Investment Assistant Resume Sample

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Investment Assistant Resume Sample (Full Text Version)

Leonardo Covarrubias

Email address:
Phone number: 555-555-5555


Results-oriented and dedicated Investment Assistant with a proven track record of success in providing investment advice and recommendations to clients, analyzing potential investment opportunities, and developing new, more efficient business processes and procedures. Chartered Financial Analyst with an Accounting & Finance degree from a well-known university and strong data-driven approach. Possess great analytical skills and important ability to work under pressure.

Work experience

06/2017 - 06/2019, Investment Assistant, JTC Group, Ltd., Hamilton, Canada
  • Assisted multiple Senior Financial Consultants and Advisors with any tasks as required and identified and communicated with potential clients.
  • Offered investment advice and recommendations to clients, discovered and evaluated potential investment opportunities, and represented the company at various trade fairs and conferences.
  • Managed office calendars, scheduled appointments, produced detailed charts, graphs, and spreadsheets, and maintained and organized documents and records.
  • Implemented new marketing activities to promote the company's services and built and maintained professional relationships with potential business partners.
  • Worked on the development of new business processes and procedures in order to maximize revenue and minimize operating expenses - reduced the costs by 15% within one year.


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

GPA: 3.98 (Top 5% of the Program)

The 2016 Academic Excellence Award winner

Clubs and Societies: FinTech Society, Marketing Society, Psychology Society

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

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

The 2013 Best Graduate Award winner

Activities: Golf Club, Economics Society, Table Tennis Club


Computer Skills
Microsoft Office
MetaStock, TC2000
Optuma, Quantshare
EquityFeed, SigFig
Interpersonal Skills
Ability to Work under Pressure
Analytical Skills
Communication Skills
Critical Thinking
Time Management


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


03/2019, Chartered Financial Analyst, CFA Institute


Exploring distant lands
Getting lost in a good book
Capturing moments
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