Investment Strategy Resume Sample

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Kaia Donnelly
1417 Cummerata Rapid,  San Francisco,  CA
+1 (555) 202 5381

Work Experience

Manager, Sector & ETF Investment Strategy
09/2016 - PRESENT
Houston, TX
  • Conduct strategic analysis of industry trends, competitive activities to facilitate the development of the business case for line of business’s high level priorities and initiatives
  • Set the annual work plan for the organization: team’s calendar, key meetings and its purpose, process and outcome
  • Own CBP/JBP Process including continuous improvement initiatives to enhance performance and realize 3 year collaborative CBP/JBPs
  • Lead insights to execution process from initial adoption to best-in-class execution
  • Lead annual joint BU/Customer Planning and Innovation brainstorming sessions
  • Provide leadership on negotiation strategy and planning for key annual customer negotiations and ad-hoc, leveraging purchased tools and processes
  • Work closely with Strategy Deployment & Sales Capabilities Manager to improve overall business planning approach for organization, through CanPlan
  • Lead creation of tools that provide total Customer & total KC P&L scenario planning, as well as in-year scorecarding
  • Support the review and evaluation of our firm-wide investment strategy guidance offerings in the context of managing towards ‘best in class’ performance results for the benefit of our clients
Investment Strategy Analyst
02/2013 - 08/2016
Houston, TX
  • Prepare a variety of research reports, analytical reports, and performance attribution that supports team members, advisors and PMs’ understanding of the asset allocation strategies and to enhance their ability to manage their clients
  • Contribute to the advancement of the team’s processes, efficiencies and best practices
  • Serve as the primary interface with external investment consultants and fund managers, actively managing the relationship and monitoring their performance to maintain alignment with City of Hope’s policies and directives
  • Monitor private investments program, including unfunded commitments and cash flow projections
  • Work directly with Board and its Committees. Prepare and present materials for Investment Committee meetings, including quarterly updates of enterprise cash and investments, evaluation of new managers and other investment topics of interest
  • Monitor existing portfolio of global equities, fixed income and alternative investments to review and identify performance and operational issues. Qualitatively and quantitatively analyze risk at both the portfolio and fund manager level. Review each fund manager to understand the investments’ risk/return mix and evaluate risk-adjusted, absolute performance against benchmarks
  • Develop and formalize due diligence, monitoring and benchmarking processes
  • Stay abreast of trends in institutional investment markets, including maintaining relationships with fund managers, thought-leaders, and other LPs
Investment Strategy Group
12/2009 - 12/2012
Los Angeles, CA
  • Follow global macro-economic trends and equity and fixed income markets. Monitor economic reports and market trends and integrate with City of Hope’s investment strategies
  • Negotiate and evaluate documentation for new managers, including but not limited to Subscription Documents, Limited Partnership Agreements, Fee Agreements and Offering Memorandums. Work with the Legal department to review and negotiate investment terms and conditions
  • Work with the Legal Department and fund managers to ascertain if updates to fund documents are material through conference calls and correspondences. Follow up with fund managers as necessary
  • Partner with Manager, Cash and Investment Operations, Accounting and Auditors as necessary to provide support for investment portfolio related questions, including valuation related questions
  • Review investment reports and communications, including quarterly and annual reports, legal documents, investor letters, portfolio statistics, and correspondences
  • Provide technical expertise on all matters related to investments
  • Additional projects as required by VP, Treasury & Financial Strategy
  • Manage Investment Analyst
  • High quality BA/BS in Finance, Economics, similar field or relevant experience


Clark University
2004 - 2009
Bachelor's Degree in Engineering

Professional Skills

  • Strong leadership and communications skills and demonstrated ability to influence senior executives
  • Demonstrate strong analytical and technical skills
  • Strong presentation skills, as well as strong written and verbal communication
  • Strong analytical/quantitative skills, critical reasoning abilities, and attention to detail
  • Strong risk management and portfolio construction skills using common industry tools such as Barra, Axioma, etc
  • Strong technical skills in financial/investment planning
  • Excellent written and oral communication skills, with an ability to address financial-market and economic topics clearly and accurately

How to write Investment Strategy Resume

Investment Strategy role is responsible for research, programming, basic, finance, training, integration, auditing, equities, analysis, reporting.
To write great resume for investment strategy job, your resume must include:

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

Contact Information For Investment Strategy Resume

The section contact information is important in your investment strategy 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 Strategy Resume

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

Representative Investment Strategy resume experience can include:

  • Under the direction of the AMG’s Chief Investment Strategist, chair the Institutional Investment Policy committee (a sub-committee of the AMG Investment Policy Committee) and provides policy recommendations for the Institutional business segment
  • Deep knowledge and experience in applying several methods for the valuation of companies
  • At least two years of experience in the job offered or in a related investment management position
  • Acting as an investment / macro specialist but not advice clients or make personal recommendations
  • Assist in organizing training for various Investment Strategy & Product line of business
  • Assist in researching and identifying top-down, macro-driven investment opportunities in US equities

