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I'm not a financial planner but I would integrate some language into your summary that indicates that these responsibilities directly affect the investment decision-making process for clients or are otherwise somehow integral to the investment process.

For example -- my actual submission for one of my past jobs that was approved two years ago:

? Provided investment consulting, valuation, and analytical services for commercial real estate investment firms, funds, and other commercial portfolio and asset managers.

? Participated in the pre-acquisition investment due diligence process by reviewing income statements, rent rolls, appraisals, balance sheets, and cash flow statements to generate opinions of fair market value and projections of future cash flows for commercial real estate properties and portfolios to support underwriting and investment decisions.

? Evaluated market data for commercial real estate sales and leasing transactions to determine primary inputs to the discounted cash flow analyses used to support valuations and investment decisions, including market rents, expenses, and discount and capitalization rates.

? Contributed to the investment management process through both periodic and annual review of inputs to valuation models to support adjustments to fair market value and forecasts for future cash flow and net operating income assumptions.

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