Average resume stats for your industry
Words
478
Pages length
2.4 p
Job titles per resume
Bullet points per job title
10.8
Experience
10.4 years
Top Skills for Investment Manager resume
HARD SKILLS
  1. SQL
  2. Microsoft office
  3. Tableau
  4. Salesforce
  5. Jira
SOFT SKILLS
  1. Time Management
  2. Interpersonal Communication
  3. Decisiveness
  4. Delegation
  5. Patience
Resume Background
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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.

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Top Investment Manager sections that make the best resume

  • Header
  • Professional summary
  • Experience (with numbers and results)
  • Relevant skills
  • Education
  • Certifications

Writing a job-winning experience section: Investment Manager resume edition

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Investment Manager Resume Experience Section: Dos and Don'ts
  • List 4-6 bullet points per position;
  • Include only relevant job experience;
  • Make sure to highlight your strongest skills by focusing on the challenges you’ve faced and the results you’ve achieved;
  • Don’t use buzzwords that carry no meaning;
  • Don’t share confidential information about your previous employers.

If you prefer to be led by example, check out some great Investment Manager resume experience section snippets below!

Work Experience
Development and Investment Manager
Inspire Co
2012-2014
  • 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
Work Experience
Senior Investment Manager
DuBuque, Conroy and Durgan
2016-2017
  • 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
Work Experience
Investment Manager
Epic Adventure Inc
2009-2014
  • 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.
Work Experience
Investment Manager
Bravura Origin
2016-2020
  • Valuation of the target companies
  • Deal structuring
  • Negotiation
  • Portfolio management
  • Financial analysis
  • Due diligence
Work Experience
Strategy and Investment Manager
Monk
2021-2022
  • 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
Work Experience
Investment Manager
Erudite
2015-2019
  • 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.
Work Experience
Investment Manager
Hermiston LLC
2020-2022
  • 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.
Work Experience
Assistant Investment Manager
Innovation Modular
2012-2018
  • 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.
Work Experience
Investment Manager
Eco Focus
2015-2017
  • Deal sourcing en assistentieverlening tijdens aankoopfase
  • Business plannen opstellen en uitvoeren bij lopende investeringen
  • Financiële, investerings- en asset management rapportage
Work Experience
Investment Manager
Eco Focus
2011-2018
  • Deal sourcing and assisting in all aspects of deal execution
  • Business plan development and execution of ongoing investments
  • Financial, investment and asset management reporting
Work Experience
Investment Manager
Hahn Inc
2012-2018
  • 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.
Work Experience
Assistant Investment Manager
Schmeler LLC
2018-2020
  • 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.
Work Experience
Investment Manager / Authorized signatory ("Prokurist")
Obelus Concepts
2016-2017
  • 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.
Work Experience
Investment Manager
Hintz, Emmerich and Swaniawski
2012-2014
  • 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
Work Experience
Senior Investment Manager
Bravura Combo
2021-2022
  • 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

Work Experience
Senior Investment Manager
Nixue Root
2021-2022
  • Healthcare unit's deal flow management
  • Analysts and investment managers coordinator
  • Partnership creation with international accelerators, VC funds and institutions
Work Experience
Senior Investment Manager
Inspire Co
2012-2018
  • 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 icon
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

The Enhancv team went through thousands of Investment Manager resumes that have helped people get hired at their dream companies. Here are some of the best power words used by these top applicants:

An Impressive Skills Section for Your Investment Manager Resume

Checklist icon
Writing a skills section that stands out:
  • Check the job advert for keywords that you can use: this will help you pass ATS;
  • Focus on relevant and valuable skills that will support your application;
  • Make sure to include both hard and technical skills, leaving soft skills for other sections of your Investment Manager resume;
  • Don’t list skills you don’t have.
Top Skills for your Investment Manager resume
HARD SKILLS

SQL

Microsoft office

Tableau

Salesforce

Jira

Google Analytics

Project Management

SOFT SKILLS

Time Management

Interpersonal Communication

Decisiveness

Delegation

Patience

Creativity

Self-motivation

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PRO TIP

Avoid getting sidetracked by Applicant tracking software by including a tech skills' section matching the job description and your own qualifications.

what to write in your resume header
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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
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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.

