Investment Manager

Investment Manager Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Investment Manager 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
  • Investments
  • Investment Management
  • Equities
  • Asset Management
  • Real Estate
  • Investment Properties
  • Portfolio Management
  •  Find out what your resume's missing
  • Property Management
  • Financial Analysis
  • Real Estate Development
  • Valuation
  • Financial Modeling
  • Due Diligence
  • Real Estate Transactions
  • Lease Administration
  • Risk Management
  • Finance
  • Investment Banking
  • Investment Strategies
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Foreign Exchange (FX) Trading
  • Trading
  • Asset Allocation
  • Retirement Planning

  •   Show full list

Resume Skills: Tools

  • Bloomberg Terminal
  • Morningstar Direct
  • Beta Systems
  • Microsoft Excel
  • SQL Server
  • Oracle Database
  • Moody's Analytics
  • FactSet
  • Yardi Voyager
  • Oracle Hyperion
  • Bloomberg
  • Morningstar
  • Capital IQ
  • Python (pandas, numpy)
  • Excel
  •  Match your resume to these skills

Resume Skills: Regulatory Compliance

  • Dodd-Frank
  • Volcker Rule
  • SEC Compliance
  • Anti-Money Laundering (AML)
  • SEC Regulations
  • Anti-Money Laundering
  • FINRA Rules
  • Accounting (IFRS, GAAP)
  • Sarbanes-Oxley Act (SOX)
  • Securities Exchange Act
  • Basel III
  •  Match your resume to these skills

Resume Skills: Investment Methods

  • Asset Allocation
  • Portfolio Optimization
  • Risk Management
  • Derivatives
  • Bonds
  • Equities
  • ETFs
  • Quantitative Analysis
  • Portfolio Management
  • Fundamental Analysis
  •  Match your resume to these skills

Resume Skills: Financial Analysis

  • Portfolio Management
  • Equity Research
  • Risk Management
  • Financial Modeling
  • Returns Analysis
  • Investment Allocation
  • Investment Valuation
  • Financial Reporting
  • Corporate Valuation
  • Credit Analysis
  •  Match your resume to these skills

