Investment Analyst resume example

As an Investment Analyst, your resume needs to crunch the numbers and showcase your analytical prowess to potential employers.

We’ve cooked up a cracking guide that’ll help you sharpen your resume and highlight your top-shelf skills.

Take a squiz at our Investment Analyst resume example that’s bound to make your job application shine.

 

 

 

Investment Analyst Resume Example

Investment Analyst resume 1

Investment Analyst resume 2

 

The example Investment Analyst resume above demonstrates the ideal format and content your resume should have.

Its professional and clean layout is designed for optimal readability by busy hiring managers.

Follow our comprehensive guide to write your own effective Investment Analyst resume.

 

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Investment Analyst resume structure & format

Resume layout and structure

 

Resume structure

Resume structure is essential when it comes to convincing companies to interview you.

These are the sections that recruiters expect to see in your resume:

  • Contact details: Your name and essential contact info.
  • Resume summary: A short paragraph providing recruiters with a brief summary on your suitability for the job.
  • Core skills: A bullet pointed list of your most in-demand Investment Analyst skills.
  • Work experience: Your current and previous jobs, listed from newest to oldest.
  • Education: Your relevant qualifications for Investment Analyst jobs.
  • Additional info: Any further details that could boost your applications, such as languages or hobbies and interests.

 

How to format your Investment Analyst resume

Resume format example

 

Your resume needs to look stylish and professional, whilst being super-easy for time-strapped recruiters to read.

Here’s how to format your resume to achieve both of those goals.

  • Resume length: Keep your resume short and sweet, ideally around 1 to 2 pages, as recruiters have loads to get through daily and not much time to read each one.
  • Font & colour scheme: Opt for a straightforward font that’s easy on the eyes, avoiding fancy ones that could be hard to read. Stick to a black-text-on-white background, but don’t hesitate to add a touch of colour to make your resume pop.
  • Page layout: Split your page into distinct sections using bold headings or borders, making it easy for readers to locate the information they need at a glance.
  • Break text up: Break up text with concise bullet points and brief paragraphs, ensuring busy recruiters can easily absorb the info.
  • Photos: Photos aren’t necessary in Australia, but if you want, you can include a small headshot at the top.

 

Quick tip: Achieving a professional look for your resume can be difficult and time-consuming. If you want to create an attractive resume quickly, try our Resume Builder and use one of our eye-catching professional resume templates.

 

 

Contact Details

Resume contact details

 

Employers need to know who you are, and how to contact you – so whilst your contact details section is fairly simple, it’s important to get it right.

Add these 4 essential details to the top of your resume, trying not to take up too much space:

  • Your name and a professional title: (e.g. Finance Assistant or Account Manager) tailor the title to match your target jobs.
  • Email address: Ensure that it look professional (e.g. Jade-gowers@gmail.com) and don’t use an old one with your school nickname in like; jazzyjade69@gmail.com
  • Phone number: Ideally your mobile so that you can be easily reached. Don’t forget to triple check the number is correct!
  • Location: Add the general location of where you are looking to work (e.g. Melbourne, Adelaide)

You can also add some of the following details optionally.

  • Webpage links: you can link out to a relevant social profile such as LinkedIn or even a portfolio. Make sure anything you link to is high-quality and kept up-to-date.
  • Photograph: Photographs aren’t normally required but employers in creative industries sometimes like to see them. If you decide to add, make sure that you look professional and don’t take up too much space on the page with it.

You do not need to add personal details such as your date of birth, full address, or gender. These details aren’t needed to make a hiring decision and will waste space on your resume.

 

Investment Analyst Resume Summary

Resume summary

 

Your resume summary is a short introductory paragraph at the top of the page, designed to give recruiters a high-level overview of your suitability.

If you want to hook recruiters attention and encourage them to read more of your resume, do the following:

  • Keep it short: Keep your resume summary succinct with 3 to 5 sentences. This allows hiring managers to grasp your key points rapidly, reserving more in-depth information for the work experience section.
  • Tailor to target jobs: For maximum impact, try to reflect as many matching skills from your target job adverts as you can. This will make recruiters more likely to pay attention.
  • Avoid using cliches: Steer clear of clichés such as “dynamic multitasker” or “goal-oriented individual” – they’re tired non-factual phrases that won’t make you stand out to employers.

 

Investment Analyst resume summary example

Results-driven Investment Analyst with over 5 years of experience in financial analysis, valuation, and M&A transactions for leading investment banks, Goldman Sachs and JPMorgan. Proven ability to create financial models and conduct extensive market research to provide strategic advice and financial solutions to clients. Strong communication skills and ability to build relationships with clients and team members.

