Investment Analyst

Top Investment Analyst Skills

Below we've compiled a list of the most important skills for an Investment Analyst. We ranked the top skills based on the percentage of Investment Analyst resumes they appeared on. For example, 18.4% of Investment Analyst resumes contained Portfolio Management as a skill. Let's find out what skills an Investment Analyst actually needs in order to be successful in the workplace.

The six most common skills found on Investment Analyst resumes in 2020. Read below to see the full list.

1. Portfolio Management

high Demand
Here's how Portfolio Management is used in Investment Analyst jobs:
  • Participated as a member of a portfolio management group overseeing and reporting on a specific subset of investment universe.
  • Oversee the development and deployment of enterprise project/portfolio management control tools, methodologies and systems.
  • Self-employed and worked as stock market equity analysis for investments asset allocations and portfolio management.
  • Create and update corporate-wide portfolio management procedures.
  • Prepare weekly Portfolio Management reports.
  • Assisted investment portfolio management to accommodate balance sheet strategies with respect to interest rate risk, liquidity and NII.
  • Attended meetings with portfolio management teams to determine which candidates would be presented to SIS clients for potential investment.
  • Serve as the primary manager for the portfolio management, time tracking and resource planning systems.
  • Advise major clients about their portfolio management, analyzing the market trends and price movements.
  • Work with a cross functional team to improve and develop the current portfolio management tool.
  • Provided support to five account managers in the areas of Pricing and Portfolio Management.
  • Performed key collaborative role in the formation of the Loan and Portfolio Management Department.
  • Worked as a portfolio analyst on the Global Equity Beta Solutions Portfolio Management Team.
  • Provided instruction to Level 2 CFA Exam candidates on portfolio management.
  • Venture Finance Portfolio Management, 3687 Mt.
  • Present research to the Portfolio Management group.
  • Provided analytical support as member of $1 billion loan portfolio management team authorized to steer optimal risk and profitability performance.
  • Assist portfolio management through Excel-based daily performance and asset allocation monitoring for Schwab Target Date Funds and sub-advised mutual funds.
  • Researched companies by using analytical and fundamental analysis in order to provide managers with portfolio management support.
  • Participate in the on-going reconciliation process between the portfolio management group, outside investment managers, custodial bank and accounting groups.

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2. Financial Statements

high Demand
Here's how Financial Statements is used in Investment Analyst jobs:
  • Corresponded with high end borrowers regarding their financial statements, operating statements, and capital expenditures.
  • Reviewed appraisals, environmental and engineering reports and borrowers financial statements to ensure compliance.
  • Analyzed monthly commercial, multifamily, and hotel operating financial statements.
  • Assisted in preparation of audited Financial Statements and annual audits.
  • Collected and analyzed property financial statements and rent rolls.
  • Analyzed personal financial statements, regulatory information.
  • Analyzed financial statements for performance calculation.
  • Spread and analyzed borrower financial statements.
  • Reviewed company financial statements in the following industries: paper and forest products, conglomerates, technology, and building materials.
  • Input and analyzed client's monthly and quarterly financial statements into spreadsheets and enter information into Oxford's loan systems.
  • Performed market research, assessing potential industries and analyzing the financial statements and ratios of companies within those sectors.
  • Track receipt of monthly, quarterly and annual limited partnership financial statements to reconcile and update fair values.
  • Review and prepare annual budgets, balance sheets, and other financial statements for assets within the portfolio.
  • Conduct due diligence on company and industry by researching, reading financial statements and market data.
  • Produced profit and loss analyses for clients through data entry and analysis of financial statements.
  • Screened equities to determine value by analyzing financial statements, corporate filing and earning reports.
  • Analyzed client fiscal year-end & interim client Financial Statements, and prepared comparative write-ups.
  • Reviewed loan documentation and financial statements to identify potential loan covenant violations such as additional indebtedness, prohibited guarantees and cross-collateralization.
  • Analyze financial statements to determine a company's liquidity, profitability, solvency and overall topline growth.
  • Analyzed financial statements in order to identify and assess financial and nonfinancial risk.

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3. Asset Allocation

high Demand
Here's how Asset Allocation is used in Investment Analyst jobs:
  • Performed investment modeling to assess clients' spending needs relative to asset allocation and expected capital distributions from investment managers.
  • Developed investment policy statements and advised on appropriate strategic and tactical asset allocations based on client objectives.
  • Prepare senior management and executive-level presentations, client-ready presentations, and assist in asset allocation studies.
  • Advise both individual and institutional investors on investment policy, asset allocation and investment manager selection.
  • Generated information and analysis for the purpose of developing asset allocation strategy.
  • Develop and present asset allocation strategies to senior management.
  • Performed research on international asset allocation models.
  • Monitor portfolio compliance with asset allocation policies.
  • Report ongoing analysis to portfolio managers in order to determine the impact of asset allocation decisions on relative risk and performance.
  • Provide clients with direction concerning asset allocation, estate planning, tax management, and liquidity needs.
  • Review portfolios to ensure overall asset allocation meets the client's prescribed investment objective.
  • Attended meetings with Manager Research Group and clients to determine asset allocation.
  • Assist Portfolio Managers with Asset Allocation, Portfolio Construction, Trading.
  • Fit good investment opportunities into the asset allocation models.
  • Worked with advisors to collaboratively create proprietary asset allocation models and investment portfolios.
  • Performed client asset allocation analysis and asset allocation rebalancing analysis.
  • Generate asset allocation and portfolio management advices to clients
  • Attended AGMs of sector companies and worked with portfolio managers in strategic and tactical asset allocation.
  • Rebalanced Endowment Portfolio and made sure Endowment Asset Allocation are met.
  • Maintained the quantitative domestic asset allocation models for The Zweig Fund and The Zweig Total Return Fund.

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4. Investment Strategies

high Demand
Here's how Investment Strategies is used in Investment Analyst jobs:
  • Assisted Portfolio Managers in administering the appropriate investment strategies within six different risk category models for over 25,000 separately managed accounts.
  • Interpreted and communicated economic developments and provided views to sales and investment teams to enhance client communications and investment strategies
  • Developed and implemented investment strategies and participated in the determination of asset allocation mix for the various portfolios.
  • Work closely with Portfolio Managers to develop new investment strategies and to monitor/maximize value of existing positions.
  • Developed investment strategies for incoming contributions to achieve target allocations approved by the respective Investment Committees.
  • Utilized quantitative criteria, and investor risk tolerance to develop appropriate investment strategies.
  • Developed specific investment strategies using quantitative and qualitative analyses.
  • Analyzed investment guidelines and proposed new investment strategies.
  • Delivered investment research for institutional investment strategies
  • Tracked over 300 investment strategies/managers.
  • Analyzed buy/sell decisions of major shareholders of more than thousands target companies with Market QA to test the investment strategies.
  • Generated investment strategies for clients with portfolios averaging $1.5 million including specific buy, hold and sell recommendations.
  • Interfaced with clients to evaluate financial needs and goals to develop comprehensive investment strategies.
  • Developed investment strategies and managed risk for $9 billion of fixed-income portfolios.
  • Recommended investment strategies and purchased securities for investment portfolio of $220 million.
  • Managed the corporate cash position; recommended investment strategies to the VP -Treasurer.
  • Derived investment strategies for value & growth investments and performed due diligence.
  • Educate Board in asset allocation concepts, governance, and new investment strategies such as Master Limited Partners (MLPs).
  • Conduct research into and meet with investment managers to determine best investment strategies to incorporate into clients' portfolios.
  • Utilized resources including MorningStar Direct and EVestment to research potential/existing firms' investment strategies and to create Monte Carlos simulations.

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5. Equity

high Demand
Here's how Equity is used in Investment Analyst jobs:
  • Conducted equity performance analysis to identify attractive industry sectors based on CAPM model.
  • Experienced in Equity Performance Analysis and Portfolio Management.
  • Utilized quantitative fundamental analysis for detailed equity research.
  • Performed scenario, relative value, and return analysis on Non-Agency MBS, CMO, and ABS (Home Equity).
  • Monitored and analyzed externally managed portfolios, representing various investment styles, in the equity area of the U.S. Pension Fund.
  • Conducted research on China's SUV trend and identified Great Wall Motor as an investment for the equity portfolio in 2012
  • Managed the investment process(equity, Future and Options, Mutual fund) from proposal stage to full execution.
  • Manage over $150,000 by building an investment portfolio through selection of securities from the equity and bond market.
  • Provided an Institutional equity research product, which was also distributed to the retail sales force of the firm.
  • Analyzed prospective investments for a family office and private equity fund with $1.2 billion under management.
  • Reviewed and analyzed a loan's equity using all property valuation products and equity analysis sheets.
  • Reviewed, monitored and analyzed investment managers' performance, both fixed income and equity portfolios.
  • Structured $60 million equity transactions using income statement, public comparable and investor analysis.
  • Maintain a thorough understanding of debt and equity investment agreements.
  • Utilize private equity and custodial bank s software system.
  • Negotiate loan and equity terms with portfolio companies.
  • Co-developed an Excel-model that incorporated fundamental data to assess trading strategies based on various equity indices.
  • Perform due diligence for both private equity and private real asset managers and monitor performance for existing private markets portfolio.
  • Middle Office Support to Hedge Fund Clients * Daily reconciliation of Long/Short Equity Portfolios.
  • Managed the Drexel University's endowment $250k+ equity portfolio called the Dragon Fund.

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6. Due Diligence

high Demand
Here's how Due Diligence is used in Investment Analyst jobs:
  • Refined investment theses based on extensive primary scientific due diligence and communication with management teams, analysts and industry experts.
  • Performed due diligence analysis on energy and technology related investment opportunities.
  • Performed asset manager due diligence and portfolio analysis to manage investment risk and ensure appropriate level of fund performance.
  • Monitor and perform due diligence on asset managers and strategies utilized by fund of fund products.
  • Assisted in the due diligence process to ensure Asset Managers met company investment and allocation guidelines.
  • Provide key support in small team Hedge Fund of Funds on site due diligence review.
  • Conducted due diligence on existing and potential hedge fund and private equity investments.
  • Assisted lenders and loan administration staff in loan closing and due diligence activities.
  • Perform due diligence on SMA providers and trading platforms used at the bank.
  • Performed due diligence on potential partners from Columbia, China and Indonesia.
  • Interpreted purchase and sale contracts and abstracted critical dates during due diligence.
  • Sourced and performed due diligence on direct and fund investment opportunities.
  • Performed due diligence on pending LBO's for debt service ability.
  • Participate in the due diligence on transactions.
  • Performed securities analysis, due diligence and transactional operations
  • Represented the GlobalBridge Investment Group, and the firm's due diligence process, in prospective and current client presentations.
  • Assist in analysis and due diligence for illiquid investments that the company is looking to buy or sell.
  • Led and managed team of analysts during prescreening, early, and deep due diligence process.
  • Compile and coordinate due diligence for all syndications and State Historic Tax Credit deals.
  • Assisted in brokering and performing due diligence on multimillion dollar deals.

