Portfolio Analyst

Portfolio Analyst Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Portfolio 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
  • Portfolio Management
  • Financial Analysis
  • Financial Modeling
  • Investments
  • Finance
  • Bloomberg
  • Asset Management
  • Bloomberg Terminal
  • Fixed Income
  • Valuation
  • Asset Allocation
  • Equities
  • Risk Management
  • Investment Management
  • Banking
  • FactSet
  • Trading
  • Financial Services
  • Credit
  • Capital Markets
  •   Show full list

Resume Skills: Software

  • MS Excel
  • MS Office Suite
  • Bloomberg Terminal
  • Morningstar Direct
  • FactSet
  • Microsoft Excel
  • SQL
  • Python
  • MATLAB
  • Oracle Hyperion
  • IBM Cognos
  • Stata
  • Tableau
  • SAP
  • QuickBooks
  • SAS
  • Goldensource
  • R
  • Python (pandas, NumPy)
  • EViews

Resume Skills: Statistical Analysis Tools

  • Oracle Hyperion
  • IBM Cognos
  • Stata
  • Tableau
  • SAP
  • QuickBooks
  • MS Excel
  • R
  • Python (pandas, NumPy)
  • EViews
  • SAS
  • SQL
  • Excel (Advanced, including VBA, PivotTables and Macros)
  • SPSS
  • MATLAB
  • Zoho
  • Excel Solver
  • Python (Pandas, NumPy)

Resume Skills: Analysis

  • Asset Allocation
  • Portfolio Construction
  • Risk Analysis
  • Quantitative Analysis
  • Performance Measurement
  • Benchmarking
  • Quantitative Modeling
  • Stress Testing
  • Portfolio Optimization
  • ROE Projection
  • Return Analysis
  • Risk Assessment
  • Financial Modeling
  • Investment Strategy
  • ROI Analysis
  • Cost-Benefit Analysis

Resume Skills: Programming

  • Python
  • R
  • SQL
  • MatLab
  • STATA

Resume Skills: Compliance & Regulatory

  • SOX
  • Dodd-Frank Act
  • SEC Regulations
  • Anti-Money Laundering

Resume Skills: Investment Analysis Techniques

  • DCF Modeling
  • Comparative Company Analysis
  • Merger Models
  • Sensitivity Analysis
  • LBO Modeling

Resume Skills: Languages

  • English
  • French
  • Mandarin
  • Spanish

Resume Skills: Financial Modeling & Reporting

  • Variance Analysis
  • Cash Flow Forecasting
  • Budgeting
  • Financial Benchmarking
  • Financial Statement Analysis
  • Risk Assessment

Resume Skills: Portfolio Management

  • Fixed Income
  • Equity
  • Analytics
  • Asset Forecasting
  • Risk Management

Resume Skills: Financial Analysis Tools

  • Bloomberg Terminal
  • Microsoft Excel
  • Programmable Financial Calculators

Resume Skills: Regulations & Standards

  • FRCP
  • FINRA
  • SEC
  • FRS
  • IFRS
  • US GAAP

Resume Skills: Compliance

  • Basel III
  • Dodd-Frank
  • Volcker Rule
  • Risk Appetite Statement
  • Loan-to-Value Ratios
  • EU and U.S. AML Regulations

Resume Skills: Investment Strategies

  • ETFs
  • Mutual Funds
  • Fixed Income
  • Equity Research
  • Asset Allocation
  • Hedge Fund Investments

Resume Skills: Regulations

  • Understanding of SEC
  • FINRA Regulations
  • Dodd-Frank Act
  • Sarbanes-Oxley Act

