Investment Analyst Resume

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Here is the Investment Analyst Resume example:

Alannah Johnson

2967 Flournoy St, Apt#901

Dallas, TX 75237

(555)-555-5555

[email]

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.

Education

Bachelor’s degree in Business Administration

University of Chicago, Chicago, IL