Investment Analyst Resume

Investment Analyst Resume Sample Template

Stand out from other job applicants with an investment analyst resume that highlights your financial modelling skills, valuation expertise, and sharp analytical abilities. The investment analyst resume is the first chance to showcase your research, analysis, reporting, and communication competencies to potential employers. Create a professional investment analyst resume that presents your proficiency in quantitative methods, complex financial analysis, and interpreting impactful trends. Whether you are just starting as an investment analyst or have several years of experience evaluating equities, the investment analyst resume allows you to exhibit why you are the ideal candidate for the role. Use specific examples of cash flow projections, modelling, valuation, due diligence, and investment theses you have developed. With a compelling investment analyst resume reflecting your specialized skills, you can advance along this high-demand finance career path.

Aleeza Burgess

Kansas City, KS | (555) 555-5555 |

Investment Analyst

Results-focused and driven Investment Analyst with 4+ years of experience performing in-depth financial analysis and modelling to inform prudent investment decisions and strategies. Skilled in valuation techniques, quantitative analysis, complex financial modelling, and communicating actionable recommendations. Seeking to leverage analytical capabilities and industry expertise to maximize returns and outperform benchmarks.

Core Skills:

  • Financial Modeling and Analysis
  • Equity Research and Valuation
  • Data Analysis and Quantitative Methods
  • Complex Problem Solving
  • Communicating Research and Ideas

Professional Experience:

JPMorgan Chase & Co. New York, NY

Investment Analyst, August 2019 – Present

  • Build 3-statement models projecting revenues, expenses, earnings, cash flows and valuations to identify under/overvalued securities
  • Perform analysis leveraging financial databases and tools to inform recommendations
  • Author investment memorandums and targeted research reports conveying assumptions and investment theses
  • Identify economic shifts, industry trends, regulatory changes, and competitive forces impacting investments
  • Created an optimized valuation model driving 10% improvement in price target accuracy


University of Michigan – Ann Arbor, MI

Bachelor of Business Administration (BBA), Finance

  • GPA: 3.8
  • Dean’s List: 3 years

Relevant Skills:

  • Bloomberg Terminal
  • FactSet
  • Capital IQ
  • Advanced Excel and Financial Modeling
  • Strong Written and Verbal Communication


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