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Investment Analyst Resume

In the past decades, financial organizations have undergone tremendous changes. Many financial sectors come up with standard financial systems that cater to the requirements of corporate sectors, as well as business-oriented individuals. These organizations highly focus on services like mutual funds, equities, and bonds. These services are managed by investment analysts who play a key role in the smooth processing of all forms of financial services. Investment analyst plays an important part in investment banks and investment management sectors.

The job responsibilities of an investment analyst include gathering and evaluating financial statements and reports, forecasting business prospects, analyzing investment risks, developing short term and long term investment plans, providing guidelines in purchasing investment policy, interpreting investment data, and conducting research of investment portfolios.

Resume Example

Jose Willy
21-45Guy R. Brewer Blvd, Jamaica, New York
Cell No: 644 - 128 - 903
Email Id:

Career Objective:

Seeking a responsible position as an Investment Analyst in an organization that provides me an opportunity to broadcast my expertise in conducting research on economic trends and developing financial plans towards the growth of the organization.

Knowledge & Core Competencies:

  • Comprehensive knowledge of developing investment plans and procedures with sound knowledge of analyzing financial data
  • In-depth knowledge of the concepts of mathematics, economics and statistics
  • Hands on experience in conducting research in investment trends and developments
  • Skilled in gathering, evaluating and evaluating financial statements and other related documents
  • Possess excellent analytical, decision making and communication skills
  • Strong quantitative skills with knowledge of basic computer applications
  • Accurate, detail oriented and have the ability to work under pressure and meet strict deadlines

Previous Professional Experience:

Organization: Watson Towers, New York
Duration: 2010 till date
Designation: Investment Analyst

  • Writing portfolio reports by conducting research of investment portfolios of the organization
  • Evaluating cash flow, monitoring account statement and analyzing annual account statements
  • Developing financial set-up procedures and key investment decisions
  • Tracking economic changes and developing key investment plans and strategies
  • Creating investment avenues reports by analyzing and reviewing investment outcomes
  • Developing complex financial models and evaluating financial related legal documents
  • Providing recommendations in change of investment plans to the fund manager, if required

Organization: Bank of New York, New York
Duration: 2008 to 2010
Designation: Junior Investment Analyst

  • Gathering investment and financial information by using financial periodicals
  • Analyzing financial portfolio and evaluating business and investment plans
  • Preparing financial advice and investment write-ups for senior management staff
  • Evaluating stock and bond prices as well as provide support in budget activities
  • Interpreting complex financial data and prepare summaries of financial reports
  • Determining economic position of the firm as well as perform review of dividend records

Educational Qualifications:

Achieved Master's Degree in Business Administration
University of New York in the year 2008

Bachelor Degree in Accounting
College of Business Studies, New York in the year 2005

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