Investment Associate Resume Example

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Investment Associate Resume Example (Text version)

Filip Hadjiivanov

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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.


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


Computer Skills
Microsoft Office
Float, ProForecast
Expensify, FinancialForce ERP
Interpersonal Skills
Ability to Work under Pressure
Analytical Skills
Communication Skills
Critical Thinking
Time Management


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


06/2017, Chartered Financial Analyst, CFA Institute

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