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Investor skills for your resume and career

Updated January 8, 2025
5 min read
Below we've compiled a list of the most critical investor skills. We ranked the top skills for investors based on the percentage of resumes they appeared on. For example, 8.6% of investor resumes contained financial statements as a skill. Continue reading to find out what skills an investor needs to be successful in the workplace.

15 investor skills for your resume and career

1. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how investors use financial statements:
  • Analyzed company financial statements and stock charts to determine investment opportunity and risk.
  • Compiled empirical evidence for investment advice through financial statements, stock charts, and media releases.

2. IR

Optics is a branch of physics that encapsulates everything about the science of light. Infrared, also called infrared light, is electromagnetic energy with wavelengths longer than visible light. Therefore, it is invisible to the naked human eye. IR is generally encompassing wavelengths from the nominal red edge of the visible spectrum around 700 nanometers, to 1 millimetre. Infrared (IR) optical fibres may be defined as fibre optics that transmit radiation.

Here's how investors use ir:
  • Developed aggressive IR initiative to educate institutional investors on company's sound fundamentals and strong upside potential.
  • Served as a direct report under the CEO and President to perform IR duties through the capital raising and roadshow process.

3. Press Releases

Here's how investors use press releases:
  • Prepared and distributed financial/informational press releases and reports to employees, stockholders and financial communities.
  • Communicated with all investors and created press releases for upcoming events/contracts.

4. Investment Community

Here's how investors use investment community:
  • Work closely with senior management to articulate the corporate strategy to investment community.
  • Produced, edited and distributed interactive media targeting the institutional investment community.

5. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how investors use real estate:
  • Provide independent analysis and feasibility studies for real estate and investment properties.
  • Owned and operated successful residential real estate investing business.

6. Reconciliations

Here's how investors use reconciliations:
  • Prepared and reviewed necessary reconciliations to ensure assets balanced and agreed to FNMA actual/actual and schedule/actual reports.
  • Performed cash reconciliations and developed and maintained financial templates for internal controls.

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7. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how investors use due diligence:
  • Optimized and prepared due diligence packages that included standard questionnaires, client representative lists, and regulatory compliance information.
  • Led operational and financial due diligence requests from credit analysts, bondholders, and international private equity investors.
Select Skills To Add To Your Resume

8. Private Equity

Private equity is a kind of investment that consists of capital that is not listed publicly. It involves funds such as pension funds and private investors that directly invest in private companies instead of indulging in public exchanges.

Here's how investors use private equity:
  • Completed final review private equity limited partnership subscription agreements including fund closings with capital call and cash distribution wire assignments.
  • Create and distribute investor correspondence for private equity funds in collaboration with Xerox.

9. Securities

Here's how investors use securities:
  • Trained and experienced in trading securities and derivatives using both technical and fundamental analysis of individual companies.
  • Procured replacement instruments regarding lost securities.

10. Client Relationships

Here's how investors use client relationships:
  • Developed and maintained client relationships implementing financial solutions by analyzing current state to determine needs.
  • Prospected and managed client relationships during intense, high-growth period when fund assets rose by $1B, maintained zero complaints.

11. Personal Portfolio

Here's how investors use personal portfolio:
  • Managed/traded personal portfolio acquired through success as an options market maker (see below) in Chicago.
  • Manage personal portfolio of stocks with a focus on managing risk while maximizing return.

12. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how investors use risk management:
  • Managed portfolio risk aggressively with a dynamic risk management philosophy founded upon Bayesian updating.
  • Determined risk management on bank assets and determined most profitable solution.

13. Buy Side

Here's how investors use buy side:
  • Targeted buy side and sell side analysts for Investor Relations initiatives.

14. Equities

Here's how investors use equities:
  • Applied various trading strategies for my personal investments in equities, options and futures markets.
  • Managed $250K portfolio with exposure to commodities, futures, and equities.

15. Sell-Side Analysts

Here's how investors use sell-side analysts:
  • Facilitated communications with 19 sell-side analysts and over 50 shareholders.
  • Attracted and retained three different sets of investors and sell-side analysts.
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List of investor skills to add to your resume

Investor Skills

The most important skills for an investor resume and required skills for an investor to have include:

  • Financial Statements
  • IR
  • Press Releases
  • Investment Community
  • Real Estate
  • Reconciliations
  • Due Diligence
  • Private Equity
  • Securities
  • Client Relationships
  • Personal Portfolio
  • Risk Management
  • Buy Side
  • Equities
  • Sell-Side Analysts
  • Financial Markets
  • Conference Calls
  • Business Development
  • FNMA
  • Financial Analysis
  • Market Research
  • Hedge Funds
  • Corporate Communications
  • NASDAQ
  • NYSE
  • Bloomberg
  • FHLMC
  • Financial Results
  • Road Shows
  • Financial Data
  • AML
  • Fact Sheets
  • Journal Entries
  • Salesforce
  • Financial Models
  • Earnings Releases
  • Fannie MAE
  • Executive Management
  • Gnma
  • Venture Capital
  • Freddie Mac
  • Bank Accounts
  • PowerPoint
  • AUM
  • Property Management
  • Business Plan
  • Mortgage Loans
  • Competitor Analysis
  • Derivative

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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