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Investment analyst skills for your resume and career

15 investment analyst skills for your resume and career
1. 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.
- 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
- Demanded strong analytical and communication skills.
- Demonstrated strong analytical skill through evaluating financial statement of Client Company.
4. 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.
- 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.
- 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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- 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
- 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.
- 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.
- 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
- 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
- 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.
- 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
- 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
- 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.
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What skills help Investment Analysts find jobs?
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What skills stand out on investment analyst resumes?
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
What investment analyst skills would you recommend for someone trying to advance their career?
Fang Lin
Assistant Professor of Finance, Pacific Lutheran University
What soft skills should all investment analysts possess?
Professor, History Department, Humboldt State University
List of investment analyst skills to add to your resume

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