Investment Analyst Resume Samples

Description :

1. Conducted site visits of potential investees to develop client relationships by assessing the applicant's proposal and business model.
2. Wrote detailed investment reports compiling data around the applicant's business plans and strategies, financial forecasts, historical financials, and conventional banking limitations.
3. Made recommendations to grant organizational business support where potential is recognized but where the organization may not be considered investment-ready.
4. Developed assessment tools, including a bespoke criteria checklist and standard decline letter.
5. Assisted analysts in determining an applicant's eligibility for the fund and to build consistency of delivery and best practices.
6. Made recommendations for process change, including time/date stamping of applications, development of policy around recurring issues.
7. Recommended the implementation of compliance practices to prepare for future audits, specifically, improvements in documentation and archiving.
8. Provided day-to-day crisis management and problem-solving, including suggestions around the effective management of client expectations and relationship building.

Experience

2-5 Years

Level

Junior

Education

BS

Description :

1. Provided investment managers with performance analysis and security research.
2. Developed detailed reports covering portfolio returns, risk statistics, and asset allocation for internal and external clients.
3. Addressed monthly requests from executive management for high-level analysis of assets under management, trade auditing, and vendor management.
4. Managed client accounts executing trades, identifying appropriate asset allocation, leading routine meetings, all while providing a world-class client experience.
5. Researched the impact of corporate actions and voted in accordance with their proxy voting mandate.
6. Determined optimal asset allocation and fund selection and implemented across client portfolios totaling over $500MM in assets under management.
7. Constructed investment proposals and cash flow forecasts for high net worth clients and prospects with investable assets up to $30MM.

Experience

0-2 Years

Level

Entry Level

Education

BA

Description :

1. Develop default rate assumptions, capital structure trends, and long term views on economic policies and how they affect interest rates.
2. Conduct due diligence on managers for inclusion into a client's portfolio which includes meetings both on-site and in-house with portfolio managers and analysts.
3. Create comprehensive investment reviews for clients detailing investment performance and attribution as well as domestic and global economic overviews and outlooks.
4. Involve in the construction of the firm's first fund of funds.
5. Research, performance attribution, and quantitative analysis for determining fit within the fund when combined with long term macroeconomic views.
6. Conduct asset/liability modeling for the clients in an effort to ensure proper capital is on hand at the time of nuclear decommissioning.
7. Provide 401(k) plan consultation to small and mid-sized companies, conduct portfolio analysis, and diversification.
8. Provide group enrollments and individual investment education to 401(k) plan participants.
   

Experience

0-2 Years

Level

Entry Level

Education

BS

Description :

1. Utilize comparable company and venture capital valuation techniques to accurately derive fair pre-money and post- money valuation for potential investments.
   
2. Represent the fund at investor summits, start-up competitions, and trade shows to facilitate the sourcing of deal flow, efforts resulted in seven new deal sources.
3. Perform monthly and quarterly reporting of financial statements and key performance indicators of 20 active portfolio investments.
4. Originate direct equity and mezzanine finance transactions that total efforts expanded portfolio investments into the Software, Manufacturing, and Healthcare sectors.
5. Mentor MBA summer interns on projects related to the venture capital investment cycle and due diligence process.
6. Conduct asset/liability modeling for the clients in an effort to ensure proper capital is on hand at the time of nuclear decommissioning.
7. Provide 401(k) plan consultation to small and mid-sized companies, conduct portfolio analysis, and diversification.

Experience

7-10 Years

Level

Management

Education

Certificate

Description :

1. Performed financial and investment analysis on the $40 million portfolios of a Registered Investment Advisor by leading the daily portfolio management and trading of 36 client accounts.
2. Pioneered unique investment ideas and trading strategies that helped individually.
3. Managed client portfolios outperform their Balanced Fund benchmark by more than 150 bps over five quarters.
   
4. Developed weekly screens primarily for domestic mid- and large-cap stocks.
5. Conducted in-house research and reviewed broker sell-side research when examining ideas.
6. Selected and assembled a group of mutual funds for certain client portfolios.
7. Identified, selected, and monitored several managers of closed-end mutual funds as part of strategic asset allocation for certain client portfolios.
   

Experience

2-5 Years

Level

Junior

Education

MBA

Description :

1. Established and maintained client relationships as a contact for the Reporting Department.
2. Worked directly with Relationship Managers on client deliverables and special projects and ensured a superior level of client services.
   
