Investment Research Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the investment research job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

L Will

Laisha

Will

515 Jane Meadow

Detroit

+1 (555) 824 7520

515 Jane Meadow

Detroit

Phone

p +1 (555) 824 7520

Experience Experience

San Francisco, CA

Investment Research Analyst

San Francisco, CA

Kirlin-Gerlach

San Francisco, CA

Investment Research Analyst

Select, monitor, and perform on-going evaluation of external equity investment managers in Hartford Funds mutual fund and ETF complex
Provide due diligence reports and research for communication with senior management and the board of directors, including commentary on performance and risk characteristics of the funds
Act as a subject matter resource for assigned group of mutual funds and ETFs within an asset class (Equities), responsible for communicating investment performance, outlook, and strategy to the firm’s clients and sales force
Schedule and conduct portfolio manager interviews and summarize conversations notes for distribution to Investment Managers
Provide commentary for marketing pieces on research topics such as market trends, equity and fixed income analyses
Provide information to the RPA Investment Committee to support the decision making process
Understand and analyze key trends within the asset class, and positioning of competitors

Dallas, TX

Pensions Investment Research Analyst

Dallas, TX

Hoeger, Borer and Breitenberg

Dallas, TX

Pensions Investment Research Analyst

Make written cases as to the reasons for making changes to established processes
Setting the structure for how asset return performance is measured and monitored, setting up quantitative models to support this framework
The numerical analysis behind manager selection
Managing the reporting relationships with our existing asset managers
Knowledge of the ongoing processes involved in the day to day management of the assets
The numerical analysis behind the asset class research for numerous asset classes including those currently used and not used within the CCCIF
Becoming the team’s lead person on the numerical analysis of investment risk

present

Dallas, TX

Manager Investment Research

Dallas, TX

Upton, Dicki and Stark

present

Dallas, TX

Manager Investment Research

present

Develops, implements and manages a thorough manager due diligence program
Works closely with the marketing organization to drive thought leadership including the authorship of investment-related content and white papers
Builds and maintains relationships with DCIO representatives from investment management firms
Represents the organization at client meetings to deliver investment content and showcase enterprise expertise
Acts as a voting member of the Advised Assets Group, LLC Investment Committee and presents the Committee’s recommendations to Great-West Trust
Advanced proficiency in MS Office, particularly Excel and Powerpoint
Manages a team of approximately six Investment Analysts and performs all associated management duties. Provides effective leadership helps team members to grow professionally

Education Education

Bachelor’s Degree in Finance

Duke University

Bachelor’s Degree in Finance

Skills Skills

Excellent oral and written skills, including the ability to accurately document methods, concepts, and data, and clearly articulate research results
Programming or scripting capabilities (Visual Basic, SAS, S-Plus, Java, C++, R)
Ability to work both independently, and as an integral member of a team
1 - 3 years of professional financial experience
General financial market and data knowledge (includes fundamental, technical, or broad market concepts)
Ability to write clearly and concisely
1 - 4 years of professional financial experience
Ability to work well independently on projects while sharing research models in a team-oriented, collaborative environment
Excellent communications skills
Ability to handle multiple projects and changing priorities

Create a Resume in Minutes

15 Investment Research resume templates

Read our complete resume writing guides

Investment Research Analyst BAA Resume Examples & Samples

Analyze and assimilate hedge fund legal documentations; monitor industry publications for pertinent information, and ultimately conduct the initial interview process with Hedge Fund managers
Analysis of capital markets: In addition to evaluation of Hedge Fund managers, emphasis is placed on understanding the capital markets in which the hedge funds operate
Oversee updates of internal databases, deal logs, and presentation charts
Provide support to the broader research team in any way, and have the ability to present to staff and prospects or clients
Outstanding academic credentials
Demonstrated investment acumen and knowledge of financial markets, the hedge fund industry and related participants
Exceptional communication skills, with the right level of confidence and assertiveness, to present and promote ideas at all levels of the organization
1-2 years’ previous experience preferred
Intellectual curiosity, commitment, and initiative towards self-learning

