Investment Analyst with 4 years of experience in public equity research and middle-market private credit. Covers 25 industrials and business services companies for a $3.2B long-only fund, with recommendations outperforming the sector benchmark by 410 bps over two years. Brings rigorous valuation, primary research and concise investment memos.
Experience
Investment Analyst, Ridgecrest Asset Management (Chicago, IL)
Mar 2023 – Present
Cover 25 industrials and business services equities for a $3.2B long-only fund
Recommended positions that outperformed the sector benchmark by 410 bps annualized over two years
Build DCF and comparable company models, updating estimates within 24 hours of each earnings release
Conduct 60+ management, supplier and customer calls a year to test investment theses
Write 2-page investment memos for the portfolio manager, with 6 new positions initiated from coverage since 2024
Analyst, Private Credit, Lakeshore Credit Partners (Chicago, IL)
Jul 2022 – Feb 2023
Underwrote 9 senior secured loans from $15M to $60M to sponsor-backed companies
Monitored covenant compliance for a 30-loan portfolio
Built a recovery analysis template adopted for all new deal screenings
Education
B.B.A. in Finance, University of Notre Dame (Aug 2018 – May 2022)
Credit: cash flow underwriting, covenant analysis, capital structure
Tools: Bloomberg Terminal, FactSet, Capital IQ, Excel, Python (pandas)
Certifications: CFA Level III Candidate
How to write a Investment Analyst resume
A strong Investment Analyst resume shows accuracy, risk reduction and the financial or legal outcomes you were accountable for. Put your most relevant recent role first and make every bullet show a result, not a duty.
Sections, in order
Summary
Experience
Education
Skills
Certifications
Length: One page for most candidates; move to two only if every line is relevant.
Summary: Write two or three lines: your role, your strongest skills, and one result that proves them.
Skills to feature
Financial modeling
FP&A
GAAP or IFRS
Audit and controls
Excel and SQL
ERP systems (NetSuite, SAP)
Contract drafting and review
Regulatory compliance
Risk assessment
Stakeholder reporting
Example bullet points
Shortened the monthly close from 10 to 5 business days by automating reconciliations in NetSuite
Built the three-statement model used in a $40M Series C, keeping forecast variance under 3%
Negotiated 120 vendor and customer contracts a year, cutting average review time from 9 to 4 days
Tips from recruiters
List licences and qualifications (CPA, CFA, bar admission) prominently; they are often hard filters.
Use a conservative, single-column layout; finance and legal readers value precision over style.
Quantify the scale you handled: revenue, assets, deal value or number of matters.
Recommended templates
Ledger (ATS-friendly): moderncv banking: accent name, bold dates on the right
Ivy (ATS-friendly): Harvard-style Times layout with centered headings
Classic (ATS-friendly): Jake's-style LaTeX classic: small caps and hairline rules
Investment Analyst resume FAQ
What should a Investment Analyst resume include?
A Investment Analyst resume should show accuracy, risk reduction and the financial or legal outcomes you were accountable for. Use these sections in this order: Summary, Experience, Education, Skills and Certifications. Put your most relevant recent role first and make every bullet show a result, not a duty.
What is the best resume template for a Investment Analyst?
Ledger, Ivy and Classic work well for Investment Analyst roles. They are single-column with standard headings, so applicant tracking systems (ATS) parse them reliably.
How long should a Investment Analyst resume be?
One page for most candidates; move to two only if every line is relevant.
Which skills should a Investment Analyst put on a resume?
Prioritize the skills named in the job posting. Common ones for Investment Analyst roles are Financial modeling, FP&A, GAAP or IFRS, Audit and controls, Excel and SQL and ERP systems (NetSuite, SAP).
How do I write strong Investment Analyst resume bullet points?
Start with an action verb, say what you did, and end with a measurable result such as close time, forecast variance and savings. For example: "Shortened the monthly close from 10 to 5 business days by automating reconciliations in NetSuite."