Investment Analyst Resume Samples

It is the job duty of an Investment Analyst to ensure that all the facts are in order when major investment decisions are made. The job description and duties commonly included on the Investment Analyst Resume include – collecting information, performing research and analyzing assets such as stocks, bonds, and currencies; collecting and interpreting data; assessing economic and market trends; comparing previous investment decisions with current ones, liaising with fund managers, monitoring financial press closely, and developing complex financial models.

A keen sense of economics, statistics, mathematical patterns, and correlations are the most crucial tool for this post. The ability to identify trends and use niche expertise to detect ways to capitalize them at an early stage is also a valuable asset. A Bachelor’s degree in finance or business is the most common qualification. Employers also require a few years of practical experience.

 

Investment Analyst Resume example

Investment Analyst Resume

Objective : A dedicated and results-oriented professional offering experience in self-directed positions requiring effective business and customer support, analysis and research, project coordination/management, and logistical support. Versatile multi-tasker, calm under pressure, pro-active and creative problem solver, with excellent attention to detail. Advanced computing and technical skills and an adaptable team player across varied environments, including the government and private sector.

Skills : Microsoft Excel, Word, PowerPoint, Factset, Bloomberg, MPI, VBA, Written Communication.

Description :

    1. Conducted site visits of potential investees to develop client relationships by assessing the applicant's proposal and business model.
    2. Wrote detailed investment reports compiling data around the applicant's business plans and strategies, financial forecasts, historical financials, and conventional banking limitations.
    3. Made recommendations to grant organizational business support where potential is recognized but where the organization may not be considered investment-ready.
    4. Developed assessment tools, including a bespoke criteria checklist and standard decline letter.
    5. Assisted analysts in determining an applicant's eligibility for the fund and to build consistency of delivery and best practices.
    6. Made recommendations for process change, including time/date stamping of applications, development of policy around recurring issues.
    7. Recommended the implementation of compliance practices to prepare for future audits, specifically, improvements in documentation and archiving.
    8. Provided day-to-day crisis management and problem-solving, including suggestions around the effective management of client expectations and relationship building.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS


Investment Analyst-Trader Resume

Objective : Over 2 years of investment research experience with the adaptability to successfully traverse a diverse range of fields including buy- and sell-side equity research, investment manager due to diligence, and consulting. Proven ability to perform financial modeling and analysis to produce time sensitive investment research reports.

Skills : MS Office, Inventory Management, Supervision, Banking Reconciliation, Safety, and Quality Control.

Description :

    1. Provided investment managers with performance analysis and security research.
    2. Developed detailed reports covering portfolio returns, risk statistics, and asset allocation for internal and external clients.
    3. Addressed monthly requests from executive management for high-level analysis of assets under management, trade auditing, and vendor management.
    4. Managed client accounts executing trades, identifying appropriate asset allocation, leading routine meetings, all while providing a world-class client experience.
    5. Researched the impact of corporate actions and voted in accordance with their proxy voting mandate.
    6. Determined optimal asset allocation and fund selection and implemented across client portfolios totaling over $500MM in assets under management.
    7. Constructed investment proposals and cash flow forecasts for high net worth clients and prospects with investable assets up to $30MM.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BA


Funda,ental Investment Analyst Resume

Objective : Experience in underwriting development, acquisition, and disposition activities for commercial real estate as well as credit analysis based on financial statement analysis.

Skills : Financial Modeling, Credit Analysis, ARGUS, Bloomberg, Morningstar, Reuters, Microsoft Excel, Microsoft Word, DNB, EVestment.

Description :

    1. Develop default rate assumptions, capital structure trends, and long term views on economic policies and how they affect interest rates.
    2. Conduct due diligence on managers for inclusion into a client's portfolio which includes meetings both on-site and in-house with portfolio managers and analysts.
    3. Create comprehensive investment reviews for clients detailing investment performance and attribution as well as domestic and global economic overviews and outlooks.
    4. Involve in the construction of the firm's first fund of funds.
    5. Research, performance attribution, and quantitative analysis for determining fit within the fund when combined with long term macroeconomic views.
    6. Conduct asset/liability modeling for the clients in an effort to ensure proper capital is on hand at the time of nuclear decommissioning.
    7. Provide 401(k) plan consultation to small and mid-sized companies, conduct portfolio analysis, and diversification.
    8. Provide group enrollments and individual investment education to 401(k) plan participants.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS

Office Investment Analyst Resume

Summary : Proven background in the Financial Services Industry for over 9 years. Proven leader with solid verbal and written communication skills. Experience in delegating authority through training and supervising. Strong analytical, research and critical thinking skills. Strong team player who works well independently as well as in a team environment.

