Build an Investment Analyst Resume That Survives the Screen
Investment analyst resume examples with diligence bullets, valuation keywords, coverage details and a writing guide for buy side and asset management screens.
Example Investment Analyst summary
Investment analyst with three years on a long-only industrials desk, covering nine names and writing the memo behind every recommendation. Builds three-statement models with a segment level revenue build and tests management guidance against supplier and distributor calls. Prior audit training in revenue recognition and inventory sharpens the quality of earnings work. CFA Level II candidate seeking a generalist seat with wider mid-cap coverage.
Skills to list on a Investment Analyst resume
- Three-statement modeling
- DCF valuation
- Comparable company analysis
- Precedent transactions
- Investment memo writing
- Equity research
- Financial statement analysis
- Quality of earnings
- FactSet
- Bloomberg Terminal
- Capital IQ
- Python
- Portfolio monitoring
- Primary research
- Valuation modeling
What actually gets this resume read
- Say what you cover: the sector, the market capitalization band and the number of names you own on the list.
- Investment memos are the product of this job, so state how many you wrote and how many became positions.
- Name the data terminals honestly, since an interviewer will ask what you pull from FactSet against Bloomberg.
- Show your valuation range: discounted cash flow, sum of the parts, comparable companies, precedent transactions.
- Reference primary research such as expert calls, store checks or supplier conversations, not just filings work.
- Put CFA progress on the resume by level and status, and never imply a charter you have not been awarded.