How to Craft an Investment Manager Resume (With Example)

Updated 12 May 2023

Investment managers are finance professionals who manage investment portfolios, provide informed financial advice and develop viable strategies to help organisations and clients achieve their investment goals. Companies and clients hiring an investment manager often require eligible candidates to provide a professional resume so they can assess their relevant qualifications and experience. Learning how to craft an impressive investment manager resume can help you attract the interest of prospective employers. In this article, we explain how to create a resume for an investment manager position and provide a resume template and example for you to use as a guide.

Please note that none of the companies, institutions or organisations mentioned in this article are affiliated with Indeed.

How to craft an investment manager resume

Here's a step-by-step guide you can follow to help you craft a successful investment manager resume:

1. Study the job description

Before you begin writing your resume, spend some time studying the job description and highlight any qualifications, skills or experience the employer has listed as requirements for the role. Having a clear understanding of what the employer is searching for can help you tailor your resume to the job's criteria.

For example, the job description may state that the hiring company prefers an investment manager with financial modelling experience and strong problem-solving skills. You could tailor your resume to that criteria by discussing times you designed financial models to track and improve business performance. You could also showcase your problem-solving abilities by describing financial risks you may have identified in a prior role and the solutions you implemented to overcome them.

2. Provide your contact information

Start your resume by listing your contact information at the top of the document. Type your full name in a large and bold font. Hiring managers often assess many job applications, so doing this can help make your resume easily identifiable. Underneath your name, insert your phone number, email address and the city and state or territory in which you live. Here's an example of how you might format this on your resume:

Daniel Martin
(08) 5550 2378 | daniel.martin@email.com | Perth, Western Australia

3. Include a professional summary

Including a professional summary at the top of your resume is an excellent way to provide prospective employers with an overview of your skills and achievements as an investment manager. It also allows you to capture the reader's interest and create a positive first impression, which can encourage them to continue reading your resume.

When writing this paragraph, aim to keep it within two to three sentences and prioritise skills and achievements that closely match the job's requirements. For example, if the employer is looking for an investment manager with strong financial knowledge and skills in areas of critical thinking and networking, mention these in your summary.

4. Discuss your management experience

Next, include a work experience section with information relating to your work history, such as current and previous titles, employers, employment dates and managerial duties you performed. To format this section, start with your employment details. Use a bold font to type the job title and your employment dates, followed by the company's name and the city and state or territory in which you worked. To help you format this section, here's an example of how it may appear on your resume:

Investment Manager | August 2018–Current Bayview Finance Firm | Perth, Western Australia

After listing your employment information, provide a bullet list with descriptions of relevant tasks or achievements you accomplished in the role. Try to use quantitative data, such as percentages or dollar values, to describe your accomplishments where possible. This can add clarity and help a hiring manager understand the value you can offer. For example, instead of writing, evaluated client portfolios, you could add quantitative data to make it more specific: evaluated over 25 client portfolios, ranging from $7 million to $12 million in assets.

5. Showcase your technical skills

Investment managers typically require technical skills and knowledge in areas of finance and business. Because of this, it can be highly beneficial to list any hard skills you have. For example, you might mention financial planning expertise, portfolio management, credit analysis and commercial acumen. If you're unsure about which specific technical skills to list, review the job posting and highlight any abilities the employer has listed as requirements for the position.

6. List your soft skills

While investment management is a technical job that requires specific abilities to perform effectively, there are also various soft skills that can help you succeed as a manager. For example, you might use interpersonal communication skills when building trust with clients. Teamwork is another soft skill that can benefit you in situations where you're collaborating with finance teams to work towards a common goal. For this reason, consider listing your strongest soft skills on your resume as well.

7. Outline your educational achievements

Investment managers are often required to hold a bachelor degree in finance, business or a related field, so ensure you include an education section on your resume to list your relevant degrees or certificates. You can format this section by writing the title of your qualifications, followed by the name of the school or institution where you studied.

If you have multiple qualifications you wish to include, list them in order from most to least advanced. For example, if you have both a masters and bachelor degree in finance, this is how you can list them on your resume:

Master of Applied Finance, Graham Hill University

Bachelor of Business (Finance), Graham Hill University

Resume example for investment managers

Here's a template you can refer to when formatting your resume:

[First name] [Last name], [Degree or certification, if applicable]
[Phone number] | [Email address] | [City], [State or Territory]

Professional Summary
[Two to three sentences that highlight your years of experience, relevant skills, education or certifications and achievements as a professional.]

Experience

(For the most recent role, list 5 experience items. For previous roles, list 3.)

[Job Title] | [Employment dates]
[Company Name] | [City], [State or Territory]

(strong verb) + what you did (more detail) + reason, outcome or quantified results
[job duty]
[job duty]
[job duty]
[job duty]

[Job Title] | [Employment dates]
[Company Name] | [City], [State or Territory]

(strong verb) + what you did (more detail) + reason, outcome or quantified results
[job duty]
[job duty]

Education
[Degree and Major] | [Name of School or University]

Resume example for investment managers

Below is an example resume written for an investment manager position:

Victoria Harris (08) 7010 3496 | victoria.harris@email.com | Perth, Western Australia

Professional Summary
Dedicated investment manager with over 12 years of experience developing successful investment strategies for clients and preparing thorough recommendations for senior managers. Proven track record of creating quality investment reports and building strong relationships with clients. Recently completed postgraduate qualifications in finance.

Experience

Investment Manager | March 2017–Current
Hitchens Finance Group | Perth, Western Australia

monitor client portfolios and provide investment proposals when required
solidify an average of 35 investment opportunities each year for the company
regularly meet with finance teams and plan strategic ways to improve clients' investment products and services
conduct financial research and produce monthly and quarterly investment reports
spoken at 25 industry conferences to help the company expand its marketplace exposure.

Investment Manager | July 2014–February 2017
Forest West Finance Company | Perth, Western Australia

researched relevant trends in financial markets and technologies and presented findings to senior management on a monthly basis
regularly evaluated income statements and balance sheets for clients
met with clients and explained investment strategies to them in digestible language.

Skills

Education

Master of Applied Finance, Liberty Point University

Bachelor of Finance, Liberty Point University

How to Craft an Investment Manager Resume (With Example)

How to craft an investment manager resume

1. Study the job description

2. Provide your contact information

3. Include a professional summary

4. Discuss your management experience

5. Showcase your technical skills

6. List your soft skills

7. Outline your educational achievements

Resume example for investment managers

Resume example for investment managers

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