Investment Analyst: CV guide, skills and keywords

Role snapshot

A Investment Analyst focuses on investment research, valuation and portfolio recommendations. This page shows what to put on a Investment Analyst CV, which skills and keywords to include, how to write achievement bullets and which qualifications strengthen your application.

Professional summary starter

Investment Analyst with [X] years of experience in investment research, valuation and portfolio recommendations. Strong in company and sector research, valuation (dcf, multiples) and financial statement analysis, using Bloomberg / Capital IQ / Refinitiv and Microsoft Excel (modelling). Known for [one measurable result] and for working closely with colleagues across finance and the business. Seeking a Investment Analyst role where I can add measurable value.

Replace each [bracket] with your own facts. Edit the wording until it sounds like you.

Core skills to show

Related keywords recruiters search for

Tools and standards

Achievement bullet ideas

Start each bullet with a strong verb and add a number, scale or time saved.

• Covered [X] companies in [sector] and wrote [X] investment memos, [X] of which led to positions
• Built valuation models with a track record of [X]% accuracy within a [X]% range
• Presented recommendations to the investment committee on [amount] of assets
• Wrote [X] research reports or investment memos, with [X]% of recommendations outperforming the benchmark.

How to quantify achievements honestly →

Suggested CV structure

1. Professional summary
2. Experience
3. Education
4. Core skills and tools
5. Certifications
6. Key achievements
7. Languages, awards and optional sections

Quantify deal sizes, assets managed and investment results. List modelling and data tools you use daily.

Recommended certifications and skills