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Investment Analyst Resume Samples
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0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
6-10 years of experience
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.
0-5 years of experience
- 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.
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
Evaluated client portfolios, using Bloomberg and Market Map software, provided independent opinion on quality client’s existing portfolio
- Built financial models in Excel in order to assess daily, weekly, monthly, YTD, performance of the portfolios
- Assessed client’s risk tolerance, investment preferences and return expectations during joint meetings with Relationship Managers and clients
- Monitored market returns and provided regular and timely feedback and advice to clients
- Ensured compliance with all regulations and controls as set by the Organization and external regulatory authorities
- Identified with various stakeholders any significant investments-related business opportunities
0-5 years of experience
Managed $130M portfolio comprised of fixed income securities and money market funds.
- Analyzed and updated cash flow model to identify funds for investment and meet outgoing cash needs.
- Prepared RFP for banking services, reviewed proposals and submitted recommendation.
- Monitored bank collateral held in the county’s name at the Federal Reserve of New York and compared to average public deposits.
- Created management reports including quarterly investment report and debt capacity.
- Produced budget reports for future debt obligations and interest income.
0-5 years of experience
Performed daily index accuracy checks, notify portfolio management team of corporate actions, and calculate and disseminate daily performance reports for $1+ billion ETF issuer.
- Researched corporate filings, news and other information relating to merger and acquisition deals for [company name]’s merger
- Evaluated stocks based on market capitalization and industry sector for potential inclusion in indexes underlying ETFs in connection with quarterly index rebalances.
- Prepared matrix of competitor ETFs and mutual funds to [company name] funds across multiple asset classes using criteria such as returns, volatility and Sharpe Ratio.
- Updated information on financial advisors and RIAs in firm’s CRM system to help develop more sales leads.
Investment Analyst Duties and Responsibilities
The type of company an Investment Analyst works for will greatly determine his or her duties and responsibilities. Large companies may require Investment Analysts to focus on the research and guidance aspects of the job, whereas smaller firms may expect analysts to perform additional duties. There are, however, several common primary duties nearly all Investment Analysts can expect to perform. A review of current job listings identified the following core responsibilities.
Conduct Research and Analysis The core responsibility of an Investment Analyst is to conduct research and analyze data. They may assess the performance of stocks and bonds, analyze profit and loss sheets and companies’ accounts, and make informed recommendations to their manager or team leader regarding financial directions. While they are not responsible for making the ultimate decision in investments they do conduct the research and provide the data that aids in the decision-making process.
Create Reports Writing financial research summaries and compiling data into comprehensive reports are part of the Investment Analyst’s job requirements. The reports often include a recommendation section that offers advice on which actions should be taken and which actions are to be avoided. Analyst.
Consult with Colleagues Investment Analysts typically spend part of their day consulting with stockbrokers, stock market traders, fund managers and other business contacts to aid in their analyses. Keeping tabs on the financial markets’ constantly changing patterns and trends requires Investment Analysts to be in close contact with these people on a day-to-day basis. They may speak directly with them, or may review reports and data they have compiled. Creating good relationships and partnerships are important to an analyst’s success. Investment Analysts may also be required to throw together quick presentations to make their data easy to see and understand.
Investment Analyst Skills
Successful Investment Analysts are ambitious, committed individuals who are not opposed to working long hours and weekends in a fast-paced environment. They must be very self-motivated and have an aptitude for mathematics. Their communication skills must be impeccable and they must possess great interpersonal skills as well. In addition to these traits, employers look for candidates with the following skills. Core skills: Based on job listings we looked at, employers want Investment Analysts with these core skills. If you want to work as an Investment Analyst, focus on the following.
- Understanding financial markets and trends
- Analyzing and interpreting financial data from many sources
- Researching current and historical financial market data
- Proficiency with Microsoft Office software, especially Excel
Advanced skills: While most employers did not require the following skills, multiple job listings included them as preferred. Broaden your career options by including these skills to your knowledge base.
- Prior experience in financial and trend analysis
- Background or degree in Economics, Finance or Business
- CFA background or certification
- Knowledge of generally accepted accounting principles (GAAP)
Investment Analyst Resources
There are some helpful and informational resources available on the Web for those interested in becoming an Investment Analyst. We scoured the internet and found these links full of learning opportunities and the latest industry news. On the Web
Zacks Analyst Blog – Zacks, a popular investment research company, maintains a blog about all the latest news in the finance industry. Ms. Cheat Sheet – This site is run by Kathryn Cicoletti who has over 10 years’ experience in the investment management industry. Her blog is entertaining while still providing useful industry news and tips. Twitter
@IBDinvestors – This feed is maintained by Investor’s Business Daily and provides stock market news and analysis as well as education for investors. @SNLFinancial – Follow this global powerhouse company for timely financial news and analytics. Industry Groups
Certified International Investment Analyst – The ACIIA was established in 2000 and represents over 100,000 analysts, investment advisers, and portfolio managers worldwide. They offer educational programs, conferences and other resources to their members.
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