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7. Income Securities

high Demand
Here's how Income Securities is used in Investment Analyst jobs:
  • Developed financial models, databases and automated processes to facilitate improved marketing and management of fixed income securities and portfolios.
  • Conduct research and analysis and establish and price fixed income securities (including CDO, MBS, and structured products).
  • Gained familiarity with a wide variety of fixed income securities including ABS, MBS, CMBS, and corporate bonds.
  • Created automated financial models to contrast and compare the structure, performance and risk characteristics of different fixed income securities.
  • Provide portfolio management and credit analysis for RBC Bank Treasury department consisting of $6.2bb of fixed income securities.
  • Managed $130 million portfolio comprised of fixed income securities and money market funds.
  • Trade approximately $2bb in fixed income securities as part of portfolio strategy execution.
  • Verified prices of all fixed income securities and validate any significant price movements.
  • Researched and analyzed fixed income securities using Bloomberg.
  • Analyze individual equities and fixed income securities using a bottom up approach with a contrarian view.
  • Used Bloomberg to research fixed income securities and pricing.

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8. Ensure Compliance

high Demand
Here's how Ensure Compliance is used in Investment Analyst jobs:
  • Conducted in-depth financial analysis of plan assets to ensure compliance with investment policy guidelines, local ordinances and Florida statutes.
  • Develop guidance documents to ensure compliance with expense reporting and procurement requirements.
  • Collaborated with auditors to ensure compliance with regulations and governing documents.
  • Assisted to monitor applicable laws/regulations to ensure compliance.
  • Analyzed metrics of customer behavior, legal compliance and housing regulations to ensure compliance with State and Federal regulatory agencies.
  • Reference, understand and extract Credit Agreement and governing document information to ensure compliance and update the Agency system accordingly.
  • Created a monitoring process for tracking cash and account restrictions to ensure compliance with account and client contracts.
  • Executed tax loss requests to ensure compliance with wash sale restrictions on tax losses.
  • Manage investor and grants reporting and ensure compliance with loan terms and contracts.
  • Monitored expenses to ensure compliance with budget by performing monthly variance analyses.
  • Review and execute new/existing rules to ensure compliance with account mandates.
  • Researched and cleared account reconciling items to ensure compliance with investor.
  • Update credit policy manual to ensure compliance with OCC regulations.
  • Researched and cleared account reconciling items to ensure compliance with investor and USAP guidelines contributing to less errors and inaccuracies.

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9. Real Estate

high Demand
Here's how Real Estate is used in Investment Analyst jobs:
  • Reconciled the bank s under-performing Commercial Real Estate and Residential Development portfolio for financial and regulatory reporting.
  • Spearheaded discounted cash flow valuation for development projects to attract potential commercial real estate investors.
  • Analyzed commercial real estate properties for investment portfolio.
  • Conducted market research focused on the energy, real estate, shipping, mining, infrastructure, and agriculture sectors.
  • Perform due diligence primarily on private equity, real estate, infrastructure, and hedge fund managers and products.
  • Cash Flow Management: Managed cash flow and cash deployment needs for $130 million real estate portfolio.
  • Write business plans and conduct feasibility study for one pharmacy store project and two real estate projects.
  • Key Results: Successfully managing real estate properties and investment portfolios total worth over $5 million.
  • Research and analysis of major market exchanges for an advantage in trading and Real Estate investments
  • Created a Net Present Value Model to determine the viability of potential real estate investments.
  • Prepare financial analysis and performs property profile reviews on real estate credits as required.
  • Work with real estate corporate loan committee to approve investment grade portfolio products.
  • Licensed Florida Real Estate Salesperson - SL3222351 Real Estate Strategy and Negotiation.
  • Prepare research and presentations on real estate market for management Asset Management.
  • Employed a variety of qualitative and quantitative decision analytics to determine whether to make subsequent investments in targeted real estate portfolios
  • Prepared memos and presented research findings for eight real estate investing projects Projected returns of investments and audited in-progress project costs
  • Evaluated and analyzed various commercial real estate projects including multi-family, mixed use, industrial and shopping centers.
  • Managed $130 million real estate investment portfolio including multi-family and mixed use properties.
  • Performed stock research with a focus on the financials and real estate sectors.
  • Manage corporate real estate portfolio of 800+ locations totaling 5M sqft.

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10. Hedge Funds

high Demand
Here's how Hedge Funds is used in Investment Analyst jobs:
  • Co-managed diversified and relative value focused Fund-of-Hedge Funds.
  • Maintained relationships with prime brokers and attended hedge fund capital introduction conferences to identify, evaluate, and recommend hedge funds.
  • Perform daily cash and position reconciliation for client hedge funds in order to provide accurate trade status, transparency and documentation.
  • Developed an Access database to valuate, report, and analyze limited partnerships, private equity, and hedge funds.
  • Support senior staffs' portfolio construction work in all asset classes, focusing on Public Equity and Hedge Funds.
  • Compiled monthly proprietary list of top performing hedge funds in the US and Europe for the Chairman's review.
  • Provide performance analysis on mutual funds, stocks, bonds, hedge funds, and private equity.
  • Monitored daily Currencies and Hedge Funds and write market recap and research opinions for traders.
  • Negotiated sale of real estate portfolio with other private equity groups and hedge funds.
  • Provided client reporting to all private equity firms, hedge funds and other alternative funds
  • Advised, researched and performed valuations for hedge funds such as Blue Mountain Capital.
  • Led team of two professionals for $20 billion fund of hedge funds.
  • Assigned a high volume client with over 3,000 investors and 23 Hedge Funds.
  • Analyzed statistical risk and return data of hedge funds.
  • Rotated across multiple asset classes including hedge funds, private equity, domestic equity, natural resources, and fixed income.
  • Worked closely with the CEO to modify proprietary quantitative models and rebalance the firm's two long/short hedge funds.
  • Maintained and assisted in developing spreadsheets for calculating monthly market prices for limited partnerships and hedge funds.
  • Conduct due diligence on external money managers including Hedge Funds, CTA firms, and currency managers.
  • Served as the centralized point of contact for assigned registered investment advisors and hedge funds.
  • Experienced in accounting/valuating Endowments, Hedge Funds, Bond/Equity funds and private protfolios.

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11. Market Research

high Demand
Here's how Market Research is used in Investment Analyst jobs:
  • Examined business models, conducted market research, and negotiated restructuring alternatives for IFC emerging market debt and equity portfolio investments.
  • Evaluate prospective investment targets through market research and competitor analysis and performing detailed financial valuation analyses.
  • Conducted daily market research, presented volatility analysis and discussed findings with senior management.
  • Formulated investment recommendations following extensive market research, financial analysis and due diligence.
  • Performed market research and analysis to identify acquisition and divestiture opportunities.
  • Do financial market research regularly and provide noteworthy information to clients.
  • Saved company $500K in market research spend through development of innovative, outside-the-box research-backed market entry strategy for portfolio companies.
  • Served as instrumental member of international management team by sharing insight on the country and providing Russian market research and analysis.
  • Carried independent market research and due diligence for projects' offerings, then proceeded to secure financing.
  • Assisted in due diligence projects for third party investor clients by performing site inspections and market research.
  • Developed capital market research, financial due-diligence and analysis, and industry research for 17 clients.
  • Perform market research to identify potential trades for portfolios.
  • Performed regular financial market research and provided information and Investment guidelines to support members of team and investors.
  • Evaluate and verify distressed property relief requests utilizing pro forma analysis and market research.
  • Reviewed a portfolio of multifamily loans to analyze potential risk through debt coverage ratio, market research and performance of collaterals.
  • Analyzed potential acquisitions, including: Conducting market research including demographics, real estate taxes, zoning, and development potential.
  • Conducted extensive market research on 40 listed companies in several industries, resulting in 7 highly potential stocks for investment.
  • Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
  • Oversee annual property reconciliation of expenses resulting in the collection of overpayments to landlords Market Research.
  • Conducted market research and due diligence on several healthcare IT, medical device and mHealth startups for seed investments.

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12. Bloomberg

high Demand
Here's how Bloomberg is used in Investment Analyst jobs:
  • Help underclassmen get proficient with fixed income analytic and Bloomberg Terminal.
  • Budgeted Bloomberg and daily account deadlines
  • Enhanced team processes through the creation of seven Bloomberg portfolios for real-time performance and quarterly attribution reports for domestic equity managers.
  • Perform research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations.
  • Provided accounting team with appropriate rates using Bloomberg to discount future gifts from a variety of institutions.
  • Completed a daily cash dividend check for all securities which went EX that day to Bloomberg rates.
  • Recorded exact pricing for securities through Bloomberg and Interactive Data to produce accurate account performance.
  • Update and keep track of all rules in the POMS portfolio management system in Bloomberg.
  • Examined market outlooks and trends, and conducted valuation analyses using Bloomberg Terminal and BamSEC
  • Research via internet and Bloomberg securities system to locate issuers of investments.
  • Assisted executives with administrative duties and Excel projects, and proofed quarterly reports Conducted research via Bloomberg and online rating agencies
  • Collect data using websites, databases (Thomson Reuters, Bloomberg, DataStream, Merger Market, Factiva).
  • Create customized reports and presentations using Bloomberg Terminal, Morningstar Workstation, Microsoft Excel, and Microsoft PowerPoint.
  • Assisted with various marketing materials with the use of Morningstar, Excel, Bloomberg, and PowerPoint.
  • Stress Tests, Scenario Analysis, Value at Risk (VAR) using Bloomberg and FactSet/Axioma.
  • Integrated add-ins from Yield Book and Bloomberg to unlock maximum analytical capabilities of Excel.
  • Performed cash-flow sensitivity analysis on credit risk assets using Intex and Bloomberg tools.
  • Utilized Bloomberg terminal for market analysis, fixed income analytics, and modeling.
  • Used Bloomberg terminal to conduct analysis as well as Bloomberg Excel plug-in.
  • Conducted on-going stress testing on existing portfolio using Morningstar Workstation and Bloomberg to analyze existing risk in current portfolio allocation.

