Writing a resume summary statement is an important factor when applying for jobs as a financial analyst. Financial analysts usually require a high level of education in finance or a closely related field as well as the ability to monitor daily financial news and stock trends. Summary statements have largely replaced resume objectives, the exception being for applicants who are new to the finance field and seeking an entry-level position, transferring to finance with significant experience in another field or those looking to obtain a promotion from a current employer.
What to Include in a Financial Analyst Resume Summary Statement
Include the career experience that is most directly relevant to the financial analyst position for which you are applying. If you want to work for a small financial firm, highlight any jobs with an emphasis on customer service and networking to recruit new clients. If your potential employer is a large national bank with many high-asset clients, emphasize the largest accounts you have helped manage in the past, and briefly discuss your investment strategy philosophy. Ensure that each job you mention has a direct connection to the scope of financial accounts your employer represents as well as the style of advisement.
How to Format a Financial Analyst Resume Summary Statement
Writing a resume summary statement for a financial analyst position requires condensing financial industry experience, investment philosophies, related degrees and past client information into a brief section. To resolve this challenge, use four to six lines of the summary statement to discuss your major financial qualifications and career themes, and then create an organized table of no more than eight columns to showcase specific skill sets and technological proficiencies. Examples of objective competencies to place in the table include SPSS, Risk Analysis, Trend Forecasting and Quantitative Analysis. Also include relevant soft skills, such as your organizational skills.
Tips for Writing a Financial Analyst Resume Summary Statement
Mention specific numbers when writing a resume summary statement that communicates your ability to get big accounts and produce measurable results. Firms that hire financial analysts are even more concerned with objective results than the average employer, so it is essential to provide these impartial measures of success up front. Even a simple mention of the fact that you have grown your client portfolios an average of five percent each year is enough to create a strong summary statement.
Use action words such as “grew,” “led” and “developed” to create a dynamic summary of your financial career. Financial analysis is one of the most demanding career paths in finance, so employers are always on the lookout for candidates who are as enthusiastic as they are qualified. If your resume is lacking in the experience department, use your summary statement to communicate your enthusiasm for the field by highlighting how your volunteer and academic experiences have prepared you for the job.
Examples of a Financial Analyst Resume Summary Statement
These examples will give you an idea of how to proceed when writing a resume summary statement for your own financial analyst resume:
Detail-oriented junior financial analyst with a dual master’s degree in economics and finance. Experience in quantitative analysis and trend forecasting within the environmental engineering industry. MS Word and PowerPoint.
Enthusiastic entry-level analyst with a bachelor’s degree in finance. Experience as a financial intern for a large investment firm. Quick learner with excellent skills in financial modeling. Financial Statement Preparation and Executive Presentations.
Financial analyst positions are highly specific, so use the resume summary statement as an opportunity to match your qualifications to the job’s requirements. If you are seeking more advice on writing a resume summary statement that speaks to the requirements of a specific job in financial analysis, LiveCareer may have the tips and tricks you need.