Investment Research Associate Resume Examples & Samples

Support senior analysts, investment strategists and regional CIOs in their decision making process and presentation material
Maintain and build out data bases that link to market data systems such as Datastream, Bloomberg, Factset and others for investment strategy, performance measurement and other inputs into investment decisions
Support staff members with data processing for projects, especially back testing, quantitative analysis and data collection for new ideas
Provide presentation preparation reports for senior presenters

Portfolio Advice & Investment Research Analyst Resume Examples & Samples

The successful candidate will take on a wide spectrum of mutual fund analyst accountabilities
Support the sales efforts of TD advice-based channels through daily telephone and email support, with a primary focus on Financial Planning, by being a mutual funds subject matter expert
Assist in the ongoing maintenance and enhancement of the PAIR Financial Planning support website
Conduct ongoing reviews/analysis of specific investment managers and mandates becoming attuned to the firm’s philosophy, people, process and performance
Prepare and effectively execute periodic product presentations to the Financial Planning channel, along with presentations to new Financial Planners on the support and consultative services available through PAIR
Assist in the creation of detailed fund profiles for all recommended mutual funds on the ACF list and investment managers on the SMA platform
Contribute to a daily publication and conference call to update TD advisors about economic data releases and other market moving news items
As part of the Portfolio Advice & Investment Research team the Analyst will help support the channels with a product approval process that is consistent to the mandate as set forth by the Investment Risk Committee (IRC) and Wealth Investment Risk Oversight Committee (WIROC) to ensure only quality products will be made available for sale in the channels (both Canada and U.S.)
Research and write timely mutual fund specific research notes/articles consistent with TD Wealth business strategy
Assist in the development of new tools and services that aid the sales process for Financial Planners
Assist in the preparation of updates and timely research on significant capital market events, assisting other divisions with content for print materials, and being responsive to the various sales channel needs
Develop an in-depth knowledge of research systems that support the team’s investment manager research function
Provide strategic input for the ongoing development of the team’s Financial Planning support activities and in maintaining a comprehensive investment manager research program
Actively identify opportunities to leverage PAIR-produced materials across all advice-based Wealth channels
Demonstrate a high degree of professionalism when dealing with internal and external business partners

Analyst, Alternative Investment Research Resume Examples & Samples

Bachelor’s degree required; MBA, and/or CFA, preferred
Minimum of 5 years of relevant work experience
Effectively prioritize time and manage multiple tasks
Customer service orientation, responds to requests in a timely manner
Works well as a team member
Strong working knowledge of hedge fund industry and their underlying strategies
3-8 years of hedge fund industry experience

Junior Investment Research Analyst Resume Examples & Samples

Knowledge of mutual funds and ETF’s, both active and passive, as well as various risk metrics used to evaluate investments including alpha, beta, standard deviation, Sharpe ratio, up/down capture, etc
Knowledge of the equity and fixed income markets and how economic indicators affect each
Knowledge of concepts, practices and procedures relating to investment management
Ability to multi-task while maintaining careful attention to detail
Ability to work with a sense of urgency to meet deadlines and address competing priorities
Strong analytical, research, initiative and problem solving skills
Experience working within the financial services industry preferred

Senior Business Unit Compliance Manager Investment Research & Due Diligence Resume Examples & Samples

Conduct self-monitoring of Research and Due Diligence written supervisory procedures (WSPs) and ensure maintenance of supporting documentation. Perform supervision of some WSPs. Act as RP for research and related publications and communications, including Compass submissions for the due diligence team. Develop WSPs in partnership with Compliance and departmental SMEs as the business evolves
Occasional overnight travel between corporate offices (3-4 times per year)
Strong knowledge of FINRA 2711, 2242, 2111, and SEC 10b-5 regulations
Demonstrated experience in leading small- to medium-scale projects to successful completion and implementation
Demonstrated capability in standard Microsoft Office applications: Word, PowerPoint, Excel required. Access and Visio are a bonus
As a condition of your employment in this position, you will be required to hold active FINRA Series 7 and 24 registrations or the ability to obtain within a defined period of time (90 days per license)
Master’s or JD
CFA or CAIA designation a plus
Series 63, 65, or 66

