Client Names on Resume

Quick question guys. When writing bullet points for your resume, to what extent are people allowed to reveal actual client names or fund/trust names on the resume? On the one hand, using actual names and actual data seem more convincing. But would this be a violation of confidentiality?

Is filling in actual info on the resume frowned upon? Or do people consider it reasonable?

Thanks

 

Agree with KevinNYC on breaking it into a "Selected Transactions" section. What I normally do is write the selected transaction section, then forward it to a VP or MD to get them to check it. Get approval and you should be fine.

“Millionaires don't use astrology, billionaires do”
 

Easiest way to determine if you can use the name (across all industries/fields/jobs) is whether your firm uses the name for their tombstones/quals in pitches. In my case, they've been approved by partner/MD who's cleared it with the client. There may be some exceptions to but this will allow you to put it on your resume without letting your boss(es) know.

Another way, if you have internal firm resumes that are included with pitches, those names are usually pre-cleared by your firm/

Career Advancement Opportunities

March 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

March 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

March 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (199) $159
  • Intern/Summer Analyst (144) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Betsy Massar's picture
Betsy Massar
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
DrApeman's picture
DrApeman
98.9
5
kanon's picture
kanon
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Secyh62's picture
Secyh62
98.9
9
CompBanker's picture
CompBanker
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”