Resume Example
Investment Analyst Resume Example
Highlight modeling rigor, research depth, and investment memos. This sample focuses on decision support.
Classic Professional
Traditional single-column ATS-optimized layout. Best for conservative industries.
Keywords
Sample bullets
- Built models for a $150M portfolio, improving IRR forecasts by 10%.
- Produced sector research used in 12 investment memos.
- Supported diligence for 5 acquisitions totaling $300M.
Soft skills
- Analytical rigor
- Attention to detail
- Presentation skills
- Time management
Certifications
- CFA Level I/II
- Series 7
- Series 63
Why this works
- Shows strong modeling and diligence work.
- Highlights sector research that informs decisions.
- Demonstrates deal support experience.
Step-by-Step Guide
How to Write a Investment Analyst Resume
Lead with analytical scope
Feature asset classes, sectors, or strategies analyzed. Include portfolio size, deal flow, or investment volume. Show the scope of investment analysis.
Showcase analytical capabilities
Include financial modeling, valuation methodologies, and due diligence experience. Feature specific analysis types and model complexity.
Demonstrate investment outcomes
Highlight successful investments, returns generated, and thesis accuracy. Show track record of analytical quality.
Feature research and reporting
Include investment memos, industry research, and presentation experience. Show ability to communicate investment ideas effectively.
Include tools and technical skills
List financial software, data platforms, and technical capabilities. Show proficiency in investment analysis tools.
Summary Examples
Good vs. Bad Resume Summaries
“Investment Analyst covering technology sector for $500M equity fund. Built financial models for 50+ companies supporting $100M in investments. Research contributed to portfolio outperforming benchmark 15%.”
Shows sector focus, fund size, modeling volume, and performance contribution.
“Senior Analyst conducting due diligence for PE firm on $50-200M transactions. Completed 25 deal evaluations and 8 closed investments. Developed industry thesis leading to 2 successful exits.”
Demonstrates PE experience, deal volume, and investment outcomes.
“Investment analyst with experience in financial analysis.”
No asset class, portfolio size, or achievements mentioned.
“Experienced in investment research and modeling.”
Too vague about analytical scope and doesn't show impact.
Action Verbs
Power Words for Investment Analyst Resumes
Common Mistakes
What to Avoid
- ✗Not specifying asset class and sector focus
- ✗Missing portfolio or deal size context
- ✗Omitting investment outcomes and returns
- ✗Being vague about modeling and valuation
- ✗Not showing research and communication
- ✗Failing to demonstrate analytical tools
Salary ranges
| Level | US | EU | Canada |
|---|---|---|---|
| Entry | USD 65,000-85,000 | EUR 45,000-60,000 | CAD 75,000-100,000 |
| Mid | USD 85,000-120,000 | EUR 60,000-85,000 | CAD 100,000-135,000 |
| Senior | USD 120,000-160,000 | EUR 85,000-115,000 | CAD 135,000-180,000 |
Market themes
- Deal flow and sector focus drive compensation
US hot markets
- New York
- San Francisco
- Chicago
- Boston
EU hot markets
- London
- Frankfurt
- Zurich
Canada hot markets
- Toronto
- Vancouver
FAQ
Common questions about this role
What should investment analysts emphasize?
Modeling accuracy, research depth, and deal support.
Which metrics help most?
Portfolio performance, IRR impact, and diligence volume.
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