Fund Analyst

Fund Analyst Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Fund Analyst job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

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  • Financial Modeling
  • Financial Analysis
  • Bloomberg
  • Bloomberg Terminal
  • Valuation
  • Investments
  • Finance
  •  Find out what your resume's missing
  • Fund Accounting
  • Financial Reporting
  • Hedge Funds
  • Economics
  • Corporate Finance
  • Equity Research
  • Asset Management
  • Accounting
  • Equities
  • Portfolio Management
  • Mutual Funds
  • Financial Services
  • Private Equity

  •   Show full list

Resume Skills: Analysis Tools

Resume Skills: Financial Analysis

Resume Skills: Regulation & Compliance

Resume Skills: Languages

Resume Skills: Finance Platforms

Resume Skills: Quantitative Analysis

Resume Skills: Software & Language

Resume Skills: Other

Resume Skills: Technical

Resume Skills: Regulatory Knowledge

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Fund Analyst Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Fund Analyst Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Fund Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2019 - Present
Senior Fund Analyst
Analyzed and monitored $2B+ worth of funds, identifying key areas of risk and providing recommendations that increased overall performance by 15%
Developed robust financial models, enabling precise forecasting of fund performance and reducing miscalculations effectively
Used Bloomberg Terminal to aggregate and analyze financial data, assisting in the decision-making for the allocation of $500M in capital resources
BlackRock Inc January 2017 - December 2018
Fund Analyst
Evaluated potential investments, contributing to the growth of the portfolio from $10B to $13B within two years
Implemented a new financial reporting protocol that improved transparency and led to a 20% increase in efficiency
Managed accounting for $1B+ in mutual funds, ensuring timely and accurate reconciliation
Vanguard Group May 2015 - December 2016
Junior Fund Analyst
Assisted in asset management of $5B worth of equities, reducing operational cost by 10%
Created detailed financial analysis reports that aided senior management in investment decisions
Utilized fund accounting to process $200M worth of trades accurately and efficiently
EDUCATION
Resume Worded University Dec 2016
Master of Business Administration (MBA) - Finance
Concentration in Investment Analysis
Resume Worded University May 2015
Bachelor of Science - Economics
Minor in Business Administration
Dean's List 2014 (Top 10%)
SKILLS
Analysis Tools: Bloomberg Terminal, MS Excel (Advanced), MATLAB, Stata, SAS
Financial Analysis: Financial Statement Analysis, Investment Analysis, Fundamental Analysis, Performance Measures
Regulation & Compliance: US GAAP, SEC regulations, Sarbanes-Oxley Act (SOX), Dodd-Frank Act
Languages: English (Native), Spanish (Conversational)
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level II (2018)
Courses: Portfolio Management & Wealth Planning, Quantitative Methods Course (BlackRock - 2017)
Leadership & Volunteering: BlackRock Investment Mentorship Program (Mentor - 2018), Resume Worded Financial Literacy Initiative (Volunteer - 2019)
Projects: Evaluation and comparison of 10 offshore funds using risk-return profile, volatility and performance measures (2018)
Your Name
Portfolio Management Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com October 2018 - Present
Senior Portfolio Management Analyst
Oversaw a portfolio of $3B+ in assets, ensuring optimal allocation and diversification, supporting the firm's overall growth by 10%
Designed financial models to conduct valuation of potential investments, leading to a 20% increase in portfolio yield
Used Bloomberg Terminal for market analysis, facilitating the acquisition of high-profit equities increasing portfolio performance by 12%
JP Morgan Chase June 2016 - September 2018
Portfolio Management Analyst
Managed a $900M+ portfolio, achieving a consistent return of 8% annually
Led financial reporting initiatives that boosted mutual fund transparency and increased client confidence
Streamlined the fund accounting process for asset management, accelerating trade reconciliation by 25%
Goldman Sachs January 2014 - May 2016
Finance Associate
Conducted financial analysis on a diverse range of investment products contributing to the firm's decision-making process
Played a key role in an equity research team that boosted portfolio return by 7%
Assisted in the management of a $300M mutual funds portfolio, helping maintain a consistent return
EDUCATION
Resume Worded University May 2016
Master of Business Administration (MBA) - Finance
Concentration in Portfolio Management
Resume Worded Institute October 2017
Certified Financial Planner (CFP)
Completed during part-time while at Goldman Sachs
SKILLS
Financial Analysis Tools: Bloomberg Terminal, Morningstar Direct, FactSet, Financial Planning Software (eMoney, MoneyGuidePro, RightCapital)
Technical Skills: Microsoft Office Suite (Excel, Word, PowerPoint), SQL, Python, Advanced Excel modeling (Pivot tables, vlookups)
Regulatory Knowledge: SEC regulations, MiFID II, Dodd-Frank Act, FINRA compliance
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level 1 (2015)
Leadership & Volunteering: Financial Planning Association - board member (2016-present), Volunteer Tax Assistant - VITA Program (2019-2020)
Professional Development: Completed various workshops on Risk Management and Financial Analysis
Your Name
Equity Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded May 2019 - Present
Senior Equity Analyst
Managed a $1B portfolio of equities, achieving 12% annual returns and outperforming market indices for two consecutive years
Employed Bloomberg Terminal for comprehensive financial analysis, resulting in successful equity valuation and purchase
Initiated corporate finance guidelines that led to improved financial reporting and 30% cost reduction in expenditures
Morgan Stanley November 2016 - April 2019
Equity Analyst
Oversaw the daily processing of equity trades worth $500M, ensuring timely and accurate accounting
Produced financial services reports that led to the identification of underperforming assets and an overall increase in portfolio performance by 8%
Executed financial models for $800M+ in assets, ensuring optimal allocation and maximizing returns
Credit Suisse August 2014 - October 2016
Investment Associate
Performed detailed equity research, resulting in 10% return in a $200M portfolio
Solid understanding of economics and finance principles contributed to successful asset management
Supported the due diligence process for private equity investments, contributing to investment team decision-making
EDUCATION
Resume Worded Academic Center June 2014
Master of Business Administration (MBA) - Financial Analysis
Concentration in Portfolio Management
Resume Worded University May 2012
Bachelor of Science (BSc) - Economics
Minors in Business Administration and Mathematics
Honors: Dean’s List 2010 - 2012
SKILLS
Finance Platforms: Bloomberg Terminal, Eikon, FactSet, Morningstar, Capital IQ
Quantitative Analysis: Stochastic Calculus, Econometric Modelling, Monte Carlo Simulation, Financial Forecasting
Software & Language: Microsoft Office Suite (Excel, PowerPoint, Word), SQL, Python (Pandas, Numpy), Tableau
Skills: Portfolio Management, Equity Research, Asset Valuation, Data Analysis, Risk Management, Financial Modelling
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level III
Leadership & Volunteering: Finance mentor at Big Brother Big Sister Foundation, English language tutor at local community center
Awards: Top Analyst for Highest Performing Recommendations, Morgan Stanley, 2018
Courses: Advanced course in Financial Statement Analysis, Coursera, 2020