Resume Skills: Finance

  • Portfolio Management
  • Wealth Management
  • Asset Allocation
  • Equity Research
  • Fixed Income Analysis
  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 Portfolio 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 Portfolio 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
Portfolio Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded March 2020 - Present
Senior Portfolio Analyst
Orchestrated the rigid use of Bloomberg terminals to enhance the accuracy of financial modeling, resulting in a 45% decrease in financial errors.
Initiated a strategic asset allocation for $5 Billion portfolio, which increased portfolio yield by approximately 18%.
Conducted detailed financial analysis, which aided in pinpointing profitable investments, thus expanding the company's asset base by 35%.
Spearheaded a team to manage and succesfully grow portfolio investments that increased the company's profitability by 20%.
Advanced risk management techniques were employed reducing potential threats and market downfalls, thereby safeguarding investments.
JP Morgan February 2016 - February 2020
Portfolio Analyst
Performed financial analyses and modeling which increased investments by approximately 12%.
Increased asset management efficiency by establishng a robust portfolio review process.
Drastically reduced credit risk issues through implementation of a credit risk mitigation strategy.
Goldman Sachs January 2013 - January 2016
Junior Portfolio Analyst
Contributed to the execution of financial analysis and modeling, which led to a 10% increase in investments.
Supported in increasing asset management efficiency through participation in portfolio review processes.
EDUCATION
Resume Worded University August 2012
Master of Business Administration - Finance
Specialized coursework: Investment Strategies, Risk Management
Resume Worded Academic Center May 2009
Bachelor of Science - Finance
Cum Laude honors
Relevant coursework: Financial Modeling, Portfolio Management, Accounting
SKILLS
Financial Analysis: Asset Allocation, Portfolio Construction, Risk Analysis, Quantitative Analysis, Performance Measurement, Benchmarking
Software: MS Excel (Advanced), MS Office Suite, Bloomberg Terminal, Morningstar Direct, FactSet
Programming: Python (Intermediate), R (Intermediate), SQL (Basic)
Compliance & Regulatory: SOX, Dodd-Frank Act, SEC Regulations, Anti-Money Laundering
OTHER
Certifications: Chartered Financial Analyst ® (CFA) Level III, Bloomberg Market Concepts (BMC)
Publications: Co-Author, 'Strategic Portfolio Management in the Digital Age' published in the Financial Analysts Journal
Volunteering: Financial Literacy Volunteer, Resume Worded Community Services
Professional Affiliations: Member of the Chartered Financial Analyst (CFA) Institute and the Global Association of Risk Professionals (GARP)
Your Name
Investment Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com April 2019 - Present
Senior Investment Analyst
Directed a team of analysts using FactSet to identify profitable investment opportunities, resulting in a 25% growth in the company's asset base.
Analyzed $2B worth of equity investments resulting in organizational growth of approximately 30%.
Designed and implemented advanced financial modeling techniques, which increased investment accuracy by 20%.
Controlled risk management strategies that reduced potential market downfalls by 15%.
Led capital market operations which resulted in an increase in the firm's market share by 10%.
Morgan Stanley January 2015 - March 2019
Investment Analyst
Implemented financial analysis techniques resulting in a 15% increase in profitable investments.
Assisted in controlling potential investment risks which reduced financial losses.
Supported in increasing firm's market share by 8% through active participation in capital market operations.
Barclays May 2012 - December 2014
Junior Investment Analyst
Involved in rigorous financial analysis procedures which resulted in a 10% increase in investments.
Contributed in maintaining a risk neutral portfolio, leading to reduced financial stress.
EDUCATION
Resume Worded University May 2011
Master of Business Administration (MBA) - Finance
Concentration in Investment Management and Analysis, Dean's List Top 10%
Resume Worded University May 2009
Bachelor of Science (B.Sc) - Economics
Minors in Statistics and Computer Science
Awards: Recipient of Resume Worded Economics Scholar Award (Top 5% of class), Member of the Investment Club
SKILLS
Financial Analysis & Forecasting Tools: Tableau, SQL, Excel (Advanced, including VBA, PivotTables and Macros), SPSS, MATLAB, Zoho
