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Resume Roast for Investment Analysts

Investment Analyst resumes get read with one skeptical question: did your ideas make money, or did you summarize other people's? Coverage universe, asset class, and a pitch that got funded are what the scan hunts for. Conducted due diligence is wallpaper. A named position you recommended, sized, and tracked to outcome is the story every portfolio manager wants to hear told fast.

What Gabe checks first on a Investment Analyst resume
  • Name your coverage: asset class, sector, number of names, AUM context. Analyst on what, exactly, is the first cut.
  • Show one call from thesis to outcome, like initiated coverage that became a 4 percent position returning 22 percent. Track record beats process description.
  • List your modeling depth concretely: DCF, comps, LBO, three-statement builds, and the data platforms you pull from, Bloomberg or FactSet by name.
Worth knowing

Referred candidates are roughly 40 times more likely to reach an interview than cold applicants. (referral-to-interview research)

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