Investment Analyst Resume Example & Writing Guide

Investment Analyst Resume Example
Learn how to write an impressive Investment Analyst resume with our example and writing guide that will help you land your dream job in finance.
star star star star star
1407 people used this template, 42 people have rated it.

Investment Analyst Resume Sample


  • Bachelor of Science in Finance, University of Illinois Urbana-Champaign
  • Chartered Financial Analyst Level III Candidate

Professional Experience

  • Investment Analyst

    ABC Capital Management | Chicago, IL | May 2018 - Present

    • Conduct investment research across various asset classes including equities, fixed income, and alternatives
    • Develop investment strategies and recommendations for institutional clients
    • Create and present investment performance reports to clients on a quarterly basis
    • Collaborate with portfolio managers to optimize portfolio construction and risk management
  • Investment Banking Analyst

    XYZ Investment Bank | New York, NY | August 2016 - May 2018

    • Assisted in the execution of mergers and acquisitions and capital raising transactions
    • Conducted financial modeling and valuation analyses on potential acquisition targets and financing options
    • Prepared pitchbooks and presentations for senior management and clients
    • Participated in due diligence meetings and calls with clients and external advisors


  • Strong analytical and financial modeling skills
  • Proficiency in Bloomberg, FactSet, and Excel
  • Excellent written and verbal communication skills
  • Attention to detail and ability to manage multiple projects simultaneously

Expert Tip

Use a Professional Email Address

Your email address is often the first thing an employer sees. Make sure it's a professional one that includes your name. Avoid using outdated or non-professional email addresses.

Investment Analyst Resume Writing Guide


As an investment analyst, it is essential that your resume highlights your expertise in financial analysis, market research, valuation, and risk management. Your resume needs to stand out from other applicants and make the hiring manager recognize your qualifications and achievements.

Step 1: Choose the Right Format

The most preferred format for an investment analyst resume is a reverse-chronological one, where your latest experiences and qualifications are listed first and subsequently followed by earlier ones. Along with this, ensure that your resume has a professional and clean look that is easy to read.

Step 2: Add a Professional Summary

At the top of your resume, add a professional summary that briefly highlights your current work experience, your personal skills, and the services you can offer to the organization. Ensure that the summary is concise and impactful.

Step 3: Highlight Your Work Experience

This section is crucial in an investment analyst resume. Therefore, it's important to include your work experience in detail, along with specific achievements and figures, such as returns and profits. Utilize bullet points while detailing your achievements to make it stand out.

  • Highlight your skills in analyzing financial statements, economic trends, and performing due diligence.
  • Outline your methodology in conducting extensive market research and trading activities.
  • Emphasize on your success stories in developing and recommending investment strategies.

Step 4: Exhibit Your Education and Qualifications

In this section, list your educational qualifications, certifications, and licenses. Therefore, if some of the universities, certifications, or license that you have are popular among the employers, ensure that they are displayed prominently in your resume.

Step 5: Mention Technical Expertise

Apart from work experience and education, mentioning technical expertise such as computer skills, programming languages, and finance-related software you have worked on can significantly broaden your career prospects. Many employers today use sophisticated trading systems that require technical expertise to operate; hence mentioning them showcases your versatility.

Step 6: Include Achievements and Extra-curricular Activities

Include any notable achievements, awards, and extra-curricular activities that demonstrate your financial knowledge and competence. These can be in the form of successful investment portfolios, articles, blogs, or research papers you have written, or even volunteering activities that you participated in.


Writing an investment analyst resume that stands out from other applicants requires you to pay attention to the details and understand the job market's demands. Be sure to follow the above six steps to draft an impressive resume that highlights your expertise, skills and helps you land your dream job.

Common Resume Writing Mistake

Using the Same Bullets

Repeating the same bullet points for different jobs can give an impression of redundancy. Tailor each point to reflect the unique aspects of each role.

Build your resume online

Create resume online now to take the first step towards career success

CVBLADE developed by hiring professionals. With our resume builder, applying for your dream job is easy and fast.

Create Resume