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

Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

Feb. 29, 2024

Created with

Previous sample

Created with

Next sample

Previous sample

Next sample

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: 4.6 (32 votes)

Investment Associate Resume Example (Full Text Version)

Filip Hadjiivanov

Email address: hello@kickresume.com

Profile

Performance-driven and knowledgeable Investment Associate with a proven track record of extraordinary achievements in developing asset allocation strategies, evaluating economic data, analyzing portfolios, and performing individual stock coverage. Chartered Financial Analyst with a deep passion for Economics and determination to meet and exceed all goals. Offers great communication skills and the important ability to work under pressure.

Work experience

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

Worked on the development and implementation of new asset allocation strategies, conducted financial modeling analysis, and completed investment outcomes forecasts.
Used various statistical tools to examine and evaluate economic data, produced monthly reports, and presented results and findings to managers and executives.
Performed individual stock coverage, conducted market research, and provided beneficial financial advice and support to clients.
Analyzed portfolios, identified potential clients, and executed various administrative duties as assigned.
Recognized by executives for increasing average investment revenue by 15% within 2 years.

Education

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

GPA: 3.98 (Top 5% of the Program)

Clubs and Societies: FinTech Society, Marketing Society, Swimming Club

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

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 6 subjects)

The 2013 Best Graduate Award winner

Activities: Economics Society, Fitness Club, 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.

Edit this sample using our resume builder.

Edit Sample

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