Investment Analyst Resume Samples

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Investment Analysts research markets and investment opportunities and provide support to fund managers. Job activities commonly listed on Investment Analysts example resumes are analyzing financial information, gathering data about market developments, performing financial modeling and keeping the company up to date with financial news. Based on our collection of sample resumes, essential skills for this job are financial expertise, analytical thinking, strategic planning, teamwork, strong communication abilities, and computer competencies. Employers usually require qualifications in finance, accounting, business administration and management.

For more information on what it takes to be a Investment Analyst, check out our complete Investment Analyst Job Description.

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1

Investment Analyst

Full service broker-dealer with focus on traditional and off-the-run fixed income products

  • Published well received 80-page primer on the EETC sector and initiated coverage on U.S.
  • Lead analyst on high yield and distressed transportation; identified generic credit opportunities
  • Interacted with clients regularly and advised them how to understand and execute trade ideas
  • Modeled deals: Corporate credits, 56 EETC tranches, and 15 Aircraft-Engine ABS
  • Third non-founding member and established research effort; over $5.1B in trades at departure
Candidate Info
4
years in
workforce
3
years
at this job
BA
Economics
2

Investment Analyst

Evaluated loan proposals by assessing properties' business revenue models and compiling cash flow pro-formas

  • Developed loan terms and agreements based on identifiable risks and conceptualized mitigants.
  • Priced loans based on predicted returns and value added to the Prudential portfolio
  • Team originated and produced over $500 million in multifamily loans for year end 2012
  • Awarded "Best Case Presentation" for the Analyst Class of 2012 Training
  • Expanded PMCC's equity investment program by analyzing investment opportunities in client funds
  • Collaborated with senior management to determine 2014 revenue and production goals
Candidate Info
20
years in
workforce
3
years
at this job
BBA
Finance And Management
3

Investment Analyst

Supported Portfolio Manager and trading activities for firm with $275M in assets under management (AUM). Performed investment, industry, and company specific research and analysis to determine viability of new equity purchases within client accounts.

  • Performed valuation on companies ranging in size from $200M in annual revenues to Fortune 500 organizations; utilized CAPM to identify entry and exit points for equity positions.
  • Developed customized client reports for use in client presentations and proposed investment opportunities to Portfolio Manager.
  • Served as Subject Matter Expert for Advent Portfolio Software; accurately performed data entry, created ad-hoc reports, and reorganized comprehensive database.
  • Developed reporting functions that streamlined processes and improve efficiency.
  • Monitored and reported Mutual Fund trade data for Mutual Fund partner.
  • Assisted with Information Technology support; performed troubleshooting and resolved IT issues eliminating need for 3rd party vendors and reducing operational costs.
  • Recognized for high levels of accuracy and attention to detail.
Candidate Info
4
years in
workforce
2
years
at this job
BS
Finance
MA
Finance
MBA
Finance
4

Investment Analyst

Oversaw, collected and organized performance data for over 80 clients (Institutional & high net worth individuals)

  • Constructed performance literature for clients and investment consultants both periodically and by request.
  • Wrote quarterly commentaries for 60+ UMAs and their respective managed strategies for direct use by consultants and research
  • Created 100% custom fact sheets for new institutional clients and hypothetical portfolio models for new/prospective clients.
  • Collected quarterly bond information for all fixed income mutual funds under firm advisement (200+).
  • Assisted traditional research team with manager searches, fund review write-ups, and other ad hoc requests.
Candidate Info
3
years in
workforce
2
years
at this job
BS
Business Administration
June 2014)
College Preparatory
5

Investment Analyst

Oversaw and managed use of the organization's finances, including cash flow, asset and liability levels, credit and investment income.

