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Investment analyst skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Stephen A. Matthews Ph.D.,
Fang Lin
Investment analyst example skills
Below we've compiled a list of the most critical investment analyst skills. We ranked the top skills for investment analysts based on the percentage of resumes they appeared on. For example, 7.2% of investment analyst resumes contained portfolio management as a skill. Continue reading to find out what skills an investment analyst needs to be successful in the workplace.

15 investment analyst skills for your resume and career

1. Portfolio Management

Here's how investment analysts use portfolio management:
  • Designed and implemented portfolio management systems to monitor exposures and risks across asset classes in collaboration with the software development team.
  • Charged with assisting a team of Client Executives in providing integrated investment advice and portfolio management services to large institutional clients.

2. 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 investment analysts use financial statements:
  • Analyzed financial statements and created detail analysis of different industry and financial performance trends and how they compared to future projections.
  • Analyzed operating partnership tax returns and the annual audited financial statements to determine the financial performance and stability of each property.

3. Strong Analytical

Here's how investment analysts use strong analytical:
  • Demanded strong analytical and communication skills.
  • Demonstrated strong analytical skill through evaluating financial statement of Client Company.

4. PowerPoint

Here's how investment analysts use powerpoint:
  • Developed executive PowerPoint presentations detailing investment performance.
  • Created PowerPoint marketing presentations for existing clients and new business prospects.

5. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how investment analysts use real estate:
  • Managed Canada and Midwest region real estate portfolio; conducted lease renewal evaluation, analysis and identified exceptions to company standards.
  • Modified business models, performed feasibility analysis and mortgage processing for real estate acquisitions, monitored real estate portfolio performance.

6. 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 investment analysts use risk management:
  • Monitor and recommend adjustment to portfolio construction including sector distribution, option strategies, risk management, and alpha generation.
  • Recommended to Senior Management on how to best manage or mitigate these exposures within company Risk Management Policy limits.

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7. Financial Analysis

Here's how investment analysts use financial analysis:
  • Provided equity and financial analysis of Asia (ex Japan) conglomerates and basic industries/construction companies to institutional and private clients.
  • Conducted in-depth financial analysis of plan assets to ensure compliance with investment policy guidelines, local ordinances and Florida statutes.

8. Portfolio Analysis

Here's how investment analysts use portfolio analysis:
  • Developed performance attribution system for all investment portfolios and improved the portfolio analysis system with a more robust and accurate solution.
  • Contributed to the research and analysis of quality, profitability, and quantity of business written for portfolio analysis.

9. Private Equity

Private equity is a kind of investment that consists of capital that is not listed publicly. It involves funds such as pension funds and private investors that directly invest in private companies instead of indulging in public exchanges.

Here's how investment analysts use private equity:
  • Calculated fund established private equity and real-estate benchmarks, reconciled performance variances, and estimated/determined performances drivers associated with variances.
  • Evaluated investment opportunities for global private equity fund-of-funds manager with $24bn of assets under management.

10. Asset Allocation

Asset allocation refers to a strategy of investment across diversified asset classes with the aim of balancing reward and risk to suit an individual's risk tolerance, financial goals, time horizon, and scope of investment.

Here's how investment analysts use asset allocation:
  • Determined asset allocation within asset/liability management framework.
  • Prepared numerous investment reports including scenario analysis, asset allocation, performance, and liquidity for senior management and multiple committees.

11. Financial Models

Here's how investment analysts use financial models:
  • Created and maintained detailed financial models based on bottom-up fundamental analysis and prepared written investment recommendations of companies that firm covered.
  • Communicated important company and industry developments and any changes to financial models and investment recommendations to analysts and portfolio managers.

12. Securities

Here's how investment analysts use securities:
  • Created internal accounting procedures for newly introduced Long/Short fund and trained colleagues on accounting procedures for short and derivative securities.
  • Developed an automated process of performing a relative security analysis for newly purchased hybrid securities and their funding cost.

13. Credit Analysis

Credit analysis is the process of evaluating a person's or company's ability to repay their debts.

Here's how investment analysts use credit analysis:
  • Worked on a cross-functional team to deliver an excellent credit analysis presentation.
  • Conducted credit analysis and developed summary reports on municipal bonds.

14. Fixed Income

Here's how investment analysts use fixed income:
  • Create Tableau dashboards to help Wellington fixed income portfolio managers and traders spot attractive investment opportunities across Structured Products.
  • Processed fixed income transactions and performed account reconciliations while compiling daily reports for general ledger and cashbook posting.