 

What to include in your Investment Analyst resume summary

  • Summary of your experience: Summarise the range of positions you’ve held and the companies you’ve been associated with to offer employers a complete understanding of your professional experiences.
  • Relevant skills: Tell employers you have the right skills for Investment Analyst roles by detailing your most relevant skills for the job.
  • Qualifications: Add a brief mention of any qualifications that are relevant to Investment Analyst jobs, to show that you are qualified for the role.
  • Benefits of hiring you: Employers want to see the value you offer to their organisation, whether it’s through cost savings, enhanced productivity, or increased customer acquisition.

 

Quick tip: Choose from hundreds of pre-written summaries across all industries, and add one to your resume with one-click in our Resume Builder. All written by recruitment experts and easily tailored to suit your unique skillset and style.

 

Core skills section

Resume core skills

 

Make your resume more noticeable with a dedicated core skills section.

Use bullet points to highlight the skills most in demand for Investment Analyst positions, and keep descriptions brief, ideally under four words, for easy scanning by busy hiring managers.

 

Skills for your Investment Analyst resume

Financial Modelling – Constructing and maintaining detailed financial models to project a company’s financial performance and aid in investment decisions.

Equity Valuation – Assessing the value of companies by analysing financial statements, forecasting earnings and applying valuation techniques such as discounted cash flow or comparative company analysis.

Quantitative Analysis – Applying statistical and mathematical models to analyse financial markets and securities, and to predict investment outcomes.

Risk Management – Identifying, assessing, and mitigating financial risks associated with investment portfolios to minimise potential losses.

Portfolio Construction – Building and managing investment portfolios, aligning them with client objectives and risk tolerance while optimising asset allocation.

Fixed Income Analysis – Understanding the complexities of fixed income securities, including bonds and interest rate products, to make informed investment recommendations.

Mergers and Acquisitions – Evaluating potential M&A opportunities, conducting due diligence, and providing insights on deal structure and strategy.

Regulatory Compliance – Ensuring investment activities comply with the relevant laws and regulations governing the financial industry.

Technical Analysis – Utilising charts, patterns, and various indicators to forecast the direction of security prices and to inform trading strategies.

Economic Forecasting – Interpreting economic data and trends to predict market movements and to inform investment strategies.

 

Quick tip: Our Resume Builder contains thousands of in-demand skills for every profession that can be added to your resume in seconds – saving you time and greatly improving your chances of landing job interviews and getting hired.

 

resume builder

 

Work experience section

Your work experience section is your chance to show employers what value you can bring to them.

List your previous jobs in reverse chronological order, focusing on your last 3-5 years of experience.

 

Work experience order in resume

 

Structuring your jobs

Ensure that your employment history is easily understandable by structuring your roles in this way.

 

Role descriptions structure

 

Outline

Start with a 1 to 2 line outline of the job, including what the employer does, where you sit within the organisation, and the overall goal of the job.

 

Key responsibilities

Add 5-8 bullet points to show what your main responsibilities are, emphasising key skills, knowledge and tools used.

Keep each point concise and demonstrate how your work feeds into the wider running of the company.

 

Key achievements

Conclude each job description by detailing 1-3 major achievements that significantly benefited the employer, such as cost reductions or early project completions.

Aim to quantify these achievements with specific data to demonstrate their impact.

 

Example job for Investment Analyst resume

Outline

Conduct research and advise clients on investment opportunities for a leading global investment banking firm, managing a portfolio of over 50 clients with a total transactional asset value of AU$800 million per annum

Key Responsibilities

  • Maintain an in-depth understanding of how various areas of the organisation work and the financial services industry to optimise business growth
  • Assist senior bankers in the preparation of pitch books and marketing materials
  • Create investment mandates for discretionary accounts
  • Ensure adherence to client Investment Objective Settings (IOS)

 

Quick tip: Create impressive job descriptions easily in our Resume Builder by adding pre-written job phrases for every industry and career stage.

 

 

Education section

Resume education section

 

Your resume should feature an education section near the end.

This part should be a bullet-pointed list of your qualifications, with a focus on those that are significant for Investment Analyst roles.

Keep it brief if you are an experienced candidate. If you’re new to the field, use this section to elaborate on the skills and knowledge you’ve obtained through your educational pursuits.

This section can include:

  • University degrees
  • Industry specific qualifications for Investment Analyst jobs
  • Vocational education and training (VET) diplomas
  • Senior Secondary Certificate of Education (SSCE)

 

Additional information (optional)

Resume additional info

 

At the end of your resume, you can consider incorporating a section for additional information.

This part is suitable for hobbies, interests, awards, publications, or technical skills that could enhance your appeal to employers.

When adding content here, ensure it is either directly relevant to your profession or exceptionally impressive.

Avoid listing everyday activities like watching television or casual socialising, as they are unlikely to influence hiring decisions.

 

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Writing a good Investment Analyst resume isn’t easy, but by following the steps above carefully you should be able to craft a resume which gets responses from recruiters and lands plenty of interviews.

Remember to proofread your resume once it’s finished and always tailor it slightly on every application to ensure you always look highly suitable for the job.

Good luck with your job search!