How do I add skills to a Fund Analyst resume?

1
Review the job posting closely.

Go through the Fund Analyst posting you're applying to, and identify hard skills the company is looking for. For example, skills like Financial Analysis, Fund Accounting and Financial Modeling are possible skills. These are skills you should try to include on your resume.

2
Add industry skills like Valuation and Investments.

Add other common skills from your industry - such as Finance, Bloomberg and Bloomberg Terminal - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Portfolio Management, Financial Reporting and Financial Services - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Emphasize your ability to solve problems.

Recruiters want to know that you're the kind of person that can solve new and challenging problems. In your Fund Analyst resume, highlight projects that involved problems that were technically complex or mattered to the company.

5
Show evidence of your analytical skills.

Analytical skills involve your ability to break down a problem and come up with effective solutions. On Fund Analyst resumes, hiring managers want to see evidence of how you analyzed quantitative or qualitative data.

6
Use the exact job title.

Try to add the exact job title, Fund Analyst, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Fund Analyst Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Fund Analyst job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Fund Analyst Skills and Keywords to Include On Your Resume

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Fund Analyst Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Professional


Resume Example
Highlights (Free)


Resume Example
Modern Two-Column


Resume Example
Clean Modern


Resume Example
Entry-Level (Free)


Resume Example
Concise


Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you put on a Fund Analyst resume?

Here are some of the most popular skills we see on Fund Analyst resumes:

  • Financial Modeling
  • Financial Analysis
  • Bloomberg
  • Bloomberg Terminal
  • Valuation
  • Investments
  • Finance
  • Fund Accounting

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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