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Securities Analyst Resume Examples

Writing a great securities analyst resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own securities analyst resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the securities analyst job you're after.

Securities Analyst Resume Example

Resume samples

Trudie Lobas

trudie.lobas@gmail.com | (397) 018-5979 | Jackson, WY


I am a Securities Analyst with over 3 years of experience in the industry. I have experience working with clients to identify and invest in securities that are best suited for their portfolio. I have also worked with clients to monitor their portfolios and provide guidance on how to make adjustments based on market conditions. In addition, I have experience preparing reports and presentations for clients that detail my findings and recommendations.


Senior Securities Analyst at E.F. Hutton, WYApr 2022 - Present

  • Led analysis of potential investments and provided recommendations to senior management, leading to $2.5 million in new investment.
  • Conducted comprehensive analysis of monthly financial statements for publicly traded companies, identifying errors and discrepancies that resulted in an increase of accuracy by 5%.
  • Wrote research reports on various industries and companies that were distributed to clients, resulting in increased client satisfaction ratings by 3%.
  • Reviewed quarterly SEC filings for over 100 companies and summarized key information for senior management.
  • Utilized SQL database queries to pull data from multiple sources and created Excel models for forecasting purposes.

Securities Analyst at Merrill Lynch, WYSep 2019 - Mar 2022

  • Successfully identified and recommended investments in undervalued securities, leading to $2 million in profits for the firm.
  • Conducted comprehensive analysis of potential investments, including financial statement analysis, discounted cash flow analysis, and industry research.
  • Effectively communicated investment recommendations to senior management, leading to approval on 80% of proposed investments.
  • Built strong relationships with key contacts at target companies, allowing for early detection of changes that could impact the value of an investment.


Bachelor of Science in Finance at University of WyomingSep 2015 - May 2019

I've learned how to read and analyze financial statements, how to value companies and assets, and how to make investment decisions.


  • Financial analysis
  • Financial modeling
  • Excel
  • VBA
  • SQL
  • Python
  • R

Maray Szalkiewicz

maray.szalkiewicz@gmail.com | (950) 097-4959 | Rutland, VT


I am a Securities Analyst with over 3 years of experience. I have worked in both the buy-side and sell-side of the industry, giving me a well-rounded perspective on securities analysis. I have a strong understanding of financial statement analysis, valuation methods, and investment research techniques. My Excel skills are highly advanced, allowing me to efficiently build models for security analysis purposes. In addition, I have excellent communication skills which allow me to effectively communicate my findings to clients or colleagues.


Senior Securities Analyst at D.A. Davidson & Co., VTMar 2022 - Present

  • Led the analysis of a potential $100 million investment in Company XYZ, ultimately recommending against the investment.
  • Conducted an in-depth review of ABC Corporation's financial statements and identified several red flags that led to further investigation by senior management.
  • Analyzed DEF Corporation's bond offering and recommended it as a sound investment for the firm.
  • Reviewed GHI Corporation's annual report and uncovered errors in their accounting which resulted in restating their earnings per share (EPS) downward by 10%.
  • Assisted in developing JKL.

Securities Analyst at Raymond James & Associates, VTSep 2019 - Jan 2022

  • Led analysis of $4B publicly traded company, providing key insights to support investment decisions.
  • Performed in-depth analysis of industry trends and their impact on the financial performance of companies.
  • Authored research report on potential investments with clear buy/sell recommendations.
  • Presented findings to senior management team, leading to successful investments.
  • Managed a portfolio of securities with an average return of 12%.


Bachelor of Science in Finance at Champlain College, VTSep 2015 - May 2019

I've learned how to manage money, how to invest, and how to save.


  • Financial analysis
  • Fundamental analysis
  • Technical analysis
  • Financial modeling
  • Excel skills
  • Presentation skills
  • Research abilities

Essential Components of a Securities Analyst Resume

A well-crafted resume is a critical asset for a securities analyst, showcasing their expertise, experience, and proficiency in financial analysis. It's imperative that the resume effectively communicates the candidate's ability to interpret financial data, forecast economic and business trends for investment decisions, and devise strategies based on financial research. A compelling resume can be the key to securing a coveted position in the competitive field of securities analysis.

Let's delve into the essential elements of an impactful securities analyst resume, discussing the importance of each section and what to include to make your resume stand out.

1. Contact Information

At the forefront of your Securities Analyst resume should be your contact information. It's crucial for potential employers to have a means to contact you for interviews or further discussion regarding your application. Accuracy and currency in this section are non-negotiable.

How to List Contact Information for a Securities Analyst Resume

Begin with your full name, prominently displayed, followed by your current location. If job-seeking in different locales, consider omitting your address to avoid potential bias. Include your primary phone number, ensuring the voicemail greeting is professional. Your email address should also convey professionalism, ideally incorporating your name.

Many candidates now include links to their LinkedIn profiles. If you choose to do so, ensure your profile is polished and current.

Double-check this section meticulously to prevent any errors that could hinder your job prospects.

2. Objective or Summary Statement

The "Objective or Summary Statement" is a concise introduction at the top of your resume, tailored to the securities analyst role you're targeting. Highlight your relevant skills, experiences, and career goals that align with the job description.

An effective summary statement might read: "As a CFA-certified Securities Analyst with over five years of experience in portfolio management and risk assessment, I am keen to leverage my expertise in financial modeling and data analysis at XYZ Company."

This section should encapsulate your professional identity and demonstrate your potential contribution to the employer's objectives.

Related: Top Securities Analyst Resume Objective Examples

3. Work Experience

The "Work Experience" section is pivotal, reflecting your practical expertise in securities analysis. Present your experience in reverse chronological order, emphasizing roles and responsibilities pertinent to securities analysis.

Detail your achievements in each role, such as managing a significant portfolio or reducing risk through meticulous analysis. Highlight your proficiency with industry-standard tools like Bloomberg Terminal or Excel.

Customize your resume to match the job description, and don't forget to illustrate your soft skills, which are invaluable in a securities analyst role.

4. Education and Certifications

Most employers expect a bachelor's degree in a relevant field, with some preferring advanced degrees. Professional certifications, such as the CFA, CPA, CFP, or FRM, are highly regarded and should be prominently featured.

Continuing education and any relevant licenses, like Series 7 or Series 63, should also be included, demonstrating your commitment to professional development and adherence to industry standards.

Related: Securities Analyst Certifications

5. Skills and Expertise in Securities Analysis

Highlight your analytical prowess, sector-specific knowledge, and proficiency with financial analysis tools. Excellent communication skills and decision-making abilities are also crucial and should be showcased in this section.

Demonstrating your expertise in analyzing stocks and bonds will signal to employers your capability to assess investment opportunities and articulate your insights effectively.

Related: Securities Analyst Skills: Definition and Examples

6. Achievements and Accomplishments

The "Triumphs and Successes" section is your opportunity to present tangible evidence of your impact in previous roles. Include awards, recognitions, and quantifiable successes that underscore your abilities and contributions to organizational goals.

Be specific, providing context and metrics to illustrate your achievements. Soft skill successes, such as leadership and process improvements, also merit inclusion.

7. References

While not always listed on the resume, be prepared to provide references upon request. Choose individuals who can vouch for your analytical skills, financial market knowledge, and soft skills.

  • Secure permission from your references and provide them with details about the role you're applying for.
  • Ensure their contact information is accurate and up-to-date.

References serve as a testament to your professional credibility and can bolster your application by affirming your competencies in the field of securities analysis.

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