15. SQL

Here's how investment analysts use sql:
  • Executed SQL query to obtain historical recovery data for bid analysis and committee approval.
  • Collaborated with Data Operations department to improve attrition data integrity of SQL query.
top-skills

What skills help Investment Analysts find jobs?

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

What skills stand out on investment analyst resumes?

Stephen A. Matthews Ph.D.Stephen A. Matthews Ph.D. LinkedIn profile

Liberal Arts Professor of Sociology, Anthropology, Demography and Geography Director, Graduate Program in Demography Faculty Director, Graduate Programs in Applied Demography Editor, Spatial Demography Associate Editor, Mathematical Population Studies, Pennsylvania State University

Our program is too broad and complex to answer this in any meaningful way (see my opening paragraph). I hope our Ph.D. graduates have both soft skills (e.g., people skills, communication (writing/speaking), team science/work skills, critical thinking skills) as well as the technical skills (e.g., data analysis, data visualization, data ethics, IRB experience, etc.). As mentioned, I also hope they are flexible and adaptive vis-a-vis other perspectives (interdisciplinary outlook).

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

Fang Lin

Assistant Professor of Finance, Pacific Lutheran University

Don't be afraid to negotiate your starting salary. Young journalists have a lot to offer newsrooms through social media skills and a willingness to adapt to new technologies such as artificial intelligence. Technology skills have value and should not be undersold. Also, young journalism students should not discount the value of their student media and internship experiences. Young journalists must use everything on their resumes to show how they bring value to their position and ask to be compensated fairly for the work they will contribute to the newsroom's success.

What soft skills should all investment analysts possess?

Dr. Anne Paulet Ph.D.Dr. Anne Paulet Ph.D. LinkedIn profile

Professor, History Department, Humboldt State University

In terms of soft skills, those probably won't change much, they will simply be practiced differently. Being flexible is important since jobs may switch between home and office and since one may be dealing with someone else working from home and the challenges that can present-what cat owner hasn't had their cat walk in front of the camera or step on the wrong computer key? The ability to work in groups will continue to have importance as well as the ability to manage your own time and meet deadlines. At the same time, the nature of computer camera interaction means that people will have to learn to "read" others differently than they would in an in-person environment. Many recent articles have talked about how it is harder to read facial cues or detect emotional responses on the computer. Again, those presently taking synchronous classes have the opportunity to practice these skills--providing students turn on their cameras rather than relying only on audio. If the past year has demonstrated anything, it is that people need to be more culturally aware and sensitive and also be able to work with people of diverse backgrounds. History classes are a great way for students to better understand what others have gone through and how that might impact interaction today. Additionally, history classes-as well as college in general-should provide students with the skills to help create the kind of changes in institutions and companies that need to be made to make them more inclusive. Perhaps the greatest skill college students have is the ability to learn. I never intended to teach online, yet here I am doing just that. It required learning new ways to approach teaching, reconsideration of the ways students learned in the new environment, and figuring out new online programs to make all this happen. I was forced to do this as a result of the pandemic but most students will find that this sort of adjustment-whether foreseen or not-will be a regular part of their career path. The ability to learn these new skills, to apply new methods and to approach issues in new and innovative ways will help them stand out when it comes to looking for a job.

List of investment analyst skills to add to your resume

Investment analyst skills

The most important skills for an investment analyst resume and required skills for an investment analyst to have include:

  • Portfolio Management
  • Financial Statements
  • Strong Analytical
  • PowerPoint
  • Real Estate
  • Risk Management
  • Financial Analysis
  • Portfolio Analysis
  • Private Equity
  • Asset Allocation
  • Financial Models
  • Securities
  • Credit Analysis
  • Fixed Income
  • SQL
  • Bloomberg
  • Financial Performance
  • Market Research
  • Client Relationships
  • Asset Classes
  • Investment Analysis
  • Macro
  • Data Analysis
  • Investment Committee
  • Investment Recommendations
  • Investment Strategies
  • Capital Markets
  • Discounted Cash Flow
  • VBA
  • Portfolio Construction
  • Due Diligence
  • Credit Risk
  • Balance Sheet
  • Client Portfolios
  • Cash Flow
  • Performance Analysis
  • Market Trends
  • Competitor Analysis
  • Cash Management
  • Investment Decisions
  • Investment Portfolios
  • Investment Process
  • Derivative
  • Portfolio Performance
  • SAS
  • Investment Performance
  • Multi-Asset

Updated January 8, 2025

Zippia Research Team
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.

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