Investment analysts are the people who are well-versed in a financial professional with expertise concerning investment information. Their main purpose is to buy and sell securities. One thing that should be noted is that in this field, the roles of the investment analysts depend on what type of expertise they have chosen. The first type is the buy-side analyst. These analysts work with fund managers at financial advisory firms or at mutual fund brokers firms. Their main role is to help in identifying investment ventures as well as opportunities. 
The second type is the sell-side equity analyst, who is typically affiliated with investment banks. Their main role is to buy and sell, as well as hold recommendations and do specific research for the company. On the other hand, no matter what type, the responsibilities of investment analysts are typically the same. Their responsibilities usually include researching and collecting financial-related information, analyzing assets such as bonds, currencies, stocks, and commodities. Create your Investment Analyst Resume by clicking on ''Use this Resume'' button.

How to Effectively Write an Investment Analyst Resume?

When writing an investment analyst resume, make sure that the details included are related and necessary to the job position being applied for. If you do this, then you will be writing an efficient investment analyst resume. Here are other useful tips in writing a resume.
Write A Great Summary for Investment Analyst Resume
One of the most important parts of a resume is the summary, which is usually at the beginning. This is where you must impress your would-be employer to make them interested in further reading other details in your resume. Bear in mind that when writing an investment analyst resume, you have to make it concise and substantial. Include only your most relevant job experience and the key skill that makes you the right person for the job. Be more specific on the later part of your resume.
Showcase the Most Relevant Skills as Investment Analyst in your Resume
This is the part where you will go all out with your specific skill set. Showcase the most relevant skills that you can offer as an investment analyst. In this field, the necessary key skills that should be included in your resume is an analytical mind, keen interpretation of mathematical patterns as well as correlations, ability to make a correct judgment and to detect or forecast trends, and resourcefulness with niche expertise in order to find means to capitalize them. Skills that may be common yet necessary to the job position should also be included in your resume. An example of a common skill is a computer savvy.
Mention your Accomplishments rather than the Roles and Responsibilities that Match Investment Analyst Job Position
What you have achieved is more important to the employers and recruiters together with your skills and job experience. Thus, mention your accomplishments rather than facts that match the roles and responsibilities of an investment analyst. These are the details that should be given emphasis if you want your resume to catch the attention and interest of your would-be employer. 


Highly talented Investment Analyst with past years of working experience in investment sectors. Proficient at analyzing market data and drawing financial inferences. Ability to prepare financial reports and effectively communicate course of action to clients and colleagues. Cleared CFA level 1 and a certified Investment Management Analyst (CIMA) professional.

Professional Experience

Eagle's Bank
Nov, 2016 Jan, 2020
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.
DownTown Bank
Nov, 2013 Oct, 2016
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.


favourite quote

Sometimes later becomes never. Do it now.

~Lydia Sweatt

Key Skills

Strategic Planning
Data Analytics
Due Diligence
Financial modelling
Investment Sourcing
Acquisition Valuation




Master’s Degree in Finance
NY University
Jul 2011 - Aug 2013
Bachelor’s Degree in Finance
Columbia University
May 2008 - Jun 2011


Cfa institute
Chartered Financial Analyst
Corporate Finance Institute
Chartered Investment Management Analyst


  • Computers
  • Composing
  • Comics
  • Adventure Sports
  • Acting
  • Astronomy

Social Media

In 3 years

Over the next few years, I want to explore and develop skills in Investment Analysis. In 3 years, I want to have gained experience in leading projects for major clients. I will be looking for opportunities to expand my responsibilities within this role to work towards my goal.

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