Investment Analyst Resume Example and Writing Guide for 2025
Use this proven resume template that helped candidates land jobs at Goldman Sachs, BlackRock, and J.P. Morgan Chase with strong financial modeling and valuation skills.
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95
Reading Level:
Professional
Keywords Matched:
18
3 Professional Summary Examples for Investment Analysts
Senior Investment Analyst with 8+ years of experience in equity research, portfolio management, and financial modeling across diverse sectors. Proven track record of generating alpha through comprehensive fundamental analysis, DCF modeling, and risk assessment, managing portfolios worth $500M+ and delivering consistent outperformance against benchmarks.
Why it works:
This summary emphasizes quantifiable achievements, specific expertise areas, and demonstrates the ability to manage large portfolios while delivering measurable results.
Investment Analyst with 4+ years of experience in financial analysis, equity research, and portfolio optimization. Skilled in building complex financial models, conducting due diligence, and presenting investment recommendations to senior management, with expertise in Excel, Bloomberg Terminal, and Python for data analysis.
Why it works:
This summary showcases relevant technical skills, demonstrates progression in responsibilities, and highlights key tools used in investment analysis roles.
Recent Finance graduate with strong analytical skills and internship experience in investment research and financial modeling. Proficient in Excel, financial statement analysis, and valuation techniques, with demonstrated ability to conduct market research and support senior analysts in investment decision-making processes.
Why it works:
This summary focuses on educational background, relevant internship experience, and foundational skills that are essential for entry-level investment analyst positions.
Must Have Skills for Investment Analysts
Technical Skills
Financial Modeling
Excel
Bloomberg Terminal
DCF Analysis
Equity Research
Python/R
SQL
Investment Skills
Portfolio Management
Risk Assessment
Valuation Methods
Due Diligence
Market Research
Soft Skills
Critical Thinking
Communication
Attention to Detail
Problem Solving
Missing these keywords? Your resume might get filtered out:
financial modeling
equity research
DCF analysis
Bloomberg Terminal
portfolio management
valuation
due diligence
risk assessment
Excel
Python
SQL
investment analysis
financial statements
market research
alpha generation
benchmarking
fundamental analysis
quantitative analysis
How to Write a Investment Analyst Resume: Step-by-Step Guide
Choose the Right Format
For Investment Analysts, use a reverse-chronological format to highlight your most recent and relevant experience. Keep it to 1-2 pages max, use clean fonts like Inter or Geist Sans, and ensure plenty of white space for readability. Avoid fancy graphics or designs that might confuse ATS systems.
Optimize for ATS
Use standard section headings like "Experience" and "Education". Include keywords from the job description naturally throughout your resume. Save as .pdf (not .png or .jpg). Avoid tables, columns, or graphics that ATS can't parse. Use bullet points starting with action verbs.
Quantify Your Impact
Use metrics like performance improvements, user growth, cost savings, time saved, bugs fixed, or features shipped. If exact numbers aren't available, use reasonable estimates. Transform "Built features for web application" into "Built 5 key features that increased user engagement by 30% and reduced churn by 15%".
Tailor to Each Job
Match your skills section to the job requirements. Make sure the required skills are prominently featured if you have them. Reorder bullet points to put most relevant achievements first. Adjust your professional summary to align with their company culture.
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