Investment Analyst Resume Example
Professional Investment Analyst resume example with ATS-optimized template. Learn how to showcase your equity research, valuation, and portfolio analysis skills.
Last Updated: 2026-02-02 | Reading Time: 8-10 minutes
Quick Stats
Investment Analyst Resume Example
Andrew Keating
andrew.keating@email.com • (555) 605-7788 • Boston, MA
linkedin.com/in/andrewkeating
Summary
Research-driven Investment Analyst with 5+ years of experience conducting equity research and portfolio analysis across technology, healthcare, and consumer sectors. Published 100+ investment recommendations with a 70% hit rate. Managed coverage of 25+ public companies with combined market cap of $500B+.
Professional Experience
- ▸Covered 25+ public equities across technology and healthcare sectors with combined market cap exceeding $500B
- ▸Published 80+ investment memos and recommendations, achieving a 70% accuracy rate on price targets
- ▸Built financial models (DCF, LBO, sum-of-parts) that supported $200M+ in portfolio allocation decisions
- ▸Presented quarterly sector outlook to the investment committee and 15+ institutional clients
- ▸Conducted fundamental analysis on 15+ companies, producing earnings models and valuation summaries
- ▸Monitored portfolio of $100M+ in assets, flagging risk events and catalyst opportunities for senior analysts
- ▸Attended 50+ investor conferences and management meetings, distilling insights into actionable trade ideas
Education
Certifications
- Chartered Financial Analyst (CFA) Charterholder
- Bloomberg Market Concepts
Core Competencies
Why This Resume Works:
- Quantified achievements with specific metrics
- Keywords match common job descriptions
- Clean, ATS-compatible formatting
- Strong action verbs throughout
How to Write a Investment Analyst Resume
Professional Summary
Mention your coverage sectors, number of companies covered, hit rate on recommendations, and the AUM scale you have supported. Include your CFA status.
Work Experience
Quantify with number of companies covered, recommendation accuracy, portfolio size supported, and the dollar impact of your research. Show independent thinking and conviction.
Skills Section
Lead with research and modeling skills. Include specific valuation methodologies and data platforms you use. Demonstrate both quantitative rigor and qualitative judgment.
Action Verbs for Investment Analysts
Investment Analyst Resume Keywords
These keywords appear most frequently in Investment Analyst job descriptions. Include relevant ones in your resume:
Technical Keywords
Equity ResearchFundamental AnalysisDCF ValuationLBO ModelingComparable Company AnalysisEarnings EstimatesPrice TargetsSector CoveragePortfolio ConstructionRisk ManagementAlpha GenerationIndustry Keywords
Buy-Side ResearchSell-Side ResearchInstitutional InvestingAsset ManagementHedge FundLong/Short EquityMarket AnalysisInvestor RelationsCapital MarketsSecurities AnalysisTools & Technologies
Bloomberg TerminalCapital IQFactSetRefinitiv EikonMicrosoft ExcelPythonMorningstar DirectPitchbookSEC EDGARVisible AlphaPower BIAladdinCommon Mistakes to Avoid
Not quantifying research accuracy or investment outcomes
Include your recommendation hit rate, alpha generated, or portfolio performance attribution
Listing generic finance skills without sector expertise
Specify your coverage sectors and demonstrate deep industry knowledge in those areas
Underemphasizing writing and communication skills
Mention the volume and quality of published research, and highlight presentations to investment committees or clients
Investment Analyst Resume FAQs
Is the CFA required for Investment Analyst roles?
The CFA is the gold standard for investment professionals. While not always required, it significantly improves your chances. List your charterholder status or level progress prominently on your resume.
How do I break into buy-side from sell-side?
Emphasize your independent investment thinking, stock-picking track record, and portfolio-level perspective. Highlight any experience with position sizing, risk management, or portfolio construction.
Should I include my personal investment track record?
Only if it is exceptional and verifiable. A personal portfolio demonstrating consistent alpha can differentiate you. Be prepared to discuss your investment thesis and process in detail.
How important are modeling skills for Investment Analysts?
Essential. Financial modeling is a core competency. Reference specific model types (DCF, LBO, merger), the number you have built, and how they influenced investment decisions.
What sectors should I specialize in?
Choose sectors you are genuinely passionate about and can develop deep expertise in. Technology, healthcare, financials, and consumer are popular. Specialization leads to better insights and career opportunities.
Ready to Optimize Your Investment Analyst Resume?
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Last updated: 2026-02-02 | Written by JobJourney Career Experts