Investment Analyst Resume Example (2026 Guide)
Investment Analyst resume example
A complete sample in the Modern template FitMyRole exports. The person and employers are fictional; the structure, skills and bullet style are what to copy.
Jonah Malik
[email protected] • (555) 012-9054 • Boston, MA • linkedin.com/in/jonahmalik
Professional Summary
Investment Analyst with 3 years of experience in equity research and financial modeling across small- and mid-cap industrials, aerospace and transportation. Covers 22 companies for a $3.4B small-cap value fund, building three-statement models and DCF valuations and presenting investment memos to the weekly investment committee. Originated four buy recommendations added to the fund in 2025, and the three held for 12 months beat the Russell 2000 Value index by an average of 9 percentage points. CFA Level II candidate who checks every thesis against management calls, site visits and the filings before recommending a position.
Skills
- Financial Modeling: Three-statement models, DCF valuation, comparable company analysis, precedent transactions, sum-of-the-parts, sensitivity and scenario analysis
- Equity Research: Investment theses, earnings analysis, industry research, management meetings, channel checks, 10-K and 10-Q analysis, price targets
- Portfolio & Markets: Small-cap value investing, benchmark and performance attribution, catalyst tracking, risk and downside analysis, idea screening
- Data & Tools: Bloomberg Terminal, FactSet, S&P Capital IQ, Excel (advanced), PowerPoint, Python (pandas)
- Accounting & Analysis: GAAP financial statements, free cash flow analysis, ROIC, working capital analysis, earnings quality review
- Communication: Investment memos, investment committee presentations, earnings notes, client model requests
Education & Certification
- Carroll School of Management; industrials sector analyst for the student-run investment fund; Dean’s List six semesters.
- Passed the Level I exam in August 2024.
Work Experience
Investment AnalystFebruary 2025 – PresentCommonwealth Ridge Asset Management, Boston, MA
- Originated four buy recommendations the portfolio manager added to the fund in 2025; the three held for 12 months beat the Russell 2000 Value index by an average of 9 percentage points.
- Cover 22 small- and mid-cap industrial and transportation companies for a $3.4B small-cap value fund, keeping a three-statement model and DCF valuation for each holding and watchlist name.
- Flagged a trucking holding as fully valued after rebuilding its DCF with new freight-rate and driver-wage assumptions; the fund sold at a 14% gain before the stock fell 26% over two quarters.
- Narrowed 1,900 small-cap names to a 60-company research list with a Bloomberg and FactSet screen on free cash flow yield, return on invested capital and leverage.
- Write two-page investment memos with thesis, valuation range, key risks and catalysts for the weekly investment committee, and defend them in questioning from the portfolio manager.
- Publish a same-day note on each covered company’s results versus model estimates every earnings season and update price targets within 24 hours.
- Hold 40+ management calls and site visits a year, including plant tours at two machinery holdings, to test assumptions on pricing, backlog and margins.
Equity Research AssociateJuly 2023 – January 2025Granite Harbor Securities, Boston, MA
- Built and updated the earnings models behind 30+ published research reports a year for a senior analyst covering 16 aerospace and defense suppliers.
- Cut the time to refresh valuation tables before earnings from a day to two hours by building a comparable company template in Excel with live FactSet links.
- Wrote the industry structure and competitive position sections of two initiation reports, including a survey of 45 machine shops on pricing and lead times.
- Drafted earnings previews for every covered company each quarter, with revenue estimates within 3% of reported results in 80% of cases.
- Answered model and data requests from institutional clients and the sales desk, turning most around the same day.
Summer Investment AnalystJune 2022 – August 2022Charles Ridge Capital Advisors, Boston, MA
- Built DCF and comparable company models for three mid-cap healthcare stocks and presented a hold recommendation to the investment committee at the end of the internship.
- Shortlisted 25 names for a new income portfolio by screening 300 dividend-paying stocks in Bloomberg on payout ratio, dividend growth and leverage.
- Prepared quarterly performance and attribution reports for 40 client accounts, reconciling holdings against custodian statements.
- Summarized earnings calls and 10-Q filings for 12 holdings in one-page notes used by the firm’s two portfolio managers.
Want yours to read like this? Upload your resume and a job posting, and FitMyRole rewrites it for that job in this template.
Tailor my resumeWhy This Resume Works
- The first bullet gives performance context, four buy ideas and how the three held for 12 months did against the Russell 2000 Value index, which fixes the page’s top mistake of no coverage or performance context.
- Coverage is stated precisely (22 small- and mid-cap industrial and transportation names for a $3.4B fund), so a hiring manager knows the sector and fund size at a glance.
- DCF, financial modeling, Bloomberg, FactSet and the CFA appear in the work itself, such as a DCF rebuild that led to a sale at a 14% gain, not only in the skills list.
- Research output is concrete: investment memos, same-day earnings notes, 40+ management calls and a 45-shop supplier survey, replacing the vague "conducted research".
- An internship, a sell-side research associate role and a buy-side analyst seat are the standard three-year path, and the CFA Level II status shows the credential is in progress.
Common Resume Mistakes
- No coverage or performance context.
- Missing modeling or Bloomberg keywords.
- Vague "conducted research" without output.
Keywords Recruiters Look For
- Investment
- Equity research
- DCF
- Bloomberg
- CFA
- Financial modeling
- Research
- Excel
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