Investment Research Manager Resume Examples & Samples

Ensure best in class investment research content and communication:Develop specific research covering domestic markets and economy by leveraging internal and external sources with regards to Citi Views, under the supervision of EMEA Head of Investment Research
Present Citi View and investments themes to RMs, on client events or directly to the top clients
Ensure Investments Updates are published as per agreed investments update calendar to predefined internal and external audience. Ensure investments update calendar is meeting business needs in term of content, timing (daily, weekly, monthly updates) and format (e-mail, newsletter, conference calls, meetings, video updates)
Provide relevant investment themes: leverage monthly Regional Sales Actions and customize them to local needs under the supervision of EMEA Head of Investment Research. Ensure they are communicated to Portfolio Counselors (where applicable) and RMs in effective manner in order to ensure maximum traction and support for sales activities
Leverage Citi investment research on international markets and economy. IRA will be responsible for the customization and distribution of Regional investment research, and will ensure the research communication and materials meet business needs in order to provide relevant investment themes and ‘sales stories’ to RMs, under the supervision of EMEA Head of Investment Research
Work with the Marketing team in order to ensure that investment research communication is sent to clients in accordance with Citi Views, Citi research communication policies and standards, and fully compliant with all applicable local laws and regulations
Answer complicated queries (which can’t be answered by standard back office support) on corporate actions related to holdings of the clients
Partner with Investment Product Managers to ensure that the investment product offering is aligned to and supported by investment research (e.g. Focus Funds)
Review and update of the products categorization process (mapping into sub-asset classes)
Contribute to products launch idea in line with Citi preferred investment themes
Excellent written and spoken communication skills, including public speaking experience
Strong capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Self-starter and capable to work in a proactive and independent manner
Self starter with high work ethic and willingness to go the extra mile

Manager, Investment Research & Strategy Resume Examples & Samples

At least 10-15 years' experience in fund manager research and/or asset consulting with a strong understanding of economics and investment markets
Experience in dealer group research and dealing with financial planners is highly desirable
Demonstrated experience in communicating face to face and indirectly with financial planners. Strong presentation skills are a pre-requisite
Experience in reading, evaluating research and other market analysis and providing well written recommendations and commentary
Strong leadership and management skills

Investment Research Analyst Rotation Program Resume Examples & Samples

Work closely with *Investment Management - Japan and Senior Investment Analysts *Must speak fluent Japanese
Research industries and maintain relevant information in databases, spreadsheets, charts and graphs
Review company financials and monitor news developments
Build and maintain earnings models for individual companies
Interview corporate managers about business and financial strategies
Work with Wall Street on the latest securities offerings
Monitor market movements through daily meetings with portfolio managers
Bachelors degree with a concentration or major in Accounting and/or Finance, Economics or equivalent
Candidates must be fluent in Japanese
Candidates should be graduating in Dec 2015 or May/June of 2016
Proficiency in MS Office applications, (Excel, Word and PowerPoint) & ability to learn new applications
At least one related summer internship preferred

Analyst, Alternative Investment Research Resume Examples & Samples

Detail oriented with ability to effectively prioritize time and manage multiple tasks
Skeptical and passionate about investing and deep knowledge of financial markets
Working knowledge of various hedge fund strategies; existing relationships in the industry is a plus
Effective interviewing skills
Willingness to debate and constructively challenge opinions in a group setting
Willingness to travel

Intern, Investment Research Analyst Resume Examples & Samples

Desire to understand and work with mutual funds and etf’s, both active and passive, as well as various risk metrics used to evaluate investments including alpha, beta, standard deviation, sharpe ratio, up/down capture, etc
Desire to understand and work with equity and fixed income markets and how economic indicators affect each
Desire to understand and work with concepts, practices and procedures relating to investment management
Ability to interpret statistical information and communicate investment and industry analysis
Ability to work effectively both individually and within a team environment
Excellent skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook
Financial skill set including modeling and valuation
Effective written, listening and verbal communication skills
Relevant coursework in Finance, Economics, or related field required
Minimum of 6 months - 1 year of relevant administrative or customer service experience preferred
Equivalent education and experience will be considered

