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, 13.7% of investment analyst resumes contained portfolio as a skill. Let's find out what skills an investment analyst actually needs in order to be successful in the workplace.

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15 Essential Investment Analyst Skills For Your Resume And Career

1. Portfolio

Here's how portfolio is used on investment analyst resumes:
  • Developed performance attribution system for all investment portfolios and improved the portfolio analysis system with a more robust and accurate solution.
  • Reported portfolio performance relative to designated benchmark performance on a monthly basis so portfolio managers could address variances before quarter end.
  • Communicated important company and industry developments and any changes to financial models and investment recommendations to analysts and portfolio managers.
  • Produced credit research, cash flow analysis and identified and recommended transactions exhibiting relative value to the structured product portfolio.
  • Monitored the changes in collateral characteristics and credit performance of the portfolio and alerted senior management of potential credit deterioration.

2. Financial Statements

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

Here's how financial statements is used on investment analyst resumes:
  • 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.
  • Analyzed financial statements for CMBS/CRE loan portfolios to identify key business drivers and ensure borrowers maintained compliance with debt-coverage ratios.
  • Spread historical and projected financial statements, including in depth analysis of operational, profitability, and leverage ratios.
  • Review financial statements and perform discounted cash flow analysis and comparable company analysis to make recommendations on potential clients.

3. Investment Strategies

The investment strategy is a term used in finance that refers to a set of rules that helps individual investors to make the right decisions to achieve their financial goals. The investment strategies are made after having a closer look at the future needs of the assets, lifestyle, risk tolerance, financial situations, and expected returns.

Here's how investment strategies is used on investment analyst resumes:
  • Assisted Portfolio Managers in administering the appropriate investment strategies within six different risk category models for over 25,000 separately managed accounts.
  • Research current and potential fund managers by studying investment strategies and statistical analyses as well as prospectuses and macroeconomic conditions.
  • Reviewed portfolios with maturing bonds and proposed reinvestment strategies, considering existing holdings, maturity constraints and liquidity needs.
  • Shored up the open architecture platform to include a suite of liquid alternative investment strategies with accompanying asset-pairing recommendations.
  • Developed and implemented investment strategies and participated in the determination of asset allocation mix for the various portfolios.

4. Powerpoint

Powerpoint is an application developed by Microsoft which allows users to create slides of important information to present. It is used mainly for school presentations and businesses. It is commonly used and regarded as the "gold standard" in the field of presentation applications.

Here's how powerpoint is used on investment analyst resumes:
  • 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.

5. Real Estate

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

Here's how real estate is used on investment analyst resumes:
  • Managed Canada and Midwest region real estate portfolio; conducted lease renewal evaluation, analysis and identified exceptions to company standards.
  • Modified business models, performed feasibility analysis and mortgage processing for real estate acquisitions, monitored real estate portfolio performance.
  • Reduced corporation's tax liability through real estate, based investments, offering low-income and historic rehabilitation tax credits.
  • Performed qualitative analysis on alternative investment funds, providing an in-depth look at real estate private equity strategies.
  • Analyzed potential traditional and non-traditional real estate portfolio or new fund acquisitions to grow revenue.

6. Risk Management

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

Here's how risk management is used on investment analyst resumes:
  • Monitor and recommend adjustment to portfolio construction including sector distribution, option strategies, risk management, and alpha generation.
  • Recommended to Senior Management on how to best manage or mitigate these exposures within company Risk Management Policy limits.
  • Risk Management and Performance Evaluation: Conducted performance attribution and risk analysis on the portfolio.
  • 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.

7. Market Research

Market research is a collective effort to collect information related to a consumer's needs and wants. It is a systematic approach that involves recording and analysis of both qualitative and quantitative data. Market research helps a business to identify a target market correctly and identify the gaps in potential consumer's expectations.

Here's how market research is used on investment analyst resumes:
  • 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.
  • Created data dashboards for market research and performance attribution metrics for portfolio managers.
  • Formulated investment recommendations following extensive market research, financial analysis and due diligence.

8. Credit Analysis

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

Here's how credit analysis is used on investment analyst resumes:
  • Conducted credit analysis of residential mortgage-backed securities and development of in-house prepayment and default models.
  • Worked on a cross-functional team to deliver an excellent credit analysis presentation.
  • Conducted credit analysis and developed summary reports on municipal bonds.
  • Performed credit analysis on corporate and municipal tax-free debt.
  • Perform in-depth financial and credit analysis.

9. Private Equity

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

Here's how private equity is used on investment analyst resumes:
  • Calculated fund established private equity and real-estate benchmarks, reconciled performance variances, and estimated/determined performances drivers associated with variances.
  • Evaluated investment opportunities for global private equity fund-of-funds manager with $24bn of assets under management.
  • Performed individual company and industry equity research used to generate new investment ideas.
  • Conducted fundamental primary and secondary equity research to support investment theses.
  • Oversee private equity investments by monitoring capital calls and distributions.

10. Asset Allocation

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

Here's how asset allocation is used on investment analyst resumes:
  • Determined asset allocation within asset/liability management framework.
  • Prepared numerous investment reports including scenario analysis, asset allocation, performance, and liquidity for senior management and multiple committees.
  • Performed investment modeling to assess clients' spending needs relative to asset allocation and expected capital distributions from investment managers.
  • Established written policy statements; developed and implemented client asset allocation strategies and conducted qualitative/quantitative mutual fund evaluation and selection.
  • Created asset allocation studies, prepared meeting materials, generated investment performance commentary and participated in presenting information to clients.

