You’re ready for your next analyst role, but have you invested enough time in crafting an impressive application that’s going to secure you an interview?
If the answer is no, then you’re in the right place.
If you need to perfect your CV, make the most of our expert advice and investment analyst CV example below.
Investment Analyst CV example
Use this CV example as a guide to formatting and structuring your Investment Analyst CV, so that busy recruiters can easily digest your information and determine your suitability for the role.
It also provides some insight into the key skills, experience and qualifications you need to highlight.
Investment Analyst CV format and structure
If you focus purely on the written content of your CV but ignore the style and layout, your efforts could end up wasted.
No matter how suitable you are for the role, no recruiter wants to spend time squinting and trying to navigate a badly designed and disorganised CV.
Instead, make sure to organise your content into a simple structure and spend some time formatting it for ease of reading – it will ensure every recruiter and hiring manager can read your CV with ease.
Tips for formatting your Investment Analyst CV
- Length: Whether you’ve got one year or three decades of experience, your CV should never be more than two sides of A4. Recruiters are busy people who’re often juggling numerous roles and tasks, so they don’t have time to read lengthy applications. If you’re a recent graduate or don’t have much industry experience, one side of A4 is fine.
- Readability: To help busy recruiters scan through your CV, make sure your section headings stand out – bold or coloured text works well. Additionally, try to use bullet points wherever you can, as they’re far easier to skim through than huge paragraphs. Lastly, don’t be afraid of white space on your CV – a little breathing space is great for readability.
- Design & format: When it comes to CV design, it’s best to keep things simple and sleek. While elaborate designs certainly command attention, it’s not always for the right reasons! Readability is key, so whatever you choose to do, make sure you prioritise readability above everything.
- Photos: Profile photos or aren’t a requirement for most industries, so you don’t need to add one in the UK – but if you do, just make sure it looks professional
Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of their eye-catching professional CV templates.
Divide your CV into the following major sections when writing it:
- Name and contact details – Head your CV with your name and contact details, to let the reader know who you are and how to contact you.
- CV profile – A brief paragraph which summarises your skills and experience and highlights why you’re a good match for the role.
- Core skills list – A snappy, bullet-pointed list of your most relevant skills.
- Work experience – A structured list of your work experience in reverse chronological order.
- Education – A summary of any relevant qualifications or professional training you’ve completed.
- Hobbies and interests – An optional section, which should only be used if your hobbies are relevant to the jobs you’re applying to.
Now you understand the basic layout of a CV, here’s what you should include in each section of yours.
Write your contact details in the top corner of your CV, so that they’re easy to find but don’t take up too much space.
You only need to list your basic details, such as:
- Mobile number
- Email address
- Location – Don’t list your full address. Your town or city, such as ‘Norwich’ or ‘Coventry’ is perfect.
- LinkedIn profile or portfolio URL – Remember to update these before listing them on an application.
Investment Analyst CV Profile
Recruiters read through countless applications every day.
If they don’t find what they’re looking for quickly, they’ll simply move onto the next one.
This short and snappy summary sits at the top of your CV, and should give a high-level overview of why you’re a good match for the job.
This way, you can ensure that busy recruiters see your suitability from the outset, and so, feel your CV is worth their time.
How to write a good CV profile:
- Make it short and sharp: The best CV profiles are short, sharp and highly relevant to the target role. For this reason, it’s best to write 3-4 lines of high-level information, as anything over might be missed.
- Tailor it: Before writing your CV, make sure to do some research. Figure out exactly what your desired employers are looking for and make sure that you are making those requirements prominent in your CV profile, and throughout.
- Don’t add an objective: Want to talk about your career goals and objectives? While the profile may seem like a good space to do so, they’re actually much better suited to your cover letter.
- Avoid generic phrases: If your CV is riddled with clichès like “Dynamic thought-leader”, hit that delete button. Phrases like these are like a broken record to recruiters, who read them countless times per day. Hard facts, skills, knowledge and results are sure to yield far better results.
Example CV profile for Investment Analyst
What to include in your Investment Analyst CV profile?
