Investment Executive

Writing a great investment executive 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 investment executive 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 investment executive job you're after.

Resume samples

Letitia Thern

letitia.thern@gmail.com | (417) 487-5961 | St. Louis, MO

Summary


Experience


Investment Executive at Edward Jones, MOMay 2022 - Present

  • Led a team of analysts in conducting due diligence on potential investments, ultimately resulting in the successful acquisition of two companies.
  • Achieved annualized return on investment (ROI) of 20% for portfolio.
  • Negotiated and structured $100 million venture capital deal.
  • Realized exit value of $120 million through sale of portfolio company.
  • Grew assets under management (AUM) from $500 million to $1.2 billion over three-year period.

Senior Investment Executive at J.P. Morgan, MOAug 2020 - Mar 2022

  • Led a team of analysts that identified and invested in undervalued companies, resulting in an annual return on investment of 20%.
  • Negotiated the purchase of a portfolio of distressed properties at below-market prices, generating $10 million in profit for the firm.
  • Developed and implemented a new strategy for investing in hedge funds, which generated an additional 5% return on investment for the firm’s clients.
  • Successfully advocated for increased funding for research and analysis within the firm, leading to a 50% increase in accuracy of investments recommendations.
  • Led efforts to develop relationships with key industry contacts, providing access to information and opportunities that resulted in millions of dollars in profits for the firm.

Investment Executive III at Merrill Lynch, MOJul 2015 - Jul 2020

  • Led a team of 5 investment analysts and generated $3.5 million in annual revenue.
  • Grew the portfolio by 10% year-over-year through active management and strategic investments.
  • Exceeded performance benchmarks for 3 consecutive years, generating an average return of 13%.
  • Reduced risk exposure by diversifying the portfolio across sectors and asset classes.
  • Developed strong relationships with key clients, resulting in repeat business.

Education


Bachelor of Science in Economics at Washington University in St. LouisAug 2011 - May 2015

I've learned to use statistical software such as STATA, to analyze and present data, to think critically and solve problems, and to write clearly and concisely.

Skills


  • Financial analysis
  • Portfolio management
  • Risk management
  • Financial modeling
  • Excel skills
  • Presentation skills
  • Communication skills

Ethel Culmer

ethel.culmer@gmail.com | (185) 097-2234 | Duluth, MN

Summary


Experience


Investment Executive at Ameriprise Financial Services, Inc., MNMar 2022 - Present

  • Achieved a 15% return on investment for clients in the first year.
  • Grew client portfolio by 20% through active management and new investments.
  • Negotiated and executed 5 successful mergers & acquisitions totaling $500 million in value.
  • Generated $1 billion in new capital for clients through innovative financing structures.
  • Restructured portfolios of underperforming assets to increase returns by 25%.
  • Defeated activist shareholder attempt to take over board of directors.

Senior Investment Executive at UBS Financial Services, Inc., MNSep 2018 - Mar 2022

  • Increased investment portfolio by 15% through high-risk investments.
  • Decreased company loss rate by 2.5% throught better analysis of potential investments.
  • Achieved an annual return on investment of 12% for the past 3 years.
  • Grew client base by 20% in first year as senior executive.
  • Brought in $1 million in new business within 6 months of taking over as head of department.
  • Successfully completed major project under budget and ahead of schedule.

Investment Executive III at Wells Fargo Advisors, LLC, MNSep 2015 - Jul 2018

  • Negotiated and closed $5 million deal with ABC Corporation.
  • Led team of 4 investment analysts in conducting due diligence on potential investments.
  • Presented analysis and recommendations to senior management on 3 occasions, resulting in 2 investments being made.
  • Achieved target return rate of 20% for XYZ Fund.
  • Generated $3.5 million in annual revenue for firm through successful investing.

Education


Bachelor of Science in Economics at University of MinnesotaSep 2010 - May 2015

Some skills I've learned are critical thinking, problem solving, and data analysis.

Skills


  • Financial analysis
  • Portfolio management
  • Risk management
  • Financial modeling
  • Excel skills
  • Presentation skills
  • Communication skills

Grady Loubriel

grady.loubriel@gmail.com | (612) 197-4427 | Portland, ME

Summary


Experience


Investment Executive at Harbor Point Asset Management, MEMay 2022 - Present

  • Led a team of analysts who successfully identified and invested in undervalued companies, resulting in an average annual return on investment of 20% over a five-year period.
  • Negotiated the purchase of two small businesses that were struggling financially, which turned out to be profitable investments after implementing cost-cutting measures and increasing efficiency.
  • Achieved above-average returns for clients by investing in a mix of stocks, bonds, mutual funds, and real estate trusts.
  • Acted as financial advisor to several high net worth individuals, helping them grow their wealth through sound investment strategies.
  • Managed all aspects of portfolio construction for institutional investors including asset allocation decisions and security selection.
  • Successfully completed Level I & II Chartered Financial Analyst (CFA) examinations.

Senior Investment Executive at Merrill Lynch, MESep 2020 - Apr 2022

  • Led a team of 10 investment executives and generated $2.5 million in annual revenue.
  • Achieved consistent year-over-year growth in assets under management (AUM), culminating in $1.6 billion AUM.
  • Exceeded quarterly targets for new client acquisition, resulting in adding 100+ high net worth clients to firm’s roster.
  • Grew book of business by 23% through effective cross-selling of additional products and services.
  • Demonstrated expertise in financial analysis, portfolio management, and risk mitigation strategies.
  • Presented at national conferences on investing trends and best practices.

Investment Executive III at Raymond James, MESep 2015 - Aug 2020

  • Defined investment objectives for a $200 million portfolio and created an asset allocation mix that achieved those objectives.
  • Negotiated the purchase of $30 million in commercial real estate, which resulted in a 12% return on investment.
  • Sold off underperforming investments totaling $15 million and redeployed the funds into more profitable ventures.
  • Achieved an annualized return on investment of 9%, outperforming both the S&P 500 Index and Russell 3000 Index.
  • Grew assets under management from $100 million to $250 over the course of three years.
  • Successfully completed 10 mergers & acquisitions with an average deal size over$50mm.

Education


Bachelor of Science in Economics at University of MaineSep 2011 - May 2015

I've learned to read and analyze data, to think critically and solve problems, and to communicate effectively.

Skills


  • Financial analysis
  • Portfolio management
  • Risk management
  • Investment strategies
  • Financial modeling
  • Excel