FinanceEntry-level (0–2 years)
Investment Analyst resume example — Entry-level (0–2 years)
Sample summary for Clara Jensen
Finance graduate pursuing CFA Level 1 with 1 investment banking internship and an independent equity research portfolio I've maintained for 2 years. Strong in financial modeling, valuation, and investment thesis development. Eager to join a buy-side or equity research team where analytical rigor and original thinking are rewarded.
Key skills
Financial ModelingDCF ValuationComparable Company AnalysisEquity ResearchExcel (Advanced)Bloomberg BasicsInvestment Thesis WritingEarnings AnalysisSEC Filing AnalysisPowerPoint
Sample experience
Investment Banking Intern
Jun 2024 – Aug 2024
Prescott Capital Markets · New York, NY
- •Built LBO and DCF models for 3 M&A transactions; 1 transaction closed at an $85M valuation within 6 months
- •Prepared 2 sell-side pitch books presented to PE sponsors with $500M+ AUM each
- •Analyzed 15 public company filings to build a comparables analysis used in 2 live deal processes
Independent Equity Research
Jun 2022 – Present
Personal Portfolio · Remote
- •Maintain a 12-stock equity portfolio with 22% annualized return over 2 years vs. S&P 500 benchmark of 18%
- •Wrote 6 investment memos averaging 15 pages each covering business analysis, valuation, and risk factors
Tips for your Investment Analyst resume
Entry investment analyst resumes should highlight modeling skill (LBO, DCF, comps), deal or transaction exposure, and original research work. Personal portfolio returns with benchmarks, published stock pitches, or CFA progress all demonstrate intellectual commitment to investing. Model quality matters — have one ready to show.
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