Investment Analyst

Investment Analyst Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Investment 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.

Choose a category
  • Financial Modeling
  • Investments
  • Financial Analysis
  • Corporate Finance
  • Valuation
  • Private Equity
  • Finance
  • Mergers & Acquisitions (M&A)
  • Asset Management
  • Investment Banking
  • Due Diligence
  • Real Estate
  • Bloomberg
  • Project Finance
  • Portfolio Management
  • Venture Capital
  • Visual Basic for Applications (VBA)
  • Investment Properties
  • Strategy
  • Capital Markets
  • Equities
  • Investment Management
  • Equity Research
  • Bloomberg Terminal
  • Fixed Income
  • S&P Capital IQ
  •   Show full list

Resume Skills: Financial

  • DCF Valuation
  • Comparable Company Analysis
  • Precedent Transaction Analysis
  • Financial Modeling
  • Cash Flow Analysis
  • Ratio Analysis
  • NPV
  • IRR
  • DCF
  • Capital Budgeting
  • Cognos Analytics
  • Portfolio Management
  • Quantitative Analysis
  • Risk Assessment
  • Return on Investment (ROI) Analysis
  • Profitability Analysis
  • Risk Management
  • Asset Allocation
  • Balance Sheet Analysis
  • Investment Management
  • Equity Research
  • Corporate Finance
  • Valuations
  • Financial Reporting
  • Forecasting
  • Variance Analysis
  • Risk Analysis
  • Budgeting
  • DCF Models
  • Sensitivity Analysis
  • LBO Models
  • Merger Models
  • WACC
  • CAPM
  • Scenario Analysis
  • Monte Carlo Simulation
  • Relative Valuation
  • Market Multiples
  • Financial Modelling
  • Investment Portfolio Management
  • DCF Modeling
  • Comparative Company Analysis
  • LBO Modeling
  • Discounted Cash Flow (DCF)
  • Comparable Company Analysis (Comps)
  • Precedent Transactions

Resume Skills: Regulatory Compliance

  • SEC Reporting
  • GAAP
  • IFRS
  • Sarbanes-Oxley Act Compliance
  • Familiarity with SEC Regulations
  • Understanding of IFRS & GAAP
  • Compliance
  • Due Diligence
  • US SEC regulations
  • MIFID II
  • FRTB
  • Basel III
  • Sarbanes-Oxley (SOX)
  • Financial Services Regulation
  • Anti-Money Laundering (AML)
  • Dodd-Frank
  • SEC Regulations
  • Volcker Rule
  • SARBOX
  • US GAAP

Resume Skills: Data Analysis

  • Tableau
  • SQL
  • Excel (Advanced, including VBA, PivotTables and Macros)
  • SPSS
  • MATLAB
  • Zoho
  • Bloomberg Terminal
  • Microsoft Excel
  • QuickBooks
  • Zoho Books
  • Stata
  • Excel
  • Python
  • SAS
  • R
  • Python (pandas, NumPy)
  • EViews
  • Python (pandas, numpy)
  • PowerBI
  • IBM SPSS
  • Bloomberg
  • Google Analytics
  • Data Mining

Resume Skills: Regulations

  • SEC Reporting
  • GAAP
  • IFRS
  • Sarbanes-Oxley Act Compliance
  • Familiarity with SEC Regulations
  • Understanding of IFRS & GAAP
  • Compliance
  • Due Diligence
  • SEC Regulations
  • FASB Standards
  • SOX
  • Understanding of SEC
  • FINRA
  • CFTC regulations
  • Securities Exchange Act (SEA)
  • Investment Advisors Act (IAA)
  • Financial Industry Regulatory Authority (FINRA)
  • Know Your Customer (KYC)
  • Anti-Money Laundering (AML)
  • US SEC regulations
  • MIFID II
  • FRTB
  • Basel III

Resume Skills: Investment Tools

  • Bloomberg Terminal
  • Reuters Eikon
  • FactSet
  • Morningstar Direct
  • QuickBooks
  • Bloomberg
  • Factset
  • Capital IQ
  • Thomson Reuters Eikon
  • S&P Capital IQ
  • MS Excel
  • Microsoft Excel
  • MATLAB
  • Argus
  • Yardi

