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Finance & Investments Professional Resume Sample


I am with well over 10 years’ experience within the financial services, Medical Insurance and currently Public
Sector Finance industries. I have completed my Master’s in Management (Finance and Investments) degree
as well as certificates in Financial Analysis and Portfolio Management, Management Advancement, Project
Management as well as my undergraduate Bachelor’s degree in Commerce.


  • Complex Lending
  • Corporate Finance
  • Financial Analysis
  • Risk Management
  • Credit Risk
  • Structured Finance
  • Financial Modelling
  • Project Finance
  • Sales
  • Relationship
  • Management
  • Financial Modelling


Senior Finance Manager
Metro Industrial Development, NY US Oct 2019 – Present

  • Build financial models and provide in-depth technical guidance into financial structuring
  • Analyze and engage with capital markets and other key stakeholders, in support of fundraising
  • Provide strategic input into the development and refinement of the GIDZ structured finance operating
    model, structures, systems, policies, and processes,
  • Undertake financially and risk analysis of feasibility studies, in conjunction with Project Development
  • Develop investment memoranda and investment motivations for the GIDZ, advise on bankability, and
    provide timely and accurate investment information to internal and external stakeholders
  • Provide expert advice in respect of, and manage and oversee financial closure processes for all projects
  • Deliver information and project management, oversight and knowledge sharing support across the full
    project cycle – monitoring project implementation
  • Ensure compliance with the PFMA and all Treasury Regulations including BBBEE, PPPFA.
  • Maintains relationships with various stakeholders in order to foster effective communication and ensure
    appropriate relationships are maintained.

Commercial Property Finance Specialist
JP Morgan Finance & Banking Apr 2013 – Sep 2017

  • Maintain relationships with key Investment Property account clients,
  • Manage commercial property finance portfolio for FNB Business region
  • Structure commercial property transactions for investment properties (i.e. Commercial Developments,
  • Residential Developments, Rental Stock, Retail as well as office),
  • Structure Term Finance Commercial Property Finance through company financial statement following a
    company cashflow based analysis,
  • Providing clients with technical input and advice of proposed financing structures and industry
  • Structure Term Finance Commercial Property Finance through company financial statement following a
    company cashflow based analysis,
  • Providing clients with technical input and advice of proposed financing structures and industry
  • Annual review and risk analysis of existing transactions as well as mitigation of risk by recommending
    risk-mitigating structures
  • Manage Regional Investment Property lending book in terms of book growth, ROE and perform annual
    transactional reviews,
  • Report writing, Deal Structuring and Credit Committee presentations,
    Financial Executive
  • American Bank Oct 2008 – May 2009
  • Relationship Management of R100 million turnover segment,
  • Manage and control daily account reports,
  • Maintain and build customer relationships by ensuring that all their needs are met by developing a
    good understanding of their businesses,
  • Assist with improving/ maintaining financial targets thereby contributing to the overall profit of
    Commercial Banking,
  • Offering all an all-round comprehensive banking suite product to the clients,
  • Preparation and completion of all applications for facilities, this includes new as well as those to be
  • Provision of vehicle fleet and transactional fleet products,
  • Relationship and Stakeholder Management.


Masters In Finance Management
NIT Business School Jan 2012 – Nov 2013
Corporate Finance and Investments

Certificate in Fundamentals of Project Management
University of Washington Feb 2010 – Nov 2010
Project Finance Methodologies

Bachelor of Commerce (Finance)
BITS Business School Jun 2002 – Feb 2008
Strategic Management (Major)


  • English
  • French
  • German
  • Dutch


Available on request

Career Expert Tips:

  • Always make sure you choose the perfect resume format to suit your professional experience.
  • Ensure that you know how to write a resume in a way that highlights your competencies.
  • Check the expert curated popular good CV and resume examples

Finance & Investment Resume with Writing Guide

A finance and investment professional is someone who manages the funds of individuals or organizations. Their job entails investing money for clients while minimizing risk and maximizing profits. As a result, companies often invest in their skillset by hiring them as employees. The most common qualifications that employers look for are experience in the field or a degree from an appropriate institution.

A finance and investment professional should have a portfolio of services that shows the potential employer how valuable he or she will be to the company. A well-written resume is essential to making that point. Here are some tips for your resume:

We recommend you to go through our article “how to write a resume“. We assure you will get the best of knowledge to build a job-winning finance & investment resume or curriculum vitae. In case if you want to know about the types of resume formats used in the current job market. We are happy to give you the full details about the “resume formats” for your next job.

Tips for Writing Your Resume

The heading of your resume should clearly summarize the position you are applying for and your qualifications for it. You should use this section to emphasize what skills you have and how they will help the company.

It is critical that you include your contact information including your phone number and email address. Providing this information early will allow the employer to contact you easily in the event they need additional information.

You do not have to slavishly adhere to a particular format for creating a resume; however, you should follow some general guidelines. First, pick a single page resume length and try to keep it consistent across all of your resumes. The length is just an estimate but most employers these days require 1 to 2 pages or more. It is a good idea to set a limit on the number of pages as well.

When you are developing your resume, keep it simple and don’t clutter the page with extraneous information. The resume is generally a summary of your experience and qualifications that should be concise and focused on communicating the most crucial information possible. You want to ensure that your content provides the employer with an essential overview of what sets you apart from the competition – not a laundry list of everything you have done in previous jobs or volunteer positions.

