks for pipeline opportunities and follow-on investments in current portfolio companies.
    4. Supported senior analysts and portfolio managers with a combination of organizational, analytical, and research responsibilities.
    5. Created quarterly earnings reports and gather valuation models used in evaluating companies and industries.
    6. Kept abreast of company/industry news flow and market conditions.
    7. Utilized related Investment Software.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS In Analyst

Investment Analyst Intern Resume

Objective : A hardworking and enthusiastic educator with 4 years of experience in instruction. Able to learn new tasks quickly and proficient in implementing and relaying key organizational metrics. Always ready to represent the establishment with a friendly, professional demeanor at all times.

Skills : Communication, Time Management, Organization, Cash Handling, Inventory Management.

Description :

    1. Delivered weekly market update and investment research reports, analyzing Equity market investment opportunities.
    2. Attended 2 days of intensive stock.
    3. Provided recommendations to the investment department on foreign exchange investment business by operating OANDA.
    4. Assisted portfolio managers to select investment targets, mainly focused on equity investments. 
    5. Recommended a target company with 80% annualized.
    6. Conducted extensive research and analysis on markets and companies, and assist the fund manager in enhancing and diversifying the portfolios accordingly.
    7. Evaluated the investment value of companies by clustering methods.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA in International Business Administration

Investment Analyst Intern Resume

Objective : Seeking to obtain an Investment Analyst Intern position in which one can accompany guests with questions, scheduling, and documentation in a knowledgeable and professional matter of the company's expectations, resulting in a great helpful experience of which will be recommended by others.

Skills : Project Management, Data Analysis, Quality Improvement, Microsoft Office, Program Evaluation.

Description :

    1. Verified and validated prior records stored on the team's database used for annual reconstitution indexing.
    2. Strengthened vendor relationships by improving vendor information management process through streamlined and systematic documentation.
    3. Managed the central office expenses distribution for all local offices by finalizing income statements for the past three years.
    4. Increased fiscal year budget precision by studying and researching past data and trends.
    5. Presented income statement performance details to managers and assisted them in making more.
    6. Conducted quantitative risk analysis and due diligence on prospective hedge funds including event-driven funds.
    7. Contacted investment managers to inquire about information about their funds for clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Finance and Accounting

Investment Analyst Intern Resume

Objective : Self-motivated professional with 4+ years of experience helping customers navigate websites and resolving product and service issues. Seeking to obtain a position that will utilize customer service, staffing, and managerial skill sets in a way that contributes to the overall growth and development of the company.

Skills : Organizational, Time Management, Team Player, Customer Service, Detail Oriented.

Description :

    1. Implemented system and control enhancements to improve accuracy and efficiency.
    2. Identified and reduced risks through financial statement analysis and process testing.
    3. Conducted economic research used to create a presentation that resulted in a county bond rating increase to AAA.
    4. Monitored and analyzed financial, statistical, and operational data trends.
    5. Developed financial models for diverse projects and analysis.
    6. Performed variance analysis versus forecasted budget.
    7. Participated in meetings and conference call with hedge fund and private equity managers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Mathematics

Investment Analyst Intern Resume

Objective : Motivated, personable business professional with the ability to quickly solve complex situations while maintaining a positive attitude. Work well with individuals of diversified backgrounds. Excellent interpersonal and organizational skills with attention to detail. Extensive experience in fast-paced professional environments.

Skills : Great Communication, Customer Service Leadership, and Management, Knowledge Of Computers, Strong Organization.

Description :

    1. Gathered Requirements from Managers, Technical Team, and Business Users; experience with V-Lookups, Pivot Tables, using Microsoft Excel.
    2. Analyzed and Reviewed database sales and transactions to ensure proper numbers through auditing and transformation into a new SPRING database.
    3. Created weekly revenue reporting and insights while developing dashboards with key performance indicators and tools to drive incremental revenue.
    4. Communicated through financial presentations of data findings of financial reports, cost analysis, and revenue.
    5. Learned about audit reporting as well as analyzing invoices and management.
    6. Created recommendations with the Finance team to improve operations through business meetings and the use of Microsoft PowerPoint.
    7. Prepared a large number of ad hoc and standardized reports, and participated in the research, design, and creation of new reports as needed.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Finance and Accounting

Investment Analyst Intern Resume

Objective : A creative, critical, and curious young professional with the ability to energize individuals and organizations to be the best they can possibly be. Looking for the position which allows innovative exciting and authentic ideas to help organizations excel and prosper.

Skills : Time Management, Computer, Inventory Management, Negotiating.

Description :

    1. Collaborated with team members in the analysis of Theoretical vs. Actual productivity, which ensured recognition for valued employees.
    2. Assisted with workforce optimization, saving over $120,000 in payroll costs benefitting the company.
    3. Led efforts to maintain current contracts and Certificates of Insurance for all resorts, which totaled over 200vendors.
    4. Served as a Finance Lead involved in monthly, quarterly, and annual food & beverage inventory counts. 
    5. Introduced a new Purchase Order process to all resorts.
    6. Worked closely with executives in presenting the "Audit Report Card" to ensure all managers are compliant with internal policies and procedures as noted in our hotel finance policies.
    7. Led monthly finance meetings, which included over 10 analysts. Tasks involved creating the meeting's action plan presented to the DOF and VP as well as collaboration to improve and share best practices.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA in International Business Administration

Investment Analyst Intern Resume

Objective : Likable and dedicated Investment Analyst Intern with over 4 years of experience in a fast-paced company. Eager to offer superb analytical and computer skills to help the company grow its client base.

Skills : Analyst, Communication, Multitasking.

Description :

    1. Conducted extensive research and analysis of data-driven trends within the retail and consumer goods industries.
    2. Researched and evaluated the financial data of firms.
    3. Provided the analysis for ROI, and pricing calculations, as well as other comparable metrics used in client advisory.
    4. Led data and information-driven research into cutting-edge topics within the retail and consumer goods industries.
    5. Provided research and analysis to enhance client advisory.
    6. Prepared advisory presentations for industry leaders and assisted in the advisory of major product initiatives.
    7. Assisted the investment team with a valuation of holdings, using multiples and valuation.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Mathematics

Investment Analyst Intern Resume

Objective : A results-oriented Investment Analyst Intern with solid experience in the development and implementation of policies and procedures to ensure sound fiscal management. A manager with an entrepreneurial spirit who takes an ownership approach in making business decisions that result in cutting costs while increasing productivity.

Skills : Inventory Management, Cash Handling, MS Office, Detail Oriented.

Description :

    1. Created a due-diligence report analyzing a hedge fund specializing in energy and weather derivatives.
    2. Conducted a high degree of due diligence providing information from multiple services.
    3. Performed market research on Education and Training.
    4. Collected various financial data and market news from daily stock market trends and clients' responses.
    5. Collaborated with senior managers to conduct.
    6. Assisted in investment analysis for Buck's client investments.
    7. Updated trustee reports and accounts for multiple clients on an as-needed basis.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in International Business Administration