Investment Associate

Investment Associate Resume Examples And Tips

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

At Zippia, we went through over 2,129 Investment Associate resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

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Five Key Resume Tips For Landing An Investment Associate Job:

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

How To Write An Investment Associate Resume

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

Not sure which skills are really important?

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

Example # 1

Investment Associate

  • Prepared weekly equity research packets including performance attribution and risk analysis of team's composite portfolio.
  • Lead manager selection process, specializing in U.S. equity markets.
  • Evaluated the systems required to process an Equity Derivative trade and proposed solutions to decrease inefficiencies.
  • Led new hire training for FINRA test preparation and consultative sales model.
  • Reconciled fixed income and equity portfolios to custodial statements for the purpose of matching actual performance with managers stated returns.

Example # 2

Investment Associate

  • Used Salesforce CRM software to keep track of client relationships and interactions.
  • Utilized multiple CRM systems to track, maintain, and improve relationships with clients.
  • Audited client accounts ensuring compliance with FINRA and SEC guidelines.
  • Partnered daily with team to increase AUM yearly by 20% and monthly production (avg.
  • Managed fixed, equity, and balanced portfolios for personal and institutional clients.

Example # 3

Investment Associate

  • Specialized primarily in bonds and offshore equity instruments.
  • Executed team's trading for various domestic and international equity and fixed income securities.
  • Checked corporate bond prices daily using Bloomberg.
  • Support two financial advisors overseeing $300MM in AUM with $1.6B in the pipeline.
  • Prepared weekly equity research packets including performance attribution and risk analysis of team's composite portfolio.

Example # 4

Bank Analyst

  • Produced monthly executive management report for senior management committee and presentations for Board of Directors and Equity Analysts.
  • Programmed complex expense allocation system in SAS enabling a better analysis of expense trends.
  • Streamline operations and enhance in-house systems by developing business specific Excel/Access reports for various portfolios
  • Reviewed, monitored and analyzed investment managers' performance, both fixed income and equity portfolios.
  • Produced ad hoc reports through PeopleSoft queries and internal data systems such as Cognos, Khalix and FARO.

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We compared 2,129 sample investment associate resumes with job offers and found that the average years of experience required for an investment associate job required by employers is 2.0 years.
How much work experience do employers want to see?
The average investment associate job listing asks for 2.0 years of work experience.
How much work experience does the average investment associate candidate have?
The average investment associate resume contains 3.0 years of work experience.
Write your work experience section in a way that embraces your investment associate skills. Sounds easier said than done? Take a look at how other people have done it. Below are real examples from investment associate resumes that people have included in their work experience section to demonstrate their knowledge of key skills:
As an investment associate, you may be curious how your education stacks up against other applicants. As long as you have a bachelor's degree, you're in the majority. Our research showed that most Investment Associates have a 4-year degree as the highest education level.
Based on our analysis of investment associate resumes, the most common major for investment associate candidates is Finance, but other majors made their way in as well. Business, Economics and Accounting were relatively common.
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As shown above, the Education section can be very brief. However make sure to include the following:
The name of the school you attended
The year you attended
Your major
Your GPA
The level of education you attained

Investment Associate Salary

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

How To Answer "What Are Your Salary Requirements"

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

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