Direct of Investment Research Resume Examples & Samples

FINRA Series 65 or 66
Chartered Financial Analyst or Certified Investment Management Analyst, orMBA
MS Office (Excel, Powerpoint)
Morningstar Direct, Zephyr, Opturo, Foliofn, Betterment
Typical office environment
Prolonged computer usage
Frequent telephone usage
Moderate travel (approximately 15%)
SCOPE:(Level within or impact on organization)
Services approximately 2000 investment advisory representatives

Associate Partner, Investment Research Resume Examples & Samples

Minimum 10 years of progressive investment experience evaluating real estate investment products/assets/research
A solid foundation of finance and investment theory and practice, including performance measurement and attribution analysis
Thorough understanding of the institutional investment industry and investment processes, ideally through direct experience in fund management, investment consulting, or previous position as a manager researcher
Comprehensive understanding of investment risk metrics and their application in portfolio management
Excellent analytical and decision-making skills. Recognizes problems and responds, systematically gathers information, sorts through complex issues, seeks input from others, addresses root cause of issues, makes timely decisions, can make difficult decisions, uses consensus when possible, and communicates decisions to others
A self-starter; proactive; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; asks for help when needed; develops innovative ideas and recommendations for improving work; challenges the status quo
Excellent planning, organization and time management skills
Strong problem solving skills. Able to break down problems into smaller components, understands underlying issues, can simplify and process complex issues, understands the difference between critical details and unimportant facts
Able to adapt to change, is open to new ideas, takes on new responsibilities, handles pressure, and adjusts plans to meet changing needs
Experience with Canadian pension funds, plan sponsors, endowments, and foundations is desired
Ability to work independently on a variety of projects, receive instructions from a number of people and meet project deadlines
Influential, persuasive and stretches for higher levels of performance; effectively delegate’s responsibility and authority; leads by example; manages conflict; administers firm policies uniformly; inspires confidence and respect within practice area and the firm; a mentor to junior team members
Ability to work well in a fast-paced, high-pressure environment
Team player who can work well with a variety of individuals; and
A proactive “research orientation”

Investment Research Analyst Resume Examples & Samples

CFA level 1 strongly preferred
Ability to write clearly and concisely
Ability to work both independently, and as an integral member of a team

Asset Management Investment Research Analyst Resume Examples & Samples

Performs ongoing due diligence on assigned investment managers
May conduct research focused on individual securities/issuers
Manages third-party/external managers in more than one alternatives area
Communications skills
Chartered Financial Analyst (CFA) Designation or progress towards a CFA
Provide Asset Allocation Research and Recommendations support to the Investment Committee
Update and maintain Regions Access Lists of Mutual Funds, ETFs, Separate Account Managers and Manager models, Money Market Funds, and Alternative Investments
Update and maintain Regions' Watch Lists
Submit to Senior Trust Assistant all IRG information and reports to be distributed to Portfolio Managers, Trust Officers, and the IRG Life@regions site
Process Alternative Investment capital calls and redemption requests
Monthly/quarterly Alternative Investments valuation updates for Trust Operations and Scorecard
Provide backup to IRG Performance Analyst with regards to Regions' Asset Allocation Model maintenance, quarterly rebalancing, and performance reporting

Investment Research Platform Assistant Resume Examples & Samples

Review and organize source data and files by topic/manager
Review data for deficiencies; resolve discrepancies by interacting with investment team
Consolidate data from various shared drives into an online research portal
Secure information by completing data base backups as needed
Facilitate the execution of periodic and ad-hoc reporting to team leader as project progresses
Undergraduate enrollment at an accredited university, or equivalent work experience
Good knowledge of Excel (sorting, Vlookups, formulas, Big data, formatting)
Team player with positive attitude
Ability to recognize when issues need to be escalated
Desire to learn more about financial services

