Investment Analyst Resume

The role of an investment analyst is to assess economic trends and their impact on investment potential of individuals and organizations. When you are in a bank, your fund manager or relationship manager will be responsible for making key investment decisions after consulting an investment analyst. These professionals perform the task of gathering information, doing research and analyzing assets like commodities, bonds, stocks, and currencies. This profile often demands extensive traveling and long working hours.

The typical job responsibilities of an investment analyst are interpreting complicated financial data and presenting it to customers in a simple manner, maintaining up-to-date information about the economy, financial markets, and drafting financial research summaries. Apart from this, they also do duties of analyzing organization's accounts, profit-loss sheets and maintaining a record of cash flow information and conducting regular meetings with managers and stock brokers for deciding the best investment schemes that guarantee good profits for clients. Employers have a minimum requirement of bachelor's degree in relevant subject and post-graduate degree for higher management position. The prerequisites to work in this position are strong analytical mind and strategic planning, financial expertise and excellent communication skills.

Resume Sample of Investment Analyst

Peter A. Watson
388 Maple Leaf Dr.
Roslyn, New York 11573
Phone: 555-982-1734
Email: peterwatson@anymail.com

Career Summary:

Highly talented investment analyst with over 6 + years of working experience in investment sectors. Proficient at analyzing market data and drawing financial inferences. Ability to prepare financial reports and effectively communicate course of action to clients and colleagues. Cleared CFA level 1 and a certified Investment Management Analyst (CIMA) professional.

Summary of Skills:

Exceptional understanding of financial market and investments
Extensive knowledge of various financial instruments, fixed income securities and derivative products
Effective communicator and able to build long-lasting relationships with clients
In-depth and comprehensive knowledge about the full investment process
Possess excellent research skills and analytical mind to help clients execute the best trades
Ability to predict market forecasts by studying trends
Proficient in financial performance assessment

Work Experience:

Senior Investment Analyst
DownTown Bank, Roslyn, New York
July 2015 – Present

Managing investment platforms with different insurance products with cash value of more than $ 40M
Processing and reviewing daily performance of investment products offered by the bank
Giving response to clients by providing detail investment recommendations supported by market data
Attending investor conferences and seminars to generate new investment ideas
Collaborating with senior management and developing loan terms and agreements after assessing identifiable risks

Investment Analyst
Eagle's Bank, Roslyn, New York
January 2013 – June 2015

Assisted research team to prepare fund review write-ups for better understanding of clients
Created monthly performance reports for top performing mutual investment funds and suggested funds with good ROI to interested customers
Reported discrepancies to the supervisor and assisted in the correction of investment agreements when required
Conducted investigation and analyzed economic trends, equity funds, financial statements of companies and draw appropriate conclusions

Junior Investment Analyst
Honest Bank, Roslyn, New York
April 2011 – December 2012

Gathered financial data and statistics and prepared monthly report to suggest investments and build effective financial models
Generated annual reports on liquidity, financial status and data assessment for the bank
Interpreted past and current financial data, examined trends, and determined investment opportunities
Ensured all data files and client records on the intranet are current and revised on a timely basis

Internship:
Analyst Intern
Real Estate Investment Analyst, Roslyn, New York
July 2010 – March 2011

Conducted extensive research on investment strategies
Compiled and documented reports for organization's meetings and conferences
Interacted with clients daily and answered their queries while giving information about different products and services
Identified inconsistencies in the record system and brought it to the notice of senior management level officers

Education:

Master's Degree in Business Administration (Major: Finance)
ABC University, Roslyn, New York
2010

Certifications:

Chartered Financial Analyst - 2012
Chartered Investment Management Analyst - 2013

Reference:

On request.

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