Finance Investment Resume Template

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Richard Watson

Finance & Investment Professional




I am a finance and investment professional with seven years’ experience in the financial services industry, the bulk of which has been gained in wealth management at a leading South African financial services provider. Before starting my career in wealth management, I gained valuable experience as an analyst in the pension and retirement fund space for a global consulting and actuarial services firm.

I am in search of a new opportunity that would allow me to apply the unique range of skills that I have thus far developed in my career, while also allowing me the chance to grow professionally. I am confident that my experience and current attributes, both soft and hard in nature, are highly transferable to any new challenge that I am presented with. My goal is to play a meaningful part and leave a lasting impact on the global investment environment. I firmly believe that further developments in technology, and the rising importance of social and environmental considerations in investment decision making, will shape the future of global capital markets.



Work Experience


Wealth Manager & Equity Trader

AG Wealth



At the start of my career with AG I was appointed in the supporting role of a Junior Trader & Portfolio Manager within a regional branch of AG Paarl, South Africa. I was responsible for investment research and analysis, I assisted in trading and execution, and dealt with end-client queries and instructions. The branch has since then experienced rapid growth and to date has expanded to a further three satellite locations. During this period, I have steadily grown my own client base, and become a senior staff member, earning a seat on the branch investment committee and taking on the responsibility of Office Manager for a satellite office in Wellington, South Africa. More recently I have filled the role of Interim Operations Manager of our securities team. My primary roles at present include the following:

Wealth Manager

I provide a combination of financial advice and discretionary investment portfolio management services to clients in the following areas: local and offshore investments (share portfolios and collective investment schemes), retirement planning, divorce planning, risk- and estate planning.

Office Manager

As the office manager of our satellite office in Wellington, South Africa, I am responsible for the oversight of effective operations, the supervision of supporting staff members, as well as providing training and development for junior employees.

Equity Trading and Execution

On a branch wide-level I am responsible for the trading and execution of equity portfolio transactions across the branch’s client base. This function includes trading on an execution only basis for non-discretionary clients as well as on a discretionary basis in accordance with the branches managed client book and model portfolios.

Investment Committee, Research and Analysis, Media

I am a member of the branch investment committee and play a critical role in the decision-making process regarding the management of branch level model investment portfolios for clients. In addition, I remain involved with the research and analysis process, and the development of written opinion and analysis pieces for local news publications and client newsletters.

Actuarial Analyst

Gem Benefits

Dec 2013


My role as an actuarial analyst involved actuarial administration, calculation, insight, evaluation, recommendation and reporting on institutional retirement products, both on the assets and liabilities of institutional retirement funds. Projects worked on included: defined-benefit and defined-contribution retirement fund valuations; investment return calculations and consolidation; surplus apportionment exercises; and various other projects that required specialist insight and knowledge, such as the adequacy of fund investments to meet the needs of pension fund stakeholders.

Managerial Information (MI) Analyst

AT Global Services

Jun 2012


My first entrance into the professional job market started in the HR department of Fusion Outsourcing Services (now WNS Global Services) as an HR MI Administrator and Project Manager. WNS is a global firm that manages various customer service and call center services on behalf of major global and local corporations. The role included administration, analysis and reporting on data related to human resource to facilitate informed decision making and allow management to plan ahead. I was also responsible for the coordination of internal and external human resource related projects. Projects included regulatory compliance procedures, internal expansion and migration to a secondary regional office building. During my short time with WNS I was promoted to the role of an MI Analyst within the first 2 months of employment. The scope of my role as an MI Analyst involved analysing and reporting on key performance indicators of the customer care function of a major British client and conducting various campaign specific research and analytics. The role also required the construction of small- to-medium scale excel based models to facilitate daily dashboard performance indication and month-end compensation of staff. The position provided me valuable experience in a high-growth, high-paced, and multi-cultural corporate environment, working alongside individuals across borders in countries such as the UK and India.




