FinanceSenior (6+ years)
Investment Analyst resume example — Senior (6+ years)
Sample summary for Sandra Clarke
Senior portfolio manager and CFA charterholder with 9 years in long/short equity investing. Manage a $400M long/short technology portfolio, delivered 18% net annualized returns over 5 years vs. benchmark 12%, and trained 5 junior analysts who have gone on to manage their own books. Known for deep fundamental research and rigorous position sizing discipline.
Key skills
Portfolio ManagementLong/Short EquityCFAFundamental AnalysisRisk ManagementPosition SizingBloombergFactSetInvestment Committee LeadershipTeam LeadershipPerformance AttributionInvestor Relations
Sample experience
Portfolio Manager
2019 – Present
Radiant Capital · New York, NY
- •Manage $400M long/short technology equity book; delivered 18% net annualized return vs. 12% benchmark over 5 years
- •Lead investment committee for technology sector; chair weekly review of 80 positions across 3 analyst books
- •Trained and mentored 5 junior analysts; 2 promoted to senior analyst, 1 started their own fund
- •Developed proprietary software quality scoring framework now used across the firm's 6 analyst teams
Senior Investment Analyst
2015 – 2019
Horizon Asset Management · Stamford, CT
- •Covered 25 software and internet companies; contributed to 8 major positions generating cumulative 38% return
- •Completed CFA charter in 18 months; led first-year analyst training program post-certification
- •Published 40+ investment research notes used by 6 portfolio managers across 2 fund strategies
Tips for your Investment Analyst resume
Senior portfolio manager resumes must show AUM, net return vs. benchmark, investment committee role, and team development. Show that you have a repeatable investment process — proprietary frameworks, consistent returns, and training programs that make other investors better. Benchmark-relative returns are the core metric.
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