Managing Director Investment

Managing Director Investment Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Managing Director Investment 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
  • Asset Allocation
  • Retirement Planning
  • Investment Strategies
  • Financial Advisory
  • Alternative Investments
  • Mutual Funds
  •  Find out what your resume's missing
  • Equities
  • Securities
  • Wealth Preservation Planning
  • Fixed Income
  • Asset Management
  • Estate Planning
  • Portfolio Management
  • Financial Services
  • Finance
  • Financial Analysis
  • Hedge Funds
  • Capital Markets
  • Investment Management

  •   Show full list

Resume Skills: Financial Modeling

  • Financial Modeling
  • Valuation Techniques
  • Risk Analysis
  • Portfolio Management
  • Capital Budgeting
  • Forecasting
  • Discounted Cash Flow (DCF)
  • Mergers & Acquisition (M&A)
  • LBO Models
  • Sensitivity Analysis
  • Regression Analysis
  •  Match your resume to these skills

Resume Skills: Investment Tools

Resume Skills: Programming Languages

Resume Skills: Regulations & Compliance

Resume Skills: Statistics Tools

Resume Skills: Office Software

  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 Managing Director Investment 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 Managing Director Investment 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
Managing Director Investment
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2017 - Present
Managing Director Investment
Increased investment portfolio returns by 20% through strategic reshuffling of assets and effective management of high-ticket trades
Streamlined the investment process that resulted in 15% time savings and greater allocation efficiency
Led a team of high performing investment analysts and awarded for exceeding the yearly financial targets by 30%
Leveraged alternative investment strategies to attract 50+ high-value clients amounting to over $1B in fresh investments
Preserved wealth of high-net-worth clients through meticulous risk-analysis and assured returns on investment.
Goldman Sachs April 2015 - May 2017
Senior Investment Manager
Led the transformation of the investment strategy for mutual funds portfolio which led to the annual yield increase by 10%.
Achieved recognition for the management of fixed income securities, resulting in higher than industry-average returns.
Proposed and executed a diversification strategy that lowered risk while preserving high yields for 200+ clients. January 2012 - March 2015
Investment Manager
Implemented a new software that optimized portfolio management, resulting in a reduction of error rates by 25%.
Successfully managed a clientele ranging across various industries and preserved their wealth despite difficult market conditions.
Championed the shift towards equities trading, enhancing the firm's gross revenues by 15%.
Resume Worded Institute June 2011
Chartered Financial Analyst (CFA) - Level III
Completed all levels within a 4-year period
Resume Worded University May 2007
Master of Business Administration - Finance
Specialization in Investment Analysis
Outstanding Graduate Student Award, 2006
Investment Tools: Bloomberg Terminal, Morningstar Direct, Factset, Eikon, Barra, APT
Financial Modeling: Discounted Cash Flow (DCF), Mergers & Acquisition (M&A), LBO Models, Risk Analysis, Sensitivity Analysis, Regression Analysis
Statistics Tools: SPSS, SAS, Stata, Matlab, R
Office Software: Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Google Workspace
Certifications: FINRA Series 7 and Series 63 certified
Leadership & Volunteering: Board Member of the Financial Planning Association (FPA), Volunteered 100+ hours for financial literacy initiatives
Projects: Developed a personal finance blog with an average of 6,000 monthly visitors,
Languages: English (Native), Mandarin (Fluent), Spanish (Basic)
Your Name
Senior Investment Manager
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded July 2018 - Present
Senior Investment Manager
Reduced investment risk by 20% by introducing hedge fund strategies thus strengthening investment portfolio.
Designed and oversaw execution of customized retirement planning options for 500+ clients promoting customer loyalty.
22% increase in customer satisfaction score based on effective financial advisory provided to customers.
Improved portfolio returns by incorporating systematic investment strategies leading to 18% growth in overall company assets.
Introduced efficient handling of capital markets leading to 10% reduction in transaction costs for the company.
J.P. Morgan May 2016 - June 2018
Investment Analyst
Provided strategic advice which helped reduce investment risk by 10% for the company’s highest earning mutual fund.
Achieved 20% increase in portfolio performance for key pension plan clients by recommending strategic asset allocations.
Successfully trained 20+ junior analysts in financial analysis and reporting, increased team productivity by 15%. February 2014 - April 2016
Associate Planner
Increased revenue by 12% through managing and boosting sales of fixed-income securities.
