Investment Analyst Resume

This free sample resume for an investment analyst has an accompanying investment analyst sample cover letter to help you put together a winning job application.

Annabel Peters

34 Going Places Lane
Perth WA 6000
Mobile: 0903 222 343
Home: 08 9992 3332
Email: [email protected]

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Summary

• Certified Travel Consultant (CTC)
• Three years experience in retail travel consulting
• Friendly, outgoing and responsive personality
• Enthusiastic, conscientious and hardworking
• Team player

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Education

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Employment History

Achievements:

• Brokered US$1b hedge fund for affiliate of Global Partners
• Optimised portfolio benchmarks and reduced tracking using Barra
• Sole agent for AU$3b acquisition of Jones Witherspoon in a AU$2m part-in-kind debt financing transactions
• Took charge of sales and trading for large ticket portfolio trades and transition management trades
• Developed qualitative and quantitative research on investment products

Achievements:

• Assessed costs and benefits of multiple operating systems, integrated cost variations and capital improvement structure that resulted in a 50% increase in productivity
• Collaborated with global markets analysis firm to produce prospectus
• Developed the management and ratings agency presentations
• Executed orders to trade shares on behalf of Institutional Clients on the Australian Stock Exchange

Achievements:

• Reviewed and corrected accounting entries that revealed nearly $50K in unpaid bills and mislaid funds
• Generated financial planning input, analysis and reports
• Reconciled payment discrepancies and resolved client billing and eligibility issues

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Skills

Category	Name	Proficiency	Yrs Experience	Last Used
Computer	Microsoft Office	Advanced	4+ yrs	use currently
	Market Applications	Advanced	4+ yrs	use currently
	Solaris Program	Intermediate	4+ yrs	use currently

 

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References

Available upon request