FinanceMid-level (3–5 years)
Investment Analyst resume example — Mid-level (3–5 years)
Sample summary for Tyler Nguyen
CFA charterholder and buy-side equity analyst with 4 years covering the technology sector at a $2B growth equity fund. Manage a coverage universe of 30 public companies, contributed to 5 portfolio additions, and developed a sector scoring framework used by the full investment team.
Key skills
CFAEquity ResearchFinancial ModelingPortfolio AnalysisSector CoverageBloombergCapital IQEarnings CallsManagement MeetingsInvestment Memo WritingValuationRisk Assessment
Sample experience
Investment Analyst
2021 – Present
Apex Growth Capital · Boston, MA
- •Cover 30 technology companies across SaaS, infrastructure, and semiconductor subsectors for a $2B equity fund
- •Contributed to 5 investment decisions adding $180M in portfolio exposure; average position +24% since addition
- •Built sector scoring framework used by 4 portfolio managers to rank 120 companies quarterly
- •Presented 12 investment theses at weekly investment committee; 8 approved for deeper due diligence
Investment Banking Analyst
2020 – 2021
Barton & Hollis · New York, NY
- •Executed 4 M&A transactions with combined deal value of $640M, including 2 cross-border deals
- •Built and maintained models for live deal processes; managed 2 junior analysts on deal teams
- •Completed CFA Level 3 while working full-time analyst schedule
Tips for your Investment Analyst resume
Mid-level investment analyst resumes should show portfolio contribution (positions added, return performance), coverage universe size, and investment committee presentation record. CFA charter near the top is essential at this level. Show that your ideas made it into the portfolio — not just onto paper.
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