You’re ready for your next position identifying important investment opportunities and offering top financial advice.
But have you invested enough time in crafting an impressive resume that’s going to win you the interview?
If the answer is no, then make the most of our writing guide and investment analyst resume example below.
Investment Analyst Resume Example
This Investment Analyst resume example gives you a good idea of how a good Investment Analyst resume should look and read.
The information is presented professionally and the content is well structured to ensure that time-strapped recruiters and hiring managers can find the important skills and knowledge quickly.
Refer to this example as you write your own resume.
Investment Analyst resume layout and formatting
The format and layout of your resume can make or break its success.
Sure, it’s great to pack your resume with lots of impressive skills and knowledge, but if the page is not structured clearly, hiring managers will struggle to find the important stuff!
Above all, your resume should be easy-to-read and professional looking.
Follow these formatting tips to get noticed.
Formatting your resume
- Length: To ensure that your resume gets proper attention from recruiters, it is best to keep it at 2 pages or less. Recruiters are often inundated with hundreds of resumes to review on a daily basis, so they want to read each one quickly as possible.
- Font & readability: Complex fonts are a readers’ worst nightmare and will leave recruiters struggling to understand your message. Use a clear simple lean font in a color that stands out against the page, and break your text up with bullet points to make the content easily digestible.
- Layout & Structure: A well-designed resume is not just visually pleasing, but it must also be functional. To achieve a functional design, use bold headings and borders to separate the content into clear sections.
- Photos: While a photo is not usually necessary on your resume in the United States, it may be beneficial to include one in regions and industries where it is customary.
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 partner’s Resume Builder and use one of their eye-catching resume templates.
Divide the page into these sections when you write your own resume.
- Name and contact details – Simply state who you are, and how to get in touch with you.
- Resume summary – An introductory paragraph at the very top of your resume which summarizes your skills, experience and suitability for your target jobs.
- Core skills section – A bullet-pointed list of your skills that relate most to your target jobs.
- Work experience – A list of your current and previous jobs, including all of your responsibilities and achievements.
- Education – A section that showcases all of your education and academic achievements.
- Additional info (optional) – Here you can add an extra section for things like hobbies and interests, or anything else that might be relevant to your target jobs.
Here’s what to include in each part of your resume.
Add your name and contact details to the header of your resume, so that anybody reading can easily see how to contact you.
- Name and profession title
- Cell phone number – or any number you are easily reachable on
- Location – Add your local area such as Washington or San Diego – not your full address as that will take up too much space.
- Email address – Use a professional looking address.
You can add a link to your LinkedIn profile if you have one – you do not need to include personal details like date of birth or religion.
Investment Analyst Resume Summary
Now it’s time to get into the real content of your resume, starting with the summary.
Your resume summary is a short paragraph at the top of the document, and its jobs is to catch the eye of hiring managers by summarizing all your skills and knowledge that are most important to the roles you are applying for.
How to create a resume summary that will excite recruiters:
- Keep it short: Attention spans are short in the job market, so keep your summary brief and high-level at around 4-7 lines – This is just enough to catch the eye of rushed hiring managers.
- Tailor to target jobs: Ensure your profile makes an impact by matching it closely to the requirements of the job description, copying as many key terms as possible.
- Avoid using cliches: Although you may believe that you’re a “team player who always gives 110%,” these kinds of cliches don’t communicate much about your skills and qualifications to potential employers. It’s more effective to stick to factual information in your resume.
Investment Analyst resume summary example
What to include in your Investment Analyst resume summary?
- Summary of your experience: Summarize the type of work you have done in the past and the benefits you have delivered for the organizations you worked at.
- Relevant skills: Scatter your most in-demand Investment Analyst skills through your summary to ensure they are noticed quickly by hiring managers.
- Qualifications: To make a strong impression on potential employers when applying for Investment Analyst jobs, be sure to mention any relevant qualifications in your summary.