Reduced asset fluctuation risk by performing meticulous portfolio analysis and suggesting optimal investment strategies.
Successfully managed wealth preservation planning for 100+ affluent clientele.
Resume Worded Institute August 2016
Chartered Financial Analyst (CFA) - Level III
Completed the certification while working full-time as an Investment Analyst at J.P. Morgan
Resume Worded University May 2014
Master of Business Administration (MBA) - Finance
Investment Club President, Award: 'Outstanding Graduate in Finance' (Top 5%)
Investment Tools: Bloomberg Terminal, Reuters Eikon, FactSet, Morningstar Direct, SAP, Oracle
Financial Analysis: Financial Modeling, Valuation Techniques, Risk Analysis, Portfolio Management, Capital Budgeting, Forecasting
Programming Languages: Excel VBA, SQL, R, Python (pandas, numpy)
Regulations & Compliance: Securities Regulations, KYC, AML, Compliance, Due Diligence
Certifications: Series 7 and Series 63 Licensed
Leadership & Volunteering: Finance Mentor at, Citizens' Advice Bureau (Volunteer Advisor)
Conferences & Workshops: Attended 'Emerging Trends in Investment Management' workshop, Regular at annual CFA conferences
Professional Memberships: Member of CFA Institute, Member of the Financial Planning Association
Your Name
Investment Analysis Director
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2019 - Present
Investment Analysis Director
Amplified revenue by 18% through expertly managing firm's asset management for the fiscal year 2020.
Oversaw company's portfolio management with an aggressive approach leading to an increased yield of 20%.
Enhanced company's returns on investment by directing organization towards profitable sectors through in-depth market research.
Reduced risk of financial loss by 10% via meticulous estate planning for high-net-worth clients.
Received 'Executive of the Year' award in recognition of demonstrating excellent leadership in Financial Services.
Bank of America December 2016 - December 2018
Senior Investment Analyst
Exceeded performance targets by leading a team that managed $100M+ worth of investments.
Saved $2M annually by optimizing financial analysis processes and integrating automatic data verification procedures.
Improved portfolio risk-reward profile by 15% by incorporating mixture of equities and fixed-income securities. September 2014 - November 2016
Investment Analyst
Achieved 10% portfolio growth by applying advanced investment management techniques.
Attained successful registration of five major IPOs with the Securities and Exchange Commission.
Led finance team in the design and application of investment strategies that ultimately improved client retention rate by 18%.
Resume Worded Institute June 2017
Chartered Financial Analyst (CFA) - Level III
Awarded in recognition of demonstrating advanced investment skills and knowledge
Resume Worded University May 2014
Master of Business Administration - Finance
Graduated Magna Cum Laude
Certifications: Certified in Financial Risk Management (FRM) by GARP
Leadership & Volunteering: Mentor, Financial Analysts Association (FAA)
Publications: Co-authored 'Advances in Equity Valuation' in the Journal of Financial and Quantitative Analysis
Projects: Designed and implemented a successor to the Capital Asset Pricing Model, improving forecast accuracy by 15%

How do I add skills to a Managing Director Investment resume?

Review the job posting closely.

Go through the Managing Director Investment posting you're applying to, and identify hard skills the company is looking for. For example, skills like Asset Allocation, Retirement Planning and Investment Strategies are possible skills. These are skills you should try to include on your resume.

Add industry skills like Investments and Equities.

Add other common skills from your industry - such as Mutual Funds, Alternative Investments and Financial Advisory - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Securities, Capital Markets and Financial Analysis - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Highlight leadership and management skills.

Hiring managers often want to see evidence of leadership and management on a Managing Director Investment 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, Managing Director Investment, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Managing Director Investment Skills & Keywords

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

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Managing Director Investment 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
Investment Banking Managing Director

Resume Example
Investment Banking Managing Director

Resume Example

Resume Example
Highlights (Free)

Resume Example
Modern Two-Column

Resume Example
Clean Modern

Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you put on a Managing Director Investment resume?

Some effective Managing Director Investment skills you can add to your resume include:

  • Investments
  • Asset Allocation
  • Retirement Planning
  • Investment Strategies
  • Financial Advisory
  • Alternative Investments
  • Mutual Funds
  • Equities

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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