BcommHons in Financial Analysis

San Jose State University

Dec 2011


Derivatives, Portfolio Management, Fixed Interest Securities, Financial Management, Financial Analysis, Equities


Thesis: Impact Investing – Measuring Performance – A case study in the responsible property investment sector

Bachelor of Commerce in Finance

Northeastern University

Dec 2010


National Senior Certificate

Arizona State University

Dec 2006


Economics, Business Economics, Accounting, Mathematics, English, Afrikaans





Office Manager

AB Wealth Wellington



Since 2017 I have been responsible for the overview of effective operations and supervision of support staff at a satellite office in Wellington, South Africa. In addition, the training and development of the support staff under my direct supervision is a secondary function that I have to manage on a recurring basis. This role has taught me invaluable skills in operations and staff management, which I believe is transferable to any professional roles I may hold in the future regardless of the path my career will take.

Investment Committee

AB Wealth Paarl



I play a critical role in the decision-making process regarding the management of discretionary client model investment portfolios at a branch level. As part of the committee I assist in making decisions on what investments strategies to employ, compare investment alternatives, construct and re-balance portfolios on a weekly basis. Since my appointment with the branch I have had a major hand in the development of the investment offering to branch clients, as well as the strategies, methods and tools used to develop and manage portfolios.

Interim Operations Manager: Securities

AB Wealth Paarl

Dec 2019


In 2019 I took on the responsibilities of operations manager in our branch’s securities business. I had supervisory and managerial responsibilities over a team of administrators and traders, and I was responsible to ensure continued effective operations until such time a permanent appointment could be made.



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What Should Be Included In A Finance Investment Resume?

When it comes to writing a finance investment resume, it is important to include the right information to make sure you stand out from the competition. A finance investment resume should include your education and experience related to the field, as well as any certifications or licenses related to the position you are seeking. Additionally, your resume should include any awards and extra-curricular activities related to the position, and highlight any soft skills you possess that may be beneficial for the role.

In terms of education, your resume should include your highest level of education, as well as any specialized courses or seminars you have taken related to finance or investments. Your resume should also list any professional certifications or licensing you possess that may be applicable to the position. For example, if you are applying for a position in the stock market, you should include your Series 7 or Series 63 license.

Experience is also an important part of any finance investment resume. You should list any full or part-time positions you have held in the field. Make sure to include any special projects or tasks you were responsible for in your role. Your resume should also list any internships you have completed, as well as any volunteer and/or extra-curricular activities you have participated in related to finance or investments.

Finally, your finance investment resume should showcase any awards or accolades you have earned in the field. This could include awards from professional organizations, or any scholarships and awards you have received related to the field. Additionally, it is also important to highlight any soft skills you possess that may be beneficial for the role. This could include teamwork, problem-solving, and communication skills that are valuable in a finance and/or investments role.

What Skills Should I Put On My Resume For Finance Investment?

A finance investment resume needs to showcase your skills, experience and accomplishments. When you are applying for a job in finance, it is important to make sure that your resume accurately reflects what you have done in the past, and how you can help your potential employer achieve success. There are a few key skills that you should include on your finance investment resume in order to make sure that you are presenting yourself in the best light possible.

The first skill that you should be sure to include on your finance investment resume is analytical thinking. Being able to analyze data and come up with solutions to problems is an essential part of a finance investment job. You should be sure to list this skill prominently on your resume and give examples of how you have used analytical thinking in the past.

Another important skill to include on your finance investment resume is financial modeling. Financial modeling allows you to analyze data and create projections for future outcomes. It is essential for success in the field of finance, so make sure to include this skill and give examples of how you have used it in the past.

Computer skills are also very important for finance investment. You should be able to demonstrate that you have experience with the software and programs that are used in the industry. This includes things like Microsoft Excel and financial analysis programs. Make sure to include this on your finance investment resume so that your potential employer can see that you have the necessary skills.

Finally, communication skills are essential for success in finance. Being able to articulate your ideas and present them effectively is important in the field of finance. Include examples on your resume of how you have used communication skills in the past.

These are some of the key skills you should include on your finance investment resume . By demonstrating these skills to your potential employer, you can show that you are an ideal candidate for the job.

What Is The Job Description Of The Finance Investment?

Finance Investment is a job that requires an understanding of business and financial operations. It involves analyzing financial data and making decisions that will increase the value of a company’s investments. A Finance Investment professional plans, implements, and oversees an organization’s investments, such as stocks, bonds, mutual funds, and other securities. They must also be able to evaluate different portfolios and select the best investments for the organization.