Singapore Undergraduate Investment Research Intern Resume Examples & Samples

Project for an investment team. Complete analytical projects for one of our investment teams. Share and present your work in a group forum. Contribute investment ideas to an active portfolio
Get to know our firm. Interact with seasoned employees throughout the Wellington organization. Build your network, and discover what makes the Wellington experience unique
Immersion in the world of investing. Develop and deepen your investment knowledge by attending company management meetings, accessing the firm’s proprietary research and participating in our daily investor meetings
Mentorship and feedback. Benefit from the training provided to develop the skills required for this internship, and a potential career in investment management. This will be through a combination of on-the-job training covering accounting, financial statement analysis, advanced Excel modeling and Factset / Bloomberg tutorials. You will receive continual support through strong mentorship and guidance
1) Curriculum vitae
2) Statement of interest that addresses
Why you are interested in exploring a career in the asset management industry (up to 1 page) Something about yourself that is not on your CV (up to 1 page)
[Optional] Sample piece of individually written investment oriented research (up to 2 pages maximum inclusive of charts and tables)
3) An unofficial transcript

AVP, Portfolio Advice & Investment Research Resume Examples & Samples

Lead the Portfolio Advice & Investment Research team
Develop vision for the investment advice and support model for TD Wealth advisors that is aligned with corporate business strategies as well as advisor and client needs
Promote the team and its services across the Wealth channels and leadership teams to deepen PAIR's influence and partnerships
Ensure adequate and appropriate communication of team's investment guidance through a variety of media
Engage Wealth partners to ensure the PAIR team is meeting their needs and those of their advisors and clients
Assume primary responsibility for relationships with external research providers utilized by the advice channels as well as Direct Investing
As Head of Research for TD Waterhouse Canada Inc., responsible for oversight and approval of PAIR content to satisfy advisor and client needs, as well as regulatory and compliance requirements
Direct report to Vice President, Practice Management & Advisor Support
Members of the Portfolio Advice & Investment Research team
Members of TD Asset Management, TD Wealth Product and TD Securities
TD Wealth Advisors which include those in Private Investment Advice, Financial Planning and Private Investment Counsel
Partners in TD Wealth including Practice Management, Wealth Advisory Services, Wealth Planning Support, all of the TD Wealth channels, as well as TD Securities
External research and data providers
Minimum 10 - 15 years of experience in the financial services industry
Strong subject matter expertise in financial markets and investment products
Requires registration as Supervisory Analyst and Head of Research for TD Waterhouse Canada Inc
Strong knowledge of TD Wealth's distribution channels
Demonstrated leadership and collaborative skills
Exceptional verbal and written communication skills
Robust organizational skills with the ability to work in a fast paced environment and manage multiple deadlines and priorities

Investment Research Intern Resume Examples & Samples

Statement of interest that addresses
1) Why you are interested in exploring a career in the asset management industry (up to 1 page)
2) Something about yourself that is not on your CV (up to 1 page)
Sample piece of individually written investment oriented research (up to 2 pages maximum inclusive of charts and tables)
An unofficial transcript

Private Investment Research Manager Resume Examples & Samples

In conjunction with our advisor, creating a framework for mapping the agreed universe of possible investments
Establishing views on the most relevant managers from that mapping process. This includes meetings, and creating a database of our findings
Evolve the existing strategy for allocating to private investments. This will be a function of utilising the existing fund managers with whom we already have money, integrating new ideas
Develop quantitative models to support the analysis of the returns of funds in which we invest and potential investments
Attend the various advisory boards, where we have seats, for our private investments
Asset class research for areas, such as alternative investments, not currently used within the CCCIF
Ad-hoc projects identified by the Investment Committee

Pensions Investment Research Manager Resume Examples & Samples

Update assessment on good/bad value for the agreed universe of possible investments for quarterly meetings
Evolve the existing framework for making such assessments by carrying out research. This research will come through the appraisal of academic research and findings from meetings with asset managers, economists and investment banks
Develop quantitative models to support the valuation framework
Expand the framework to cover the investment styles of our equity and bond managers
Make written cases as to the reasons for evolving the valuation framework in the way that is chosen
Manager selection and monitoring in the new asset classes identified, and any subsequent implementation required