  • Developed and managed complex excel based financial models. Used them to create and implement new modeling and forecasting strategies.
  • Created monthly performance reports for a fund with over 200 million in assets under management. Investment manager and custody bank reconciliations.
  • Reviewed budget and forecast variances on a monthly basis. Prepared presentations for the senior management and served as liaison for audit preparation tasks.
  • Created, tested and made recommendation of the implementation of a new financial scoring software.
Candidate Info
9
years in
workforce
6
years
at this job
BA
Economics
MA
Financial Economics
6

Investment Analyst

  • Managed investment platforms for variable insurance products with cash values of approximately $4B
  • Negotiated contracts and participation agreements ensuring competitive revenue agreements and product profitability.
  • Researched and identified investments that achieve above average returns. Conducted thorough assessment of Investment Managers and their holdings.
  • Developed models for monthly performance reporting, attribution analysis, projected portfolio performance, and monitored portfolios for compliance with investment guidelines.
  • Developed standardized Separate Account portfolio reports saving approximately $100,000/yr in reports purchased by third party vendors.
  • Managed relationships with external clients and partners enabling top tier product offerings.
  • Streamlined processing and consolidated Excel reports which increased productivity and eliminated errors, including a project which saved over 350 hours in processing time per year.
Candidate Info
10
years in
workforce
4
years
at this job
BS
Business Administration
MA
Finance / International Business
7

Investment Analyst

Conducted industry and company analysis to support investment decisions and raised $1 million for one of the portfolio companies together with two managers.

  • Developed investor tear-sheets and presentations, and company's press kit, outreach, and collateral materials
  • Assisted portfolio companies with special projects and business development
  • Assisted in developing BCV presence within investment community
  • Created infrastructure to manage BCV website and managed BCV Social Media platform
Candidate Info
4
years in
workforce
2
years
at this job
MS
Finance
8

Investment Analyst

Reviewed financial statements and monthly transaction detail related to investments in Private Equity, Alternative Investments, and Real Estate.

  • Analyzed and evaluated prospective investment offerings by private or governmental corporation's public purchase.
  • Analyzed and reported discrepancies to supervisor and assisted in the creation of any amendments to investments agreements as necessary.
  • Assisted in studies of current economic trends, their effect on prevailing interest rates, and the financial stability of companies involved.
  • Performed monthly reconciliations in over $45 billion made on behalf of the various NYC pension funds.
  • Developed spreadsheets for investment entries made as part of these reconciliations.
Candidate Info
4
years in
workforce
4
years
at this job
BS
Accounting
MPA
Forensic Accounting
9

Investment Analyst

Conducted investment research & market analysis for senior management to bring in over 70 million in AUM in 2014.

  • Modeled and updated optimal asset allocation portfolios based on mean-variance risk/return and long-term capital market assumptions.
  • Rebalanced portfolios back to target allocations and updated optimized allocations quarterly.
  • Monitored daily performance and attribution for investments within MullinTBG Advisors' fund-of-fund managed portfolios.
  • Provided institutional clients with qualitative and quantitative manager, market, and investment analysis across a broad range of assets classes (Fixed Income, Domestic/International Equities, Emerging Markets, and Sectors).
  • Responded to clients with written investment commentary and/or recommendations backed by market data.
  • Recommended appropriate benchmarks based on client guidelines, objectives, and risk tolerance. Modeled historical performance, correlation, and tracking error for index based funds.
Candidate Info
4
years in
workforce
2
years
at this job
BS
Finance, Economics, And Management
10

Investment Analyst

Equity research analyst concentrating on the Industrial, Technology, and Consumer sectors

  • Provided written investment recommendations to portfolio managers based on bottom-up fundamental analysis, financial statement analysis, and valuation analysis
  • Created and maintained detailed financial models
  • Contributed to daily monitoring of investment portfolio holdings and relevant peer groups for important company specific news or industry developments
  • Frequently attended investor conferences with goal of generating investment ideas
  • Responsible for calculating and updating monthly fund performance statistics; also responsible for fund's periodic performance attribution and risk analysis
Candidate Info
8
years in
workforce
4
years
at this job
BS
Economics

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