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13. Financial Models

high Demand
Here's how Financial Models is used in Investment Analyst jobs:
  • 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.
  • Lead investment analyst with responsibility for generating and analyzing complex financial models in support of private wealth management activities.
  • Drafted business plans, constructed financial models and conducted preliminary business and financial analysis of potential clients.
  • Created financial models to forecast future financial performance of clients and reported findings to senior management.
  • Maintained and enhanced complex financial models including driver collection, methodology enhancements, and organizational changes.
  • Developed company valuations for multiple equities and created/analyzed financial models.
  • Developed and managed complex excel based financial models.
  • Developed and maintained financial models to determine ROI, valuation, free cash flow, leverage, and operating metric
  • Developed and maintained financial models (DCF, valuation, trend analysis) for a variety of market sectors.
  • Created financial models in Excel to forecast the value of various stocks and private equity acquisition deals.
  • Create and maintain financial models in Excel and Access to facilitate strategic investment decisions for Executive Management.
  • Provided due diligence and created financial models for over 50 potential syndicated loan investments.
  • Determine investments' intrinsic value based on different financial models.
  • Build detailed financial models on MS Excel for stock valuation.
  • Analyze company financial documents to create and maintain financial models.
  • Build financial models to measure performance levels.
  • Formulated financial models to understand risk/return tradeoff for investments.
  • Conducted pricing valuation analysis of selected IPOs and stocks by building financial models (DCF and Comps).
  • keep the management up-to-date on important news, adjust financial models and files to reflect latest information

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14. Investment Committee

high Demand
Here's how Investment Committee is used in Investment Analyst jobs:
  • Determined potential recoveries across the capital structure using DCF analysis and made appropriate recommendations to the investment committee.
  • Compiled summaries of economic data to facilitate investment committee discussions about the economy.
  • Prepared documentation for IFC internal processes and investment committee meetings.
  • Participated in investment committee and asset allocation committee meetings.
  • Created and updated presentation materials for investment committee meetings.
  • Composed summary memos reviewed by investment committee and CEO
  • Composed investment recommendation memos for investment committee consideration.
  • Coordinated and executed oversight activity for investment committee.
  • Read periodic manager commentaries, participate in conference calls, and report back to the investment committee members on noteworthy items.
  • Performed duties of micro cap portfolio manager after assisting in stock selection during investment committee meetings for a year.
  • Interviewed managers nationwide, reviewed pitch books, conducted reference calls, and presented findings to investment committee.
  • Draft monthly AGT performance and technical summary, perform attribution analysis, and present to Investment Committee.
  • Created customized reports for Investment Committee, CIO, COO, CFO and Asset Class Managers.
  • Presented findings of due diligence and fund research to internal investment committee and other co-investors.
  • Developed research recommendations for the investment committee on equity securities held in client accounts.
  • Prepare presentations for the REIT's and joint-venture's investment committees.
  • Participated as a member of the investment committee.
  • Prepared materials for the Investment Committee meetings.
  • Prepared investment committee memoranda with final recommendations; disseminated to institutional clients.
  • Prepare materials for Investment Committee meetings and other ad hoc presentations for constituents.

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15. Risk Management

average Demand
Here's how Risk Management is used in Investment Analyst jobs:
  • Prepare monthly portfolio risk management report analyzing performance of deteriorating credits recommending a rehab.
  • On-boarded investments into risk management system to provide consolidated risk management and stress testing.
  • Prepared portfolio strategy reports for senior management including Enterprise Portfolio Managers and Risk Management.
  • Prepared monthly and annual financial surveillance/risk management reports on portfolio companies.
  • Coordinate with the Business Intelligence Team and the ERP team to build the credit portfolio database and the risk management tools.
  • Assessed and implemented risk controls, procedures and methodologies as they relate to risk management systems and the risk control function.
  • Participated in due diligence meetings to evaluate a hedge fund's investment edge, its process and risk management capabilities.
  • Represent risk team on campaign management with portfolio risk management leads, business planning & analysis and portfolio operational leads.
  • Created proprietary liquidity analysis for asset allocation and risk management: 20% threshold on 3-month average daily volume.
  • Established a career in real estate portfolio performance, SOX 404 compliance, Risk management, and accounting accuracy.
  • Create and maintain SOX flows and risk management control matrices for fair value reporting process.
  • Use Convexity as a Risk Management tool to determine Market risk exposure of the portfolio.
  • Hedge Funds Risk Management: Stress tested underlying products using sensitivity and portfolio VaR monitoring.
  • Lead risk management initiatives to automate manual processes for ~$3,000,000,000 in funding.
  • Monitor global major index and option markets financial products to assist risk management.
  • Reported to Head of Market Risk Management of Americas.
  • Incorporated risk management and probability assessments into client retirement plan projections resulting in increased awareness and management of retirement expectations.
  • Perform asset allocation studies to compare efficiency of existing portfolio to potential new scenarios using Windham risk management software.
  • Risk Management: Review strategic asset allocation, identify tactical opportunities and recommend repositioning, as appropriate.
  • Risk Management and write reports using FactSet/Axioma and Bloomberg's risk models.

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16. Asset Classes

average Demand
Here's how Asset Classes is used in Investment Analyst jobs:
  • Conduct top-down macro-economic research, investment manager due diligence, and product research/analysis for all traditional asset classes.
  • Team with financial planners to create graphical reports displaying past performance and total investment allocation across distinct asset classes and countries.
  • Increased ABCP portfolio size from 12% to 45% within the Money Market Funds portfolio with higher yielding asset classes.
  • Sole analyst on four person investment team managing two billion dollar portfolio consisting of traditional and alternative asset classes.
  • Monitor and perform extensive quantitative analysis on broad market factors, asset classes, and existing investment managers.
  • Modeled asset class dependence structure using Copulas to capture the non-linear dependence among asset classes in stressed markets.
  • Researched, analyzed and reported on all asset classes from equity to core fixed income options.
  • Executed a total of 5 transactions worth $100 million across various geographies and asset classes.
  • Developed paper proposing investment and credit policy guidelines for five new asset classes.
  • Conduct investment research, manager selection and due diligence for major asset classes.
  • Research and due diligence of investment managers (traditional asset classes).
  • Produced monthly, quarterly and annual portfolio reporting across multiple asset classes.
  • Maintain database of prospective managers for all asset classes.
  • Provided analytical support across all asset classes.
  • Pension Portfolio: Performed due diligence analysis for $12bn Citigroup Defined Benefit Pension plan with underlying funds in multi-asset classes.
  • Assisted PMs in maintaining positions across assigned asset classes on a daily basis Executed client orders
  • Collect consultants' data on asset classes and analyze them using PARis.
  • Performed investment research across a range of asset classes including stocks, bonds, managed funds and alternative assets (e.g.
  • Make buy and sell recommendations on asset classes including: auto loans, auto leases, and credit card securitizations.
  • Perform in-depth factor analysis on public real asset classes, including REITs, MLPs, Commodities and TIPS.

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17. Performance Reports

average Demand
Here's how Performance Reports is used in Investment Analyst jobs:
  • Produced detailed quarterly performance reports including asset allocation, performance, attribution and equity analysis reports.
  • Assisted lead consultants in presentation of proprietary macro-economic outlook and performance reports to clients.
  • Prepare and report attribution performance reports for proprietary strategy portfolios.
  • Prepared and presented recommendations and performance reports.
  • Designed and prepared quarterly and annual NCREIF performance reports for direct investment commercial real estate assets located throughout the United States.
  • Prepared and presented pension plan quarterly investment performance reports to two Boards of Trustees (non-represented and Local 2).
  • Prepare and interpret for clients' information such as investment performance reports, financial document summaries and income projections.
  • Prepared and presented portfolio performance reports with Managing Director to clients with combined assets of $200 million.
  • Create customized investment performance reports for clients, detailing the holdings and historic performance of their portfolios.
  • Constructed a multitude of custom performance reports for clients on a daily /weekly/monthly/quarterly and annual basis.
  • Created monthly performance reports for a fund with over 200 million in assets under management.
  • Managed portfolio of 12 companies; produced quarterly performance reports and managed client relationships.
  • Prepared monthly portfolio performance reports for clients and annual governmental reports for the DoL.
  • Prepared/created quarterly performance reports and market updates for the entire client base.
  • Create quarterly client portfolio performance reports and presentations for clients.
  • Review and analyze flash and monthly performance reports
  • Created and analyzed portfolio manager performance reports utilizing Microsoft Excel and Wilshire software.
  • Developed pool-level performance reports for multiple CMBS portfolios for monthly publication on Internet, Bloomberg, and an automatic fax-back system.
  • Prepared performance reports which included asset class breakdown and benchmarking for the firm's sales representatives and clients.
  • Produced various reports for prospective and existing clients including: - Centerpiece performance reports for existing clients.

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18. Client Relationships

average Demand
Here's how Client Relationships is used in Investment Analyst jobs:
  • Manage client relationships by identifying and implementing process enhancement opportunities.
  • Collaborated with various internal functional groups to support client relationships.
  • Directed all facets of client relationships concerning bond accounting for portfolios in excess of $4MM for 20 community banks.
  • Managed client relationships and responsible for draw process of $57.7MM portfolio utilizing Advanced Commercial Banking System (ACBS).
  • Performed client consultations and reviews to build client relationships, expand client network, and provide investment feedback.
  • Involved in business development and conversion efforts resulting in new client relationships worth $10.0 mm in assets.
  • Managed 5 hedge fund client relationships with assets of approximately $2.4B and over 150 investors.
  • Maintain client relationships, oversee third party contractors, and finalize analysis for funding recommendation packages.
  • Assisted with marketing of commercial paper issuance and co-managed client relationships on trading desk.
  • Ensured the transition of Legacy PFC Energy client relationships, training and contracts.
  • Managed and developed client relationships of accounts totaling $10.0mm.
  • Maintained existing client relationships through dialogue, market input and bespoke solutionsto investor needs.