Ameriprise Investment Research Group Intern Resume Examples & Samples

Junior status with Finance, Economics, Business or Statistics concentration preferred
GPA of 3.0 or above
Passion for the investment markets or related research
No Relocation or Housing Assistance Provided: Local applicants only and/or the ability to drive daily to and from Troy, MI
Proficient Microsoft skills and the ability to effectively and efficiently manipulate data
Strong analytical, organization and problem solving skills
Advanced communications skills as well as a demonstrated ability to work with spreadsheets or similar for long periods
Ability to quickly learn and work with new concepts
Affinity for brainstorming ideas - Natural curiosity
Demonstrated success in team collaboration
The ability to work with, and learn from, diverse perspectives

Head of Private Investment Research Resume Examples & Samples

Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
Adhering to Bank policies and procedures
Completing required training
Identifying and reporting suspicious activity to the AML Officer
Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
A minimum of 10 years of private investing experience
MBA or CFA
FINRA Licenses Series 7, 63, 65 and/or 66

Manager Investment Research Resume Examples & Samples

Develops, implements and manages a thorough manager due diligence program
Provides ongoing support for Empower Retirement and Great-West Financial products including select lists of investment options, packaged retirement products, variable annuities, and VUL products
Builds and maintains relationships with DCIO representatives from investment management firms
Acts as a voting member of the Advised Assets Group, LLC Investment Committee and presents the Committee’s recommendations to Great-West Trust
Works closely with the marketing organization to drive thought leadership including the authorship of investment-related content and white papers
Prepares and delivers regular presentations to business line leaders on investment topics and product recommendations
Represents the organization at client meetings to deliver investment content and showcase enterprise expertise
Manages a team of approximately six Investment Analysts and performs all associated management duties. Provides effective leadership helps team members to grow professionally
Bachelor's degree in finance, economics, mathematics, or similar
CFA charter
FINRA Series 6, 63 and 26 registrations required within 90 days of hire/transfer date
Demonstrable expertise in investment themes and trends, economic analysis, and manager research principles
Experience with industry-standard manager research tools including solutions offered by Morningstar, Lipper, and or eVestment
Minimum of five years experience in a similar role. Prior experience in a management role required
Advanced proficiency in MS Office, particularly Excel and Powerpoint
Strong interpersonal skills and ability to work with all levels of management and staff
Strong executive presence and communication skills required

Bank Loan Investment Research Analyst Resume Examples & Samples

Perform on-going monitoring and review of existing transactions including historical financial analysis, cash flow modeling and projections and industry analysis and assessments and review of internal and external ratings
Periodically participate in management meetings, plant tours and inspections
Review credit documentation for new transactions and amendments
Make on-going buy/sell/hold recommendations thru identification of relative value opportunities and when required, assisting in the workout of distressed situations
Maintain existing electronic credit files, compliance reports, collateral positions, and updated exposure reports
Assist in other tasks such as portfolio monitoring and optimization and client interaction, marketing and support as necessary
3-10 years work experience in credit research. Strong preference for experience in below investment grade
Aptitude for detail and a strong commitment to accuracy
Excellent verbal and written communication skills and effective interpersonal skills
Excellent quantitative and qualitative analysis and financial modeling skills
Proficient user of Microsoft Office, Excel and Word and Bloomberg
Ability to work independently and follow through on projects
Self-motivated, ability to multi-task and quickly complete tasks upon assignment
Team Oriented

