Investment Associate Resume Example & Writing Guide

Investment Associate Resume Sample

Summary

Highly analytical and results-driven Investment Associate with 3 years of experience in analyzing and assessing investment opportunities, managing client portfolios, and providing investment recommendations. Experienced in conducting research and due diligence, performing financial modeling, and presenting investment options to clients.

Education

Bachelor of Science in Business Administration, Major in Finance
New York University, Class of 2015

Professional Experience

Investment Associate

ABC Investment Firm, New York, NY

June 2015 – Present

Conduct research and analysis of market trends and investment opportunities
Utilize financial models to evaluate investment opportunities and make sound recommendations to clients
Assist senior investment professionals in managing client portfolios and executing transactions
Develop and maintain relationships with clients and provide ongoing support and guidance
Collaborate with internal teams to deliver comprehensive investment solutions to clients

Intern

DEF Investment Bank, New York, NY

Summer 2014

Assisted investment bankers in market research and due diligence for various transactions
Modeled financial statements and analyzed valuation metrics for potential target companies
Created PowerPoint presentations for pitch books and client meetings

Skills

Financial modeling
Research and analysis
Financial statement analysis
Strategic planning
Client relationship management

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 Avoid using outdated or non-professional email addresses.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 Associate Resume Writing Guide

Common Resume Writing Mistake

Including References

It's not necessary to include references on your resume unless requested. It is understood that they are available upon request.

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