Securities Analyst
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.
Resume samples
Trudie Lobas
trudie.lobas@gmail.com | (397) 018-5979 | Jackson, WY
Summary
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.
Experience
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.
Education
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.
Skills
- Financial analysis
- Financial modeling
- Excel
- VBA
- SQL
- Python
- R
Maray Szalkiewicz
maray.szalkiewicz@gmail.com | (950) 097-4959 | Rutland, VT
Summary
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.
Experience
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%.
Education
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.
Skills
- Financial analysis
- Fundamental analysis
- Technical analysis
- Financial modeling
- Excel skills
- Presentation skills
- Research abilities