Investment Analyst

Investment Analyst Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applicant with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate.

At Zippia, we went through over 6,353 Investment Analyst resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

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Five Key Resume Tips For Landing An Investment Analyst Job:

Relevant Experience
Make sure that the jobs, experience, and accolades that you do include are relevant to the position you’re applying for.
The Right Skills
This is a great time to run wild with those keywords found in the job description. If they’re looking for someone with Portfolio Management, be sure to list it as a skill.
Quantifiable Achievements
Achievements and awards relevant to the position speak louder than a high GPA, especially if you can quantify your achievement with a number.
Your Unique Qualities
Recruiters and hiring managers are looking at hundreds of resumes. Let yours stand out, and try not to sound too boring.
Strong Content
If you’ve had a lot of jobs, this shouldn’t necessarily be a list of all of them. This is a document designed to market you to a potential employer, so choose the strongest content.

How To Write An Investment Analyst Resume

Contact Information
First things first — employers only spend about six seconds looking at resumes before they decide to keep them or throw them away, so you should definitely let them know whose it is.
Commute and relocation are things that employers take into consideration when sifting through candidates, so provide your current address in your resume header so that employers have an idea of where you are in relation to their office.
LinkedIn Profile
If you feel that a link to your social media profile could further your standing as a candidate, go ahead and include it. This doesn’t mean you should throw in a link to your hilarious Twitter profile, but instead provide your LinkedIn profile.
Professional Summary (Objective)
Career objective statements are one of the most overlooked pieces of otherwise stellar resumes. It’s not that every Investment Analyst CV out there needs one — it’s just that the ones that really do need them typically never think to include them.
The goal of this section is simple: to summarize the resume in a few short sentences. Through your resume summary you enable employers to quickly learn whether you are a good match for the job. Here are a few things to keep in mind when writing a professional summary:
Keep it short: it should be 4 sentences max
Highlight your most impressive skills or achievements

Not sure which skills are really important?

3 Big Tips For Listing Skills On Your Resume
Make sure to only include your hard skills on your resume. In addition, include the most in-demand investment analyst skills. Below we have listed the top skills for an investment analyst : The more keywords your resume can “match,” the more likely it is that your resume will be selected for review by human eyes.
Top Skills for an Investment Analyst
Here are a few key points of to keep in mind while writing your skills section:
Include between 6 to 12 skills
Make sure to only include hard skills
Highlight your most impressive skills or achievements
The work experience section of a resume is all about highlighting the achievements that an employer would want to see. Here are some examples from different Business Analysts

Example # 1

Private Equity Internship

  • Achieved top 20% Healthcare Fund (Micropal) ranking for entire management period.
  • Assessed newly proposed soft dollar arrangements and if suitable, registered on behalf of Equity Middle Office.
  • Helped manage Investment accounts & portfolio's totaling 300 Million in assets, including AUM.
  • Originated, structured and distributed loans and bonds for LBO financing, acquisition financing, and recapitalization.
  • Formulated complex credit risk grades for our existing customers and prospects in the not-for-profit/healthcare/government group.

Example # 2

Market Analyst

  • Created database systems for Florida retail market covering thousands of properties.
  • Provided competitive intelligence and analysis by using market demographics and primary internet research to aid in strategic marketing and sales decisions.
  • Executed Bath & Body Works email campaigns within cross functional team utilizing Cheetahmail application.
  • Analyzed consumer research and product design data incorporating SAS, JMP, SPSS and WinBUGS.
  • Manage and maintain IRI (BCA) and Nielsen (PCA) databases.

Example # 3

Junior IS Analyst

  • Co-Author monthly subscription based research publication recommending sector allocation for global equity sectors.
  • Advanced knowledge of wealth management software, streetscape, envestnet and Morningstar.
  • Perform Principle Lender Reviews using multiple sources including Google, Bloomberg, Morningstar, etc.
  • Delivered QA testing reports that determined product quality and release readiness.
  • Processed FX currency conversions, end of day settlements.

Example # 4

Equity Research Analyst

  • Covered market risk for equity trading desks in Tokyo and Hong Kong.
  • Author and publish research notes on the Specialty & SMID Pharma industry and broader healthcare sector.
  • Pitched numerous trade ideas, in cash credit, equities, CDS, and equity derivatives.
  • Establish company valuation, price targets and ratings based on DCF analysis.
  • Evaluated the systems required to process an Equity Derivative trade and proposed solutions to decrease inefficiencies.

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We compared 6,353 sample investment analyst resumes with job offers and found that the average years of experience required for an investment analyst job required by employers is 2.0 years.
How much work experience do employers want to see?
The average investment analyst job listing asks for 2.0 years of work experience.
How much work experience does the average investment analyst candidate have?
The average investment analyst resume contains 3.0 years of work experience.
Write your work experience section in a way that embraces your investment analyst skills. Sounds easier said than done? Take a look at how other people have done it. Below are real examples from investment analyst resumes that people have included in their work experience section to demonstrate their knowledge of key skills:
As an investment analyst, you may be curious how your education stacks up against other applicants. As long as you have a bachelor's degree, you're in the majority. Our research showed that most Investment Analysts have a 4-year degree as the highest education level.
Based on our analysis of investment analyst resumes, the most common major for investment analyst candidates is Finance, but other majors made their way in as well. Business, Economics and Accounting were relatively common.
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As shown above, the Education section can be very brief. However make sure to include the following:
The name of the school you attended
The year you attended
Your major
Your GPA
The level of education you attained

Investment Analyst Salary

Did your resume land you an interview? Be prepared to talk salary.

How To Answer "What Are Your Salary Requirements"

When you are ready to send your resume to employers, it's important to be aware of the current market conditions for Investment Analysts. Salary can vary based on factors such as location, company, and industry. Check out our detailed salary information for Investment Analysts to learn more.

Average Employee Salary
Min 10%
Median 50%
Max 90%