Resume Skills: Investment Techniques

  • Portfolio Management
  • Risk Assessment
  • Market Forecasting
  • Quantitative Analysis
  • Asset Allocation
  • Equity Research
  • Fundamental Analysis
  • Technical Analysis
  • Exchange-Traded Funds (ETFs)
  • Mutual Funds
  • Strategic Investment Planning
  • Economic & Financial Forecasting
  • Capital markets
  • Quantitative Risk Analysis
  • Financial Modelling
  • Risk Management
  • Financial Modeling
  • Valuation Methods

Resume Skills: Software

  • MS Office Suite (Advanced Excel)
  • Bloomberg Terminal
  • Tableau
  • Python
  • SQL
  • MS Office (Advanced Excel, PowerPoint)
  • Google Workspace
  • Python (pandas, numpy)
  • MS Excel
  • MATLAB
  • Microsoft Office Suite (Advanced Excel)
  • Microsoft Excel
  • SAP
  • Oracle Financials
  • QuickBooks
  • Morningstar Direct
  • Python (Financial Modeling)

Resume Skills: Languages

  • English
  • Spanish
  • French
  • Mandarin
  • Spanish (Fluent)
  • English (Fluent)
  • Chinese

Resume Skills: Technical

  • Microsoft Excel
  • Python
  • SQL
  • Tableau

Resume Skills: Market Knowledge

  • Equities
  • Fixed Income
  • Derivatives
  • Commodities
  • Emerging Markets
  • Bonds

Resume Skills: Regulation & Compliance

  • Knowledge of SEC Rules & Regulations
  • AML Compliance
  • KYC Procedures
  • Basic Understanding of Dodd-Frank
  • MiFID

Resume Skills: Business Intelligence Tools

  • Tableau
  • Power BI
  • Looker

Resume Skills: Finance Concepts

  • Risk Management
  • Equity Research
  • Portfolio Management
  • Corporate Finance
  • Fixed Income
  • Derivatives

Resume Skills: Compliance & Regulatory Knowledge

  • FCA regulations
  • MiFID II
  • GDPR
  • SEC regulations

Resume Skills: Regulatory Knowledge

  • Securities Exchange Act (US)
  • Financial Conduct Authority regulations (UK)
  • EU General Data Protection Regulation (GDPR)
  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 Investment 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 Investment 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.