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19. AUM

average Demand
Here's how AUM is used in Investment Analyst jobs:
  • Identified long / short investments at an activist, value-oriented hedge fund with $2.5 billion AUM and 8 investment team members
  • Provided analysis of recent news, earnings and updates to credit outlook to portfolio managers on $20 billion of AUM.
  • Tracked investor information, AUM, capital flow activity, capital balances, & liaised with the firm's administrator.
  • Collaborate with portfolio managers to formulate trading strategies and execute trades for actively managed fund with $350 million AUM.
  • Conducted weekly review, market outlook, company updates and fund attribution analysis for portfolio with AUM $100,000.
  • Customized allocation for the FX Strategy Fund with > $80 mil AUM; oversaw $40 mil cash inflow
  • Supported Portfolio Manager and trading activities for firm with $275M in assets under management (AUM).
  • Analyzed and implemented new proprietary investment models and strategies for new clients which added $2B in AUM.
  • Contributed 50% of regional collection and 15% of national AUM for close ended funds in FY2013-2014
  • Evaluated the balance of portfolios for Municipal/institutional wealth/ private high-net-worth clients ($4 billion AUM).
  • Serve as key operational contact for the largest bespoke investment mandates ($10M AUM+).
  • Monitored interest rate, yield curve and currency exposure for over $2 billion of AUM.
  • Assisted in managing approximately $400 million in AUM deployed via FoF and Co-Investment fund.
  • Supported team of portfolio managers with AUM that peaked at over $4 billion.
  • Sourced public equity and private placements investments for $200 million AUM fund.
  • Noted for increasing AUM by $8M representing 31% net revenue improvement.
  • Team finished Top 15% nationally in Assets Under Management (AUM).
  • Increased AUM by $5M.
  • Helped to build all functional areas of the business as the first full time hire at $50 million AUM.
  • Prepared risk analytics/measurement and performance measurement for a $3 billion AUM private banking team.

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20. Client Portfolios

average Demand
Here's how Client Portfolios is used in Investment Analyst jobs:
  • Analyzed macroeconomic and market activity affecting client portfolios and provided analysis to CIO and customer relationship management team (CRM).
  • Produce white papers and semi-monthly reports summarizing recent macroeconomic conditions and their potential impact on client portfolios.
  • Conduct correlation analyses to determine the diversification benefits of implementing potential investment strategies into existing client portfolios.
  • Monitored client portfolios to ensure adherence to investment policy and socially responsible guidelines.
  • Researched, screened and recommended investment managers and allocations for client portfolios.
  • Identified investment opportunities suitable for client portfolios.
  • Conduct in-depth analysis on client portfolios and make recommendations regarding the reallocation of assets according to the client's risk profile.
  • Notified investment managers of daily deposits and withdrawals, receipts and deliveries in portfolios to ensure client portfolios remained in balance.
  • Calculated and prepared monthly and quarterly performance reports for client portfolios and interacted with brokerage offices to resolve trading issues.
  • Monitor client portfolios to ensure the accounts are in line with the clients risk tolerance and financial goals.
  • Prepared performance and risk positioning reviews of client portfolios for meetings with pensions, endowments and foundations.
  • Monitored client portfolios, evaluated risks, made buy sell decisions & led monthly reviews.
  • Reviewed lease agreements, loan documents, and client portfolios for compliance with policies/procedures.
  • Maintained the list of securities eligible for use in constructing client portfolios.
  • Selected and assembled group of mutual funds for certain client portfolios.
  • Implemented risk reports of various asset classes for real client portfolios.
  • Monitored client portfolios and wrote weekly stock market analysis reports.
  • Performed critical financial analysis on client portfolios and consulted with brokers on possible investment strategies and recommendations.
  • Utilized various analytical tools to evaluate potential investment managers for inclusion in client portfolios.
  • Provided integral analytical and technical support to Account Executives in managing client portfolios.

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21. Fundamental Analysis

average Demand
Here's how Fundamental Analysis is used in Investment Analyst jobs:
  • Evaluated several possible company acquisitions through fundamental analysis and projecting future cash flows ultimately deciding on the highest probable profitable business.
  • Provided written investment recommendations to managers based on bottom-up fundamental analysis, financial statement analysis, and valuation analysis.
  • Prepared macroeconomic reports and index valuation models based on fundamental analysis for monthly asset allocation meeting.
  • Evaluated companies using quantitative and fundamental analysis to support portfolio investment activities.
  • Performed fundamental analysis on equity securities for client portfolios.
  • Performed asset allocation: equity (fundamental analysis) research, fixed income and strategic investment ideas across the different markets.
  • Performed fundamental analysis on a variety of public companies (sectors including technology, consumer good, service, etc.)
  • Worked towards determining future earnings of different public traded stocks using fundamental analysis and the Dividend Discount Model using MS Excel.
  • Presented various investment opportunities to the fund board and advisors based on technical and fundamental analysis.
  • Performed fundamental analysis for investment idea generation in the Healthcare and Technology sectors for both long and short positions.
  • Performed fundamental analysis and valuation and built pro-forma forecasts for announced M&A deals.
  • Performed fundamental analysis on holdings, sectors and industries using Factset and Bloomberg.

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22. High NET

average Demand
Here's how High NET is used in Investment Analyst jobs:
  • Maintained & performed statistical analysis/due diligence on current/new investments within both institutional and high net worth clientele accounts.
  • Create customized performance and asset allocation reports for high net worth/institutional investors.
  • Mobilized savings and investment funds from business organization and high net-worth individuals which created more funds for credit purposes.
  • Managed relationships with sovereign wealth funds, endowments, foundations, pensions, and high net worth individuals.
  • Restructured the way the firm analyzes High Net Worth Client accounts, prioritizing asset allocation and client engagement.
  • Managed client relationships for 300+ high net worth accounts plus accountants, consultants, custodians, brokers.
  • Provide account management and due diligence to high net worth clients by researching and monitoring portfolio activity.
  • Created slide decks to help demonstrate and market investments to institutional boards and high net worth clientele.
  • Helped manage a $300 million portfolio for a private, high net worth investor.
  • Provided timely client service and support to sales representatives for high net worth clients.
  • Analyzed various investment and tax proposals across asset classes for High Net worth clients.
  • Serviced high net worth client relationships and responded to timely requests and inquiries.
  • Analyzed municipal bond portfolios for the high net worth customers of the firm.
  • Developed and presented timely investments themes for High Net Worth Clients.
  • Assisted financial advisers create personalized portfolios for high net worth clients.
  • Maintained client relationships with high to ultra high net worth clientele.
  • Supported a balanced portfolio manager for high net worth clients.
  • Conducted risk-based, account level reviews of Private Asset Management and High Net Worth Equity accounts.
  • Created equity portfolio models and traded for high net worth clients whose accounts exceeded [ ]
  • Research analyst and advisor optimizing high net worth private and institutional clients' investments.

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23. DCF

average Demand
Here's how DCF is used in Investment Analyst jobs:
  • Performed comprehensive valuation including trading comparable, precedent transactions, DCF Analysis, and conducted industry and company research analysis.
  • Valuated holdings using DCF method and comparable analysis to improve portfolio performance.
  • Performed valuation using DCF, comparable companies and comparable transactions methodologies.
  • Supported Accounting group with financial reporting by providing fair market value of assets using Discounted Cash Flow (DCF) methodology.
  • Acted as a buy-side analyst to evaluate medical equipment companies in China using DCF models and DuPont analysis.
  • Construct and maintain financial models to aid in equity selection including DCF, CAPM, and relative multiples.
  • Created financial models for equity and business plans valuation (DCF, multiples).
  • Valued securities using DCF, accounting multiples, sum-of-parts, and LBO models.
  • Performed DCF and multiples valuation for six companies along with detailed comparable analysis.
  • Use various Company Valuation techniques like DCF, relative valuation, etc.
  • Perform DCF and valuation analyses for firm-wide and individual project prospects.
  • Use DCF valuation modeling to determine fair price of securities.
  • Utilized comparable company and DCF models.
  • Utilized various forms of technical and financial analysis, including DCF and comparables.
  • Prepared valuation analysis with DCF, precedent transactions, and spreading comparables.
  • Participated in project evaluation and conducted DCF valuation, trading comparables and transaction comparables valuation.

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24. SQL

average Demand
Here's how SQL is used in Investment Analyst jobs:
  • 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.
  • Improved reporting inefficiencies by locating inaccurate SQL and excel formulas.
  • Created SQL/queries to retrieve portfolio data in Access database systems; analyzed data using Excel pivot tables and built-in functions.
  • Performed ETL operations using SQL Server Integration Service for migration of data between different environments and meet business needs.
  • Apply database, SQL and programming skills to add efficiency to processes and value to the analysis being conducted.
  • Developed, maintained, and created Enterprise wide reports using SQL, SSRS, and MicroStrategy BI tools.
  • Improved and managed databases for mortgage portfolio and funding data using MS Access and SQL.
  • Created management reports using SQL, Crystal Reports, Excel, and Business Objects.
  • Write SQL scripts for tables, views, data manipulation, creation and modifications.
  • Created SQL database and procedures to build reports and automate the reporting process.
  • Create and modify complex SQL queries to extract data from Oracle based database.
  • Use Oracle's PL/SQL to extract the resource data for the portfolio analysis.
  • Worked with IT on the development of SQL server databases.
  • Lead internal Auditing team project of implementing/coding a new Access program (through SQL build out) to automate error reports.
  • Experience with programming/scripting in a variety of environments including VisualStudio/.Net Framework, MatLab, R, Python, and SQL.
  • Created interfaces among several databases based on SQL servers, Informix, Oracle, Domino (for Lotus Notes).
  • Used daily queries (SQL, Bloomberg) to answer ad hoc questions pertaining to portfolio and benchmark exposures.
  • Utilized: Portia, Actum, Bloomberg, Macro in Excel and SQL.

