Home Investment Analyst Resume template
Investment Analyst resume template
A clean starting structure with example content grounded in what investment analysts 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 analysts should default to, since most Australian recruiters and ATS software expect it.
Professional summary
Investment analyst with a strong background in financial modelling and equity research, focused on delivering actionable insights for portfolio managers and investment committees. Skilled in analysing financial statements, building valuation models, and communicating investment theses clearly. Committed to continuous learning and staying across market developments to support sound investment decisions.
Key skills
- Financial analysis and modelling
- Financial reporting
- Data analysis
- Investment and financial advice
- Risk and internal controls
- Economic modelling
- Bloomberg Terminal
- FactSet
- Excel and VBA
- Python
- Refinitiv Eikon
- Presenting and data storytelling
Experience: example bullet points
- Built and maintained financial models in Excel and Python to forecast earnings and cash flow for ASX-listed companies, supporting buy and sell recommendations.
- Conducted in-depth analysis of financial statements and economic data to assess company valuation and sector trends, identifying key drivers of performance.
- Wrote research reports and investment theses for fund managers, presenting findings at investment committee meetings.
- Monitored portfolio holdings and market conditions during earnings season, flagging rebalancing opportunities that contributed to improved portfolio performance.
- Presented investment ideas to senior analysts and defended them under questioning, refining recommendations based on feedback.
Education
Bachelor of Commerce (Finance) or Bachelor of Finance, often complemented by a Master of Finance or the CFA program.
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.
- CFA
- ASX
- ASIC
- APRA
- RG146
- Bloomberg Terminal
- FactSet
- Refinitiv Eikon
- Excel
- VBA
- Python
- financial modelling
- DCF
- equity research
- investment analysis
- portfolio management
- superannuation
- risk management
- compliance
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.