Investment Research Analyst

Investment Research Analyst Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Investment Research 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
  • Investments
  • Investment Research
  • Financial Analysis
  • Valuation
  • Bloomberg
  • Portfolio Management
  •  Find out what your resume's missing
  • Equity Research
  • Alternative Investments
  • Asset Management
  • Equities
  • Investment Management
  • Fixed Income
  • Mutual Funds
  • Finance
  • Economics
  • Market Research
  • Data Analysis
  • Research

  •   Show full list

Resume Skills: Financial Tools

Resume Skills: Financial Analysis

Resume Skills: Software and Tools

Resume Skills: Investment Strategies

Resume Skills: Compliance & Regulations

Resume Skills: Analytical

Resume Skills: Computer

Resume Skills: Familiarization

Resume Skills: Statistical & Data Analysis Softwares

Resume Skills: Programming Languages

Resume Skills: Other Technical

  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 Research 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 Research 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
Investment Research Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
J.P. Morgan May 2019 - Present
Senior Investment Research Analyst
Executed comprehensive financial modeling and valuation analyses resulting in a 15% increase in portfolio performance
Led investment research team to scrutinize trending equities, delivering insights increasing the firm's market prediction accuracy by 25%
Managed $500M worth of assets, utilizing Bloomberg tools, culminating in a 18% growth in assets under management
Devised strategic investment recommendations resulting in 20% ROI on average across all investments
Performed detailed economic forecasts, leading to the addition of three new, highly profitable investment sectors to the company's portfolio
Resume Worded November 2016 - April 2019
Investment Research Analyst
Developed data-driven investment strategies that enhanced the return on mutual funds by 14%
Executed in-depth financial analysis on alternative investments, resulting in the addition of seven profitable assets to portfolio
Proficiently managed over $200M in fixed income assets, contributing to 10% annual growth
Citigroup January 2014 - October 2016
Junior Investment Analyst
Conceptualized and implemented a new market research strategy, improving data integrity by 30%
Systematically analyzed financial markets and industry trends, aiding in the diversification of the company's investment portfolio
Contributed to portfolio management, resulting in a consistent 8% annual return
Resume Worded University May 2016
Master of Business Administration - Finance
Focus Area: Investment Analysis, Financial Modeling
Resume Worded University July 2013
Bachelor of Commerce - Finance
Minors: Business Analytics, Statistics
Awards: Resume Worded Academic Achievement Award, Dean's List 2012 (Top 10%)
Financial Tools: Bloomberg Terminal, Stata, SAS, Morningstar Direct, FactSet
Analytical Skills: Investment Evaluation, Risk Management, Capital Asset Pricing Model (CAPM), Financial Modeling, Strategic Financial Planning
Computer Skills: Excel (Advanced), PowerPoint, Word, Access
Familiarization: IFRS, GAAP, Basel III Regulations
Certifications: Chartered Financial Analyst (CFA) - Level II (2018), Financial Risk Manager (FRM) - Part II (2019)
Professional Development: Attended Annual Investment Outlook Seminar (2020), Bloomberg Market Concepts Certification (2017)
Projects: Development and implementation of a comprehensive risk assessment model to analyze investment opportunities
Publications & Presentations: Presented investment strategies and financial market developments at various professional forums
Your Name
Portfolio Manager
City, Country  •  (123) 456-789  •  [email protected]  •
Goldman Sachs June 2018 – Present
Senior Portfolio Manager
Spearheaded the management of a $1Bn portfolio, optimizing allocations and delivering a growth of 20%
Achieved a 25% increase in the efficiency of resource allocation using advanced financial modeling techniques
Instituted new investment management strategies, leading to an outperformance of the S&P 500 benchmark by 15%
Titular role in building the fixed income asset portfolio worth $200M, driving 12% growth over two years
Attracted high net worth clients contributing to 30% of the company’s total AUM, using research-driven investment methodologies December 2014 - May 2018
Investment Research Analyst
Pioneered comprehensive business valuation models, leading to a 20% improvement in the quality of investments made
Conducted due diligence on Alternative Investments, leading to the addition of ten new assets
Increased ROI by 15% through economic forecasting and portfolio management enhancements
Fidelity Investments August 2012 - November 2014
Financial Analyst
Assisted in managing a $100M portfolio, resulting in an annual return of 10%
Performed data analysis on financial statements leading to more profitable investment decisions
Contributed to risk management efforts resulting in a 7% risk reduction
Resume Worded Institute June 2017
Chartered Financial Analyst (CFA) - Level III
Completed all levels within a four-year period.
Resume Worded University February 2012
