Sample Investment Analyst Resume

Posted in Analyst Resume Examples

Alannah Johnson
2967 Flournoy St, Apt#901
Dallas, TX 75237

Job Objective To secure an Investment Analyst position in a well established organization with a stable environment.

Highlights of Qualifications:

  • Good understanding of financial markets and institutional investing
  • In-depth knowledge of the investment process across a range of asset classes
  • Wide knowledge of various types of fixed income securities and derivative
  • products
  • Ability to prepare monthly and quarterly reports, exhibits, and other materials
  • Ability to track and coordinate reports, statements, financials,

Ability to build good relationships with customers
Excellent analytical and critical thinking

Professional Experience:
Investment Analyst
Managers Investment Group, Dallas, TX
August 2005 – Present

  • Collected, calculated and maintained performance and composite performance for all applicable investment products.
  • Processed and reviewed daily performance for department and management review.
  • Updated the securities and performance databases daily.
  • Worked extensively in the collection of data and reports for the production of Fund Book, board reports and other reports.
  • Assisted actively in analysis of investment data for decision making.
  • Responded effectively to specific requests for data.
  • Ensured that all data files on the intranet are updated on a timely basis.

Investment Analyst
Real Estate Investment Analyst, Dallas, TX
May 2000 – July 2005

  • Conducted and performed extensive qualitative and quantitative due diligence on investment strategies.
  • Compiled and updated meeting and conference notes.
  • Sourced and analyzed new strategies and managers, monitored incumbent managers on the platform.
  • Provided efficiently manager information and portfolio construction ideas.
  • Provided educational and marketing content.
  • Performed and provided alternative investments, private equity, real estate, derivatives, and risk management.

Bachelor’s degree in Business Administration
University of Chicago, Chicago, IL

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