{"id":1410,"date":"2020-07-23T02:54:26","date_gmt":"2020-07-22T21:24:26","guid":{"rendered":"https:\/\/www.smartsampleresume.com\/?p=1410"},"modified":"2020-07-22T15:40:39","modified_gmt":"2020-07-22T10:10:39","slug":"investment-analyst-resume","status":"publish","type":"post","link":"https:\/\/www.smartsampleresume.com\/resume\/examples\/analyst\/investment-analyst-resume\/","title":{"rendered":"Investment Analyst Resume"},"content":{"rendered":"\n<p>An investment analyst is a financial\nprofessional and their primary task is to evaluate financial and investment\ndata for buying, selling securities. They employ fund managers at financial\nadvisory firms and search out for investment opportunities for such firms. They\nalso work for banking sectors for buying selling and holding recommendation.\nThey focus on analyzing and guiding investment managers toward yield and\nminimal loss of investment. The job duties of an investment analyst involve\nconducting research and analysis of data, assessing the performance of stock\nand bond, analyzing profit and loss sheet and companies account, providing\nsuggestion to the management or team leader regarding financial directions,\ncompiling data and creating reports, consulting with stockbrokers market\ntraders and fund managers and other business contacts to aid in their analyses.\nThe professional needs to ambitious, committed, and must be self-motivated. <\/p>\n\n\n\n<h2 style=\"text-align:center\"><strong>Investment Analyst Resume<\/strong><\/h2>\n\n\n\n<p><strong>Name: Brody Mann<\/strong><\/p>\n\n\n\n<p><strong>Address:<\/strong>&#xA0;185 W San Lucia Ct, Romeoville, IL, 60448 <br><strong>Phone:<\/strong>&#xA0;514 &#8211; 388-746 <br><strong>Email: <\/strong>brody_mann@gmail.com<br>Current Job: Investment Analyst, DownTown Bank, Romeoville, New York<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Objective:<\/strong><\/h2>\n\n\n\n<p>Highly competent and talented\ninvestment analyst with exceptional financial background. Demonstrated track\nrecord of offering relevant and concise analysis in high pressure and sensitive\nenvironment. Possess a great understanding of financial concepts and superb\nability to communicate effectively with colleagues and clients. Proficient in analyzing\nmarket data and specifying financial inferences. Offer remarkable skills in conceptualizing,\ndeveloping, and implementing strategic changes to improve team performance and\ndelivers bottom-line results. <\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Skills:<\/strong><\/h2>\n\n\n\n<ul><li>Great communication and organization skills<\/li><li>Exceptional knowledge about the financial market and  investment<\/li><li>Great knowledge about financial instruments fixed income securities and derivative products<\/li><li>Exceptional communicator and build a long relationship with clients<\/li><li>In-depth knowledge about the full investment process<\/li><li>Able to predict market forecasts based on trend<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Work\nExperience<\/strong><\/h2>\n\n\n\n<p>Investment Analyst, DownTown Bank, Romeoville, NY ( 2016 &#x2013; present )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Handled investment platforms using a different insurance product <\/li><li>Processed and reviewed daily performance of investment products offered by the bank<\/li><li>Provided direction to clients by offering detail investment recommendations supported by market data<\/li><li>Attended investor conference and seminar<\/li><\/ul>\n\n\n\n<p>Investment Analyst, Eagle&#x2019;s Bank, Roslyn, NY (2014 &#x2013; 2016 )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Provided comprehensive wealth accumulation planning for clients<\/li><li>Educated clients about complex financial principles in  a simple manner<\/li><li>Conducted ad hoc performance analysis in a fast-paced environment<\/li><li>Analyzed investment performance report for clients<\/li><\/ul>\n\n\n\n<p>Investment Analyst, Fidelity Investments, New Haven, Connecticut (2012 &#x2013; 2014 )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Provided opportunity for account executives through client engagement in the branch<\/li><li>Provided market commentary notes to fidelity branches<\/li><li>Gathered financial data and statistics and prepared monthly report to suggest investment<\/li><li>Generated annual reports on liquidity, financial status and data assessment for the bank<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Education:<\/strong><\/h2>\n\n\n\n<p>Masters in Business Administration &#x2013;\nUniversity of Florida, Romeoville, IL<\/p>\n\n\n\n<p>Bachelor Degree in Business\nAdministration &#x2013; University of Florida, Romeoville, IL<\/p>\n\n\n\n<p>High School: St. Lawrence High\nSchool, Romeoville, IL<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Reference:<\/strong><\/h2>\n\n\n\n<p>Brian Newell, Investment Analyst,\nEagle&#x2019;s Bank, Roslyn, NY<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Personal\nInformation:<\/strong><\/h2>\n\n\n\n<ul><li>Civil Status: Married<\/li><li>Date of Birth: 25\/6\/1998<\/li><li>Hobbies: Playing football and soccer<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>An investment analyst is a financial professional and their primary task is to evaluate financial and investment data for buying, selling securities. They employ fund managers at financial advisory firms and search out for investment opportunities for such firms. They also work for banking sectors for buying selling and holding recommendation. They focus on analyzing &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Investment Analyst Resume\" class=\"read-more button\" href=\"https:\/\/www.smartsampleresume.com\/resume\/examples\/analyst\/investment-analyst-resume\/#more-1410\" aria-label=\"More on Investment Analyst Resume\">Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[62],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts\/1410"}],"collection":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/comments?post=1410"}],"version-history":[{"count":0,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts\/1410\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/media?parent=1410"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/categories?post=1410"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/tags?post=1410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}