INDUSTRY STATS
According to the U.S. Bureau of Labor Statistics, Investment Manager positions are at a 14% growth rate, which is faster than average. With that said, there are currently 907,600 jobs in the market right now. The total number of jobs is expected to increase by 124,400 to 1,032,000 in the period of 2020-30.
What’s more, the median annual wage for the Investment Manager jobs was $87,660 in May 2020. The lowest 10% earned less than $50,990, and the highest 10% more than $156,840.
Our conclusion? The Investment Manager job market is wide open for candidates.
Top Investment Manager sections that make the best resume
- Header
- Professional summary
- Experience (with numbers and results)
- Relevant skills
- Education
- Certifications
How to write a Investment Manager resume experience section
Investment Manager Resume’s Job Experience Checklist:
- Use 4-6 bullet points per job title;
- Don’t go further than a decade behind when describing your job history, unless you’re applying for an executive position;
- Combine job responsibilities as well as achievements with numbers in results when you describe your past work;
- Start each sentence with a power verb and avoid overused buzzwords;
- Use either C-A-R or S-T-A-R methodology, when describing your experience.
The work experience samples below come from real Investment Manager resumes that got people hired at top companies. You can use them as an inspiration to build your own resume:
- Secured USD 200 million in debt and equity funding through excellent networking for transactions in renewable energy,solid waste management and real estate and infrastructure
- Established the development management department and was entrusted with its leadership
- Demonstrated clear innovation by sourcing and structuring joint venture deals worth USD 20 million
- Took lead in undertaking due diligence for new projects covering financial, legal, regulatory and market feasibility and requesting and documenting relevant KYC documents against the due diligence checklist
- Results-oriented as demonstrated in the coordinating of transaction documents for a USD 63 million exit
- Actively managed the project portfolio during sales and construction and overseeing communication on status to various stakeholders such as banks, investors and regulatory agencies
- Made presentations to the investment committee seeking for equity investment
- Healthcare unit's deal flow management
- Making reports and updates for the investment director
- Assessed over 300 life science, med tech and deep tech proposals
- Participation in more than 5 closed debt and equity transactions
- Led Buy-side transaction of a 20% stake in a microfinance institution in D.R. CONGO.
- Valuation of the target companies
- Deal structuring
- Negotiation
- Portfolio management
- Financial analysis
- Due diligence
- Leading on the Due Diligence for startups, M&A deals and JVs
- Peforming financial DD and valuations using different methodologies
- Automating the services requests from the business subsidiaries
- Drafting internal SLA documents for the department services
- Performing general tasks related to the group strategy
- Encargado del equipo de ventas con más de 20 colaboradores.
- Encargado del desarrollo de estrategias para el cumplimiento de metas mensuales
- Asesoría a nuevos clientes, seguimiento y cierre de ventas
- Desarrollo y aplicación de capacitaciones.
- Reportes mensuales del crecimiento del área comercial.
- Championed tailored investment solutions, served retail and institutional clientele.
- Co-led a team that developed and revamped the wealth management solutions strategy, reducing the company's annual losses by 69%.
- Grew the team’s product line from less than $500, 000 to $2 million in 3 years by employing marketing, pricing, and sales strategy.
- Trained the business development team & institutional clients on financial investment aspects which resulted in buying in from the individuals, in turn partnering with the company through the various products.
- Facilitated the meeting of the financial objectives of the company by promoting financial literacy.
- Spearheaded and coordinated engagements with the Capital Markets Authority, in a bid to produce proposals towards accelerating the capital markets development and deepening.
- Championed project implementation of the Investment Management Software system which ensured accurate portfolio data collection and analysis as well as performance analysis.
- Tasked with managing over $2 billion assets and effectively managed a diverse client base of both retail and institutional clients.
- Enhanced portfolio and wealth management of the unit trust funds and discretionary portfolios amounting to over $ 250 million.
- Bolstered a business development team in product innovation, client acquisition.
- Implemented the Go-to market strategy which led to 3 institutional clients purchasing the product hence increased the company’s revenue, assets under management, and financial return by 67%.
- Established the standard operating procedures for the research function over and above ensuring seamless release and presentation of investment notes and robustness of investment opportunities’ evaluation tools.
- Deal sourcing en assistentieverlening tijdens aankoopfase
- Business plannen opstellen en uitvoeren bij lopende investeringen
- Financiële, investerings- en asset management rapportage
- Deal sourcing and assisting in all aspects of deal execution
- Business plan development and execution of ongoing investments
- Financial, investment and asset management reporting
- Bolstered the performance of collective investment schemes and discretionary funds under management, the Money Market Fund, ranked top five on average for the last three years and grew by 50% which was above industry growth.
- Steered the daily management of the portfolios and investment solutions under the company’s mandate with $100 million assets under management and in compliance to the specific mandates.
