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.
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!