Master of Business Administration (MBA) - Finance
Graduated with Honors
Financial Analysis: Investment Understanding, Statistical Analysis, Financial Modelling, Balance Sheet Analysis, Risk Assessment, Capital Budgeting
Software and Tools: Bloomberg, Microsoft Excel, Financial Software (FactSet, Morningstar), Database Management Systems (DBMS), Python (for data analysis), SQL
Investment Strategies: Portfolio Management, Fixed Income Analysis, Equity Evaluation, Derivative Strategy, Crowdfunding, Angel Investing
Compliance & Regulations: SEC Regulations, Tax Planning, SOX Compliance, Due Diligence, Financial Reporting, Mergers & Acquisitions (M&A) Regulations
Certifications: Certified in Risk and Information Systems Control (CRISC), Financial Risk Manager (FRM)
Courses: Advanced Portfolio Management course, Wharton, Coursera, Investment Strategies and Portfolio Management course, Wharton, Coursera
Leadership & Volunteering: Mentor at Resume Worded Mentorship program, volunteer for Resume Worded community outreach initiatives
Professional Development: Attended annual Fintech Conferences since 2012, Expanded professional network through FINRA Membership, Stays updated with latest SEC rules
Your Name
Equity Research Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
Bank of America Merrill Lynch September 2017 - Present
Lead Equity Research Analyst
Directed a team of analysts and produced detailed financial models to measure potential investments, leading to a 12% return on capital
Innovated equity research methodologies to capture market trends, improving investment decision-making by 20%
Administered a portfolio of 50 stocks translating into $800M in investments, outperforming the industry benchmark by 18%
Influenced strategic investment decisions by delivering high value research on high potential public companies
Increased client investments by 15% through generation of state-of-art weekly market newsletters
Resume Worded January 2015 - August 2017
Investment Research Analyst
Optimized investment portfolio, resulting in a 14% increase in annual return
Enhanced Mutual Fund performance through the application of quantitative techniques
Managed a $150M portfolio, achieving an annual growth rate of 9% through efficient investment practices
Morgan Stanley May 2012 - December 2014
Junior Equity Research Associate
Assisted in compiling equity research reports that drove large-scale investment decisions
Performed financial analysis to identify investment opportunities, adding five profitable funds to the portfolio
Contributed to effective risk management protocols to minimize potential losses, reducing financial risk by 5%
Resume Worded Academic Center June 2012
Master of Business Administration (MBA) - Finance
Specialization in Equity Research and Investment Analysis
Resume Worded University May 2010
Bachelor of Science in Economics
Recipient of Resume Worded Academic Excellence Award (Top 5% of class)
Minor: Business Administration
Financial Analysis Tools: Bloomberg Terminal, Morningstar Direct, FactSet, Thompson One, S&P Capital IQ, Moody’s CreditView
Statistical & Data Analysis Softwares: Excel (Advanced), R, Stata, SPSS, SAS
Programming Languages: Python (Intermediate), SQL (Intermediate)
Other Technical Skills: Data Modeling, Forecasting, Financial Modeling, Risk Analysis, Quantitative Analysis, Economic Forecasting
Certifications: Chartered Financial Analyst (CFA) - Level III (Achieved in 2017)
Professional Affiliations: Member, The CFA Institute; Member, Global Association of Risk Professionals (GARP)
Training: Advanced Equity Valuation, Analyst by Training (April 2015)
Volunteering: Financial Literacy Advocate, Local Non-profit (2016 - Present)

How do I add skills to an Investment Research Analyst resume?

Review the job posting closely.

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

Add industry skills like Portfolio Management and Financial Analysis.

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

Add skills into your work experience.

Incorporate skills - like Economics, Data Analysis and Equities - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

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 Research Analyst resume, highlight projects that involved problems that were technically complex or mattered to the company.

Show evidence of your analytical skills.

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

Use the exact job title.

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

Word Cloud for Investment Research Analyst Skills & Keywords

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

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Investment Research 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.

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Frequently Asked Questions

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

Some popular Investment Research Analyst hard skills are Financial Modeling, Investments, Investment Research, Financial Analysis, Valuation, Bloomberg, Portfolio Management and Equity Research.

Depending on the job you apply to, skills like Data Analysis, Mutual Funds, Equities, Investment Management and Economics 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

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