Skills : Microsoft Office, Credit Analysis, Fund Management, CRM.

Description :

    1. Utilize comparable company and venture capital valuation techniques to accurately derive fair pre-money and post- money valuation for potential investments.
    2. Represent the fund at investor summits, start-up competitions, and trade shows to facilitate the sourcing of deal flow, efforts resulted in seven new deal sources.
    3. Perform monthly and quarterly reporting of financial statements and key performance indicators of 20 active portfolio investments.
    4. Originate direct equity and mezzanine finance transactions that total efforts expanded portfolio investments into the Software, Manufacturing, and Healthcare sectors.
    5. Mentor MBA summer interns on projects related to the venture capital investment cycle and due diligence process.
    6. Conduct asset/liability modeling for the clients in an effort to ensure proper capital is on hand at the time of nuclear decommissioning.
    7. Provide 401(k) plan consultation to small and mid-sized companies, conduct portfolio analysis, and diversification.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certificate

Jr. Investment Analyst Resume

Objective : Results-driven, energetic college graduate interested in leveraging analytical and problem-solving skills to provide value-added innovative thinking processes tailored directly to a firm's goals and objectives.

Skills : CFA, Inventory Management, Supervision, Banking Reconciliation, Safety, and Quality Control.

Description :

    1. Performed financial and investment analysis on the $40 million portfolios of a Registered Investment Advisor by leading the daily portfolio management and trading of 36 client accounts.
    2. Pioneered unique investment ideas and trading strategies that helped individually.
    3. Managed client portfolios outperform their Balanced Fund benchmark by more than 150 bps over five quarters.
    4. Developed weekly screens primarily for domestic mid- and large-cap stocks.
    5. Conducted in-house research and reviewed broker sell-side research when examining ideas.
    6. Selected and assembled a group of mutual funds for certain client portfolios.
    7. Identified, selected, and monitored several managers of closed-end mutual funds as part of strategic asset allocation for certain client portfolios.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA

Sr. Investment Analyst Resume

Objective : Finance graduate with previous experience in investment banking and equity research. Demonstrate strong fundamental analysis, financial forecasting and investment research skills. Knowledge of M&A, private equity and venture capital.

Skills : Microsoft Office, Vendor Negotiating, Accounts Payable, Payroll, Inventory Management, Supervision.

Description :

    1. Established and maintained client relationships as a contact for the Reporting Department.
    2. Worked directly with Relationship Managers on client deliverables and special projects and ensured a superior level of client services.
    3. Maintained a working knowledge of assigned client portfolios and the investments within.
    4. Used a working knowledge of accounting principles to extract and analyze data from financial statements to satisfy client concerns.
    5. Communicated with representatives of investment partnerships to ensure the timely receipt of cash flow and financial information daily.
    6. Prepared quarterly and annual reports for clients and asset management vehicles.
    7. Monitored and tracked cash flow activity for limited partnerships.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Junior
Education
Education
BS

Treaury Investment Analyst Resume

Objective : Financial Planning and Analysis Professional with a strong record of experience identifying and facilitating impactful enhancements to business operations, profitability and risk mitigation initiatives. Effectively provide senior leadership with financial insight and strategic support to establish goals and measure the performance of the company's portfolio of businesses to ensure optimal decision making.

Skills : Financial Modeling, Financial Analysis, Project Management.

Description :

    1. Analyzed financial statements received by custodians of this investment consulting firm to ensure accuracy and reconcile variances.
    2. Assessed the company's plan, developed an effective investment strategy, monitored performance and made adjustments to positively impact outcomes.
    3. Presented financial commentary to board members.
    4. Monitored capital markets, highlighted significant movements in value and benchmarked returns with indexes.
    5. Performed equity, bond, and alternative portfolio manager searches.
    6. Monitored portfolio managers to ensure they maintained their investment strategies and analyzed their performance.
    7. Evaluated commercial real estate investments for IRR, risk, and performance.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MS

Assistant Investment Analyst Resume

Summary : A skilled and proficient Business Professional. Able to prioritize and successfully complete multiple, time-sensitive tasks in a fluid environment. Skills include successfully dealing with varied personalities and complex situations. Instill trust and confidence with colleagues, clients, and vendors.

Skills : Microsoft Office, Inventory Management, Credit Analysis, Reconciliation.

