Sample Investment Assistant Resume

Posted in Assistant Resume Examples

Michael Archer
5327 N Barranca Ave
San Francisco, CA, 94158

Objective Seeking a position as Investment Assistant where extensive experience and superior organization skills will be fully utilized.

Summary of Skills:

  • Extensive knowledge of Investment, Market and Insurance
  • Good understanding of financial markets
  • Ability to collate and create summarized reports from various data sources
  • Ability to compile and generate various sales and marketing reports
  • Ability to work quickly and accurately under time constraints is essential
  • Sound knowledge of relationship management

Work Experience:

Investment Assistant
JPMorgan Chase, San Francisco, CA
August 2005 to till date

  • Assisted Investment Advisors to initiate sales activities, during peak time.
  • Edited and updated quarterly Performance Reports.
  • Collected, entered and reconciled data in Bond and Equity Portfolio Analysis systems.
  • Worked within delegated authority and standard department guidelines.
  • Handled day-to-day client calls, answered questions.
  • Resolved client problems and escalated beyond specified authority.

Investment Assistant
Adecco, San Francisco, CA
May 2000 to July 2005

  • Performed and monitored account trades within delegated authority.
  • Completed paperwork for client account transactions from start to finish.
  • Updated and maintained ACT database regarding client information and financial activity.


Associate degree in Finance
Duke University, Durham, NC

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