Investment Analyst CV Example

An investment analyst CV that includes all the necessary details and is tailored carefully to the job description puts you in a great position. It can help you pass the ATS screening stage, make a strong impression with the employer and reach the latter stages of the recruitment process. Let’s take a closer look at the key parts of a CV and how to develop them for maximum impact.

Key sections of an investment analyst CV

Your approach to creating your winning investment analyst CV will differ depending on your experience, your seniority and the details listed in the job description.

However, regardless of your seniority, an investment analyst CV needs to tell a cohesive story of your professional growth. In the following sections, we’ll dive into each part of the CV step-by-step, starting with your header and moving through to your professional achievements.

CV Header

Start your investment analyst CV by adding a professional-looking header that contains all your relevant contact information. Include your name, email address, phone number and location (your full address isn't typically necessary for UK job applications). Additionally, listing your LinkedIn profile in your CV header can be valuable. It serves to provide more detailed information about your career journey, your qualifications and your industry standing, in an easily accessible way.

For UK jobs, it's generally not a good idea to add a photo or any other personal details beyond your basic contact information. This means leaving off details such as your age, gender, ethnicity and nationality, as these can introduce bias to the selection process and complications related to the Equality Act 2010.

CV Summary

The first section below your CV header is typically your CV summary. This short paragraph outlines some of your key skills, achievements and experience, so employers can quickly get an impression of whether you have the right credentials for the investment analyst job. While the CV summary focuses on your key skills and achievements, a CV objective highlights your career ambitions, making it more suitable for junior candidates.

In your summary or objective, write two or three sentences introducing your key skills, unique qualities and career achievements, making sure they match the key requirements listed in the job description.

A good CV summary will highlight one or two key skills that match those listed in the job description, and show how you've put them to good use in your career to date. You'll want to set yourself apart from other candidates by focusing on unique qualities or particular areas of strength that have shaped your career to date. Here's an example of an effective investment analyst CV summary, with evidence of your impact and neat, well-structured sentences:

See above for an example of an ineffective summary, with subtle differences leading to a reduction of impact. For a summary to make less of an impact, it might include generic or vague information, lack evidence of your impact, or fail to highlight specific personal qualities that make you stand out from other candidates. It may also lack tailoring to the job description or include long, poorly structured sentences.

Work History

Work experience is usually the most important section of any CV. Employers will be looking for evidence of how you've developed relevant skills in your career to date, and how you've used them to positive effect in previous roles. Always take the time to tailor this section, including keywords and phrases that match the job description. This will help employers to judge how strong a fit you are for the role, and how you might apply your skills for the benefit of the organisation.

List only your most relevant jobs, and go back up to 10 or 15 years, depending on your experience levels. List your job title, the name of the employer, its location and the dates you worked there. Also include bullet points for each entry, highlighting how you used your skills to add value for the employer.

To differentiate your work experience section from other candidates, include action verbs and quantifiable evidence that showcases the impact you made. Show your career progression through the skills you developed and used in each role. Take a look at an example of a strong investment analyst CV work experience section below.

The example above shows what not to do with your investment analyst CV work experience section. A less-effective work experience section could focus too much on irrelevant or out-of-date roles, or include generic information about your responsibilities that fails to show the impact you made. It might lack tailoring to the job description or fail to provide evidence to support the claims made in the bullet points.

Education

In your education section, list any formal qualifications you've gained, particularly those that are most recent or required for the role.

Investment analyst roles typically require candidates to have a relevant university degree, and you'll want to showcase this in your CV to confirm your eligibility. Add your Bachelor of Science in Finance or another related degree that makes you an eligible candidate for the position, in your CV. If you have any other degrees or qualifications that highlight risk assessment using VAR, valuation techniques with DCF or your most relevant skills, you could also add these.

When listing your qualifications in your education section, select only the most suitable qualifications and list them in reverse-chronological order, starting with the most recent and working backwards. For each qualification, add its name and level, the awarding body or institution, its location (if necessary) and your dates of attendance or graduation. If you want to emphasise your education in your CV, include bullet points showing specialist areas of study, projects, awards, society memberships or anything else that helps show you've got the necessary skills for the job.

It may also be useful for you to add any specialist industry qualifications, certifications or licences that you might require for the role. If you choose to add these, remember also to add an expiration date, if the licence requires renewal in the future.

Skills

Your CV's skills section CV's skills section is a great place to showcase some of the key skills necessary for the role. Check the job description to understand which skills are most essential, and provide a combination of hard and soft skills, reserving space to include some unique qualities that can help you to stand out from the competition. For an investment analyst CV, it's essential to include relevant skills for the role that match your skill set, such as communication skills and sql database querying expertise, to impress the reader and show you're qualified for the investment analyst position.

Hard Skills

Hard and technical skills are the essential skills required for carrying out the everyday duties of the role. They might include specialist operation of certain software or equipment, or knowledge of certain industry standards and regulations. You could gain these skills via training, certifications or industry experience. For investment analyst roles, key hard skills you've gained, such as microsoft excel spreadsheet proficiency, and financial modelling and forecasting, are typically among the most critical for the job. Review the job description, and include four or five key hard skills in your CV that show employers you're capable of completing the key duties of the role.

The ideal hard skills section will feature the most essential hard skills from the job description, while closely reflecting your own best technical abilities. The closer your strongest skills are to matching the job description, the higher your chances of success.

See below for examples of skills that are frequently included in the hard skills section of an investment analyst CV:

Soft Skills

Your soft skills list should contain a list of your personal strengths that make you suitable for the role, and a good fit for the team and the organisation. In contrast to hard skills, these tend to be transferable and applicable to different roles and levels. Transferable skills are among the most in-demand skills for employers, with rapidly changing and evolving ways of working requiring ever-more flexible and adaptable employees. Soft skills are also highly valuable for junior and entry-level positions, where candidates aren't expected to have a wealth of relevant work experience and career achievements.

