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: AnnabelP@emailaddress.com.au

Summary

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

Education

University of Melbourne

Perth, WA AU

Master of Business Administration
Graduated: November 2008

RMIT

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

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

Aug 05 – Jun 06: Senior Trader
Goldsteins Global

Perth, WA AU

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

Jan 04 – Jul 05: Junior Accountant
Regional Development Company

Perth, WA AU

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