To ensure that you have all of your relevant employment history represented, be sure to include your employment dates or part thereof.

If you use a chronological resume, it is a good idea to list the most recent position first with the most senior position being first on the page. A functional resume is also an option if you want to highlight skills and experience by category instead of in chronological order. However, before using this format it would be a good idea to speak with someone in Human Resources (HR).

Make the name of your company or institution at the top of your resume. This will provide a clear picture of who you are and what you do for them. If they are employing you, then it should also tell prospective employers where they can find more information about them.

Develop a compelling and professional first paragraph that emphasizes why the employer should be interested in hiring you instead of any of the other people who have similar experience and qualifications.

Finance & Investment Responsibilities:

  1. Respond to client questions regarding stocks, bonds, mutual funds, and variable annuities.
  2. Inform clients about statistics pertaining to investments.
  3. Analyze financial information and present analysis to senior members of the firm.
  4. Review investment portfolios and make recommendations regarding changes in the portfolio’s allocation of assets and investment categories.
  5. Assist clients in making decisions regarding asset allocation.
  6. Monitor performance and returns of investment portfolios.
  7. Assist clients in making decisions regarding which investment strategies should be implemented to achieve financial objectives.
  8. Provide analysis of alternative investment strategies, and help clients decide on which strategy would best meet their financial goals.
  9. Meet with clients to discuss investment strategies, including current and future market conditions or changes in investment philosophy.
  10. Review investment portfolios and recommend changes based on market trends, client preferences, and regulatory requirements.
  11. Develop reports that depict fund performance over specified periods of time.
  12. Present performance analyses of investment funds to potential investors and clients.

Top 15 Must-have Finance & Investment Skills:

  1. Finance & Investment Experience:
  2. Writing Ability:
  3. Research Skills:
  4. Excel Skills:
  5. Accounting Skills:
  6. Presentation Skills:
  7. Negotiation Skills:
  8. Communication Skills:
  9. Teamwork & Leadership Qualities:
  10. Career Development Skills:
  11. Work Experience:
  12. Banking, Financial & Market Research:
  13. Marketing & Sales Management:
  14. Business Analysis & Leadership Qualities:
  15. Language Skills

Tips to write a Finance & Investment Resume Summary:

A summary or objective statement is the first thing you’ll want to put on your resume. This statement should be short and to the point, and is usually about 1-3 sentences total. The purpose of this summary is to make it easy for hiring managers to get a quick impression of who you are, as well as what you’ve done. The summary should contain some keywords regarding the role you are applying for, and why you are the best person for that position. When writing a Finance & Investment Resume Summary, think about how you would explain your skills and experience to someone else. The objective statement is designed to attract a potential employer’s interest in your abilities and make them want to learn more about you.
“…be clear, precise, and specific when describing your most recent positions.


  1. Be clear, precise, and specific when describing your most recent positions.
  2. Emphasize your strengths by focusing on results, accomplishments and contributions in a few words.
  3. Emphasize your work experience in the most recent positions.
  4. Keep the objective statement short and simple.
  5. Proofread to make sure everything looks good before submitting to an employer.”


How to write a Finance & Investment Resume with No experience:

  1. Identify the skills and expertise you bring to the table.
  2. Gather your job description from past work experience or internships.
  3. Research what employers are looking for in an investment professional.
  4. Research what employers are looking for in a finance professional.
  5. Start writing your resume with your strongest qualifications first.
  6. Put experience first, education later in your resume – but make sure to have an education section at the end of your resume.
  7. Be sure to include keywords and phrases that an employer would search for.
  8. Proofread your resume – and have someone else proofread it.
  9. Make sure your resume is easy to read and visually appealing to an employer.
  10. Make sure your resume is targeted to a specific employer.
  11. Make sure your resume is targeted to a specific position.
  12. Based on the position you are applying for, include or delete facts and figures in your resume (quantitative data).
  13. Double check for grammar, spelling, and punctuation errors – and then have someone else double check it.
  14. Use action verbs to describe what you did (instead of telling what you did).

How to write a Finance & Investment Cover Letter:

A finance & investment professional cover letter is the one page document that represents you and your experience to prospective employers. Your cover letter should be tailored to each specific job application, and accompanied by a resume that represents your qualifications professionally.


  1. Do not copy and paste.
  2. What do you want them to remember?
  3. Customize for each position you are applying for and include specific details about your skills that meet their qualifications!
  4. Tailor your cover letter to the position, but do not use generic filler words like, “I am outstanding in…” or “My skills are excellent at…”
  5. Include information about your salary expectations, and a paragraph length that is not too long or too short.
  6. The cover letter should be a few sentences in length, and should only include the information that is necessary to demonstrate why you would be a good fit for their company.

Key Takeaways:

  • Finance and investment professionals should emphasize their experience, education, expert opinions, and awards in their resumes.
  • Make sure to use powerful action verbs when describing your work or educational experience.
  • Use numbers and statistics to highlight your achievements.
  • A bulleted list can be used by professionals in several different formats to outline the most relevant professional skills.

I hope you are ready to create the finance & investment professional resume that helps you to land your dream job?

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