Investment Associate Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

May 6, 2024

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Investment Associate Resume Example (Full Text Version)

Filip Hadjiivanov

Email address: hello@kickresume.com

Profile

Driven and experienced Investment Associate with a strong record of success in crafting asset allocation strategies, conducting economic data analysis, evaluating portfolios, and providing in-depth individual stock coverage. Chartered Financial Analyst with a passion for Economics and a relentless drive to surpass performance targets. Exceptional communication skills and a proven ability to excel in high-pressure environments.

Work experience

06/2017 - 05/2019, Investment Associate, Fisher Investments, Ltd., Los Angeles, CA, United States

Developed and implemented new asset allocation strategies, conducted financial modeling analysis, and completed investment outcomes forecasts.
Utilized various statistical tools to examine and evaluate economic data, produced monthly reports, and presented results and findings to managers and executives.
Conducted individual stock coverage, market research, and provided valuable financial advice and support to clients.
Analyzed portfolios, identified potential clients, and executed various administrative duties as assigned.
Recognized by executives for achieving a 15% increase in average investment revenue within 2 years.

Education

09/2013 - 05/2017, Economics & Finance, University of Virginia, Charlottesville, VA, United States

Achieved a GPA of 3.98, ranking in the top 5% of the program.
Participated in clubs and societies including FinTech Society, Marketing Society, and Swimming Club.

09/2011 - 05/2013, IB Diploma Program, The American High School of Bulgaria, Varna, Bulgaria

Achieved a Distinction in the IB Diploma Program by earning Grade 1 (equivalent to an A/excellent) in all 6 subjects
Recipient of the 2013 Best Graduate Award
Engaged in extracurricular activities such as Economics Society, Fitness Club, and Volleyball Team.

Skills

Languages

Bulgarian

English

Spanish

Computer Skills

Microsoft Office

Float, ProForecast

Expensify, FinancialForce ERP

TradingView

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Critical Thinking

Teamwork

Time Management

Volunteering

09/2011 - 05/2013, Class Treasurer, The American High School of Bulgaria, Varna, Bulgaria

Certificates

06/2017, Chartered Financial Analyst, CFA Institute

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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