Education on an Investment Strategy Resume

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

When listing skills on your investment strategy 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 strategy skills:

  • Good analytical skills in order to evaluate markets and investment opportunities
  • Fluent English and ideally a second language speaking and writing skills
  • Strong macro-economic research experience
  • Effectively presents in a variety of formal and informal settings
  • More than 3 years of relevant work experience in M&A in investment banking, M&A boutique, auditing firm or corporate M&A department
  • Experience in management consulting, investment banking, corporate development or Venture Capital

List of Typical Experience For an Investment Strategy Resume


Experience For Investment Strategy Analyst Resume

  • Provides quantitative analysis, market research and qualitative assessments in support of CCIO’s periodic rebalancing and/or tactical decisions
  • Monitor and report China’s policy changes and economic/market developments
  • Researches and regularly tests alternative asset allocation strategies and associated portfolio benchmarks. On a periodic basis, leads the review of each portfolio’s asset allocation strategy and overall Investment Policy Statement
  • Manage M&A projects autonomously
  • Team oriented behavior as well as the ability to work autonomously

Experience For Manager, Sector & ETF Investment Strategy Resume

  • Ensures all resources are frequently updated and maintained on the firm’s intra-site, public websites, social media, and in internal records
  • Assist the Investment Strategy & Product team in project delivery and new product launches in a manner that is consistent with the department’s strategic objectives and values
  • Identify key investment themes in the industrial property sector and different geographic regions that drive the firm’s industrial investment strategies
  • Employ a combination of fundamental, quantitative and technical analysis tools to do so
  • Perform market research in order provide useful market intelligence to the team
  • Present to internal and external clients on ClearBridge’s viewpoint on the markets and portfolios
  • Collaborates and consults with advisors and other team members to build more complex financial plans and models to support external client needs
  • Provides solutions to advisors on goal-based plans for their external clients

Experience For Director, Investment Strategy Resume

  • Proactively consults on more complex plan design in advisor meetings to identify case-specific observations and makes appropriate recommendations to advisors
  • Analyze client data and selects appropriate solutions based on client objectives, resources, and time frame
  • Reviews, identifies, and communicates recommendations on cases to advisors and other team members
  • Acts as a resource and often leads on more complex or high net worth cases, seeks input from specialists as needed; prepares written summary of objectives, assumptions, observations and recommendations
  • Acts as a resource for training on financial planning topics and software tools & timely investment topics to team members, advisors, and office staff when necessary
  • Consults and participates on one or more department committees

Experience For Manager, Investment Strategy Group Resume

  • Help craft investment theses in target sectors
  • Develop and execute integration plan to minimize risk
  • Actively contributing to the improvement and maintenance of the investment view process as well as the process to create high conviction ideas in the form of investment themes and instrument universe
  • Developing and maintaining a range of decision-support tools to underpin the investment process, including models, screens and dashboards to help identify investment opportunities
  • Playing an active role in co-ordinating with advisory teams, private bankers and other internal stakeholder to organise investment strategy team presentation and client meetings
  • Actively communicating with our internal clients and gathering feedback which is essential to constantly improve our products and ensure the content is most relevant to our client base
  • Strong investment background, with demonstrable successful experience of investment content creation management, portfolio management and people management

Experience For VP, Research & Investment Strategy Resume

  • Effectively communicate recommendations to Executive team
  • Self-starter with deep analysis skills and readiness to challenge today’s state with logic and structure
  • A good understanding of a broad range of asset classes, with a focus on multi-asset and macro investing as well as Equities and Fixed Income
  • Handle several high-priority bodies of work concurrently
  • Contributing to the creation and design of presentations but also hold presentations in front of internal stakeholders occasionally
  • Partner with Finance on the annual planning process

Experience For Investment Strategy Group Resume

  • Strong communication skills including the ability to communicate effectively with a broad range of people and bring across compelling investment ideas and market views
  • Strong academic background in economics, finance, quantitative finance or other investment-related disciplines
  • Perform quantitative and qualitative analyses to support organic and inorganic strategy development and investment prioritization, utilizing insights from multiple sources (market, competitive, internal, financial, etc.)
  • Develop capital allocation strategy and playbook to support corporate strategy (e.g., organic/inorganic investments and share repurchases)
  • Collaborate with Corporate Development on M&A (strategic rationale and business case development)
  • Lead several projects at a time

Experience For Customer Planning Investment Strategy & Sales Operations Director Resume

  • Manage cross-functional teams and communications to drive projects to completion
  • Quickly understand complex issues and develop/apply simplifying frameworks to facilitate broader organizational understanding, decision-making and action
  • Deliver timely, thoughtful, and flawless execution
  • Interact with the firm?s current and prospective clients
  • Plays a critical role in shaping the CCIO investment policy. Works with the CIO to formulate and refine each portfolio’s investment strategy, goals and requirements. Creates and maintains tools to capture a variety of capital market assumptions and perspectives as inputs to the asset allocation optimization tools and Policy Portfolio design process