- Experience overview: Start with a brief summary of your relevant experience so far. How many years experience do you have? What type of companies have you worked for? What industries/sectors have you worked in? What are your specialisms?
- Targeted skills: Employers need to know what skills you can bring to their organisation, and ideally they want to see skills that match their job vacancy. So, research your target roles thoroughly and add the most important Investment Analyst skills to your profile.
- Important qualifications: Be sure to outline your relevant Investment Analyst qualifications, so that anyone reading the CV can instantly see you are qualified for the jobs you are applying to.
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Core skills section
To ensure that your most relevant skills catch the eye of readers, create a core skills section below your profile.
This section should be presented in 2-3 columns of bullet points highlighting your applicable skills. Before crafting this section, carefully examine the job description and create a list of any required skills, specialisms, or knowledge.
Use this list to include the necessary information in your section and present yourself as the ideal match for the position.
Important skills for your Investment Analyst CV
Financial Analysis – Analysing financial statements, assessing the financial health of companies, and evaluating investment opportunities.
Risk Assessment – Assessing the risk associated with various investment options and developing risk mitigation strategies.
Market Research – Conducting in-depth research on financial markets, industries, and economic trends to inform investment decisions.
Valuation Techniques – Using various valuation methods, such as discounted cash flow (DCF) analysis and comparative analysis, to determine the intrinsic value of assets or securities.
Portfolio Management – Managing investment portfolios, including asset allocation, diversification, and rebalancing to achieve desired returns within risk tolerance levels.
Quantitative Analysis – Utilising statistical and mathematical models to analyse financial data, identify trends, and make data-driven investment decisions.
Financial Modelling – Building and maintaining complex financial models to assess potential investment scenarios and outcomes.
Asset Allocation Strategies – Developing and implementing asset allocation strategies based on investment goals and risk tolerance.
Investment Software – Using investment analysis software, trading platforms, and financial modelling tools.
Regulatory Knowledge – Staying up-to-date with financial regulations, compliance requirements, and tax implications affecting investment decisions in the UK.
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Recruiters will be itching to know more about your relevant experience by now.
Kick-start this section with your most recent (or current) position, and work your way backwards through your history.
You can include voluntary and freelance work, too – as long as you’re honest about the nature of the work.
Structuring each job
Whilst writing your CV, it’s essential to look at it from the eyes of a recruiter.
If they’re met with giant blocks of text which are impossible to navigate, they might get frustrated and skip onto the next CV.
Instead, make use of the 3-step structure shown below, to give them a pleasant reading experience.
Begin with a summary of your role, detailing what the purpose of your job was, who you reported to and what size of team you were part of (or led).
Use bullet points to detail the key responsibilities of your role, highlighting hard skills, software and knowledge wherever you can.
Keep them short and sharp to make them easily digestible by readers.
Round up each role by listing 1-3 key achievements, accomplishments or results.
Wherever possible, quantify them using hard facts and figures, as this really helps to prove your value.
Sample job description for Investment Analyst CV
Conduct research and advise clients on investment opportunities for leading global investment banking firm, managing a portfolio of over 50 clients with a total transactional asset value of £800 million per annum.
- 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)
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At the bottom of your CV is your full education section. You can list your formal academic qualifications, such as:
- A levels
As well as any specific Investment Analyst qualifications that are essential to the jobs you are applying for. Note down the name of the qualification, the organisation at which you studied, and the date of completion.
Hobbies and interests
This section is entirely optional, so you’ll have to use your own judgement to figure out if it’s worth including.
If your hobbies and interests could make you appear more suitable for your dream job, then they are definitely worth adding.
Interests which are related to the industry, or hobbies like sports teams or volunteering, which display valuable transferable skills might be worth including.
An interview-winning CV for a Investment Analyst role, needs to be both visually pleasing and packed with targeted content.
Whilst it needs to detail your experience, accomplishments and relevant skills, it also needs to be as clear and easy to read as possible.
Remember to research the role and review the job ad before applying, so you’re able to match yourself up to the requirements.
If you follow these guidelines and keep motivated in your job search, you should land an interview in no time.
Best of luck with your next application!