Investment Associate Resume

Job Objective:

Looking for an investment associate position with an investment firm to utilize my 4+ years of experience of helping clients in picking up the best investment opportunities with the help of financial knowledge and analysis.

Summary of Skills:

  • Experience in evaluating business and financial planning
  • Attention to detail with strong knowledge of accounting, finance, and statistic tools
  • Comprehensive knowledge of financial modeling and financial analysis techniques
  • Possess good communication skills, both in verbal and written
  • Flexible, and well-organized with an ability to manage multiple tasks simultaneously
  • Expert in coordinating with managers, staff, and clients

Work Experience:

Investment Associate
Eillian Trust, San Francisco, CA
July 2013 – Present

  • Preparing paperwork for daily transaction and maintenance requirements of client accounts in an accurate and timely manner
  • Monitoring client’s financial solutions and suggesting clients in considering changes to their financial strategies
  • Coordinating with senior officers and developing wealth management strategies that meet objectives of clients
  • Assisting clients and their advisors in defining objectives as required
  • Preparing materials for client meetings in an accurate and professional manner
  • Developing disposition summaries of trust documents and discretionary payment memos for review by fiduciary advisors
  • Verifying daily activity journals for client accounts

Junior Investment Associate
ABC Investment Agency, San Francisco, CA
February 2012 – June 2013

  • Assisted senior investment associates in analyzing prospective clients for potential advisory and capital raising business through the use of financial modeling
  • Handled tasks of completing due diligence and preparing all paperwork required by the SEC by coordinating with the senior team members
  • Developed and maintained good work relationships with clients
  • Communicated financial information, regulatory, and complex strategic issues in a clear and concise manner to guide and assist decision-makers in corporate finance transactions
  • Handled other job responsibilities as assigned by the senior investment associate


  • Bachelor’s Degree in Finance
    Tenet College, San Francisco, CA


On request.