11. Financial Performance

Here's how financial performance is used on investment analyst resumes:
  • 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.
  • Created financial models to forecast future financial performance of clients and reported findings to senior management.
  • Conducted portfolio analysis to determine financial performance and calculated financial ratios.
  • Prepared Asset Quality Reports on clients displaying deteriorating financial performance.

12. Financial Models

Here's how financial models is used on investment analyst resumes:
  • Created and maintained detailed financial models based on bottom-up fundamental analysis and prepared written investment recommendations of companies that firm covered.
  • Maintained complex financial models to perform various calculations/forecasts, compiled and summarized relevant data, presented recommendations to senior management.
  • Developed financial models, databases and automated processes to facilitate improved marketing and management of fixed income securities and portfolios.
  • 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.

13. Capital Markets

Capital markets refer to venues, areas, or spaces where individuals and businesses have their investments and savings stored and the processes done between the suppliers who possess capital and others who need the capital. It majorly concerns raising money in dealing with bonds, shares, and any other long-term investments.

Here's how capital markets is used on investment analyst resumes:
  • 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.
  • Communicated capital market trends and related strategy insight to senior investment staff and the Treasurer during Advisory meetings.
  • 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.

14. SQL

Here's how sql is used on investment analyst resumes:
  • 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.
  • Experience in modeling and simulation with statistical tools including SPSS, JMP, VBA, SQL, R and SAS.
  • Performed ETL operations using SQL Server Integration Service for migration of data between different environments and meet business needs.

15. Bloomberg

Bloomberg is a news company that provides real-time and historical prices, financial data, news and insights, stock analysis and trends, as well as information and reports on the entire economy. Bloomberg harnesses the power of technology to connect the world's decision-makers with accurate financial market intelligence and help them make faster, smarter decisions.

Here's how bloomberg is used on investment analyst resumes:
  • Developed a report detailing market and economic indicators to supplement the bi-weekly presentation using Bloomberg API.
  • Perform quantitative and statistical analysis of portfolio performance in Bloomberg via PORT and related functions.
  • Created and implemented customized real time Excel reports used globally, utilizing Bloomberg to provide
  • Help underclassmen get proficient with fixed income analytic and Bloomberg Terminal.
  • Researched and analyzed fixed income securities using Bloomberg.
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The eight most common skills based on Investment Analyst resumes in 2022.

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List Of Skills To Add To Your Investment Analyst Resume

According to recent trends, the most relevant investment analyst Resume Keywords for your resume are:

  • Portfolio
  • Financial Statements
  • Investment Strategies
  • Powerpoint
  • Real Estate
  • Risk Management
  • Market Research
  • Credit Analysis
  • Private Equity
  • Asset Allocation
  • Financial Performance
  • Financial Models
  • Capital Markets
  • SQL
  • Bloomberg
  • Client Relationships
  • Special Projects
  • Asset Classes
  • Investment Analysis
  • Data Analysis
  • Investment Committee
  • Ensure Compliance
  • VBA
  • Credit Risk
  • Balance Sheet
  • Due Diligence
  • Market Conditions
  • Client Meetings
  • Performance Analysis
  • SAS
  • Discounted Cash Flow
  • Hedge Funds
  • Fundamental Analysis
  • Performance Reports
  • Quantitative Analysis
  • Legal Documents
  • Sell Side
  • Income
  • Factset
  • High NET
  • Morningstar
  • Market Data
  • DCF
  • Client Service
  • Institutional Clients
  • Potential Investments
  • Research Reports
  • Attribution Analysis
  • Financial Advisor
  • Ensure Accuracy

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Online Courses For Investment Analysts

One of the best ways to acquire the skills needed to be an investment analyst is to take an online course. We've identified some online courses from Udemy and Coursera that will help you advance in your career. Since investment analysts benefit from having skills like portfolio, financial statements, and investment strategies, we found courses that will help you improve these skills.

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Financial Investment & Risk Management

All investors in the financial market including large invest companies and private investors face common challenges when they make asset allocation decisions: where to invest, how to fulfill their obligations and what risk to take. This course will help you to gain skills in making investment decisions in the financial market in the short- and long-term perspective. The course consists of six modules, after studying which you will be able to: critically analyze, interpret information from financ...

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Discover the basic concepts of needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing. We will look at the types of institutional investors - pension funds and insurance companies. You will learn the client management life cycle and dive into portfolio management as a process. You will learn the basic concepts, principles, and the major styles of investing in alternative assets. Finally, we study the impact of digitization on investment stra...

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Most Common Skills For Investment Analysts

RankInvestment Analyst SkillPercentage
2Financial Statements12.5%
3Investment Strategies6.6%
5Real Estate4.4%
6Risk Management3.7%
7Market Research3.5%
8Credit Analysis2.6%
9Private Equity2.5%
10Asset Allocation2.4%
11Financial Performance2.4%
12Financial Models2.3%
13Capital Markets2%
16Client Relationships1.8%
17Special Projects1.8%
18Asset Classes1.7%
19Investment Analysis1.7%
20Data Analysis1.7%
21Investment Committee1.6%
22Ensure Compliance1.6%
24Credit Risk1.3%
25Balance Sheet1.3%
26Due Diligence1.3%
27Market Conditions1.2%
28Client Meetings1.2%
29Performance Analysis1.1%
31Discounted Cash Flow0.8%
32Hedge Funds0.7%
33Fundamental Analysis0.7%
34Performance Reports0.7%
35Quantitative Analysis0.7%
36Legal Documents0.7%
37Sell Side0.7%
40High NET0.6%
42Market Data0.5%
44Client Service0.5%
45Institutional Clients0.4%
46Potential Investments0.4%
47Research Reports0.4%
48Attribution Analysis0.4%
49Financial Advisor0.4%
50Ensure Accuracy0.4%

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