Investment Research Analyst Resume Examples & Samples

Select, monitor, and perform on-going evaluation of external equity investment managers in Hartford Funds mutual fund and ETF complex
Develop a well-informed opinion on the ability of the long-term investment success of assigned equity funds and investment managers using quantitative and qualitative inputs
Provide due diligence reports and research for communication with senior management and the board of directors, including commentary on performance and risk characteristics of the funds
Conduct thorough portfolio analysis using Factset, Morningstar, Zephyr, Lipper and other investment research tools
Act as a subject matter resource for assigned group of mutual funds and ETFs within an asset class (Equities), responsible for communicating investment performance, outlook, and strategy to the firm’s clients and sales force
Understand and analyze key trends within the asset class, and positioning of competitors
BA/BS required; concentration in finance, economics or quantitative discipline preferred. CFA or working toward a CFA is a plus
2 to 5 years overall investment related experience
Experience in mutual fund manager/fund evaluation and selection
Demonstrated knowledge and experience with investment research and analytical tools for performance attribution, style-analysis, and portfolio analytics (i.e. Factset, Morningstar, Zephyr, eVestment, Lipper)
Excellent quantitative skills – in particular with Excel
Ability to take initiative, work independently, and work in a team environment
Strong problem solving skills and ability to work independently on complex tasks
Do what needs to be done in order to make the client experience and Hartford Funds better
Act with integrity at all times – never put your reputation or the franchise’s reputation at risk
Demonstrate financial discipline – focus on return on investments
Enjoy what you are doing and who you do it with – Have fun!
Continuously drive to deliver results, take accountability and ownership of work and strive for continuous improvement
Never be satisfied with status-quo

Investment Research Analyst Resume Examples & Samples

1 - 3 years of professional financial experience
Bachelor's Degree in finance/economics/physical sciences/statistics/computer science
General financial market and data knowledge (includes fundamental, technical, or broad market concepts)
Programming or scripting capabilities (Visual Basic, SAS, S-Plus, Java, C++, R)
Familiarity with Microsoft Office Software, in particular Excel
Experience in a programming/scripting environment or market analysis software application
Experience or training in quantitative analysis techniques, valuation measures, or factor models
CFA or CMT certification (or in progress)
Master’s Degree in relevant course of study
Ability to work well independently on projects while sharing research models in a team-oriented, collaborative environment
Excellent oral and written skills, including the ability to accurately document methods, concepts, and data, and clearly articulate research results
Ability to handle multiple projects and changing priorities

Investment Research Analyst Resume Examples & Samples

1 - 4 years of professional financial experience
CFA certification (or in progress)
Experience analyzing financial markets or sectors

Investment Research Strategist Resume Examples & Samples

Coverage of structured credit (Consumer ABS, RMBS, CMBS); commercial real estate debt; corporate credit (Investment Grade and High Yield); bank loans; U.S. government and agency debt; U.S. municipal debt; and equities
Working closely with Thought Leadership to publish regular investment commentaries and white papers, including Guggenheim’s quarterly Fixed-Income Outlook and the High Yield and Bank Loan report
Maintaining monthly and quarterly client commentaries and presentations
Advising on optimal asset allocation
Assisting in the training and development of junior staff
Briefing the Global Chief Investment Officer on a wide range of topics
Communicating market views to senior investment and product distribution professionals
Bachelor’s degree in economics, business administration, accounting, finance or related discipline
Advanced degree in economics, math, finance and/or CFA
At least 5 years of industry experience
Demonstrated analytical capability (Haver, Bloomberg) and financial modeling skills
Proven ability to produce outstanding investment research for an external audience
Proficiency in the use of Excel and PowerPoint
Proactive, solutions-oriented and innovative
Responsive to client needs
Collaborative and energized by the open exchange of ideas and constructive criticism
Proven ability to balance multiple assignments effectively and meet strict deadlines

Pensions Investment Research Analyst Resume Examples & Samples

Becoming the team’s lead person on the numerical analysis of investment risk
Analytic support on the assessment on good/bad value for the agreed universe of possible investments for quarterly meetings
Setting the structure for how asset return performance is measured and monitored, setting up quantitative models to support this framework
Managing the reporting relationships with our existing asset managers
Make written cases as to the reasons for making changes to established processes
The numerical analysis behind the asset class research for numerous asset classes including those currently used and not used within the CCCIF
The numerical analysis behind manager selection
Knowledge of the ongoing processes involved in the day to day management of the assets
Project management of the entire team’s workflow to ensure that the hire can gather as wide a range of investment experiences as quickly as possible