Resume Skills: Languages

Resume Skills: Technical

Resume Skills: Risk Management

Resume Skills: Financial Modeling

Resume Skills: Software

Resume Skills: Real Estate Investment

  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 Manager 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 Manager 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
Investment Manager
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2019 - Present
Investment Manager
Strategized and led a $50M investment portfolio catering to high net worth clients, resulting in a consistent annual ROI of 20%.
Carried out extensive financial analysis on prospective investment opportunities, leading to a 35% increase in profitable investments.
Devised and implemented risk management strategies, resulting in a 50% reduction in portfolio risk.
Developed financial models to forecast investment performance, optimizing portfolio structure and maximizing returns.
Pioneered negotiations and due diligence on a $20M real estate investment, securing a profitable deal well below market value.
J.P. Morgan June 2016 - December 2018
Senior Investment Analyst
Presented robust investment strategies to potential clients, leading to a 40% increase in client acquisitions.
Established a novel financial analysis model leading to an increase in revenue by $30M.
Monitored and reported on €150M worth of equity positions, giving way to a much clearer financial picture for senior management. January 2014 - May 2016
Investment Analyst
Identified and reported on potential real estate investment properties that led to a 15% growth in the company’s real estate portfolio.
Leveraged financial modeling techniques to extrapolate future financial conditions, aiding in tactical decision-making.
Collaborated on a successful $5M investment deal that yielded a 10% increase in profits.
Resume Worded University December 2013
Master of Business Administration - Finance
Specialized coursework in Investment Management and Portfolio Strategy
Resume Worded University June 2009
Bachelor of Science - Economics
Coursework included: Econometrics, Financial Modeling, Microeconomic Analysis, Macroeconomic Analysis
Financial Analysis Award: achiever of highest grades in financial analysis courses across class
Financial Analysis: Investment Valuation, Portfolio Management, Risk Management, Financial Reporting, Corporate Valuation, Credit Analysis
Technical Skills: Bloomberg Terminal, Stata, Microsoft Excel (Advanced, including pivot tables & complex formulas), SQL, MATLAB
Regulations & Compliance: Dodd-Frank, Sarbanes-Oxley Act (SOX), Securities Exchange Act, US GAAP, Basel III
Languages: English (Native), Spanish (Fluent), French (Conversational)
Certifications: Chartered Financial Analyst (CFA) - Level II (2015)
Leadership & Volunteering: Mentor, 'Finance for Future' - A nonprofit providing financial literacy to underprivileged youth (2016-Present)
Publications: Contributing writer on financial markets for 'Investment Insight' journal (2016-Present)
Awards: J.P. Morgan Star Performer Award (2018)
Your Name
Portfolio Manager
City, Country  •  (123) 456-789  •  [email protected]  •
Goldman Sachs March 2018 - Present
Portfolio Manager
Managed a diverse portfolio worth over $100M, effectively increasing the portfolio's ROI by 25%.
Executed a new asset management strategy, diversifying investments and reducing risk by 20%.
Developed and presented regular portfolio performance reviews, resulting in enhanced client satisfaction and retention.
Guided team in leveraging financial analysis to evaluate potential investments, ensuring a 15% increase in profitable deals.
Oversaw lease administration for real estate assets in the portfolio effectively reducing operational costs by 10%.
Resume Worded July 2014 - February 2018
Senior Financial Advisor
Advanced a new financial planning system instrumental in managing client's assets leading to a 30% increase in ROI.
Counselled clients in making lucid investment decisions, leading to a boost in client trust and loyalty.
Managed financial services for key clients, effectively growing the client base by 20%. May 2012 - June 2014
Investment Analyst
Provided due diligence on potential investment opportunities, scale up the successful deals by 30%.
Assisted in managing a multi-million dollar investment portfolio, achieving a 15% increase in profits year-over-year.
Resume Worded Institute February 2018
Chartered Financial Analyst (CFA) - Level II
Accomplished while working full-time as a Senior Financial Advisor
Resume Worded University May 2012
Master of Business Administration - Finance Major
Recipient of the RWU Merit Scholarship, awarded to top 5% students
Financial Analysis & Reporting Tools: Morningstar Direct, Bloomberg Terminal, Moody's Analytics, FactSet, Yardi Voyager, Oracle Hyperion
Technical Skills: Microsoft Office (Expert), Python (Intermediate), SQL (Intermediate)
Languages: English (Native), Spanish (Intermediate), Mandarin (Basic)
Risk Management: RiskMetrics, Credit Risk, Operational Risk, Market Risk, Financial Risk, Risk Management Frameworks
Professional Development: Continually enhancing industry knowledge through participation in conferences and workshops such as the 'National Investment Conference' (2019-2021)
Leadership & Volunteering: Involved in Resume Worded Charity Fund, leading the finance team to manage fundraising and budget approvals
Awards: Earned 'Employee of the Year' at Resume Worded for exceptional performance and commitment (2017)
Memberships: Active member of the CFA Institute and Global Association of Risk Professionals
Your Name
Asset Manager
City, Country  •  (123) 456-789  •  [email protected]  •
BlackRock February 2020 - Present
Asset Manager
Oversee a diverse asset base worth over $500M, boosting overall portfolio value by 22%.
Spearheaded real estate development projects worth $40M, achieving 100% occupancy rate in less than a year.
Utilized financial modeling to examine real estate transactions, resulting in a 45% increase in profitable deals.
Orchestrated effective risk management tactics for assets under management, reducing potential losses by 25%.
Negotiated successful lease agreements, resulting in an annual rise in revenue by 15%.
Resume Worded August 2015 - January 2020
Investment Manager
Managed a $30M portfolio focused on high-value real estate properties, achieving a consistent ROI of 18%.
Designed and implemented investment strategies leading to an annual revenue growth of 12%.
Conducted financial analysis that drove a sharp increase in the performance of investments by 20%. April 2013 - July 2015
Investment Analyst
Created financial models to project the performance of potential investments, aiding tactical decision-making
Performed initial screenings of investment opportunities, increasing the deal flow by 25%.
Resume Worded Academic Center December 2016
Chartered Financial Analyst (CFA) - Level III
Passed all three levels on first attempt
Resume Worded University May 2012
MBA in Investment Management
Specialization in Hedge Funds and Private Equity
Graduated with Honors
Financial Modeling: DCF, LBO, Merger Models, Comparable Companies, Precedent Transactions
Software: Bloomberg Terminal, FactSet, Morningstar, Excel (Advanced), Python (Intermediate)
Investment Strategies: Asset Allocation, Portfolio Optimization, Risk Management, Derivatives, Bonds, Equities, ETFs
Regulatory Compliance: SEC Regulations, Anti-Money Laundering, FINRA Rules, Accounting (IFRS, GAAP)
Certifications: FRM - Financial Risk Manager, Series 7 - General Securities Representative
Leadership & Volunteering: New York CFA Society - Board Member, Year Up - Finance Mentor
Projects: Developed a successful investment strategy for small cap stocks at BlackRock, resulting in a 30% return in the first year
Languages: English (Native), French (Fluent), Spanish (Intermediate)

How do I add skills to an Investment Manager resume?

Review the job posting closely.

Go through the Investment Manager posting you're applying to, and identify hard skills the company is looking for. For example, skills like Property Management, Investment Properties and Investment Management are possible skills. These are skills you should try to include on your resume.

Add industry skills like Asset Management and Investments.

Add other common skills from your industry - such as Equities, Real Estate and Portfolio Management - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Investment Strategies, Financial Planning and Real Estate Transactions - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Show examples of where you trained people.

On Investment Manager resumes, you should give specific accomplishments that involve you training others, whether that's in your team or other stakeholders.

Highlight leadership and management skills.

Hiring managers often want to see evidence of leadership and management on an Investment Manager resume, so try to include any examples of where you led a project or managed other people.

Use the exact job title.

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

Word Cloud for Investment Manager Skills & Keywords

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

Investment Manager Soft Skills

Here are common soft skills that appear on Investment Manager job postings. Unlike hard skills, which refer to tools, software or techniques, soft skills focus on character traits and interpersonal skills. Instead of listing these phrases on your resume, try to show them through your bullet points like in the examples below.

Tip: Do not list these words or phrases on your resume, and instead focus on the hard skills we described above.

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Investment Manager 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

Resume Example
Highlights (Free)

Resume Example
Modern Two-Column

Resume Example
Clean Modern

Resume Example
Entry-Level (Free)

Resume Example

Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you put on an Investment Manager resume?

On top Investment Manager resumes, skills like Investments, Investment Management, Equities, Asset Management, Real Estate, Investment Properties, Portfolio Management and Property Management appear most often.

Depending on the exact role you're applying to, skills like Foreign Exchange (FX) Trading, Lease Administration, Financial Planning, Real Estate Transactions and Investment Strategies can also be effective keywords 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

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