Investment Associate Resume Examples

investment associate

  • Conducted complex portfolio analysis to assess strengths and weaknesses and evaluated investment solutions and presented new solutions to senior portfolio managers
  • Reviewed client accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Venture capitalist in training: learned the art venture capital from one of the most successful venture capitalists in Europe   
  • Performed due diligence and financial modeling of investments         

investment associate

  • Represented fund on the board of Plastic Logic (plastic electronics),   Artimi (UWB chipsets), SPI Lasers (fiber lasers), Forth Dimension Displays (novel displays),  Valista (ewallet), Cambridge Broadband (wireless equipment)