Just like the hard skills section, begin by reviewing the job description to learn the most desirable soft skills to include in your investment analyst CV. Only add soft skills that you can provide evidence for throughout your CV. Your soft skills list should reflect the job description as closely as possible, while also reflecting your strongest, unique talents and personal qualities. Aim for a list of around five key skills.

Below is a selection of soft skills regularly featured in an investment analyst CV.

Language Skills

If you speak any additional languages, you might want to consider adding a languages section to your CV. Even if languages aren't a requirement of the job description, speaking a foreign language can reflect well on you as a candidate, and correlate with other soft skills that can increase your employability. Under this section, list any foreign languages you speak to a professional standard, with an indicator of your competency level for each.

The ways to indicate your foreign language skills depend on the level of detail you want to provide. They include assigning a basic descriptive word, such as:

• English: Fluent
• Spanish: Intermediate

Alternatively, use an internationally recognised framework for languages, such as the Common European Framework of Reference (CEFR). This gives your language skills a standardised competence indicator, as follows:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications and Licences

To showcase additional qualifications and training beyond the basic requirements for the role, consider adding a certifications section to your CV. It can be a valuable way of differentiating yourself from other candidates and showing employers your dedication, motivation and commitment to professional development. Furthermore, a certifications section is particularly valuable if you're applying for a role that sets out required certifications or licences in the job description. These might include technical roles that require the use of specialist software or equipment.

See below for a list of example certifications and licences you might add to your CV for investment analyst roles:

Additional Sections

Optional sections can be useful to add to your CV, to provide additional evidence that you have the skills for the investment analyst job. Consider optional sections for your CV if you're looking for ways to show you're right for the job, beyond your work experience. Optional sections are particularly valuable if you haven't had the chance to build up relevant work experience, for example, if you're applying for entry-level roles or you're changing careers to a new industry or role.

You can find more detailed advice on tailoring your CV in our career resources, where we cover proven ways to highlight your skills effectively.

Hobbies and Interests

If you participate in hobbies and activities that are related to the role, or use some of the same skill set, you could include them in a hobbies and interests section. In addition, this section is the ideal way to show aspects of your personality that might not otherwise shine through in your CV, helping to offer a point of difference compared to other candidates. However, it's important to only mention hobbies and interests that are relevant, or related to, the role you're applying for. If your hobbies don't help you to show skills required for the role, that are missing elsewhere in your CV, it's best to leave this section out.

Career Achievements

Compiling your key career achievements into a single list is an effective way of making your CV more readable at a glance. If you've been awarded any prizes or accolades, or reached any key career milestones, these can all help to show you have the required status and experience for the role.

Volunteer Roles

Another way of showing employers your skills and experience is through volunteer roles. If you're struggling to show you have the necessary credentials through your work experience, volunteering can provide valuable examples of how you've put your skills into action. Approach your volunteering section in much the same way as your work experience section.

For each entry, include a job title or description of your role, the organisation, its location and the dates you volunteered. Adding bullet points can also help you to show how you developed relevant skills, and used them to good effect.

Top action words to use in an investment analyst CV

Including strong action verbs with your work experience bullet points can help you show the impact you made in previous roles. Starting each bullet point with an action verb is a great way to match your experience and achievements to the job description, giving the reader an easy way of identifying your key skills and seeing how you've applied them. Remember, it's essential to evidence any action verbs you add to your work experience. This will help show your achievements and the impact you made in previous roles. Use past tense for action verbs that describe previous roles, and present tense for your current position.

Investment analyst CV example

Now that we've covered the main sections to include in your investment analyst CV, we can see how it would all come together in its final form in the example below:

If you want a sneak preview of what your one-page, fully designed and finalised CV might look like, see our completed examples.

Guide to CV ATS optimisation

Applicant tracking systems (ATS) are now commonly used by employers, to help them manage the recruitment process. One of the main functions of ATS software is the scanning and ranking of CVs according to their likely suitability for the role. By assuming this role in the recruitment process, ATS apps can reduce the amount of time employers need to spend reviewing CVs. With hundreds of applications for a single vacancy becoming increasingly commonplace, this increased efficiency is extremely valuable for employers.

Because ATS software is becoming more common in the recruitment process, it's important to make some concessions in your CV to give yourself the best chance of progressing beyond the initial screening. With that in mind, here are some tips on preparing your CV for ATS screening:

• Include keywords and phrases that match the job description, giving you the best chance of appearing as a strong fit for the role.
• Use clear, standard CV headings that are easily recognisable, such as 'work experience', 'education' and 'skills'.
• Choose a standard CV layout, avoiding special design elements such as text boxes, columns or unlabelled graphics that can confound ATS scanning apps.
• Select a widely-used font in either serif or sans serif style, with a font size between 10 and 12 for body text and 14 and 16 for heading text.
• Use bullet points in place of full sentences and paragraphs, as these are easier for ATS apps to scan and parse, and help your keywords stand out.

It might seem like there's a lot to remember when it comes to making an ATS-compatible CV, but taking care with this stage can really improve your chances of success. To make the process as easy as possible, use one of our expert-designed, ATS-optimised CV templates and boost your chances of success.

Key takeaways for a winning investment analyst CV

For the best chance of impressing employers, always tailor your CV for every application and include keywords and phrases that reflect the job description. Select a suitable CV format for your experience level, and show the reader how you've used skills relevant to the role, to create a positive impact in your career to date.

Finally, building your CV using Jobseeker's HR-approved CV templates can help to catch the eye of recruiters and hiring managers, making your application stand out and giving you the best chance of gaining your dream job.

References:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, Hiring Trends