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25. Investment Analysis

average Demand
Here's how Investment Analysis is used in Investment Analyst jobs:
  • Delivered investment analysis presentations to portfolio managers who focused on mid-cap and small-cap companies.
  • Provided investment analysis services to a number of investment consulting and investment advisory firms.
  • Position includes providing investment analysis and expert testimony in securities related cases.
  • Created professional presentations of investment analysis for Board of Directors.
  • Included investment analysis and commentary for senior management review.
  • Created professional presentations of investment analysis for potential investors.
  • Performed investment analysis of Investment opportunities at hand.
  • Prepared exhibits for investment analysis reports.
  • Assist in property investment analysis.
  • Participated in all aspects of the department's mortgage investment activities, including investment analysis, transaction closing and securities trading.
  • Managed a growing investment practice, while providing customer service, investment analysis, compliance, and employee operations management.
  • Performed due diligence of a coal mining project and related research for the purpose of investment analysis.
  • Conducted investment analysis on the sugar and rolled steel industries and wrote analysis report on them.
  • Executed and confirmed weekly Common Trust Funds that required cost, income and reinvestment analysis.
  • Designed and implemented Market Correlation, PE Expansion Strategies and Quality Investment Analysis projects.
  • Conducted pre-acquisition due diligence and investment analysis including value and yield assessment.
  • Designed and modified investment analysis models.
  • Acted as liaison with Fidelity's overseas investment analysis groups based in Hong Kong, London and Tokyo.
  • Conduct in-depth investment analysis of prospective end investor's current portfolio as service to Financial Advisors.
  • Recommended and defended my investment analysis to the other analysts and board endowers.

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26. ETF

average Demand
Here's how ETF is used in Investment Analyst jobs:
  • Assisted manger to finish application for ETF option market maker qualification and provided requirements of market making trading system.
  • Monitored market index performance relative to investments and identified ETF opportunities.
  • Conducted industry and product research and prepared Artificial Intelligence ETF analysis report to assist the team in completing deep research report.
  • Perform total functions of managing & maintaining the 26 Sector ETF products, roughly $8B.
  • Traded stocks, ETF's, options, fixed income and alternative investments.
  • Manage close relationships with at least 20 mutual fund and ETF providers.
  • Assisted senior management in creating and managing an automated ETF portfolio.
  • Managed several equity portfolios using both top-down and fundamental research of individual equities and ETFs.
  • Managed $700 million in client assets with investment product exposure to stocks, bonds, mutual funds, and ETFs.
  • Conducted research on various investment vehicles, including mutual funds, hedge funds, FOF, and ETFs.
  • Reviewed client's asset allocations and existing holdings (stocks, bonds, ETFs and mutual funds).
  • Analyzed mutual funds and ETFs in categories of U.S. domestic equity, foreign equity, bond and alternatives.
  • Analyzed securities (Mutual Funds, ETFs and Fixed Income products) for development of proprietary buy-list.
  • Based on the analysis, selected mutual funds and ETFs that have lower costs and better performance.
  • Fixed Income and Equity ETF models - Strategies that utilize our tactical allocations with ETFs.
  • Perform top-down research of fixed income, equities, ETFs, and mutual funds.
  • Researched and performed analysis for ETFs (exchanged traded funds).
  • Verify and process negotiated in-kind basket trades on ETFs.
  • Manage equity and fixed income components of a $2M institutional portfolio utilizing ETFs and Mutual Funds.
  • Perform operational tasks on fixed income SSgA SPDR ETFs and separately managed portfolios.

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27. VBA

average Demand
Here's how VBA is used in Investment Analyst jobs:
  • Advanced knowledge of financial modeling utilizing Microsoft VBA.
  • Tracked the funds' performances by following SEC 13-F filings and gross/net exposure database with MySQL and a custom VBA program.
  • Developed and automated peer bank analysis of securities portfolios using VBA and SNL, identifying trends and providing key takeaways.
  • Maintained the departmental Credit Application Management and RAROC/SMVA database systems; revised procedures in VBA scripts according to internal policies.
  • Experience in modeling and simulation with statistical tools including SPSS, JMP, VBA, SQL, R and SAS.
  • Coded a VBA Macro to scrub the lead solicitation data to remove and correct the most common pain points.
  • Streamlined forecast process 70% by employing advanced Excel techniques (VBA macros, matrix functions).
  • Implemented and documented custom futures overlay targets that rely on SQL queries in conjunction with VBA.
  • Utilized VBA to model portfolio as records exceeded memory capability of Excel 97-03.
  • Manage multiple investment databases and streamline the reporting process using VBA and SQL.
  • Developed VBA code in Excel to automate investor reporting process.
  • Created a VBA model for FAS 91 amortization modeling.
  • Designed and implemented Excel VBA for investment return analysis.
  • Programmed using MS Excel, MS Access, VBA, and OLE automation.
  • Enhance the group's Credit Matrix, an Excel/VBA-based quantitative tool that calculates a fixed-income portfolio's average weighted credit quality.
  • Prepared weekly reports for the PM to support portfolio management by evaluating portfolio performances using self-designed VBA coding.
  • Achieve intensive data cleaning of wealth mgmt portfolio and account records utilizing Excel VBA and SQL coding.
  • Saved +100 weekly hours of portfolio managers time by automating research on Excel using VBA - Bloomberg.
  • Increased efficiency in quarterly reporting by programming VBA functions in Microsoft Excel.

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28. Credit Risk

average Demand
Here's how Credit Risk is used in Investment Analyst jobs:
  • Completed Citigroup's formal analyst credit risk training program including internal testing requirements.
  • Established guidelines for monitoring the credit risk associated with structured transactions.
  • Created financial model to evaluate credit risk within assigned portfolio.
  • Focus on deal trends to manage credit risk by gathering all pertinent information to draw conclusions and anticipate potential problems.
  • Analyze underlying commercial loan portfolio activities, assess portfolio concentration risk and credit risk, and make hedging recommendation.
  • Used electronic forms and databases to compile data, analyze data and generate reports for credit risk assessment.
  • Performed credit analysis and loan grading to determine credit risks and to identify and mitigate troubled loans.
  • Collaborate with Head of Credit to monitor credit risk and build systems to report on compliance exceptions.
  • Performed analysis and renewed lines of credit whiles negotiating pricing based on clients' credit risk profiles.
  • Recommend position impairments to the Credit Risk Management department and manage the sale of positions.
  • Analyze financial statements of borrowers and provide quarterly review of credit risk, covenant testing.
  • Credit risk evaluation of 70+ portfolios of commercial loans and LOC under $1 Million.
  • Monitored bond performance and bondholder issues related to credit risk and market value.
  • Focus on deal trends to manage credit risk and anticipate potential problems.
  • Evaluated interest rate, structure, and credit risk across sectors.
  • Promoted from Credit Risk Analyst to Portfolio Analyst during tenure.
  • Appraised credit risk of corporate bank customers.
  • Conducted ongoing credit risk monitoring via internal multi-dimensional modular grid to allocate Economic Capital across portfolio.
  • Maintained a positive credit relationship with the General Managers and Owners of the dealerships while reducing credit risk exposure.
  • Make sound business decisions based on credit risk, researching and problem solving.

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29. Morningstar

average Demand
Here's how Morningstar is used in Investment Analyst jobs:
  • Utilized Morningstar office to value individual and group portfolios against relevant benchmarks.
  • Conducted research on utilizing front-end load reductions, enhancing Morningstar ratings.
  • Formulated and implemented both internal/external reporting standards in Morningstar Direct.
  • Prepare various performance reports using Morningstar.
  • Trained in and daily used Morningstar Office suite for portfolio management of current and prospective clients.
  • Utilized Morningstar and Money Tree financial software and generate various Wealth Management reports.
  • Monitor Freddie Mac/Fannie Mae & CMBS transactions using resources such as Morningstar.
  • Monitored the approved funds universe for investment candidates using Morningstar and Lipper.
  • Screened and researched prospective mutual funds using Morningstar Principia.
  • Conducted client's investment analysis using MorningStar advisor platform and provided investment recommendation to more than 20 clients.
  • Performed searches for new managers using the Wilshire database in conjunction with Morningstar.
  • Originated 5 IMG-sponsored blended benchmarks that cover 18 indices and Morningstar categories.
  • Used Morningstar and Bloomberg to execute due diligence of mutual fund managers.
  • Create Morningstar Workstation research lists and reports to monitor managers and positions.
  • Utilize Morningstar tools to analyze mutual funds and portfolio performance.
  • Worked with local Registered Investment Advisor (120 day contract) providing expertise utilizing Morningstar Direct .
  • Use Morningstar software to generate reports and coach advisors regarding high net worth client assets.
  • Research and analyze stocks and bonds using Baseline, Morningstar, Bloomberg, and Telemet.
  • Advanced knowledge of wealth management software, streetscape, envestnet and Morningstar.
  • Utilize Bloomberg, Morningstar Direct and Factset.

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30. Powerpoint

low Demand
Here's how Powerpoint is used in Investment Analyst jobs:
  • Developed executive PowerPoint presentations detailing investment performance.
  • Created PowerPoint marketing presentations for existing clients and new business prospects.
  • Created and updated high level PowerPoint summary presentations.
  • Developed and prepared complex PowerPoint presentations.
  • Prepared presentations to the board of directors, investment committee, and various senior management discussion meetings in Microsoft Office PowerPoint.
  • Utilize programs such as Excel and PowerPoint to create and design new and attractive models depicting investment strategies and asset allocations.
  • Prepared the Staff Investment Report and made PowerPoint presentations to the Board of Directors on a monthly basis.
  • Collaborated with designers in their development of PowerPoint graphics that are on-target and reflective of the messages intended.
  • Experience using SunGard Charlotte, Investor's View, Morning Star Advisor, Microsoft Word, Excel and PowerPoint.
  • Designed investor presentations Participated in implementation of acquired ethanol refineries in the Midwest Created capital development PowerPoint Actively participated in investor meetings

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31. Research Reports

low Demand
Here's how Research Reports is used in Investment Analyst jobs:
  • Initiated research reports on small capitalization firms which met investment criteria and manageable risk exposure.
  • Prepared original, detailed thematic and industry research reports for companies under coverage.
  • Prepare detailed research reports for clients utilizing various software applications.
  • Prepare economic research reports on interest rate environment & projections.
  • Produced independent in-house research reports with buy/sell recommendations.
  • Constructed quarterly research reports and asset/liability studies.
  • Presented research in clear, concise manner to the rest of investment committee for decision-making purposes, and authored research reports.
  • Provided summary of research reports, investment ideas, and recommendations on investment opportunities the fund manager and the CFO.
  • Utilized electronic editing skills to design, edit and produce investment materials for Trustees, sales presentations, research reports.
  • Result: Structured research reports and notes with an informed rating recommendations, providing accurate insights to clients.
  • Developed company specific models for valuation purposes, and compiled research reports on specific industries and companies.
  • Prepare and present recommendations using spread sheets and Sell-Side research reports to the portfolio manager.
  • Created models, wrote research reports and presented recommendations to Senior Portfolio Managers.
  • Authored company and industry research reports for executive review and client use.
  • Combine fundamentals with market research to write research reports
  • Prepared research reports to support recommendations.
  • Provide clients with Quarterly Investment Manager Research reports to update clients on both manager and market performance.
  • Prepare research reports emphasizing key issues relevant to merger and/or financing transactions 3.
  • Attended roadshows and met with C-executives Analyzed prospectus and equity research reports to value pre-IPO companies
  • Created monthly research reports to identify trends and communicate meaningful information used in financial analysis.

