Chartered Financial Analyst Resume
Chartered financial analysts are investment experts who study the ups and downs of the stock market and market trends for finding investment opportunities. They work with banking and finance companies and help clients in directing their hard-money through proper channel to specific stocks, bonds, and securities. Before giving advice to clients on investment, they collect and analyze information of a particular stock and report their findings to the senior financial analysts.
This job position is for those who like to work with numbers and figures and are a graduate in any one of these disciplines – Accounting, Finance, Economics. After completing internships, the analysts have to obtain a minimum of three-years of industry experience, and get certified from an authorized institute.
Chartered Financial Analyst Resume Example
James J. Taylor
4966 Rinehart Road
Miami, FL 33179
Phone: 786-389-5805
Email: jjtaylor@example.com
Career Objective:
To work as a chartered financial analyst with “Juma Finance,” and perform research on stocks and bonds and suggest clients on investing.
Summary of Skills:
- Proficient knowledge of accounting principles, practices, and the legal aspects of preparing and filing financial documents
- Highly skilled at applying knowledge of calculus, statistics, and mathematics to evaluate and interpret the financial documents
- Strong knowledge in economics, securities and portfolio management field that helps study the financial aspects of market behavior and competitors' strategy
- Capable of communicating and coordinating activities with different sections within the accounts department
Work Experience:
Chartered Financial Analyst
Aspirations Inc., Miami, FL
July 2013 - Present
- Tracking financial performance of specific products, services, project departments and drafting reports on development
- Researching on areas impacting he financial standing of the organization
- Coordinating with the accounts departments and analyzing profit and loss statements and balance sheets for each quarter /year
- Preparing statistics depicting the trends in revenue generation
- Acting as a financial planner and planning the revenue generation activities of the organization effectively with set profit margins
Chartered Financial Analyst
ABC Company, Miami, FL
January 2012 - June 2013
- Analyzed financial documents and revenue trends from different sources to categorize sources as profitable, potential and non-productive
- Recognized the potential revenue areas and developed them to the fullest of their capacities by allocating required resources
- Gathered information and studied several investment options in the market and advised the organization on the most profitable options
- Interpreted and compiled data from different financial statements and prepared reports with relevant details in easy-to-read language
- Combined knowledge in taxation, insurance, and investments to help the organization meet their short-term and long-term financial goals
Education:
- Bachelor's Degree in Finance
ABC University, Miami, FL
2010
-
Certified Charted Financial Analyst
CFA Institute, Miami, FL
2011
Reference:
On request.
