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Investment associate skills for your resume and career

Updated January 8, 2025

5 min read

Quoted expert

Fang Lin

Below we've compiled a list of the most critical investment associate skills. We ranked the top skills for investment associates based on the percentage of resumes they appeared on. For example, 8.7% of investment associate resumes contained powerpoint as a skill. Continue reading to find out what skills an investment associate needs to be successful in the workplace.

15 investment associate skills for your resume and career

1. PowerPoint

Here's how investment associates use powerpoint:

Created current investment presentation materials for client meetings using Microsoft PowerPoint and Excel.
Drafted Investment Committee memos, 1 page company summary and PowerPoint presentations.

2. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how investment associates use customer service:

Handled customer service inquiries and processed customer service requests.
Specialized in customer service and resolution of difficult accounts.

3. Client Service

Here's how investment associates use client service:

Maintain a thorough working knowledge of various bank resources to facilitate client service delivery and expand client relationships.
Participate in client meetings with the PM and other members of the client service team.

4. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how investment associates use due diligence:

Performed required quarterly and annual compliance due diligence analysis on preferred sub-advisory investment managers and mutual funds used within the firm.
Perform due diligence and valuation of prospective investments by financial modeling and compose investment recommendation report.

5. Securities

Here's how investment associates use securities:

Outlined investment theses on equity securities and determined risk/return characteristics relative to underlying fund strategy.
Performed analysis on asset allocation, security concentration, trade execution, and conflict securities.

6. Client Relationships

Here's how investment associates use client relationships:

Cultivated current and prospective client relationships and identified opportunities to expand these relationships.
Managed client relationships and provided seamless information to fund management and investors.

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7. Real Estate

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

Here's how investment associates use real estate:

Specialized in representing commercial tenants with their leasing and real estate investment requirements throughout Southern California.
Performed equity research analyst role that covered biotechnology, hospitality and restaurants, and real estates.

8. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how investment associates use wealth management:

Worked closely with team members and clients to build and implement wealth management analysis geared toward meeting individual client lifestyle goals.
Key research and support team member for branch office supporting wealth management staff of 20+.

9. Financial Models

Here's how investment associates use financial models:

Conducted proprietary research and industry surveys, while completing financial and valuation analysis and developing financial models/forecast for private equity investors.
Establish and maintain financial models and databases to gather industry and competitive information for company wide information dissemination.

10. Client Portfolios

Here's how investment associates use client portfolios:

Performed analysis on client portfolios with regards to asset allocation, investment performance, alignment with investment policy.
Analyzed security transaction data and calculated fund performance for twenty client portfolios.

11. 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 investment associates use market research:

Evaluate prospective investment targets for various capital firms through market research and competitor analysis.
Assisted Investment Executives in a three-state area with investor trading, operational issues, market research, and related services.

12. Strong Analytical

Here's how investment associates use strong analytical:

Demanded strong analytical and communication skills.
Employed strong analytical skills to identify, track, report and resolve critical issues in a timely manner.

13. FINRA

Here's how investment associates use finra:

Advised registered investment companies, registered investment advisers and broker-dealers on matters relating to regulatory examinations by SEC and FINRA staffs.
Assisted compliance department to promptly resolve a diverse range of issues involving FINRA requests and inquiries.

14. Asset Allocation

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

Here's how investment associates use asset allocation:

Contributed to investment consulting revenue by developing asset allocation strategies, investment policy statement standards and asset liability analysis and structuring.
Customized investment portfolios based on investor goals using asset allocation approach, risk tolerance, time horizon and continuously monitored performance.

15. Account Reviews

Here's how investment associates use account reviews:

Create monthly reports to mail client postcards for account review and follow up with a phone call to schedule appointments.
Provide sales support by preparing investment proposals, insurance quotes, account reviews, and opening new accounts.

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What skills help Investment Associates find jobs?

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

Fang Lin

Assistant Professor of Finance, Pacific Lutheran University

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

Do you want to know more?

List of investment associate skills to add to your resume

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

PowerPoint
Customer Service
Client Service
Due Diligence
Securities
Client Relationships
Real Estate
Wealth Management
Financial Models
Client Portfolios
Market Research
Strong Analytical
FINRA
Asset Allocation
Account Reviews
Investment Committee
Investor Relations

Annuities
Investment Products
Asset Classes
Fixed Income
Financial Analysis
Salesforce
Business Development
Venture Capital
Financial Statements
Portfolio Analysis
Bloomberg
Presentation Materials
Macro
Investment Strategies
Client Accounts
Investment Research
Market Trends

Account Maintenance
Multi-Asset
Equities
Hedge Funds
Investment Decisions
Investment Recommendations
Private Equity Funds
Cash Flow
Press Releases
Mutual Funds
Institutional Investors
Cash Management
Institutional Clients
Treasury
Discounted Cash Flow

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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