The Investment Manager Resume Summary: Tips and Tricks

what to write in your resume summary
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Making a strong first impression:
  • Keep your summary section short and easy to read; avoid long sentences;
  • Highlight your total years of experience in the field;
  • Mention 1-2 of your biggest achievements and strengths;
  • Add a couple of keywords from the job advert.
resume Summary Formula icon
Resume Summary Formula:
Resume Summary Formula: [Adjective] [job title] with [number] years of experience in [industry], a proven ability to [relevant, measurable skills], and a strong background in [relevant context of your work experience] seeks a position as [the job title you’re applying for].
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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.

Investment Manager Resume: A Strong Education Section

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What to include in your education section:
  • Your highest education degree (incl. major, duration, name of institution);
  • A bit more about the certifications you’ve got (if they are relevant to what you’re applying for);
  • Some extracurricular activities that have helped you develop and strengthen your skills;
  • If you’re an entry-level applicant: Relevant courses and projects.
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Top Certifications for your Investment Manager resume
certification image
The Complete Investment Banking Course 2022

The #1 Course to Land a Job in Investment Banking. IPOs, Bonds, M&A, Trading, LBOs, Valuation: Everything is included!

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Investment Banking and Finance: Private Equity Finance

Investment Banking and Finance: Private Equity Finance Masterclass: Fundraising, Valuation, PE Deals from Entry to Exit

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Python for Finance: Investment Fundamentals & Data Analytics

Learn Python Programming and Conduct Real-World Financial Analysis in Python - Complete Python Training

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Corporate Cash Investment Strategies

This course covers key steps for the execution of a sound corporate investment strategy.

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Investment Analysis & Portfolio Management - Core Finance

Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets

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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: How to Choose the Right Format

The content of your resume is necessary for showcasing your expertise, skills, and education. Great formatting, on the other hand, is essential for highlighting your attention to detail, creativity, and ability to stand out.

There are three basic resume formats to choose from:

Which one of these you choose depends on a couple of things, but most importantly: the industry and your level of experience.

The reverse-chronological resume format, for example, is great if you’re an Investment Manager with many years of experience and no career gaps. It doesn’t really matter if your company of choice is a multinational corporation or an early-stage startup – this resume format is considered to be a safe bet.

If you’re someone with little or no experience, however, we advise you to go for a functional skills-based resume format. It focuses on skills, competencies, and education, rather than experience. This makes it great for entry-level applicants, career changers, and graduate students.

And if you’re tired of traditional formats and want to go over the top when it comes to your application, the combination or hybrid resume format is here to help. Here, you can focus on both your experience and your skills, there’s even space for you to highlight your most spectacular personality traits. If you want to give a modern feel to your Investment Manager resume, this resume format is just what you need. Add a ‘my life philosophy’ section for additional bonus points!

Looking for ways to perfect your Investment Manager resume layout and style?

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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.

Your Investment Manager Resume: Other Sections to Include

Tired of resumes that focus only on your professional side? Want to show you’re an actual human being with a real personality that goes beyond your work experience? Then add some other sections to your Investment Manager resume!

Depending on the industry, company, and position, you can go for a more creative or less creative approach. Choose 1-2 of the following:

Making Your Investment Manager Resume Shine

In a pile of boring black and white resumes, a creative Investment Manager application feels like a breath of fresh air. And trust us, recruiters love this.

There are two ways to add a splash of creativity to your resume. You can either go for a creative layout (bright colors, modern fonts, etc.) or add some creative sections (e.g. ‘what my typical day looks like’).

It’s up to you! Just make sure to keep the position, company, and industry in mind. Otherwise, you risk going over the top. And that’s not always a good idea.

day of my life on resume   Enhancv resume section

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.

Looking to build your own Investment Manager resume?

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Author image
Volen Vulkov
Volen Vulkov is a resume expert and the co-founder of Enhancv. He applies his deep knowledge and experience to write about career change, development, and how to stand out in the job application process.