Investment Assistant Resume Sample

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Investment Assistant Resume Sample (Full Text Version)

Leonardo Covarrubias

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Highly accomplished Investment Assistant with a demonstrated history of delivering exceptional investment advice and recommendations to clients. Proficient in analyzing potential investment opportunities, enhancing operational efficiencies, and implementing strategic business processes. Chartered Financial Analyst with a degree in Accounting & Finance from a prestigious university. Skilled in data analysis, with a proven ability to thrive in high-pressure environments.

Work experience

06/2017 - 06/2019, Investment Assistant, JTC Group, Ltd., Hamilton, Canada

Supported multiple Senior Financial Consultants and Advisors, proactively assisting with tasks and effectively communicating with potential clients.
Provided investment advice and recommendations to clients, identified potential investment opportunities, and represented the company at trade fairs and conferences.
Managed office calendars, scheduled appointments, created detailed charts, graphs, and spreadsheets, and maintained organized documents and records.
Implemented innovative marketing activities to promote company services and cultivated professional relationships with potential business partners.
Collaborated on developing new business processes and procedures to optimize revenue and reduce operating expenses - achieved a 15% cost reduction within one year.

Education

09/2013 - 05/2017, Accounting & Finance, McMaster University, Hamilton, Canada

Achieved a GPA of 3.98, placing in the top 5% of the program
Awarded the Academic Excellence Award in 2016
Participated in FinTech Society, Marketing Society, and Psychology Society clubs and societies.

09/2009 - 05/2013, High School, Colegio Estudiantes Las Tablas, Madrid, Spain

Achieved Distinction upon graduation, earning Grade 1 (equivalent to A/excellent) in all four subjects
Received the prestigious 2013 Best Graduate Award
Actively participated in Golf Club, Economics Society, and Table Tennis Club

Skills

Languages

Spanish

English

Chinese

Computer Skills

Microsoft Office

MetaStock, TC2000

Optuma, Quantshare

EquityFeed, SigFig

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Critical Thinking

Detail-oriented

Problem-solving

Teamwork

Time Management

Volunteering

09/2011 - 05/2013, Class Treasurer, Colegio Estudiantes Las Tablas, Madrid, Spain

Certificates

03/2019, Chartered Financial Analyst, CFA Institute

Hobbies

Exploring distant lands

Getting lost in a good book

Capturing moments

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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