"Research Portfolio" Returns on Resume?

I run a blog/substack/whatever covering event-driven equities & credit (mostly distressed/deep value stuff).

Bit of a broke college student so most is paper, with my PA being heavily distorted due to paying rent and sports betting.

Went through my "theoretical" returns across credit & eq and have a 3.5x MOIC (~130% IRR) on 18 months (when I started posting). I'm also really bad at keeping it updated so half of my pitches sit in my desktop folder for reference in interviews.

I already list relevant pitches (i.e AMC goes to a distressed fund, Six Flags goes to a consumer fund, etc) on my resume across versions. Wanted to get thoughts on listing returns. or does it just look like I'm windmilling my dick

3 Comments
 

Highlighting your "theoretical" returns on your resume can be a double-edged sword. Based on the most helpful WSO content, here’s how you should approach it:

  1. Focus on the Process, Not Just the Numbers: Instead of emphasizing the 3.5x MOIC or 130% IRR, which might come across as unverified or overly self-promotional, highlight the analytical rigor and thought process behind your pitches. Recruiters value the "how" more than the "what."

  2. Incorporate It Strategically: If you want to include returns, frame them as part of your broader research portfolio. For example:

    • "Developed and published investment theses on event-driven equities and distressed credit, achieving a theoretical portfolio return of 3.5x MOIC over 18 months."
    • This way, you're presenting it as part of a structured, thoughtful process rather than just throwing out numbers.
  3. Tie It to Relevant Skills: Use this as an opportunity to showcase skills like financial modeling, market research, and investment analysis. For example:

    • "Conducted in-depth analysis of distressed credit opportunities, leveraging financial modeling to identify undervalued assets and generate actionable insights."
  4. Be Prepared to Defend It: If you list returns, be ready to discuss your methodology in detail during interviews. Recruiters might challenge your assumptions or ask for specifics, so ensure your numbers are defensible.

  5. Avoid Overloading Your Resume: Since you already list relevant pitches tailored to specific funds, ensure the returns section doesn’t overshadow the rest of your experience. Keep it concise and professional.

Ultimately, the key is to present your work in a way that demonstrates your analytical abilities and passion for investing, without coming across as overly boastful or unsubstantiated.

Sources: More classics from resumes/cover letters, Q&A: I just conducted interviews in 4 Superdays, Q&A: Principal at Early-Stage VC Fund, Private Equity Recruiting Walkthrough – My Experience, Should I put my WSO rank on my resume?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
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