List of Typical Skills For an Investment Strategy Resume


Skills For Investment Strategy Analyst Resume

  • Solid understanding of financial/investment concepts and macroeconomic principles and issues
  • Strong communication and critical thinking abilities
  • Strong work ethic and attention to detail are essential traits as are versatility and creative problem solving
  • Experience in managing teams and/or projects
  • Experience in investment management or investment research
  • Financial services experience

Skills For Manager, Sector & ETF Investment Strategy Resume

  • Institutional investment portfolio management experience in a corporate environment
  • Experience in the financial analysis industry that directly aligns with the specific responsibilities
  • Experience in top down investment strategy and asset allocation
  • Exhibits strong interpersonal flexibility
  • Operating standard office equipment and using required software applications such as Microsoft Office and the firm’s proprietary technology tools
  • At a premier investment bank / private equity / venture capital firm, management or technology consulting firm, business development or corporate development, or other similar work experience
  • Understanding of statistical and quantitative techniques

Skills For Director, Investment Strategy Resume

  • Writes and speaks in a compelling manner, altering the communication approach based on the target audience
  • Utilizes Lincoln approved financial planning and investment planning software tools to create more complex models for advisors' client needs
  • Delivers training to advisors/staff in a variety of national field training formats
  • Build comprehensive taxonomies within these sectors (researching all participating companies, both startups and large corporates)
  • Track record of M&A transactions and working across multiple business units/functions

Skills For Manager, Investment Strategy Group Resume

  • Deep understanding of technology industry
  • Conduct quantitative research utilizing market and macroeconomic data
  • Provide a keen interest in understanding the financial markets
  • Provide quantitative research utilizing market and macroeconomic data
  • Assists senior members of the Investment Strategy team in analyzing the macroeconomic and financial-market environment
  • Conducts financial-market surveillance and ongoing research into market developments and economic trends

Skills For VP, Research & Investment Strategy Resume

  • Assists in the production of Investment Strategy reports and materials (internal deliverables, client-facing commentaries, presentations, white papers, etc.)
  • Provide a keen interest in understanding the financial markets and macro economy
  • Passion for the markets and investing
  • General knowledge of GAAP and SEC reporting requirements for investments and other financial instruments
  • Thrive in a multi-faceted, fast paced environment with multiple competing deadlines

Skills For Investment Strategy Group Resume

  • Master of Business Administration or Master of Science in Finance, Accounting, Economics, or Mathematics
  • Provide support on administrative tasks to Managing Director as required
  • Speak to other investors, sector specialists, analysts, and traders regarding market views and investment opportunities
  • Contribute to the communication of ISG’s investment views, including in the preparation of reports and presentation materials
  • Lead acquisition integrations from signing of the transaction through employee and system integration
  • Work independently across multiple groups

Skills For Customer Planning Investment Strategy & Sales Operations Director Resume

  • Implement strategy backtests and simulations
  • Deliver timely, thoughtful, and flawless executions
  • Interact with the firm’s current and prospective clients
  • Desire a long-term career in Investment Management
  • Engages in research across asset classes
  • Works with the Investment Strategy team to assess market opportunities and risks
  • Explores new investment ideas as guided by the Investment Strategy team

Skills For Investment & Strategy Manager Resume

  • Undertakes a wide array of research/analytical projects in response to client and coworker requests and/or in support of Investment Strategy departmental objectives
  • Coordinates Investment Strategy efforts across the organization
  • Excel , PowerPoint, Word, familiarity with Database software
  • Desire a long term career in Investment Management
  • Initiate and assist on investment research efforts
  • Specifically, to analyse and draw logical conclusions/identify trends in relation to market conditions using economic and property data and contribute to the firm’s thinking and help in communication
  • A generalist’s aptitude for research and a conversancy in a wide range of topics
  • Travel on occasion required (with more travel as role progresses)
  • Knowledge of the financial markets

Skills For PWM, Investment Strategy Group, Associate Resume

  • Knowledge of Morningstar Direct, FactSet, Bloomberg and other types of financial analytics software
  • Series 7 and series 66 required within 12 months of hire
  • Intellectual curiosity and a passion for rigorous research, markets and the intersection of technology and risk management
  • Work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes
  • Participates in and/or facilitates group discussions/meetings that efficiently achieve targeted results
  • Desire to play within a team
  • Creativity with an innovative mindset

Skills For Investment Strategy & Portfolio Management Resume

  • Deliver and enable a management framework to support and optimize the team’s operational model in order to achieve its top priorities, key initiatives and objectives
  • Drive the development and execution of the team’s OGSiM and key initiatives through tracking progress and achievements on a monthly basis via team’s executive scorecard
  • Generate new ideas for ISG’s strategic asset allocation process
  • International investment committee – a key member of this committee which, amongst other responsibilities, approves the firm’s investment policy for London-managed portfolios, and considers and approves the suitability of managers, strategies and investments for client portfolios
  • ‘Player-manager’ – management of some key client relationships in coordination with the client service teams

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