- Achieved 14% per annum return on average for the pension and insurance funds which were directly linked to the asset and security selection.
- Co- led the team that developed and revamped the wealth management investment solutions strategy at Madison Investment Managers resulting in growth from $500,000 to currently over $2 million in a span of three years.
- Managed relations with key strategic partners and stakeholders inclusive of institutional client relationships.
- Served as a project champion of the implementation of the Investment Management Software system – ensuring accurate portfolio data collection and analysis as well as performance analysis.
- Spearheaded and coordinated engagements with the Capital Markets Authority with an aim to produce proposals towards accelerating the capital markets development and deepening.
- Supported the Chief Investment Officer by heading the research team for a period of 6 months and established the standard operating procedures for the research function over and above ensuring seamless release and presentation of investment notes and robustness of investment opportunities’ evaluation tools.
- Oversaw portfolio and wealth management of the unit trust funds and discretionary portfolios amounting to over $ 250 million which included balancing and rebalancing of the portfolios, formulation, and execution of investment strategies, investment research and recommendation, preparation and presentation of quarterly reports.
- Implemented the Go-to market strategy which led to 3 institutional clients purchasing the White Labeling Product Line hence increased the company’s revenue, assets under management & financial return by 67%.
- Established the standard operating procedures for the research function over and above ensuring seamless release and presentation of investment notes and robustness of investment opportunities’ evaluation tools.
- Leading acquisitions of wind and solar farms for funds managed by CEE as well as the acquisition process of two ready-to-build wind farms and two solar farms with approximately 140 MW in Spain and France.
- Opening up the Spanish market for CEE, including identifying and building up relationships with relevant developers, banks and advisors as well as developing the right transaction approach and its valuation assumptions.
- Involved in developing route-to-market strategies for CEE´s core markets via PPAs with different profiles.
- Direct reporting to Chief Investment Officer.
- Managed relationships with G.Ps, L.Ps and Directors to understand their investment objectives and provide them with Investment Performance Analysis and Portfolio Management needs.
- Managing investment portfolios for Funds of upto AUM 25 Million USD, incharge of making investments, monitoring performance and exiting
- Conducted investment analyses and research, benchmarking, portfolio performance measurement, and related analyses for recommendations on investing/not investing in Funds
- Structured new Investment Funds, defined Drafted Investment memorandums,
- Conducted equity analyses, company and fund valuations
- Equities and Debt Funds • UK Absolute Return Fund: Performance Analysis of a UK Fund investing in Middle East Listed Equities in 10 countries. • Emerging Market Equity Fund Performance: Benchmarking, analysis and selection of Asian Equity Funds for investment. • Debt Fund LP Investment evaluation:
- Private Equity and Venture Capital Funds
- Portfolio Manager of a Private Equity Fund with 24 Million USD AUM reporting to General Partners
- Structured a Fund of 60 Million USD for LPs
- Traditional Managers: Quantitative emerging markets equities, Swiss mortgages, money market CHF, global equity alternative risk premia and systematic global credit
- Alternative managers: Global macro, managed futures (CTA's) and tail hedge strategies
- Portfolio construction of a diversifying basket with focus on tail hedges
- Industry research and implementation of direct lending and ILS (insurance linked securities) programs
- Developing and proposing new investment ideas to the investment committee (municipal bonds, inflation linkers, alternative credit, commodities financing and commodities relative value)
- Development and implementation of a liquidity profile in normal and stressed markets across all asset classes
- Sharing and preparing of market intelligence from managers employed with the investment committee
- Healthcare unit's deal flow management
- Analysts and investment managers coordinator
- Partnership creation with international accelerators, VC funds and institutions
- Healthcare unit's deal flow management
- Making reports and updates for the investment director
- Assessed over 300 life science, med tech and deep tech proposals
PRO TIP
Make sure to relate your experience to your job description, but never lie. That’s not tolerated and will show up in the face-to-face interview later on.
Action Verbs for your Investment Manager Resume
Recommended reads:
Investment Manager Resume Skills’ Tips & Tricks to Impress Recruiters
Resume Skills Section Checklist:
- Ensure your hard skills section (including technologies) are exactly matching the job description.
- Don’t simply list your soft skills. Apply the “show, don’t tell” principle - let your job achievements speak for themselves.
- Find a way to showcase your skills beyond the skills section.
- Your resume’s skill section is important to ATS systems - so don’t skip it.
Top Skills for your Investment Manager resume
- SQL
- Microsoft office
- Tableau
- Salesforce
- Jira
- Google Analytics
- Project Management
- Time Management
- Interpersonal Communication
- Decisiveness
- Delegation
- Patience
- Creativity
- Self-motivation
PRO TIP
Avoid getting sidetracked by Applicant tracking software by including a tech skills' section matching the job description and your own qualifications.
