CV examples / Finance, HR & office
Investment Analyst CV Example
Employers hiring an Investment Analyst usually screen for these skills first: Financial modelling, Valuation (DCF) and Equity research. This example shows how to present them clearly, with achievements you can adapt and a layout that applicant tracking systems read correctly.
Professional summary example
Investment analyst with [X] years covering [sector], building valuation models and writing recommendations for the investment committee.
Skills employers search for
- Financial modelling
- Valuation (DCF)
- Equity research
- Portfolio analysis
- Due diligence
- Market analysis
- Investment memos
- Excel
Tools and systems
- Bloomberg
- FactSet
- Capital IQ
- Excel
- Python
Personal strengths
- Attention to detail
- Integrity
- Deadline management
- Stakeholder communication
Example achievements
Replace each [X] with your own numbers.
- Covered [X] stocks across [sector]
- Built DCF models supporting $[X]m of investments
- Recommended [X] ideas that beat the benchmark by [X]%
- Wrote [X] investment memos for the committee
Turn duties into results
Weak
Researched investments
Strong
Covered [X] companies and recommended positions that outperformed the benchmark by [X]%
Action verbs to start your bullet points
- Modelled
- Analysed
- Recommended
- Researched
- Presented
- Covered
- Identified
- Monitored
Qualifications and certifications to list
- CFA
- ACCA
- QFA
Typical education: Degree in Finance or Economics; CFA
Common mistakes on a Investment Analyst CV
- CFA level not stated
- No coverage or AUM
- Track record missing
- Too technical without results
Build your Investment Analyst CV
The builder opens with these skills and example achievements ready to edit. One column, ATS-friendly, PDF or Word.
Open the builderCover letter opening line
I am applying for the Investment Analyst role because it matches the work I do best, and I can show results in the areas this job asks for most.
Questions
What skills should an Investment Analyst put on a CV?
Lead with the skills named in the job ad. For most Investment Analyst roles these include: Financial modelling, Valuation (DCF), Equity research and Portfolio analysis, each backed by an example in your work history.
Which qualifications help an Investment Analyst CV?
Employers often look for CFA, ACCA or QFA. List the ones you hold in a Certifications section with the year you achieved them.
How do I show results as an Investment Analyst?
Use the measures employers in this field recognise, such as portfolio, valuation, asset allocation, and say what changed because of your work. Replace every [X] in the examples with your real figures.