Select a free resume example
Your Name
Investment Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2021 - Present
Senior Investment Analyst
Boosted the overall portfolio performance by 27% by implementing more effective financial modeling.
Reduced potential financial risks by carrying out detailed due diligence on prospective investment opportunities.
Established and applied a comprehensive investment strategy, which resulted in increased asset management efficiency.
Conducted meticulous valuation for potential investments which contributed to a net portfolio growth of 15%.
Used Bloomberg terminal and VBA for effective portfolio management and analysis helping in making more informed and timely investment decisions.
Coached.com August 2017 - December 2020
Investment Analyst
Implemented investment banking techniques to optimize finance procedures, reducing resource allocation by 15%.
Conducted financial analysis to inform and refine venture capital investment decisions, resulting in 25% portfolio growth.
Utilized deep understanding of equities to select high-performance investment properties, boosting real estate portfolio returns by 30%.
JP Morgan June 2015 - July 2017
Junior Investment Analyst
Supported the creation of an efficient corporate finance structure that improved capital markets access.
Participated in M&A transactions, helped in the transaction process which resulted in a revenue increase by 12%.
EDUCATION
Resume Worded Institute January 2021
Chartered Financial Analyst (CFA) - Level III
Completed while working full-time at Resume Worded
Resume Worded University May 2017
Master of Business Administration (MBA) - Finance
Concentration in Investment Analysis
Graduated Cum Laude
SKILLS
OTHER
Certifications: Series 7 - General Securities Representative Exam (GS), Series 63 - Uniform Securities Agent State Law Exam
Professional Development: Risk & Investment Management Workshop - Harvard Business School
Leadership & Volunteering: Mentor - Boys & Girls Club, Member - Resume Worded Investment Club
Projects: Developed a stock ranking model for the energetic industry, resulted in a 12% return above the benchmark
Your Name
Associate Investment Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com February 2021 - Present
Associate Investment Analyst
Strengthened company portfolio by sourcing and executing investments, resulting in 23.5% increase in annual returns.
Enhanced capital markets strategy through forward-looking financial analysis, accelerating revenue by 17%.
Performed thorough due diligence processes to identify and mitigate financial risks.
Implemented modern private equity strategies leading to a 20% increase in investment venture profits.
Optimized financial modeling techniques to improve portfolio’s risk/return ratio.
BlackRock August 2018 - January 2021
Financial Analyst
Accelerated portfolio growth by 32% through strategic investment property acquisitions.
Executed Bloomberg terminal and VBA to improve project finance operations and ensure resource optimization.
Managed and diversified assets resulting in a 15% portfolio risk reduction.
Goldman Sachs May 2017 - July 2018
Financial Analyst Intern
Employed investment banking resources to promote efficiency in capital markets.
Assisted in managing and closing M&A transactions, leading to an incremental profit of 10%.
EDUCATION
Resume Worded Institute January 2021
Chartered Financial Analyst (CFA) - Level II
Passed Level II on the first attempt
Resume Worded University June 2017
Master of Science - Finance
Specialization in Investment Analysis
Dean's List 2016 (Top 5% of the class)
SKILLS
Financial Analysis Tools: Bloomberg Terminal, Microsoft Excel, QuickBooks, Zoho Books, Stata, MATLAB
Data Analysis: SQL, Python (pandas, numpy), R,Tableau, PowerBI, IBM SPSS
Investment Strategies: Portfolio Management, Risk Assessment, Market Forecasting, Quantitative Analysis, Asset Allocation, Equity Research
Financial Regulations & Frameworks: GAAP, IFRS, US SEC regulations, MIFID II, FRTB, Basel III
OTHER
Memberships: CFA Institute (Active Member since 2019)
Personal Development: Certified in Financial Modeling & Valuation (WallStreetMojo - 2020)
Professional Development: Certified Financial Advisor (CFA Institute - 2018)
Volunteering: Regular financial educator, Money Charity (2017-present)
Your Name
Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded March 2021 - Present
Senior Financial Analyst
Led financial modeling initiatives, enhancing forecast accuracy by 18% and optimizing asset management.
Strengthened company’s M&A strategy, advancing successful merger deals involving $200M+.
Applied robust valuation strategies that enriched investment portfolio with high-value investments, increasing returns by 22%.
Streamlined process of sourcing and acquiring investment properties, increased venture capital gains by 19%.
Used Bloomberg terminal for real-time market analysis, thereby improving decision making process.
Wells Fargo April 2018 - February 2021
Financial Analyst
Designed and implemented a comprehensive strategy to manage a portfolio of equities, boosting the annual returns by 20%.
Managed private equity investments and performed financial analysis, enhancing the capital returns by 16%.
Implemented project finance techniques leading to cost savings of 12%.
Citi Bank June 2016 - April 2018
Financial Analyst Intern
Supported corporate finance operations for optimized capital markets accessibility.