Investment Manager Resume Header: Tips, Red Flags, and Best Practices
CHECKLIST For Your Investment Manager Resume Header
- Your name and surname in a legible and larger resume font
- The job title you’re applying for or your current job title as a subheading to your name
- Link to your portfolio or online profile, such as LinkedIn
- Address (City and State for the US; just your city for rest of the world)
- Email address
- Headshot (required or welcomed in the EU; not required and sometimes frowned upon in the US)
Stick to popular email providers such as Gmail or Outlook. And use these professional formats to create your username:
- first.last@gmail.com
- last.first@gmail.com
- firstlast@gmail.com
- f.last@gmail.com
- first.l@gmail.com
Recommended reads:
PRO TIP
Some companies, states, and countries have policies about identifying information like photos on your Investment Manager resume. Be sure to check all the relevant rules before submitting yours. If you’re in doubt, you can always try contacting the company’s HR department to ask for their policy.
Investment Manager Resume Summary Best Practices
Checklist: What to include in your Investment Manager resume summary:
- Years of experience;
- Highlight top 3 skills and proficiencies;
- One big professional accomplishment you’re most proud of, that you can tie with the aforementioned skills;
- Use short, direct sentences - but no more than three - to keep the HRs interested.
Resume Summary Formula:
PRO TIP
Include a link to your portfolio in your resume header. Most companies will require that you include one in your resume, and even if they don’t, it’s an excellent opportunity to directly show them your proudest projects.
Recommended reads:
Listing Your Education, Certifications and Courses
Resume Education Section Checklist:
- Ensure your hard skills section (including technologies) are exactly matching the job description.
- Don’t simply list your soft skills. Apply the “show, don’t tell” principle - let your job achievements speak for themselves.
- Find a way to showcase your skills beyond the skills section.
- Your resume’s skill section is important to ATS systems - so don’t skip it.
Top Certifications for your Investment Manager resume
Recommended reads:
PRO TIP
There are dozens of certifications that you can claim as a Investment Manager. But, some are more effective than others. That’s why you mustn’t include every certificate other applicants might have. Try instead to earn and list a few of the difficult ones.
Investment Manager Resume: Additional Writing & Formatting Tips
There are three basic resume formats you can choose from:
- Reverse-chronological resume format;
- Functional resume format;
- Hybrid (or Combination) resume format;
The most optimal format for your particular case will depend on your years of experience, as well as whether you’re switching industries or not.
Reverse chronological resumes are best suited for experienced individuals who are sticking to their industry. The experience section takes a central place, and its bullets contain your responsibilities and achievements, coupled with numbers and results.
Functional resumes are used by less experienced jobseekers or career changers. Note that it’s not a format that recruiters prefer, as most are used to the classic chronological alignment. Instead of a list of job titles, functional resumes focus on your skills, and through what experiences you gained them.
Hybrid resumes are great for both experienced and entry-level candidates, as well as career changers. They combine the best of both worlds - most often in a double column format, where one side of the content is focused on your experience, whereas the other - on your skills, strengths, and proudest moments.
Investment Manager Resume Summary best practices
Here are more resume tips regarding your layout and style:
- Clear and legible 12p resume font size;
- Use 10’’ resume margins - that’s default for a great resume design;
- Use a one-page template resume length if you’ve got less than 10 years of experience; otherwise, opt for a two-page resume;
- Save your resume as PDF before sending it to the recruiter.
To take it a step further, check out how your resume can stand out without leaning too much on the creative side.
Recommended reads:
PRO TIP
If you feel that you don’t have high chances in a particular company, due to lack of relevant experience, then you can still consider using a creative layout. That might help you get noticed and invited for an interview, as most of the other applicants will have boring resume designs.
Other sections to include in your resume
Depending on the type of company (corporation or start-up; innovative or traditional), job seniority level and your location, you may want to include more sections to your Investment Manager resume:
Investment Manager Resume: How to Make Yours More Creative & Stand Out
When you send your resume to a potential employer, chances are it's the fiftieth one they've seen that day. That's why you need to make your Investment Manager resume stand out for the right reasons. That means showing your personality, not just your professional experience. Employers are far more likely to remember a candidate who seems like a genuine person and not a robot. Do this by including your passions (which is also a great place to demonstrate skills on a resume), share your favorite books, or even what your usual day looks like.
What Makes a Great Investment Manager Resume: Key Takeaways
- Choose a resume layout that sends the right message across and fits your current career situation;
- Create a resume header that shows your desired job title, and easy to find contact numbers;
- Be specific about your experience, accomplishments and future goals in your summary;
- Feature detailed metrics and specific examples that show the impact you made in your previous roles when describing your experience;
- List soft skills backed by examples;
- Add all of your technical skills and certifications that you have and match the job description;
- Show off a dash of personality in your resume that will demonstrate your culture fit and the right mix of hard and soft skills.
