Home Investment Administrator Resume template
Investment Administrator resume template
A clean starting structure with example content grounded in what investment administrators actually do day to day, not generic filler. Download and replace the bracketed placeholders with your own details.
Which resume format should you use?
Reverse chronological
You have a steady work history. This is the format almost every recruiter and ATS expects by default.
Functional
You're changing fields or have gaps in your employment. Leads with skills rather than a job-by-job timeline.
Combination
You're early career or have worked consistently but for only a few employers. Blends a skills summary with a shorter chronological history.
This template uses the reverse chronological format: the one most investment administrators should default to, since most Australian recruiters and ATS software expect it.
Professional summary
Investment Administrator with experience in trade settlement, portfolio reconciliation and investment record keeping across superannuation and managed fund portfolios. Skilled in using custody and registry systems to maintain accurate data and meet reporting and compliance obligations. Known for attention to detail and clear communication with advisers and clients.
Key skills
- Financial analysis and modelling
- Regulatory compliance
- Risk and internal controls
- Data analysis
- Operations management
- Bloomberg Terminal
- IRESS
- XPLAN
- Microsoft Excel
- SS&C HiPortfolio
- Attention to detail
- Client relationships and advisory
Experience: example bullet points
- Reconciled cash and asset positions daily across a portfolio of superannuation and managed fund accounts, resolving breaks with custodians and brokers within the settlement cycle.
- Processed trade settlements accurately and on time for a team of advisers, maintaining a clean settlement record over consecutive quarters.
- Maintained investment records and portfolio data in SS&C HiPortfolio and IRESS, ensuring they matched custodian records and internal ledgers.
- Prepared client and regulatory reports, cutting report turnaround from five days to three by improving data checks and automating reconciliations in Excel.
- Monitored compliance with investment mandates and internal limits, escalating potential breaches to the compliance team before they became reportable issues.
- Responded to adviser and client queries about transactions, maintaining a high rate of first-contact resolution and clear written explanations.
Education
A bachelor degree in finance, commerce or accounting is the most common pathway, though many investment administrators enter with a Diploma of Financial Services or a Certificate IV in Financial Services and learn the systems on the job.
Keywords an ATS is likely to scan for
Applicant tracking systems match your resume against terms in the job ad before a person ever sees it. Only include the ones that actually apply to your experience, but if a term below matches something you've done, use the same wording the job ad uses.
- ASIC
- APRA
- AML/CTF
- KYC
- CHESS
- trade settlement
- reconciliation
- custody
- registry
- portfolio administration
- investment operations
- superannuation
- managed funds
- mandate compliance
- unit pricing
- HiPortfolio
- IRESS
- Bloomberg
- XPLAN
- Excel
Getting past ATS screening
- Match the specific skills, certifications and terms used in the job ad, not just your own wording for the same thing.
- Keep formatting simple: no tables, text boxes, columns, headers/footers or graphics. Parsers frequently drop content placed in these.
- Submit as .docx or PDF unless the job ad specifies otherwise.
- Use standard section headings (Experience, Education, Skills) rather than creative alternatives.
- List your core skills and technical competencies in their own section so a keyword scan can find them instantly.
This is a starting point, not a guarantee of interviews. Tailor every bullet point to your own real experience and the specific job ad.