Assisted in the successful due diligence and closing of significant M&A transactions.
EDUCATION
Resume Worded University May 2017
Master of Business Administration (MBA) - Finance
Focus on Corporate Finance and Risk Management
Resume Worded Institute May 2016
Bachelor of Science - Economics
Minor in Financial Risk Analysis
Award: Scholar's List 2015 (Top 10%)
SKILLS
Software & Tools: Microsoft Excel (Advanced), SQL, SAP, Oracle Financials, QuickBooks, MATLAB
Financial Skills: Financial Reporting, Forecasting, Variance Analysis, Financial Modeling, Risk Analysis, Budgeting
Regulatory & Compliance: Sarbanes-Oxley (SOX), Financial Services Regulation, Anti-Money Laundering (AML), Dodd-Frank, GAAP
Languages: English (Native), Spanish (Fluent)
OTHER
Certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) - Level II
Awards & Honors: The Risk Management Association's Achievement Award, Wells Fargo's Peak Performance Award
Projects: Developed financial model to predict revenue growth and guide budgeting for an SME, Cut company costs by 25% through implementation of analytical software and efficient spend-tracking practices
Leadership & Volunteering: Junior Achievement USA - Volunteer Financial Education Instructor
Your Name
Investment Associate
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com June 2019 - Present
Investment Associate
Influenced portfolio diversification strategies by conducting due diligence on $100M of assets in the Alternative Investments portfolio
Improved investment decision-making output by compiling and presenting quarterly reports outlining portfolio performance using Financial Modeling and Bloomberg Terminal
Negotiated 15+ potential merger and acquisition deals, accelerating Coached.com's year-over-year growth rate by 24%
Managed intensive research on public equities, private equity and venture capital markets, (including financial analysis, valuation, and modeling) increasing overall investment returns by 30%
Developed 10+ asset allocation plans for commercial real estate properties leading to an increase in portfolio value by $20 million
J.P. Morgan April 2016 - June 2019
Junior Investment Analyst
Spearheaded the adoption of cutting-edge investment research methodologies that increased efficiency by 20%
Increased investment returns by 35% for three major clients through precise portfolio management strategies
Played a key role in developing new investment strategies that led to a 18% increase in asset allocation to high return forecasted markets
Performing financial modeling forecast and scenario analysis resulted in a 12% increase in the rate of portfolio growth over a span of two years
Resume Worded January 2014 - March 2016
Finance Associate
Streamlined financial reporting procedures, saving the company over 100 hours annually
Identified cost-saving measures that led to a $10k decrease in overhead costs
Improved FTE utilization by 20% via optimizing scheduling and workflow management procedures
EDUCATION
Resume Worded Institute January 2019
Chartered Financial Analyst (CFA) - Level II
Completed certification while working full-time at Coached.com
Resume Worded University May 2014
Master of Finance
Thesis on Global Investment Strategies
Dean's List 2014 (Top 10%)
SKILLS
Financial Analysis: Portfolio Management, Risk Assessment, Quantitative Analysis, Investment Strategies, Asset Management, ETFs, Derivatives, Equities
Software: Microsoft Excel (Advanced), Bloomberg Terminal, FactSet, Morningstar Direct, SQL, Python
Regulatory Compliance: SEC regulations, FINRA Compliance, Anti-Money Laundering (AML), GDPR
OTHER
Certifications: Advanced Excel for Business - Microsoft (2018)
Leadership & Volunteering: Head organizer for Coached.com annual charity fundraising marathon (2020 - Present)
Projects: Developed comprehensive risk assessment strategy adopted firm-wide at Coached.com
Your Name
Investment Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com May 2018 - Present
Investment Analyst
Achieved 15% acceleration in portfolio growth rate by analyzing and recommending measures for diversifying investments
Drove a team that initiated due diligence processes for onboarding 10+ high net-worth clients
Increased asset management efficacy by offering concrete investment recommendations based on financial analysis and investment research
Enhanced yearly returns on the Alternative Investment portfolio by 20% via strategic asset allocation
Enhanced data accessibility through the implementation of Bloomberg Terminal adding to efficiency in the production of financial models and analytical reports
Morgan Stanley June 2015 - April 2018
Financial Analyst
Decreased financial reporting production time by 30% all through introducing a novel forecasting model
Contributed to the managing of a $150 million portfolio producing an annual return rate increase by 8%
Assisted in 5 M&A transactions which led to a $10 million increase in company's revenue
Improved portfolio performance by 25% through the execution of in-depth research and analysis of equities, earning a company award
Resume Worded January 2013 - May 2015
Business Analyst
Shaped up strategic financial planning that resulted in a 10% cost reduction
Carried out in-depth business analytics which increased profitability by 8% in the first quarter
EDUCATION
Resume Worded Institute Jan 2015
Chartered Financial Analyst (CFA) - Level III
