Investment Operations Associate Resume Example & Writing Guide
Use this Investment Operations Associate resume example and guide to improve your career and write a powerful resume that will separate you from the competition.
Investment operations professionals are responsible for managing the day-to-day operations of an investment firm’s portfolio. They’re also tasked with monitoring market trends and regulatory changes to ensure compliance with industry regulations.
If you’re interested in a career that allows you to be hands-on with investments while working with some of the biggest names in the industry, an investment operations role might be the perfect fit for you. Here are some tips plus an example resume to help you write a compelling investment operations resume that will land interviews in no time.
How to Write an Investment Operations Associate Resume
Here’s how to write an resume of your own.
Write Compelling Bullet Points
The best way to make your resume stand out is to use specific examples and numbers. So rather than saying you “managed accounts,” you could say that you “managed accounts for top-tier investment firm, resulting in a 15% increase in revenue over 18 months.”
The second bullet point is much stronger because it provides specific details about what you did and the results of your work. And it also provides a specific number to demonstrate the level of success you achieved.
Identify and Include Relevant Keywords
When you apply for an investment operations associate role, your resume is likely to be scanned by an applicant tracking system (ATS) for certain keywords. ATS programs rank resumes against other applicants by looking for certain keywords that are commonly used in investment operations job postings. If your resume doesn’t include enough of the right keywords, your application might not make it past the initial screening process.
To increase your chances of getting an investment operations associate role, focus on including relevant keywords throughout all sections of your resume. Here are some of the most common investment operations keywords:
- Investments
- Asset Management
- Equities
- Investment Banking
- Bloomberg
- Trading
- Finance
- Investment Management
- Finance
- Trading Operations
- Investment Strategies
- Fixed Income
- Capital Markets
- Derivatives
- Hedge Funds
- Economics
- Portfolio Management
- Risk Management
- Financial Modeling
- Analytical Skills
- Securities
- Corporate Finance
- Financial Markets
- Due Diligence
- Securities Regulation
- Alternative Investments
- Valuation
- Mergers & Acquisitions (M&A)
- Analytical Skills
- Project Finance
Showcase Your Technical Skills
As an investment operations associate, you will need to be proficient in the use of various software programs and systems. This might include investment management software, portfolio management software, and trade order management systems. You will also need to be able to use Excel to track data and create reports.
Additionally, it is important to be able to effectively communicate with other members of the investment team, so being proficient in email and video conferencing software is also a plus.