Description :

    1. Directly responsible for a real estate portfolio, including five separate accounts and two externally managed real estate investment trust (REIT) equity portfolios.
    2. Managed numerous advisor relationships regarding large fund flows, acquisitions, dispositions, reporting and contract compliance.
    3. Manage budgets and data flow for 50 directly-owned real estate assets.
    4. Daily interfaced with accounting and finance staff, both internal and external.
    5. Responded to auditor requests for data and asset information.
    6. Prepared and presented quarterly performance presentations to the Board of Trustees.
    7. Followed established contracts, policies and procedures for operations and reporting.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA

Investment Analyst-Developer Resume

Summary : Highly efficient Investment Analyst with the in-depth macro economy, finance and accounting knowledge, excellent portfolio management acumen, and strong analytical, technical, and interpersonal skills.

Skills : Microsoft Office, Financial Statement Analysis, Financial Modeling, ARGUS Valuation.

Description :

    1. Reconciled discrepancies between the accounting system, our custodian bank, and other decision support systems.
    2. Analyzed financials and performed cost/benefits analysis and market analysis to implement operational recommendations.
    3. Maintained accounting information for our internal audit and our external audit.
    4. Managed the investments of the children's $1.9 billion foundations.
    5. Loaded accurate month-end data to generate accounting reports.
    6. Coordinated and produced required accounting schedules, statements, and supporting documentation.
    7. Analyzed reports to ensure accuracy and that they matched the appropriate general ledger account.
    8. Wrote policies and procedures for the new Chief Investment Office and worked with Treasury, Accounting, and Legal departments to execute transactions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA

Associate Investment Analyst Resume

Headline : Seeking to utilize skills in investment manager research, technical analysis, financial analysis, and/or economic analysis in a position with your firm.

Skills : Technical Analysis, Investment Research, Economic Analysis, Performance Analysis, Technical Support, Microsoft Office, Morningstar Products, Zephyr Products, Investment Alliance, Manager Research.

Description :

    1. Interviewed and maintained working relationships with investment managers and marketing professionals to determine the suitability of investment products for clients.
    2. Created a detailed written analysis of the philosophy, process, and portfolio construction of investment managers.
    3. Used multiple financial software programs to perform investment manager searches and to conduct research into investment managers' performance and risk.
    4. Participated in investment committee meetings.
    5. Assisted lead consultants in the presentation of proprietary macro-economic outlook and performance report to clients.
    6. Performed client asset allocation analysis and asset allocation rebalancing analysis.
    7. Analyzed financial statements for performance calculation.
    8. Provided internal technical support for computer hardware and software.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BBA

Assistant Investment Analyst Resume

Headline : An experienced professional is now looking for a position as an Investment Analyst. Demonstrated ability to build efficient, reliable teams that work together to achieve goals and exceed expectations.

Skills : Financial Analysis, Vendor Negotiating, Accounts Payable, Payroll, Inventory Management, Supervision.

Description :

    1. Created market research reports through an analysis of economic and financial data.
    2. Provided market analysis and commentary to management in bi-weekly research meetings.
    3. Performed due diligence on Asset Managers and their investment strategies to ensure they are aligned with Irongate's allocation and risk objectives.
    4. Conducted trade execution, client reporting, and ad-hoc requests.
    5. Provided market insight and analysis used to assist management in the selection and allocation of investment strategies for client funds.
    6. Satisfied client inquiries, requests and reporting requirements.
    7. Assisted in the due diligence process to ensure Asset Managers met company investment and allocation guidelines.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Investment Analyst Resume

Summary : A seasoned professional with expertise in project management, stakeholder engagement, driving organizational change and business consultation. Proven ability to lead others, recognize opportunities for continuous improvement, and strategically transform goals into results. Experience leading the innovative design and successful integration of all executive and broad-based compensation programs during large-scale organizational change.

Skills : SAS, Matlab, MS Office, CRM.

Description :

    1. Provided consultation to clients on investment goals and objectives for a customer base of pension plans, endowments, foundations, and hospital cash reserve funds.
    2. Originally started with consulting, conducting qualified plan administration and consulting.
    3. Established written policy statements; developed and implemented client asset allocation strategies and conducted qualitative/quantitative mutual fund evaluation and selection.
    4. Conducted investment manager interviews and developed criteria for investment manager selection.
    5. Evaluated investment performance and presented a comprehensive analysis of investment results relative to fund return objectives and risk constraints.
    6. Conducted client meetings and prospective client proposals.
    7. Mentored, interviewed, and trained of new analysts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
CCP