This free sample resume for an investment analyst has an accompanying investment analyst sample cover letter to help you put together a winning job application.
Annabel Peters
34 Going Places Lane
Perth WA 6000
Mobile: 0903 222 343
Home: 08 9992 3332
Email: [email protected]
Summary
- Certified Travel Consultant (CTC)
- Three years experience in retail travel consulting
- Friendly, outgoing and responsive personality
- Enthusiastic, conscientious and hardworking
- Team player
Education
University of Melbourne
Perth, WA AU
Master of Business Administration
Graduated: November 2008
RMIT
Perth, WA AU
Bachelor of Business (Accounting and Finance)
Graduated: November 2003
Employment History
Jun 06 – Present: Program Sales Trader
Arnold and Sons
Perth, WA AU
Achievements:
- Brokered US$1b hedge fund for affiliate of Global Partners
- Optimised portfolio benchmarks and reduced tracking using Barra
- Sole agent for AU$3b acquisition of Jones Witherspoon in a AU$2m part-in-kind debt financing transactions
- Took charge of sales and trading for large ticket portfolio trades and transition management trades
- Developed qualitative and quantitative research on investment products
Aug 05 – Jun 06: Senior Trader
Goldsteins Global
Perth, WA AU
Achievements:
- Assessed costs and benefits of multiple operating systems, integrated cost variations and capital improvement structure that resulted in a 50% increase in productivity
- Collaborated with global markets analysis firm to produce prospectus
- Developed the management and ratings agency presentations
- Executed orders to trade shares on behalf of Institutional Clients on the Australian Stock Exchange
Jan 04 – Jul 05: Junior Accountant
Regional Development Company
Perth, WA AU
Achievements:
- Reviewed and corrected accounting entries that revealed nearly $50K in unpaid bills and mislaid funds
- Generated financial planning input, analysis and reports
- Reconciled payment discrepancies and resolved client billing and eligibility issues
Skills
| Category |
Name |
Proficiency |
Yrs Experience |
Last Used |
| Computer |
Microsoft Office |
Advanced |
4+ yrs |
use currently |
| |
Market Applications |
Advanced |
4+ yrs |
use currently |
| |
Solaris Program |
Intermediate |
4+ yrs |
use currently |
References
Available upon request
