Investment Associate Resume Example

Increase your chances of scoring a job and find inspiration for your new resume with our free, customizable Investment Associate resume example. Copy-paste this resume example free of charge or customize it inside our HR-approved resume builder.

Rewrite Sample with AI
1M+ job seekers
This resume was written by our experienced resume writers specifically for this profession. Create your resume now or edit this resume example.
Was this sample helpful? Rate it!
Average: 4.7 (50 votes)

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’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.

Edit this sample using our resume builder.

Let your resume write itself — with AI.

Kickresume’s AI Resume Writer can generate a great first draft of your resume in seconds. Simply enter your job title and let artificial intelligence help you get started.
Create Resume With AI Let your resume write itself — with AI.

Related accounting / finance resume samples

Deloitte Finance Manager Resume Template
Deloitte Finance Manager Resume Template
Lukoil Contract Manager Resume Sample
Lukoil Contract Manager Resume Sample
Tax Professional Resume Example
Tax Professional Resume Example

Related business cover letter samples

Interior Design Consultant Cover Letter Example
Interior Design Consultant Cover Letter Example
Investment Assistant Cover Letter Example
Investment Assistant Cover Letter Example
Pricing Analyst Cover Letter Sample
Pricing Analyst Cover Letter Sample

Let your resume do the work.

Join 5,000,000 job seekers worldwide and get hired faster with your best resume yet.

Create Resume
english template stanford template rectangular template