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.
34 Going Places Lane
Perth WA 6000
Mobile: 0903 222 343
Home: 08 9992 3332
Email: [email protected]
- Certified Travel Consultant (CTC)
- Three years experience in retail travel consulting
- Friendly, outgoing and responsive personality
- Enthusiastic, conscientious and hardworking
- Team player
Graduated: November 2008
Graduated: November 2003
Arnold and Sons
- 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
- 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
Regional Development Company
- 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
|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|
Available upon request
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