Investment Research Analyst, UIT Resume Examples & Samples

Work with Director of Investment Research and/or Senior Investment Research Manager to make daily investment decisions with buy, sell and hold investment recommendations, which influence the short- and long-term success of the Unit Trust Division
Work closely with the Unit Trust Portfolio & Inventory management team in fixed-income portfolio construction providing relative value investment research for fixed-income Unit Trusts
Provide written and oral communication of credit opinions to Director of Investment Research, Senior Investment Research Manager and Unit Trust Portfolio & Inventory management team on a daily basis
Conduct credit research and manage credit risk for assigned credits maintaining product integrity and protecting the Invesco Unit Trust brand
Manage surveillance of assigned fixed-income assets throughout the life of the Unit Trusts
Continuously seeking to improve investment research and surveillance processes for multiple asset classes
Collaborate with other Invesco Investment teams and Unit Trust teams including Equity Investments, Product Strategy, Operations, Marketing, Legal and Compliance
Enhance sales by creating value added investment research including Thought Leadership pieces
Interface with investment research support and participate in key industry conferences/ organizations keeping abreast of current research trends
2+ years directly related work experience in Fixed-Income Credit Analysis and/or the Investment Management Industry
Knowledge of municipal and corporate credit analysis preferred
Open minded, flexible and willing to listen for other people’s opinions
Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required

Investment Research Analyst Resume Examples & Samples

Conduct quantitative and qualitative analysis of Mutual Funds, Collective Trusts, Exchange Traded Funds and other investment vehicles
Provide information to the RPA Investment Committee to support the decision making process
Lead regular meetings to discuss investment themes and present investment research
Facilitate quarterly RPA Investment Committee process and prepare materials that will be used for committee meetings
Schedule and conduct portfolio manager interviews and summarize conversations notes for distribution to Investment Managers
Provide commentary for marketing pieces on research topics such as market trends, equity and fixed income analyses
Maintain due diligence files
Research/due diligence for all aspects of retirement product and qualified plan advisory
Bachelor’s degree in finance, economics, mathematics, statistics, or a related field
CFA preferred
5+ years experience institutional or private client fund research. Advanced knowledge with financial planning and investment-oriented databases and analytical software (i.e. Morningstar, Zephyr, Envestnet, Excel, etc.) strongly preferred
Excellent written, verbal, and interpersonal communication skills are required
Demonstrates the ability to work and interact with all levels within the organization
Superior skills in organization, time management, prioritization, research and self-motivation
Ability to travel locally

Investment Research Resume Examples & Samples

An excellent understanding of investments and has the ability to articulate and to write investment research that has well defined themes and clear conclusions
The ability to drive the research process (within the research agenda specified by the PM team)
They must be able to work well in a team environment, co-ordinating and systematizing research produced by other team members as well as themselves
Understand the need for and be good at documentation of research used for investment decisions and make this available in a form that can be stored efficiently in our database
This is a client facing role and will involve working closely with the Product Specialist team. We expect that this individual will move into the PM team over time

Alternative Investment Research Analyst Resume Examples & Samples

Perform rigorous qualitative and quantitative due diligence for Investment Committee review
Analyze and monitor performance of fund managers and underlying investments / portfolio companies
Participate in the group’s marketing/business development efforts
Coordinate with internal bank functions to on-board new product offerings for the wealth management platform
Attend meetings with existing and potential fund managers when appropriate

Manager, Investment Research & Analysis Resume Examples & Samples

Provide leadership to the investment due-diligence function through independent thinking, integrity and strong technical skills
Manage a team of investment analysts to ensure consistent application of due-diligence process
Support management of key asset manager relationships
Attend and actively participate in manager due-diligence meetings and lead the ratings process
Own key investment due diligence deliverables and oversee manager/investment mandate searches as required
Present IMS opinions and research to key internal and external stakeholders
Oversee and assist with ad-hoc projects including Integration
Work closely with Director – Operations and Compliance, to understand operational aspects of due-diligence
6 -10 years related experience – investment analysis, manager research, asset consulting
Post-graduate degree in finance, investments, economics or a quantitative discipline
Must have completed the CFA
Strong ability to motivate and develop technical team
Demonstrated expertise of asset management industry and asset allocation concepts
Strong quantitative, analytical and communications (verbal and written) skills
Ability to develop peer level industry contacts to access leading industry ideas and approaches