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32. Institutional Clients

low Demand
Here's how Institutional Clients is used in Investment Analyst jobs:
  • Charged with assisting a team of Client Executives in providing integrated investment advice and portfolio management services to large institutional clients.
  • Generated reports for institutional clients and assisted in determining recommendations regarding the need for mutual fund and other investment changes.
  • Interfaced with institutional clients at senior management level to explain financial reporting concepts; responded to SAS70 audit and regulatory inquiries
  • Perform investment manager searches for institutional clients, make recommendations and coordinate finalist presentations.
  • Analyzed custom investment portfolios and delivered performance reports to top institutional clients.
  • Reconcile accounts and distribute customized reports for our Institutional clients.
  • Explained portfolio characteristics to institutional clients.
  • Analyzed, inputted and reconciled institutional clients' investment statements, performance and risk attributions and client investment guidelines for compliance.
  • Researched and wrote papers focusing on institutional clients, altering investment environment and requirements, and presenting new products and services.
  • Provided account management and service functions for a portfolio of 20 institutional clients totaling approximately $6 billion in assets.
  • Performed analysis on the firm's 2000 Institutional clients under the Assets Under Management Reporting and Analysis team.
  • Created 100% custom fact sheets for new institutional clients and hypothetical portfolio models for new/prospective clients.
  • Managed and operated ABS database/ portfolio for 7 institutional clients at value over $10B.
  • Published a quarterly market commentary and outlook for distribution to both HNW and institutional clients.
  • Led investment banking equity research in the technology sector for institutional clients.
  • Provided global portfolio trading services to more than 15 European institutional clients.
  • Managed the assets of 15 institutional clients totaling over $12 billion.
  • Serviced both high net worth and institutional clients.
  • Create customized multi-asset portfolios for institutional clients based on their risk/return guidelines and short/long-term investment objectives.
  • Interact with institutional clients to provide analytical support on a daily basis.

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33. Investment Ideas

low Demand
Here's how Investment Ideas is used in Investment Analyst jobs:
  • Conduct economic, fixed income market and individual credit research to develop executable investment ideas and themes.
  • Performed individual company and industry equity research used to generate new investment ideas.
  • Developed investment ideas for family investment office in public securities.
  • Provided new investment ideas through fundamental and technical analysis.
  • Sourced and refreshed investment ideas targeting value/deep value.
  • Analyzed and presented investment ideas and executed trades.
  • Analyze the impact of macroeconomic trends and events on our portfolios and researching new investment ideas and reviewing current.
  • Prepare reports for portfolio manager to review including new investment ideas, reasoning, analysis, and relevant factors.
  • Presented investment ideas and strategies to the portfolio managers.
  • Analyzed and approved financial investments and maintenance expenses related to multiple branches Collected information and interpreted data for funding managers investment ideas
  • Perform research to provide information and investment ideas to financial advisors.
  • Identified, evaluated, and communicated long/short equity investment ideas in the Healthcare Services sector to Portfolio Manager.
  • Research potential new investment ideas in small-cap and mid-cap companies using bottom-up screeners and sell-side analyst reports.
  • Use Bloomberg and Baseline to perform security screens/searches to generate investment ideas.
  • Evaluated and presented investment ideas to fund owner.
  • Reported investment ideas directly to PM } Gold: Recommendations outperformed XAU by more than 50%.

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34. IRR

low Demand
Here's how IRR is used in Investment Analyst jobs:
  • Developed capital budgets, and conducted IRR analysis for reporting investment packages to all syndicated tax credit investors.
  • Analyzed and verified XIRR calculations for various alternate investment schemes ranging from solar, venture capital funds and structured products.
  • Provided monthly, quarterly fund performance reports, including IRR, Portfolio Company performance, and benchmark reporting.
  • Created waterfall payment structures, 100% of profits until the firm reached 12% preferred IRR.
  • Used cash flow information to forecast what the IRR would be for past and future time periods.
  • Analyzed investment earnings and calculated key returns evaluations; IRR, NPV, Payback & MIRR evaluations.
  • Developed financial models to analyze ROE, NOI and IRR for prospective value investment opportunities.
  • Gathered and analyzed portfolio data across a range of custodians to calculate and track IRR.
  • Quantified firm's investment performance by calculating the levered IRR and gross equity multiple.
  • Produced quarterly and annual SEC investment and IRR schedules required for annual report.
  • Set up procedures to forecast IRR directly after origination of pool.
  • Created projections process for quarterly IRR for outstanding loan pools.
  • Look for irregularities and ways to improve operations.
  • Maintained financial models and budgets for owned and leased assets (FFO, NPV, IRR, NOI).
  • Revitalize the existing, such as IRR, and expand new functionalities of the system by developing test scenarios.
  • Calculate gross/net IRRs, investment leverage ratios, preferred returns and investment multiples.
  • Assist with levered and unlevered IRR calculations.
  • Developed a SAS program to mirror the Treasury-mandated waterfall treatment of "at-risk" mortgage loans.
  • Modeled cash flow of each loan to back-test real IRRs on selected loan pool.

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35. Potential Investments

low Demand
Here's how Potential Investments is used in Investment Analyst jobs:
  • Monitored, researched and recommended outside money managers for potential investments.
  • Developed a proprietary questionnaire and scoring model for potential investments.
  • Researched and assessed seller leads for potential investments
  • Inspected both potential investments and existing problem investments and recommended appropriate course of action for optimizing value and yields.
  • Analyze potential investments in property, bond, and equity markets using NVP, IRR, and ROI.
  • Recommend potential investments for the Energy, Utilities, and Emerging Markets portions of the equity portfolio.
  • Developed processes for a mock portfolio system to vet potential investments from research analysts.
  • Played a key role in sourcing potential investments and establishing deal flows.
  • Utilized comparable company and venture capital valuation techniques to accurately derive fair pre-money and post- money valuation for potential investments.
  • Prepare quarterly post-investment reports for clients, monitor investment performance and conduct pre- investment financial analysis of potential investments
  • Analyzed financial performance of potential investments in multi-family and senior living sectors.
  • Researched potential investments to meet client asset allocation needs, specifically mutual funds and ETFs.
  • Utilized Bloomberg and Factset to perform screening and preliminary evaluation of potential investments.

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36. Market Data

low Demand
Here's how Market Data is used in Investment Analyst jobs:
  • Analyzed client financial statements and market data and presented risk profile recommendations to senior management.
  • Research market data utilizing various vendors, internet research, regulatory filings and industry publications.
  • Perform macro-economic/industry analysis to evaluate market data and correlation to the company's internal metrics.
  • Researched and analyzed market data including key trends, economic information and market reports.
  • Collected news and market data, including financial statements and historical quotes, analyzed data with Excel, R and SQL.
  • Established an automated process of providing financial research and market data to the option traders and the portfolio group.
  • Research economic, demographic and real estate market data for the sales and purchases of buildings for Asset Managers.
  • Created comprehensive charts that contributed information to platforms used for storing, querying and analyzing market data.
  • Generated leads for diligence by creating and analyzing screens of market data and financial performance.
  • Used technical and fundamental research on market data to develop watch lists for traders.
  • Researched and presented equity attribution, risk and market data at weekly investment meeting.
  • Experience also included use of various market data research services, i.e.
  • Analyze financial market data and trends to assist in idea generation.
  • Analyze market data to generate useful insight for the business.
  • Developed recommendation for providing real-time market data and analytics to improve the efficient management of the global portfolio.
  • Update 3 daily quantitative reports using Microsoft Excel and Bloomberg terminal to keep investment team updated on market data and conditions.
  • Collaborated with local institutions to transition biomedical research into marketable products Gathered and analyzed market data for QED Fellowship Award program

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37. Balance Sheet

low Demand
Here's how Balance Sheet is used in Investment Analyst jobs:
  • Tax laws on leveraged leases prevented transfer from subsidiary to balance sheet and public valuation of airplanes was not readily available.
  • Utilize ZMFS risk model to determine monthly Market Value of the balance sheet in various interest rate scenarios.
  • Demonstrated an understanding of financial news, charting, trends and balance sheet & income statement analysis.
  • Conducted financial statement analysis (balance sheets, income statements, cash flow statements, etc.)
  • Resulted in diversifying the balance sheet, adding higher rating quality, and increasing portfolio liquidity.
  • Required extensive research in income statements, balance sheets and statement of cash flows.
  • Create balance sheets, income statements, and cash flow statements.
  • Modeled income, balance sheets, cash flows and leverage ratios.
  • Balance sheet and financial modeling.
  • Forecasted monthly charge-off activity for off-balance sheet investments.
  • Performed balance sheet analysis as well as qualitative and quantitative research and assessment of target companies industries and markets.
  • Process monthly expense report reclasses daily journal entries & maintain balance sheet work papers.
  • Run valuation and forecasting of the book of assets, synthetic debt and off balance sheet derivatives (eg.

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38. Risk Analysis

low Demand
Here's how Risk Analysis is used in Investment Analyst jobs:
  • Communicated investment manager performance to clients on a quantitative and qualitative basis through risk analysis, attribution and broad market themes.
  • Risk Management and Performance Evaluation: Conducted performance attribution and risk analysis on the portfolio.
  • Conducted individual credit risk analysis used to make fixed income investment decisions.
  • Executed proprietary risk analysis programs which are designed to aid investment decision-making.
  • Conducted asset allocation, security selection, and risk analysis.
  • Developed reserve policies and rates, portfolio risk analysis procedures
  • Involved in all aspects of credit and portfolio risk analysis at both the individual property and portfolio level.
  • Risk Analysis: Performed analysis on portfolio risk to help track and improve the valuation system.
  • Performed daily maintenance and P&L for three funds and statistical/risk analysis using PerTrac.
  • Conducted financial and risk analysis to support the renewal of existing problem asset management loans.
  • Performed portfolio risk analysis and planning with QRM for $8B in MBS.
  • Reviewed risk analysis on secured loans, primarily on equipment leases and contracts.
  • Created and managed risk analysis programs for a $170B RMBS portfolio.
  • Provided risk analysis of companies likely to file Chapter 11 bankruptcy.
  • Conducted risk analysis of various CMO/MBS products.
  • Performed quantitative analysis on investment funds and client portfolios: o Holdings-based performance analysis, attribution and risk analysis.
  • Prepared investment committee memorandums and related support through risk analysis and in-depth understanding of investment factors.
  • Analyze Financials Research alternative investment opportunities Conduct risk analysis
  • Develop risk analysis and reports in Qlikview and IFS, and prepare governance documents.
  • Conduct fund performance attribution and risk analysis using Bloomberg, Factset, Morningstar Direct and eVestment Alliance.

