Investment Grade Resume Sample

16 votes
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Amalia Erdman
8866 Deckow Corners,  Dallas, TX
+1 (555) 149 5665

Work Experience

Markets Investment Grade Credit Sector Specialist Financials Assoc
10/2017 - PRESENT
San Francisco, CA
  • Represent Credit Research in meetings with issuers, interface with TIAA-CREF’s Risk Management Team, and support TIAA-CREF goals and values
  • Market RBC’s new issues and research capabilities
  • Develop and maintain client relationships with their assigned client list
  • Related corporate credit research experience with some of that time spent in a total return environment
  • Formulate business strategy for the Energy sector in line with Mizuho Financial Group’s global business objectives. Perform research on industry as part of the development and implementation of a comprehensive marketing plan
  • Adhere to legal and regulatory guidelines in promoting bank’s products and services
  • Diligent, efficient and able to manage multiple conflicting deliverables whilst working under pressure
  • Comfortable in a technical environment
  • Build and maintain strong business relationships with the various investment banks and brokerage firms, at the sales, trading, and syndicate functions
Fixed Income Investment Grade
08/2011 - 07/2017
Los Angeles, CA
  • Manage the evaluation and analysis of corporate actions and deliver recommendations to portfolio managers
  • Work with analysts, investment committee, and portfolio managers to monitor and manage relevant sector positions within all portfolios
  • Provide market information and data to senior management, institutional sales, and clients
  • Develop automated and dynamic reporting solutions utilizing MS Excel and programming skills
  • High level understanding of fixed income products
  • Operations or risk management experience
  • Strong math and problem solving skills with the ability to take initiative
  • Organized, detail oriented, and extremely thorough
  • Appropriate FINRA examinations required
UK Investment Grade Credit Sales
07/2007 - 05/2011
Houston, TX
  • Related corporate credit research experience with some of that time spent in a total return environment
  • Drive for results: Delivers high quality work
  • Risk awareness: Demonstrates a good awareness of risk and fundamental risk concepts. Always considers risk in his/her daily activities and abides by the Key Front Officer Responsibilities, where relevant
  • Corporate role model, integrity & ethics: Acts with discipline and high ethical standards
  • Team player & cross cultural awareness: Works effectively in a team. Collaborates and shares information and solutions with colleagues, with other teams and stakeholders
  • Client focus: Sees stakeholders as well as external clients as “customers”
  • Post graduate university training


Oklahoma State University - Tulsa
2001 - 2006
Bachelor's Degree in Finance

How to write Investment Grade Resume

Investment Grade role is responsible for reporting, excel, research, trading, training, securities, credit, finance, programming, analysis.
To write great resume for investment grade job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Investment Grade Resume

The section contact information is important in your investment grade resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Investment Grade Resume

The section work experience is an essential part of your investment grade resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous investment grade responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment grade position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Education on an Investment Grade Resume

Make sure to make education a priority on your investment grade resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment grade experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Investment Grade Resume

When listing skills on your investment grade resume, remember always to be honest about your level of ability. Include the Skills section after experience.

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