Investment Professional Resume Sample

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Vladimir Keebler
51968 McDermott Motorway,  Detroit, MI
+1 (555) 664 4637

Work Experience

Investment Professional
05/2018 - PRESENT
Houston, TX
  • Demonstrated interest in the financial markets and good investment sense / commercial instinct
  • Growing and diversifying UK wholesale client base
  • Having a solutions driven approach to coverage of wholesale distributor clients as part of the Client Specialist team
  • Developing and implementing distribution strategies for Private Banks, Family Offices, Asset Managers and Distribution Platforms, with the focus to increase our foot print across all client segments
  • Having close contact with Investment Teams on existing and new opportunities
  • Evaluating market opportunities and client interest
  • Presenting opportunities to potential investors
IMD, PWM, Financial Investment Professional
02/2013 - 12/2017
Phoenix, AZ
  • Providing close support to Investors during the decision making process (usually in a tight time frame)
  • Partnering with product development functions on the right structure
  • Acting as the first point of contact for clients on all matters relating to Investments
  • A well-rounded knowledge of investment and a track record of partnering with other teams and businesses
  • Strong expertise in at least Passive or Active investments, with fund management or capital markets experience
  • A strong track record of working within a team in order to meet or exceed sales targets
  • Demonstrable excellence in previous endeavours and a high quality educational background
Infrastructure Investment Group Junior Investment Professional
11/2006 - 08/2012
Phoenix, AZ
  • Work in conjunction with various product groups within IMD and Operations to respond to client needs
  • Researching internal and external investment vehicles and trading ideas
  • Working in conjunction with various product groups within and outside of the Investment Management Division to respond to client needs
  • Relaying GS research and market views to Private Wealth Advisors
  • Providing general client service and team support
  • Work in conjunction with various product groups within and outside Goldman Sachs (GS) to respond to client needs
  • Assist and relay GS research and market views to Private Wealth Advisors and clients
  • Provide general client service, trading and team support


University of Texas at San Antonio
2001 - 2005
Mba's Degree in Engineering

Professional Skills

  • Exceptional client service skills with strong communication skills
  • Strong quantitative and analytical skills. Ability to juggle multiple priorities independently or as part of a team in tight timeline
  • Prior investment experience investing in private equity funds, co-investments and secondary investments across multiple strategies and geographies
  • High quality organizational and interpersonal skills
  • Demonstrate grit and determination in problem solving and accomplishing goals
  • Ideal background includes investment management, investment banking or comparable experience in an Analyst capacity
  • Investment banking and/or private equity experience

How to write Investment Professional Resume

Investment Professional role is responsible for events, travel, modeling, research, reporting, trading, training, credit, consulting, marketing.
To write great resume for investment professional job, your resume must include:

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

Contact Information For Investment Professional Resume

The section contact information is important in your investment professional 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 Professional Resume

The section work experience is an essential part of your investment professional 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 professional 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 professional position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Investment Professional resume experience can include:

  • Lead the entire investment process from sourcing deals to screening / due diligence / writing memos for investment committee
  • Aid management and active monitoring of Prudential’s core private equity relationships including attendance at annual meetings
  • Assist team members with daily operations such as trading, rebalancing, account management and general client inquiries
  • Share our commitment to strengthening communities by donating time, talent, and treasure
  • Serve as one of Prudential’s private equity specialists and be informed about current and developing trends in the sector
  • Lead deal team in evaluation and underwriting of fund, co-investment and secondary opportunities across various strategies

Education on an Investment Professional Resume

Make sure to make education a priority on your investment professional resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment professional 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 Professional Resume

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

Present the most important skills in your resume, there's a list of typical investment professional skills:

  • Co-investing experience highly desirable
  • Private equity transaction modeling experience highly desirable
  • Investment banking and/or private equity experience
  • Industry experience of at least 2-3 years
  • Learning agility to successfully pass the SIE and obtain the FINRA Series 7 & 63 Licenses
  • Unwavering work ethic and commitment to client service

List of Typical Skills For an Investment Professional Resume


Skills For Private Equity Investment Professional Resume

  • Possess intellectual curiosity and interest in developing business and financial acumen
  • Excel in explaining complex information in ways that are easy to understand
  • Investing in private equity funds and co-investments
  • Core understanding of asset allocation and portfolio implementation
  • Articulate financial market events and the corresponding portfolio impact in a clear and concise manner
  • Develop and prepare marketing presentations for prospective clients
  • Knowledge of partnership documentation, accounting and taxation

Skills For IMD, PWM, Financial Investment Professional Resume

  • Build and maintain private equity benchmarking models and reports
  • Support reporting and investor relations efforts
  • Synchronize investment strategy by regularly communicating with R&D Labs /Business Units in Korea
  • Work with portfolio managers to optimize Prudential’s private equity portfolio
  • Thrives in fast-paced work environments that can be ambiguous and require flexibility
  • Have fun, be engaged and inspire others around them
  • Speak Chinese (Cantonese and Mandarin) are essential
  • Generate portfolio review presentations and prepare advisors for client meetings
  • Work in conjunction with various product groups within Investment Management to respond to client needs

Skills For Asset Management Latin Private Bank Investment Professional Santiago Resume

  • Provide leadership for other support staff members and be accountable for team operations and efficiency
  • Originate primary private equity fund, co-investment and secondary opportunities
  • Work with counsel to negotiate the terms of LPA’s and side letters
  • Lead private-equity related projects and work closely with ALM portfolio managers to optimize Prudential’s private equity portfolio
  • Source and screen private equity and venture capital funds and co-investments

Skills For Financial Investment Professional Resume

  • Develop and maintain relationships with private equity fund general partners and intermediaries
  • Participate in due diligence on private equity and venture capital funds and co-investments
  • Prepare diligence materials and present investment recommendations
  • Build and maintain private equity transaction and portfolio models
  • Centralize data in research management system and private equity databases for research and analysis
  • Travel for manager/company site visits and annual meetings

Skills For Wealth Management Investment Professional Private Bank Resume

  • Self-motivated, results oriented, acute attention to detail
  • Knowledge of the private equity and venture capital universe
  • Proactively manage portfolio companies post-investment” as bellow
  • Develop thesis on investment opportunities, based on financial and strategic analysis
  • Actively network with top-tier VCs and CVC to source premium deals

Skills For Asset Management Private Bank Investment Professional Resume

  • Lead due diligence and present deal opportunity on deal committee
  • Negotiate and structure investment deals
  • Work with external counsel for legal due diligence
  • Project a positive image of LG Group. Create synergistic relationship between LG Group and local venture ecosystem
  • Broad network in venture capital and entrepreneur community in the Bay Area
  • Willingness to travel internationally as needed ( 2~5 times a year)

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