investment analyst resume example with 20+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (XXX) 432-1000,
Professional Summary

Versatile Investment / Portfolio Analyst with exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients in financially sound directions. Ability to assess risks and opportunities and employ optimal investment approaches. Seeking to return to the workforce after taking some time off during the COVID-19 pandemic.

  • Asset Management
  • Benchmark Composition
  • Investment Performance Analysis
  • Investment Analytical Systems
  • Equity Markets
  • Business Development
  • Global Equity Portfolio Management
  • Data Trending
  • Advanced Financial Analysis
  • Market Research
  • Exposure Management
  • Japanese Fluency
Work History
02/2020 to 08/2020 Investment Analyst Ncsoft | Newport Beach, CA,
  • Analyzed Atlas Operating's current and historical investment portfolios against corresponding benchmarks.
  • Researched and recommended new investment ideas for Atlas Operating's equity and bond investment portfolios totaling USD $21 million in assets under management.
  • Drafted daily reports summarizing market news, general market direction, portfolio holdings performance, portfolio trading activity and new buy ideas.
  • Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
  • Developed and managed an internal mid and large-cap growth equity investment portfolio after replacing an underperforming third-party investment advisor's managed trading account.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Improved financial status by analyzing results, monitoring variances and recommending actions to management staff.
03/2014 to 12/2019 Equity Portfolio Manager Austin Gastroenterology | Austin, TX,
  • Managed an equity trading portfolio for an energy shipping executive based in London, England.
  • Generated long ideas by focusing on outperforming industries / sectors and used a quantitative selection criteria isolating stocks with a high probability of generating alpha.
  • Applied a long-short trading strategy that combined fundamental and technical analysis, risk management and timing with a strong focus on growth names.
  • Utilized technical indicators to prepare and enact multiple swing and intraday trading strategies during high and low volatility periods.
  • Calculated daily profit and loss, executed trade setups, ran multiple stock selection screens, evaluated stock charts, studied broker equity and sector reports.
09/2006 to 03/2014 Accountant Pimco | Austin, TX,
  • Provided on-site training for La Michoacana store managers in accounting, inventory management, and human resources protocols.
  • Resolved current and past IRS payroll tax disputes and introduced efficient procedures to eliminate the potential for future federal tax penalties for the grocery chain and its distributors.
  • Developed and streamlined new procedures for payroll tax preparation and reporting across all Bilingual Business Services clients.
  • Prepared and filed 941 quarterly, 940 yearly, and multi-state monthly sales tax returns for over one hundred La Michoacana grocery stores, distribution centers, and real estate companies.
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
03/2000 to 08/2006 Equity Research Analyst William O'Neil & Company | City, STATE,
  • Performed quantitative analysis of corporations from 10K and 10Q financial statements as well as pro forma vs. GAAP analysis on quarterly earnings releases.
  • Analyzed income statements, balance sheets, and cash flows of publicly traded companies to maintain comparability over extended period for use in financial modeling.
  • Conducted in-depth market research of company products and services, growth drivers, customer concentration, and major competitors for investment analysis purposes.
  • Oversaw mutual fund database and advised senior leadership on enhancements to the institutional mutual fund software module.
  • Acting research department business analyst for high priority projects including development of an institutional equity ownership analysis software module.
Expected in to to Bachelor of Science | Economics University of Texas At San Antonio, San Antonio, TX, GPA:

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Resume Overview

School Attended

  • University of Texas At San Antonio

Job Titles Held:

  • Investment Analyst
  • Equity Portfolio Manager
  • Accountant
  • Equity Research Analyst


  • Bachelor of Science

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