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39. Corporate Actions

low Demand
Here's how Corporate Actions is used in Investment Analyst jobs:
  • Functioned as liaison between departments regarding specialized knowledge of restricted stocks and corporate actions.
  • Monitored, researched and supported portfolio management teams with corporate actions.
  • Monitored corporate actions and transmitted appropriate decisions to operations.
  • Identified and processed all corporate actions and reorganizations.
  • Lead team meetings to improve processes in how the company handles unique investments, corporate actions and trading desk guidelines.
  • Perform portfolio management, trading, capital markets, corporate actions, and middle/back office roles.
  • Monitor and implement corporate actions, index changes, shareholder activity, and fund holdings.
  • Processed corporate actions, cleared and settled trades across an array of fixed income securities.
  • Monitor, report, and assist in implementing index changes and corporate actions.
  • Validated transactions, corporate actions, income, shares and security prices.
  • Processed class action documents and corporate actions on assets that were held.
  • Process all corporate actions and train back office personnel on systems.
  • Engaged trade settlement and corporate actions in a time- sensitive matter.
  • Processed corporate actions for all of our securities daily.
  • Researched corporate actions and pricing issues.
  • Design trading strategies around corporate actions.
  • Performed corporate actions, obtaining back-up information from Bloomberg to process actions, identify updated positions, and complete trades.
  • Research, verify and process corporate actions including tender and consents, rate adjustments, exchanges and pik payments.
  • Researched the impact of corporate actions and voted in accordance with their proxy voting mandate.
  • Processed corporate actions including full and partial calls, Paydown, and 144A exchanges.

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40. Data Analysis

low Demand
Here's how Data Analysis is used in Investment Analyst jobs:
  • Provide summary reporting and data analysis for Call Center volumes and productivity to maximize staffing and meeting service level agreements.
  • Bolstered the ability to quickly identify and develop corrective plans to address financial discrepancies through refined financial data analysis processes.
  • Supported business unit managers in data analysis and auditing vendor invoices.
  • Assisted in data analysis of individual stock's performance in order to make trend analysis and to make critical investment decisions.
  • Market data analysis which entails monitoring data vendor quality metrics and performing on boarding functions for new vendors and data feeds.
  • Involved with a wide variety of data analysis and data management relating to marketing, product development and client services.
  • Recruited and promoted twice to perform data analysis, sales forecasting, and audit duties for assigned market channels.
  • Provide modeling and data analysis to Financial Planning & Analysis Team on an as needed basis.
  • Support Novartis New Commercial Channel (NCC) team with various data analysis, provide recommendations.
  • Provided back-up data analysis for upcoming book on finance by a #1 bestselling author.
  • Created charts, trends for the purpose of data analysis by senior and executive management.
  • Maintained business clients' databases and performed data analysis to update credit rating standards.
  • Supervised and trained interns in the areas of reporting and data analysis.
  • Complete Data Analysis and reconciliation of clients' data.
  • Prevented a severe loss through data analysis.
  • Design Ms excel macros to aid data analysis.Use of multiple Financial IT tools to manage company operations.

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41. Financial Performance

low Demand
Here's how Financial Performance is used in Investment Analyst jobs:
  • 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.
  • Perform general fund-level and client account-level analysis on an ongoing basis to deliver superior financial performance and timely client service.
  • Analyzed financial performance of stressed customers using variance analysis, trend analysis, and other financial analysis tools.
  • Conducted portfolio analysis to determine financial performance and calculated financial ratios.
  • Analyzed the financial performance of potential properties for acquisition purposes.
  • Prepared Asset Quality Reports on clients displaying deteriorating financial performance.
  • Monitored financial performance, covenant compliance and market dynamics.
  • Analyzed account credit risk in terms of collateral quality, financial performance and compliance to credit agreements.
  • Prepare Watch List loan reports based on financial performance and physical condition and recommend action plans.
  • Reviewed P&L statements to report on the financial performance of various investments.
  • Monitored the financial performance of what is considered the Company's riskiest portfolio.
  • Prepare financial performance reports on individuals, trusts and company portfolio accounts.
  • Prepared CFO's financial performance presentation to senior management and Board.
  • Provided Client Managers with advice on financial performance data.
  • Developed and executed methodology for benchmarking individual regional operating and financial performance related to the compensation packages of twenty-three Regional Directors.
  • Gather, analyzing, maintaining and reporting on budget/expense data and financial performance Built model to track department expenses/ budget
  • impact fund and evaluated subsequent social and financial performance through annual review memos
  • Conducted quantitative analysis on manager's financial performance, investment strategy and strength of team.

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42. Special Projects

low Demand
Here's how Special Projects is used in Investment Analyst jobs:
  • Perform special projects as determined by managing directors.
  • Provide primary support for Crystal reports, report writing/training, special projects, research and problem resolution.
  • Participated in special projects such as transitions, Asia Pacific accounts conversion and trained team members.
  • Performed other duties of a similar or related level and assists with special projects as necessary.
  • Worked on special projects - FASB 155 Accounting Statement implications, disaster recovery business plan.
  • Supervised team and lead special projects to improve various processes to increase efficiency.
  • Worked on special projects based on decisions by The State of Ohio Legislature.
  • Perform special projects, including investment comparisons, graphs and asset analysis.
  • Collaborated with other team members on special projects and events.
  • Provide support to management and loan staff on special projects.
  • Assisted with any other special projects and manager searches.
  • Assisted VP of investments with special projects as needed.
  • Perform special projects and additional tasks as assigned.
  • Assist with special projects related to investment program.
  • Completed various other special projects as assigned.
  • Perform special projects based on multi-factor models for portfolio construction of various model solutions.
  • Completed proprietary ad hoc investment strategy illustrations and securities special projects.
  • Delivered requested information for KPMG and SOX audits for GE CORE loans Special projects as required.
  • Wire Transfers Special Projects Management Reports
  • Project feasibility analysis Economic analysis Data processing and analysis Special projects assistant Investor relations

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43. Market Conditions

low Demand
Here's how Market Conditions is used in Investment Analyst jobs:
  • Researched domestic and foreign capital market conditions to better interpret performance and evaluate the impact of strategic allocation changes.
  • Presented quarterly market updates to senior management, including internal investment updates, market conditions, and recommendations.
  • Strengthened senior management decision-making by analyzing investment policies in light of market conditions and cash flow needs.
  • Generated weekly asset allocation/ portfolio management guidance based upon changing economic dynamics and financial market conditions.
  • Monitored and evaluated performance indicators, market conditions and financial returns for management reporting.
  • Researched investment portfolios and construction and monitored market conditions, asset class characteristics.
  • Analyzed economic, legal, political and market conditions within selected markets.
  • Suggested rent recommendations based on market conditions and availability.
  • Monitor the investment environment and determine how changing market conditions may impact the outlook for asset classes and specific strategies.
  • Conducted building inspections to assess structural flaws, deferred maintenance, safety issues, vacancy and market conditions of neighborhood.
  • Establish and manage relationships with multiple brokerage houses; engage in trading assets and monitor market conditions.
  • Study market conditions and create quarterly summary reports for each market in the bank's operating footprint.
  • Use Bloomberg's PORT to conduct performance attribution and stress test various market conditions on the portfolio's overall value.
  • close ended equity funds, long duration debt funds and tailor made equity portfolios in a poor/challenging market conditions.
  • Monitor and rebalance the portfolio according to market conditions and the specific client's situation and suitability.

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44. Credit Reports

low Demand
Here's how Credit Reports is used in Investment Analyst jobs:
  • Processed all background checks for new and existing dealers: criminal, credit reports, liens and attorney general searches.
  • Order and analyze credit reports, along with property evaluations to properly assess the investment risk.
  • Run and review various credit reports and identify and summarize factors that effect scoring.
  • Analyzed and retrieved credit reports, tax returns and financial bank statements.
  • Review client financial statements and credit reports to negotiate special payment arrangements.
  • Retrieved consumer credit reports to consider possible payment options.
  • Identified trends in processing, researching consumer and business credit reports to complete risk assessments and financial analysis.

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45. Investment Reports

low Demand
Here's how Investment Reports is used in Investment Analyst jobs:
  • Prepared numerous investment reports including scenario analysis, asset allocation, performance, and liquidity for senior management and multiple committees.
  • Draft investment reports and communicate results and significant findings to direct managers along with internal and external senior management.
  • Produce quarterly client investment reports detailing performance, attribution, and capital market analysis.
  • Prepare and publish financial or regulatory investment reports/statements for management and outside parties.
  • Reconciled monthly investment reports generated by the custodial bank and investment managers.
  • Conducted several investment reports and financial analysis for potential and actual relationships.
  • Analyzed performance returns, and prepared investment reports for institutional clients.
  • Prepared and reviewed investment reports.
  • Performed extensive securities and investment research analysis, return on investment reports, (including sector specific reporting).
  • Produced investment reports on the manufacturing sector in Japan, with a focus on high technology.
  • Audited and analyzed investment reports, cash statements, and reporting, classifying and verifying postings.
  • Attended research meetings and wrote investment reports on current positions and opportunities for the portfolio.
  • Compose board materials, investment reports, Treasury Report and Finance Committee Report.
  • Worked on investment reports of Ghana, Egypt, Rwanda and D.R.
  • Prepared investment reports for the board's monthly investment committee meetings.
  • Prepared and presented investment reports to the firm's client base.
  • Produce monthly investment reports for 12 portfolios.
  • Prepared investment reports for existing clients.
  • Audited investment reports, cash statements, and supplemental accounting reporting to verify investment transactions were posted accurately and properly classified.
  • Analyzed the performance of securities for multi-million dollar firms and produced client investment reports.