3. Maintained a working knowledge of assigned client portfolios and the investments within.
4. Used a working knowledge of accounting principles to extract and analyze data from financial statements to satisfy client concerns.
5. Communicated with representatives of investment partnerships to ensure the timely receipt of cash flow and financial information daily.
6. Prepared quarterly and annual reports for clients and asset management vehicles.
7. Monitored and tracked cash flow activity for limited partnerships.

Experience

0-2 Years

Level

Junior

Education

BS

Description :

1. Analyzed financial statements received by custodians of this investment consulting firm to ensure accuracy and reconcile variances.
2. Assessed the company's plan, developed an effective investment strategy, monitored performance and made adjustments to positively impact outcomes.
3. Presented financial commentary to board members.
4. Monitored capital markets, highlighted significant movements in value and benchmarked returns with indexes.
5. Performed equity, bond, and alternative portfolio manager searches.
6. Monitored portfolio managers to ensure they maintained their investment strategies and analyzed their performance.
7. Evaluated commercial real estate investments for IRR, risk, and performance.

Experience

2-5 Years

Level

Junior

Education

MS

Description :

1. Directly responsible for a real estate portfolio, including five separate accounts and two externally managed real estate investment trust (REIT) equity portfolios.
   
2. Managed numerous advisor relationships regarding large fund flows, acquisitions, dispositions, reporting and contract compliance.
3. Manage budgets and data flow for 50 directly-owned real estate assets.
4. Daily interfaced with accounting and finance staff, both internal and external.
5. Responded to auditor requests for data and asset information.
6. Prepared and presented quarterly performance presentations to the Board of Trustees.
7. Followed established contracts, policies and procedures for operations and reporting.

Experience

10+ Years

Level

Senior

Education

BA

Description :

1. Reconciled discrepancies between the accounting system, our custodian bank, and other decision support systems.
2. Analyzed financials and performed cost/benefits analysis and market analysis to implement operational recommendations.
3. Maintained accounting information for our internal audit and our external audit.
4. Managed the investments of the children's $1.9 billion foundations.
5. Loaded accurate month-end data to generate accounting reports.
6. Coordinated and produced required accounting schedules, statements, and supporting documentation.
7. Analyzed reports to ensure accuracy and that they matched the appropriate general ledger account.
8. Wrote policies and procedures for the new Chief Investment Office and worked with Treasury, Accounting, and Legal departments to execute transactions.

Experience

7-10 Years

Level

Management

Education

MBA

Description :

1. Interviewed and maintained working relationships with investment managers and marketing professionals to determine the suitability of investment products for clients.
2. Created a detailed written analysis of the philosophy, process, and portfolio construction of investment managers.
3. Used multiple financial software programs to perform investment manager searches and to conduct research into investment managers' performance and risk.
4. Participated in investment committee meetings.
5. Assisted lead consultants in the presentation of proprietary macro-economic outlook and performance report to clients.
6. Performed client asset allocation analysis and asset allocation rebalancing analysis.
7. Analyzed financial statements for performance calculation.
8. Provided internal technical support for computer hardware and software.

Experience

5-7 Years

Level

Executive

Education

BBA

Description :

1. Created market research reports through an analysis of economic and financial data.
2. Provided market analysis and commentary to management in bi-weekly research meetings.
3. Performed due diligence on Asset Managers and their investment strategies to ensure they are aligned with Irongate's allocation and risk objectives.
4. Conducted trade execution, client reporting, and ad-hoc requests.
5. Provided market insight and analysis used to assist management in the selection and allocation of investment strategies for client funds.
6. Satisfied client inquiries, requests and reporting requirements.
7. Assisted in the due diligence process to ensure Asset Managers met company investment and allocation guidelines.

Experience

5-7 Years

Level

Executive

Education

MS

Description :

1. Provided consultation to clients on investment goals and objectives for a customer base of pension plans, endowments, foundations, and hospital cash reserve funds.
2. Originally started with consulting, conducting qualified plan administration and consulting.
3. Established written policy statements; developed and implemented client asset allocation strategies and conducted qualitative/quantitative mutual fund evaluation and selection.
4. Conducted investment manager interviews and developed criteria for investment manager selection.
5. Evaluated investment performance and presented a comprehensive analysis of investment results relative to fund return objectives and risk constraints.
6. Conducted client meetings and prospective client proposals.
7. Mentored, interviewed, and trained of new analysts.

Experience

7-10 Years

Level

Management

Education

CCP