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Funding analyst skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Sean Edmund Rogers Ph.D.,

Jonathan Everett

Below we've compiled a list of the most critical funding analyst skills. We ranked the top skills for funding analysts based on the percentage of resumes they appeared on. For example, 9.1% of funding analyst resumes contained financial statements as a skill. Continue reading to find out what skills a funding analyst needs to be successful in the workplace.

15 funding analyst skills for your resume and career

1. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how funding analysts use financial statements:

Prepared annual and semi-annual shareholder reports and financial statements as well as other regulatory reports on mutual fund data.
Participated in the development and examination of closed financial statements for reasonableness to validate all entries and reconciliations.

2. Portfolio Management

Here's how funding analysts use portfolio management:

Full service bank offering financial services including retail banking, residential and construction lending, and investment portfolio management.
Verified and enhanced fund distribution calculations to disseminate to portfolio management, client operations, and product development groups.

3. PowerPoint

Here's how funding analysts use powerpoint:

Developed executive PowerPoint presentations detailing investment performance.
Created PowerPoint marketing presentations for existing clients and new business prospects.

4. Strong Analytical

Here's how funding analysts use strong analytical:

Selected for a strong work ethic and strong analytical skills.
Demonstrated strong analytical and business problem solving skills; able to understand complex business system functionality and develop strategies.

5. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how funding analysts use risk management:

Analyzed current investment strategies, including risk management and performance attribution across instruments, regions and investment themes.
Utilized and leveraged variety of investigation and verification tools to maximize risk management.

6. Hedge Funds

A hedge fund is an investment partnership that has extensive liberty to invest aggressively and in a vast variety of financial products than most mutual funds. They are financial partnerships in which pooled funds are used and different strategies are employed to earn active returns for their investors.

Here's how funding analysts use hedge funds:

Performed quantitative analysis to prepare statistical performance profiles on active and prospective hedge fund managers.
Participated in strategy meetings, conducted research and wrote hedge fund strategy and macroeconomic commentary.

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7. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how funding analysts use due diligence:

Research coverage evolved from quarterly performance reviews to include comprehensive, full-boat investment due diligence reports.
Conduct investment due diligence through primary industry research, management interviews and industry consultants.

8. Treasury

Here's how funding analysts use treasury:

Reviewed Treasury department's operations procedures and updated for consistency and efficiency.
Manage and maintain Treasury Management System.

9. NAV

Here's how funding analysts use nav:

Recorded and calculated management fee, incentive fee crystallization quarterly/year end and the prevailing NAV is set to HWM.
Analyze daily general ledge report and balance sheet to determine Net Asset Value (NAV) of mutual funds.

10. Securities

Here's how funding analysts use securities:

Updated applicable assets and liability accounts and followed-up on past due dividends, interest receivables and unsettled securities transactions.
Conduct historical performance analysis of private securities held in the hedge fund with statistical and economical models.

11. Reconciliations

Here's how funding analysts use reconciliations:

Prepare reconciliations and Surplus Deficits Reports for the Medicare Market Division.
Performed reconciliations of all foreign exchange positions.

12. World-Class Customer Service

Here's how funding analysts use world-class customer service:

Provided world-class customer service through daily interaction with both internal and external customers, vendors and customers.

13. Financial Analysis

Here's how funding analysts use financial analysis:

Managed pricing controls project area for accounting, financial analysis and reporting.
Prepare financial analysis monthly to project the organizations financial position.

14. Mutual Funds

Here's how funding analysts use mutual funds:

Researched and balanced error issues between mutual funds and independent broker-dealers for omnibus accounts ranging into several billion dollars.
Networked the researched mutual funds in Morgan Stanley accounts and communicated the necessary procedure instructions to branch managers directly.

15. Financial Reports

Here's how funding analysts use financial reports:

Produced accurate quarterly, semi-annual and annual financial reports for reporting agencies and prepared financial materials for board meetings.
Produced and delivered financial reports to Statistic Canada in accordance with regulations and standards.

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What skills help Funding Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on funding analyst resumes?

Sean Edmund Rogers Ph.D.

Associate Professor, Spachman Professor of Human Resources and Labor Relations, University of Rhode Island

The same ones that have always stood out - a solid record of performance and achievement, strong job knowledge and skills, relevant experience, reliability and dependability, a commitment to professional development such as via industry certifications, and so on. If there was one thing to add given the ever-increasing competition for jobs, it is that job seekers who have verifiable and demonstrable abilities that suggest they can hit the ground running and quickly create value for an organization may have a leg up. This is more than someone just being a self-starter. I'm talking about having a specific expertise like data analytics and visualization skills using Tableau. Just as firms seek to create and sustain competitive advantage, job seekers should be looking for ways they can hone their skills and expand their value-add for employers.

What soft skills should all funding analysts possess?

Jonathan Everett

Assistant Professor of Practice, Virginia Tech

I would venture to guess that many successful real estate professionals would say real estate is a people's business. In the classroom, we often discuss how one of a real estate developer's biggest responsibilities is assembling the right team. Most real estate professions require immense communication amongst a multitude of parties. You have to understand the motivations of each party, how to communicate with each party, and how to choreograph several moving parts, so every action is pushing towards an aligned outcome. This requires the ability to listen, articulate, negotiate, and adapt.

What funding analyst skills would you recommend for someone trying to advance their career?

David M. Lang

Professor, California State University - Sacramento

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.

Do you want to know more?

List of funding analyst skills to add to your resume

The most important skills for a funding analyst resume and required skills for a funding analyst to have include:

Financial Statements
Portfolio Management
PowerPoint
Strong Analytical
Risk Management
Hedge Funds
Due Diligence
Treasury
NAV
Securities
Reconciliations
World-Class Customer Service
Financial Analysis
Mutual Funds
Financial Reports
External Auditors

Bloomberg
Federal Laws
Private Equity Funds
Investment Committee
Equities
VBA
Financial Data
Collateral Management
Assess Accuracy
Loan Applications
Financial Models
GAAP
Fund Performance
FX
Loan Packages
Corporate Actions

Derivative
Outbound Calls
Multi-Asset
Asset Value
Investment Strategies
Journal Entries
AUM
Expense Accruals
Inbound Calls
Wire Transfers
HUD-1
Morningstar
DCF
Generate Results
Client Accounts

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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