Investment Associate Resume Example & Writing Guide

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