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 Job Keywords

Many employers use software that scans for specific job keywords. Make sure to include these keywords, found in the job posting, to ensure your resume doesn't get filtered out.

Investment Associate Resume Writing Guide

Common Resume Writing Mistake

Not Customizing Your Resume

Every job and employer is different, so it's essential to tailor your resume to each job you're applying for. Failing to do so may make it seem like you're not genuinely interested in the position.

Loan Closer
Trader
Retail Banker
Finance Specialist
Finance Analyst
Audit Associate
Appraiser
Accounts Payable
Financial Specialist
Financial Services Representative