Completed CFA level III certification concurrently while working full-time at Resume Worded.
Resume Worded University May 2012
Master of Business Administration - Finance
Specialization in Portfolio Management and Investment Analysis
Recipient of the 'Deans' Excellence Award' for top performance
SKILLS
Financial Analysis: Investment Management, Equity Research, Financial Modeling (Advanced), Corporate Finance, Valuations, Risk Management
Software: Microsoft Office Suite (Advanced Excel), Bloomberg Terminal, MATLAB, SQL, Python, Tableau
Regulatory Knowledge: Securities Exchange Act (US), Financial Conduct Authority regulations (UK), EU General Data Protection Regulation (GDPR)
Languages: English (Native), Spanish (Conversational), Mandarin (Basic)
OTHER
Certifications: Bloomberg Market Concepts (BMC) Certification (2019)
Leadership & Volunteering: Volunteer - Financial Literacy for Underprivileged Youth (2016 - Present)
Publications: Authored ‘Understanding Investment Analysis’ - A guide for new entrants into the financial industry (2017)
Honors & Awards: Recognized as 'Top Performer for Q4 2018' at Morgan Stanley
Your Name
Portfolio Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded February 2020 - Present
Portfolio Manager
Supervised and guided portfolio of $200 million, successfully managing asset allocation, diversification, risk management and rebalancing
Increased Portfolio value by $30 million in 2020 through implementation of innovative investment strategies
Efficiently conducted investment research and analysis on alternative investment opportunities, leading to the addition of attractive options to our asset pool
Negotiated a successful agreement for merger with high-value partners leading to a 20% increase in investment capital
Built and strengthened relationships with 50+ high net worth clients and institutional investors enhancing overall investor engagement
Goldman Sachs May 2016 - January 2020
Investment Analyst
Reduced financial risk by conducting intensive due diligence on potential mergers, acquisition, and investment clients
In 18 months, led key portfolio management projects increasing the value by 25%
Identified and researched potential investments in the equities and commodities market, generating 15% higher than average returns
Coached.com January 2012 - April 2016
Associate Financial Advisor
Guided clients to make informed financial decisions by helping them understand complex financial models
Assisted in management of a $50 million portfolio, contributing to a 12% increase in annual returns
EDUCATION
Resume Worded University January 2015
Master of Business Administration - Financial Management
Graduated with Distinction and served as part of the financial club steering committee
Resume Worded Academic Center May 2011
Bachelor of Science in Finance
Minor in Business Law
Recipient of the Paul J. Wicker Scholarship for high academic and leadership performance
SKILLS
Financial Analysis: SEC filings, Financial Modeling, Equity Research, Performance Benchmarking
Portfolio Management: Asset Allocation, Index Funds, Mutual Funds, Hedge Funds, REITs, Derivatives
Financial Tools: Bloomberg Terminal, Morningstar Direct, FactSet, MS Excel (Advanced)
Regulations: Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), Dodd-Frank Act
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level III (2017), FRM Certified (2018)
Awards: Goldman Sachs Star Analyst Award (2018), Coached.com Excellence Award (2015)
Volunteering: Financial Literacy Advocate, NYC Schools Non-profit(2015 - 2019)
Continuing Education: Securities and Exchange Commission seminars on regulatory changes and compliance

How do I add skills to an Investment Analyst resume?

1
Review the job posting closely.

Go through the Investment Analyst posting you're applying to, and identify hard skills the company is looking for. For example, skills like Mergers & Acquisitions (M&A), Financial Modeling and Private Equity are possible skills. These are skills you should try to include on your resume.

2
Add industry skills like Valuation and Corporate Finance.

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

3
Add skills into your work experience.

Incorporate skills - like Strategy, Capital Markets and Portfolio Management - 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 Investment 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 Investment 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, Investment Analyst, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Investment Analyst Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Investment 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 Investment Analyst Skills and Keywords to Include On Your Resume

Get your Resume Instantly Checked, For Free

Upload your resume and we'll spot the issues in it before an actual Investment Analyst recruiter sees it. For free.

Investment 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 do hiring managers want to see on an Investment Analyst resume?

Some popular Investment Analyst hard skills are Financial Modeling, Investments, Financial Analysis, Corporate Finance, Valuation, Private Equity, Finance and Mergers & Acquisitions (M&A).

Depending on the job you apply to, skills like Equity Research, Portfolio Management, Capital Markets, Project Finance and Strategy can also be good to include on your resume.

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

© 2024 Resume Worded. All rights reserved.