Those interested in this field must have a strong knowledge of financial principles, analysis techniques, and business operations. They must also be able to research and understand different markets and securities. The ability to communicate investment strategies and evaluate performance is also important.

Finance Investment professionals should also be able to develop and maintain relationships with investors, brokers, and other financial advisors. They may also need to work with regulators, such as the Securities and Exchange Commission, to ensure compliance with regulations.

A Finance Investment resume should highlight an individual’s experience in the field, as well as their education, training, and skills. It should demonstrate the candidate’s understanding of financial markets and investments, as well as their ability to analyze and interpret data. The resume should also showcase the candidate’s ability to develop and implement investment strategies and to make sound financial decisions.

What Is A Good Objective For A Finance Investment Resume?

When it comes to writing a resume for a finance and investment career, it’s important to make sure that the objective that you include is concise and to the point. A good objective for a finance investment resume should clearly define your career goals in the field and should demonstrate that you have the relevant experience and skills to be a successful candidate.

When writing your objective, it should be tailored to the specific job you are applying for. It should focus on the specific skills that you have that make you a good fit for the role, such as financial analysis, investment research, portfolio management, or asset management. It should also demonstrate that you have a good understanding of the current market trends and financial regulations. Additionally, you should also include any industry certifications that you may have, such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) exams.

When writing your objective, it is important to keep it concise. Don’t ramble on and on about your skills and qualifications; just make sure to include the most relevant information in the fewest number of words. Additionally, make sure that your objective is tailored to the specific finance and investment job you are applying for. The more specific you can be, the better.

In summary, a good objective for a finance investment resume should be tailored to the job you are applying for, should highlight your relevant skills and experience, and should be as concise as possible. By including these key elements, you will create a resume that will stand out from the competition and help you get the job you want.

What Are The Career Prospects In The Finance Investment?

Finance investment is a highly sought after career path with a wide range of potential opportunities. As the global economy continues to grow and evolve, the need for financial advisors and investment managers who can make well-informed decisions grows as well. With the right qualifications, finance investment can be an extremely rewarding and lucrative field.

The career prospects in the field of finance investment have grown exponentially in the recent years. Investment banking, hedge funds, private equity and venture capital are just a few of the many potential opportunities available. Financial advisors are also in high demand, as they are responsible for helping clients manage their investments and plan for the future.

Those interested in finance investment can expect to gain valuable experience in the field through internships and entry-level positions. Working in the field of finance investment allows individuals to develop their financial acumen and grow their professional network. With the right qualifications and experience, finance investment professionals can expect to be highly sought after and compensated handsomely for their services.

Finance investment professionals must have strong analytical and problem-solving skills in order to be successful in this field. They must also be comfortable making decisions in a fast-paced environment and have a high degree of financial literacy. Additionally, expert communication skills are essential as finance investment professionals must be able to effectively explain complex concepts to their clients.

For those looking for a career in finance investment, it is important to keep up with the latest industry news and trends. Additionally, having a strong resume and well-crafted cover letter can make all the difference when applying for finance investment positions. With the right qualifications and dedication, a career in finance investment can be extremely rewarding and lucrative.

Key Takeaways for an Finance Investment resume

Finance Investment resumes should be tailored to the position you are applying for and include the skills and experience that make you stand out as the ideal candidate. When writing a resume for a finance or investment position, there are several key takeaways to keep in mind.

First, it’s important to highlight your competency and understanding of financial analysis, portfolio management, and other related topics. Include specific examples of your experience in these areas, such as the types of investments you’ve managed, the success you’ve achieved, and any relevant certifications you hold.

Next, be sure to focus on communication skills, especially how well you can explain complex financial concepts to non-experts. Your resume should also demonstrate strong problem-solving skills, as well as the ability to manage multiple tasks and prioritize effectively. Include examples of how you’ve used these skills in past roles.

Finally, demonstrate your knowledge of the latest trends and regulations in the finance and investment industry. You should also include any awards or recognition you’ve received to show you’re on top of the latest developments in the field.

By following these key takeaways, you can create a winning resume that stands out from other applicants. With the right focus, you can put yourself in the best position to land the finance or investment job you’ve been dreaming of.