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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


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


University of Melbourne
Perth, WA AU
Master of Business Administration
Graduated: November 2008
Perth, WA AU
Bachelor of Business (Accounting and Finance)
Graduated: November 2003

Employment History

Jun 06 – Present: Program Sales Trader
Arnold and Sons
Perth, WA AU


  • 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
Aug 05 – Jun 06: Senior Trader
Goldsteins Global
Perth, WA AU


  • 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
Jan 04 – Jul 05: Junior Accountant
Regional Development Company
Perth, WA AU


  • 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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