Investment Analyst Resume Example & Writing Guide

Use this Investment Analyst resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Investment analysts are responsible for researching potential new investments and providing recommendations to clients or senior management. They perform extensive research on companies, industries, and trends to identify opportunities that will deliver a return on investment.

If you’re interested in pursuing a career as an investment analyst, you’ll need a resume that highlights your skills and experience in order to stand out from other applicants. Here are some tips and an example to help you write a strong investment analyst resume that will get you noticed by hiring managers.

Mary Thompson
New York City, NY | (123) 456-7891 | [email protected]

Seasoned investment analyst with over eight years of experience in the industry. Proven ability to analyze financial data and identify opportunities for growth. Excels at developing investment proposals and presenting findings to senior management.

Baruch College, The City University of New York Jun '10
B.S. in Business Administration
Company A, Investment Analyst Jan '17 – Current
  • Analyzed and evaluated investment opportunities, including conducting detailed financial analysis of potential investments to determine the viability of each opportunity.
  • Developed a thorough understanding of portfolio companies’ business models, products/services, competition, growth strategies, etc., as well as market trends in order to make recommendations on capital deployment decisions.
  • Provided support for due diligence efforts related to new investments and assisted with ongoing monitoring of existing portfolio companies through periodic site visits and other means.
  • Assisted with preparation of investor presentations and marketing materials such as pitch books and slide decks that are used by management when raising capital from investors or selling company ownership stakes (commonly referred to as equity crowdfunding).
  • Participated in meetings with prospective portfolio company management teams during the early stages of deal evaluation process to provide advice regarding valuation multiples appropriate for specific industries and markets where applicable.
Company B, Investment Analyst Jan '12 – Dec '16
  • Analyzed and reported on the financial status of all company divisions, including budgeting, forecasting and reporting
  • Conducted research to identify opportunities for cost savings through process improvement initiatives (reduced costs by 10% annually)
  • Assessed risk associated with new business ventures and developed strategies to mitigate potential losses
  • Developed a comprehensive analysis plan that included developing an annual operating plan, identifying risks and creating action plans
  • Created monthly reports detailing divisional performance versus goals and objectives set in place at the beginning of each year
Company C, Investment Banking Analyst Jan '09 – Dec '11
  • Conducted in-depth analysis of potential investments and provided recommendations to senior management.
  • Built complex financial models to assess the feasibility of proposed investments.
  • Presented findings to clients and helped them make informed decisions about their investments.
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Certified Investment Management Analyst (CIMA)

Industry Knowledge: Financial Modeling and Analysis, Portfolio Management, Financial Reporting, Portfolio Valuation, Equity Valuation, Bonds, Fixed Income, Derivatives, Cash Flow Analysis
Technical Skills: Excel, Access, VBA, SQL, R, Matlab, Bloomberg, E*TRADE
Soft Skills: Communication, Teamwork, Analytical Thinking, Critical Thinking, Problem Solving, Leadership

How to Write an Investment Analyst Resume

Here’s how to write an investment analyst resume of your own.

Write Compelling Bullet Points

Bullet points are the most important part of your resume because they’re the first thing recruiters and hiring managers will see. And they’re the best way to showcase your experience and qualifications.

So it’s crucial that you use them to your advantage. And the best way to do that is by using specific, descriptive language. For example, rather than saying you “managed investments,” you could say you “managed $10M portfolio of real estate investments for large pension fund, resulting in 10% increase in value over two-year period.”

The second bullet point is much more specific and provides more detail about what you did and the results of your work. And that’s what will catch the attention of recruiters and help you stand out from other candidates.

Identify and Include Relevant Keywords

When you apply for an investment analyst role, your resume is likely to be scanned by an applicant tracking system (ATS) for certain keywords. This system looks for specific terms related to investment analysis, like “financial modeling” and “portfolio analysis” in order to determine whether your skills are a match for the job. If your resume doesn’t have enough of the right keywords, the ATS might discard your application before a human ever sees it.

That’s why it’s important to include relevant keywords throughout all sections of your resume. You can start by including them in the work experience, skills, summary, and education sections. Here are some of the most commonly used investment analyst keywords:

  • Investments
  • Financial Modeling
  • Investment Management
  • Valuation
  • Financial Analysis
  • Corporate Finance
  • Portfolio Management
  • Due Diligence
  • Finance
  • Economics
  • Risk Management
  • Financial Markets
  • Equities
  • Investment Strategies
  • Capital Markets
  • Investment Banking
  • Strategy
  • Asset Management
  • Financial Reporting
  • Microsoft Access
  • Analytical Skills
  • Analytical Skills
  • Investment Research
  • Banking
  • Corporate Finance Advisory
  • Investment Management Services
  • Investment Advisory
  • Real Estate
  • Business Strategy
  • Business Planning

Showcase Your Technical Skills

As an investment analyst, you rely on specific programs, systems, and data to make informed decisions about where to invest your clients’ money. That’s why it’s essential to list your technical skills prominently on your resume. By doing so, you’ll show that you’re a valuable candidate who is familiar with the essential tools and data used in your field.

Recruiters are looking for investment analysts who are proficient in specific programming languages, such as R and MATLAB, and who have experience with data mining and modeling. They also want to see that you have a solid understanding of big data concepts and platforms like Hadoop, Hive, and Spark.

So if you have experience with any of these programs or platforms, be sure to list them on your resume. And if you’re not familiar with them, now is the time to learn them!


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