Quick tip: Choose from hundreds of pre-written summaries across all industries, and add one to your resume with one-click in our partner’s Resume Builder. All written by recruitment experts and easily tailored to suit your unique skillset and style.
Core skills section
Sitting just underneath your resume summary, your core skills section gives recruiters 4-10 of your most in-demand skills in just a glance.
As Investment Analyst jobs may get hundreds of applications, this is a great way to stand out and quickly grab hiring managers’ attention.
It should be made up of 2-3 columns of bullet points and highlight attributes that are hyper-relevant to the jobs you are aiming for.
Best skills for your Investment Analyst resume
Financial data analysis – Analyzing financial statements and performance metrics, including balance sheets and income statements, to evaluate investment opportunities and make informed decisions.
Investment research – Conducting investment research, including market analysis and company research, to identify potential investment opportunities and risks.
Risk assessment – Assessing investment risks, including market and company risks, to develop and implement risk mitigation strategies.
Financial modeling – Utilizing knowledge of financial modeling techniques, including discounted cash flow and valuation modeling, to analyze investment opportunities and forecast financial outcomes.
Investment strategy development – Developing and implementing investment strategies, including asset allocation and portfolio management, to achieve investment goals and optimize returns.
Investment technology – Utilizing knowledge of investment software and platforms, including Bloomberg and Morningstar, to analyze investment opportunities and track portfolio performance.
Industry knowledge – Utilizing comprehensive knowledge of investment industry trends, regulations, and developments to stay up-to-date with changes and developments.
Project management – Managing investment-related projects, including due diligence and portfolio analysis, to ensure efficient and effective project completion.
Quick tip: Our partner’s 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.
So, you’ve grabbed the recruiters’ attention with your summary, now it’s time to show them what you’re really capable of in your work experience section.
List your previous jobs from current to oldest, showing off the impact you made at each organization.
If you have tons of experience, you should just list the most recent an relevant jobs – but if you have little or no experience, add it all and even consider putting in voluntary work.
Structuring your jobs
Your job description probably includes tons of information, so it’s vital to organize it well when writing about it on your resume.
Structure your jobs as like the example below to make skim-reading easy for recruiters and hiring managers.
To provide context to your jobs, begin each job with a concise summary of the organization, your role within it, and the main objectives of your position.
The bulk of the role description should be comprised of bullet points that explain all of your duties in the job.
Keep the sentences short and simple to make them easy for recruiters to digest.
Show employers the value you can bring to them by adding a few achievements to your jobs.
Whether you’ve saved the company money or improved an internal process, let recruiters know
Add some numbers to give readers a real scale of the impact, e.g. “reduced call wait time by 10%”
Example job for Investment Analyst resume
Conduct research and advise clients on investment opportunities for leading US financial services company, Canon Bank, managing a portfolio of over 80 clients with a total asset value of $450 million.
- Provide support for internal and external clients through a “service to sales” role covering the entirety of the investment platform and experience
- Maintain an in-depth understanding of how various areas of the organization work and the financial services industry to optimize business growth
- Contribute to the improvement of processes and workflow
- Create investment mandates for discretionary accounts
Quick tip: Create impressive job descriptions easily in our partner’s Resume Builder by adding pre-written job phrases for every industry and career stage.
Towards the bottom of your resume, add your education section.
Here you should list your professional qualifications and academic record, such as high school diplomas or college degrees.
If you have lots of work experience, you can keep this section brief (because recruiters will be more interested in your career. If you have little/no experience then you should bulk this section up with plenty of detail.
The additional info section is optional but can be useful if you have anything else to add that could benefit your application.
For example, you may have some hobbies and interests that are relevant to your job – or you might have awards or publications to shout about.
Writing your own winning Investment Analyst resume
A winning Investment Analyst resume should look great, read well, and sell your skillset to hiring managers.
If you follow the steps above, you should be able to bag yourself a top job in no time.
Good luck with your job search!