Investment Analysis Techniques: DCF Modeling, Comparative Company Analysis, Merger Models, Sensitivity Analysis, LBO Modeling
Financial & Econometrics Software: Stata, R, Python (pandas, NumPy), EViews, SAS
Languages: English (Native), French (Advanced), Mandarin (Basic)
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level III (2014), Certified in Financial Risk Management (FRM)
Professional Development: Financial Modeling & Valuation Analyst (FMVA) program by the Corporate Finance Institute
Leadership & Volunteering: Treasurer of the Local CFA Society, Mentor for the Junior Analyst Program at Barclays
Publications: Several articles published on renowned finance blogs, frequently comment on market trends and investment strategies
Your Name
Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded May 2019 - Present
Senior Financial Analyst
Developed comprehensive financial models for portfolio analysis which boosted the identification of profitable investments by 35%.
Facilitated efficient asset management by streamlining the valuation process, which led to an increase in the firm's assets base by $580 Million.
Implemented advanced risk management strategies which effectively decreased potential investment threats by 20%.
Maintained banking operations compliance and reduced transactional errors by diligently monitoring financial protocols.
Orchestrated capital market operations which amplified the firm’s market presence by 15%.
CitiBank August 2015 - April 2019
Financial Analyst
Enhanced financial analysis methodologies, thereby increasing investment accuracy by 25%.
Assisted in the implementation of a valuation process which increased the firm's asset base.
Involved in banking operations that ensured adherence to financial protocols.
Wells Fargo June 2012 - July 2015
Junior Financial Analyst
Contributed to the execution of financial analysis leading to profitable investments.
Assisted in maintaining banking operations compliance by timely addressing financial discrepancies.
EDUCATION
Resume Worded University January 2011
Master of Business Administration (MBA) - Finance, Minor: Mathematical Statistics
Dean's List 2011 (Top 10% in class)
Resume Worded Academic Center June 2010
Chartered Financial Analyst (CFA) - Level II
Completed while working full-time at Wells Fargo
SKILLS
Financial Analysis Software: Oracle Hyperion, IBM Cognos, Stata, Tableau, SAP, QuickBooks, MS Excel (Advanced)
Financial Modeling & Reporting: Variance Analysis, Cash Flow Forecasting, Budgeting, Financial Benchmarking, Financial Statement Analysis, Risk Assessment
Statistical Analysis Tools: SPSS, SAS, R, Excel Solver, Python (Pandas, NumPy)
Languages: English (Native), Spanish (Conversational), French (Basic)
OTHER
Certifications: Certified Management Accountant (CMA) - 2018, Bloomberg Market Concepts (BMC) - 2016
Leadership & Volunteering: Finance Mentor - Resume Worded Youth Mentorship Program (2017-Present), Board Member - Local Charity (2015-Present)
Awards: Resume Worded Performance Award (Top performer for 3 consecutive quarters in 2020), Citibank Merit Award (2017)
Projects: Created comprehensive financial model for a potential acquisition, leading to a successful merger

How do I add skills to a Portfolio Analyst resume?

1
Review the job posting closely.

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

2
Add industry skills like Asset Management and Investments.

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

3
Add skills into your work experience.

Incorporate skills - like Credit, FactSet and Fixed Income - 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 Portfolio 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 Portfolio 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, Portfolio Analyst, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Portfolio Analyst Skills & Keywords

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

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Portfolio 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
Senior Portfolio Manager


Resume Example
Professional


Resume Example
Highlights (Free)


Resume Example
Modern Two-Column


Resume Example
Clean Modern


Resume Example
Entry-Level (Free)


Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you put on a Portfolio Analyst resume?

On top Portfolio Analyst resumes, skills like Portfolio Management, Financial Analysis, Financial Modeling, Investments, Finance, Bloomberg, Asset Management and Bloomberg Terminal appear most often.

Depending on the exact role you're applying to, skills like Asset Allocation, Trading, Credit, FactSet and Fixed Income 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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