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46. Attribution Analysis

low Demand
Here's how Attribution Analysis is used in Investment Analyst jobs:
  • Monitored the performance of various investments using reward to risk ratios and attribution analysis.
  • Performed attribution analysis on various client accounts to eliminate discrepancies in the returns.
  • Conduct regular performance attribution analysis based on asset class, country and borrower.
  • Produce a quarterly watch-list report and explain manager performance through attribution analysis.
  • Prepared monthly attribution analysis of macroeconomic indicators for sixteen countries.
  • Perform sector and security attribution analysis on equity investment products.
  • Prepared attribution analysis and risk reports on internal funds.
  • Strengthen attribution analysis and create customized benchmarks.
  • Reviewed performance attribution analysis with Patterson Team.
  • Created attribution analysis for portfolio managers for domestic, international large, mid and small cap portfolios.
  • Calculated performance & attribution analysis of mutual funds across the board on fortnight basis.
  • Write investment commentary (including attribution analysis) that is free from outside influences.
  • Perform attribution analysis and risk reports of the portfolios underlying managers and strategies.
  • Provided attribution analysis to gauge the performance of different funds.
  • Designed a new manager performance attribution report and performed attribution analysis of 9 portfolio managers to explain underperformance.
  • Perform attribution analysis, market valuation and ad hoc research projects for U.S. Value team.
  • Performed P&L and market risk attribution analysis.

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47. Capital Markets

low Demand
Here's how Capital Markets is used in Investment Analyst jobs:
  • Interact extensively with underwriters, capital markets and other constituencies regarding new business organization, portfolio management and other related issues.
  • Provided support on capital markets mortgage transactions by researching, gathering, collecting, classifying and analyzing financial/statistical data.
  • Consulted regularly with senior management of public companies about their competitive position in the capital markets.
  • Own budgeting and contractual responsibilities with third-party data services for Capital Markets and Finance divisions.
  • Prepared daily financial markets reports based on macroeconomic data, capital markets and banking figures.
  • Analyzed daily mortgage servicing rights pricing for capital markets management team.
  • Present daily capital markets update to the investment team highlighting material events and their relevance to portfolio positioning.
  • Collaborate with external Equity Research, Trading, Investment Banking and Capital Markets to forge and manage relationships with
  • Enhance performance reporting processes as a member of the mapping team and capital markets group.
  • Gained an understanding of monthly financial statements and expanded my knowledge of capital markets.
  • Analyze and report on the impact of Capital Markets on mortgage lending.
  • Oversee Cash Management and Investor Reporting analysis for Capital Markets deals.
  • Structure portfolios and package products for sale to capital markets.
  • Oversee escrow disbursements for all Capital Markets deals.
  • Monitored capital markets, highlighted significant movements in value and benchmarked returns with indexes.
  • Contribute to development of analytical and screening tools to cover heterogeneous capital markets.
  • Hum Securities is a capital markets advisor providing research & brokerage services to clients all over the country.
  • Assisted in conducting capital markets assumption for an asset/liability study of two U.S. and one Canadian pension funds.
  • Provide ASC815 compliance for each trade made by Capital Markets, and entered hedging information into Sunguard Intrader derivative accounting system.

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48. Portfolio Companies

low Demand
Here's how Portfolio Companies is used in Investment Analyst jobs:
  • Conduct careful financial and covenant analysis of proposed transactions and portfolio companies.
  • Negotiate and manage business development deals for portfolio companies.
  • Performed fundamental analysis and research on potential portfolio companies.
  • Conducted due diligence activities of potential portfolio companies.
  • Monitored the performance of existing portfolio companies.
  • Experience description: Evaluation of new project applications and management of the current portfolio companies.
  • Performed valuation of portfolio companies of mega-cap and mid-cap private equity funds such as KKR.
  • Functioned as Financial Analyst for various portfolio companies on an as needed basis.
  • Served on the board of directors of two private portfolio companies.
  • Reviewed and assisted current portfolio companies Helped update website, created quarterly reports, and performed other necessary office tasks
  • Managed database of startups using excel along with being the point of contact for 50+ portfolio companies.
  • Crafted strategic growth and fundraising plans with portfolio companies.
  • Analysed portfolio companies performance by reviewing financial statements and managerial developments.

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49. Client Meetings

low Demand
Here's how Client Meetings is used in Investment Analyst jobs:
  • Assisted Portfolio Manager by preparing presentation books and related material for client meetings.
  • Prioritize reconciliations based on reporting deadlines and client meetings.
  • Assisted portfolio managers in preparing materials for client meetings (historical investment performance, emerging investment trends and new products).
  • Partnered with Relationship Managers and Loan Portfolio Managers in select client meetings where in depth financial analysis is essential.
  • Attend client meetings and discuss the investment strategy along with answering questions on individual stocks in the portfolio.
  • Prepared presentations for client meetings as well as gathered and distilled information for consultants.
  • Prepare investment materials for client meetings in an accurate and professional manner.
  • Produced periodic performance reports for client meetings using Orion.
  • Prepare portfolio reviews for quarterly client meetings.
  • Conduct client meetings and prospective client proposals.
  • Facilitate recurring client meetings using WebEx.
  • Key Accomplishments Re-designed presentation materials for executive presentations, newsletters, marketing materials, email campaigns and client meetings.
  • Prepare trade proposals for new assets; rebalance existing client accounts; and articulate changes at client meetings.
  • Prepared client portfolios and 401(k) plans for advisors to present during client meetings.
  • Prepared client review presentation materials and assisted lead advisor in client meetings as needed.

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50. Conference Calls

low Demand
Here's how Conference Calls is used in Investment Analyst jobs:
  • Coordinated quarterly earnings release conference calls with Analysts and Sr. Management
  • Assist senior management with client/marketing conference calls.
  • Contributed in investor conference calls and presentations.
  • Attended asset manager due diligence meetings and investment strategy conference calls to synthesize information to the field.
  • Conduct periodic conference calls with the Plan Sponsors on a quarterly basis, or as needed.
  • Researched equities using annual/quarterly reports, live conference calls, and other analyst reports.
  • Participated in board meetings and conference calls and took notes for records.
  • Hosted meetings and conference calls with fund managers.
  • Coordinated earnings conference calls, earnings press releases and webcasts so information could be disseminated thoroughly to comply with SEC regulations.
  • Compile detailed fundamental analysis on overvalued companies Research financial statements, conference calls, press releases, etc.
  • Conducted bi-monthly progress report conference calls with mortgage servicers and respective law firms.
  • Attend Client meetings and conference calls to assist the financial advisors.
  • Aided portfolio managers and subaccount managers in Morningstar and Lipper conference calls.

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20 Most Common Skill for an Investment Analyst

Portfolio Management21.9%
Financial Statements18.2%
Asset Allocation8.2%
Investment Strategies7.5%
Equity7.2%
Due Diligence5.4%
Income Securities4.8%
Ensure Compliance4.1%

Typical Skill-Sets Required For An Investment Analyst

RankSkillPercentage of ResumesPercentage
1
1
Portfolio Management
Portfolio Management
18.4%
18.4%
2
2
Financial Statements
Financial Statements
15.3%
15.3%
3
3
Asset Allocation
Asset Allocation
6.8%
6.8%
4
4
Investment Strategies
Investment Strategies
6.3%
6.3%
5
5
Equity
Equity
6.1%
6.1%
6
6
Due Diligence
Due Diligence
4.6%
4.6%
7
7
Income Securities
Income Securities
4.1%
4.1%
8
8
Ensure Compliance
Ensure Compliance
3.5%
3.5%
9
9
Real Estate
Real Estate
3.2%
3.2%
10
10
Hedge Funds
Hedge Funds
2.6%
2.6%
11
11
Market Research
Market Research
2%
2%
12
12
Bloomberg
Bloomberg
1.9%
1.9%
13
13
Financial Models
Financial Models
1.8%
1.8%
14
14
Investment Committee
Investment Committee
1.7%
1.7%
15
15
Risk Management
Risk Management
1.2%
1.2%
16
16
Asset Classes
Asset Classes
1%
1%
17
17
Performance Reports
Performance Reports
1%
1%
18
18
Client Relationships
Client Relationships
0.9%
0.9%
19
19
AUM
AUM
0.9%
0.9%
20
20
Client Portfolios
Client Portfolios
0.9%
0.9%
21
21
Fundamental Analysis
Fundamental Analysis
0.8%
0.8%
22
22
High NET
High NET
0.8%
0.8%
23
23
DCF
DCF
0.7%
0.7%
24
24
SQL
SQL
0.7%
0.7%
25
25
Investment Analysis
Investment Analysis
0.7%
0.7%
26
26
ETF
ETF
0.7%
0.7%
27
27
VBA
VBA
0.6%
0.6%
28
28
Credit Risk
Credit Risk
0.6%
0.6%
29
29
Morningstar
Morningstar
0.6%
0.6%
30
30
Powerpoint
Powerpoint
0.5%
0.5%
31
31
Research Reports
Research Reports
0.5%
0.5%
32
32
Institutional Clients
Institutional Clients
0.5%
0.5%
33
33
Investment Ideas
Investment Ideas
0.5%
0.5%
34
34
IRR
IRR
0.5%
0.5%
35
35
Potential Investments
Potential Investments
0.5%
0.5%
36
36
Market Data
Market Data
0.5%
0.5%
37
37
Balance Sheet
Balance Sheet
0.5%
0.5%
38
38
Risk Analysis
Risk Analysis
0.5%
0.5%
39
39
Corporate Actions
Corporate Actions
0.5%
0.5%
40
40
Data Analysis
Data Analysis
0.4%
0.4%
41
41
Financial Performance
Financial Performance
0.4%
0.4%
42
42
Special Projects
Special Projects
0.4%
0.4%
43
43
Market Conditions
Market Conditions
0.4%
0.4%
44
44
Credit Reports
Credit Reports
0.4%
0.4%
45
45
Investment Reports
Investment Reports
0.4%
0.4%
46
46
Attribution Analysis
Attribution Analysis
0.4%
0.4%
47
47
Capital Markets
Capital Markets
0.4%
0.4%
48
48
Portfolio Companies
Portfolio Companies
0.4%
0.4%
49
49
Client Meetings
Client Meetings
0.4%
0.4%
50
50
Conference Calls
Conference Calls
0.4%
0.4%

15,194 Investment Analyst Jobs

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