11 Comments
 

Is it really necessary to list out the topics in CFA L1? I would assume most of the places you're applying to would know what it is.

Currently: future neurologist, current psychotherapist Previously: investor relations (top consulting firm), M&A consulting (Big 4), M&A banking (MM)
 
Best Response
  • dont place bullets between the letters of the CFA
  • List your GPA
  • your first bullet under your undergrad investment club doesn't keep the correct tense with your other bullets.
  • create a volunteer section where you can describe your meals and wheels and beach conservation
  • you might get in trouble posting that schweser content on your blog, I would take that down ASAP
  • a lot of your bullets need more substance. under your PWM internship break out exactly how much you saved the company in costs IE "did XYZ over the course of XXXX. directly lead to decreasing costs by XX% and improved efficiency"

4/10 To be brutally honest, you don't have a lot of substance. Assuming your still searching I would start cold calling small AM firms in LA, SF, SD and seeing if you can do an unpaid internship where you actually get some coverage or research experience.

Here's the thing. If you can't spot the sucker in the first half hour at the table, you are the sucker.
 
bullbythehorns- dont place bullets between the letters of the CFA - List your GPA - your first bullet under your undergrad investment club doesn't keep the correct tense with your other bullets. - create a volunteer section where you can describe your meals and wheels and beach conservation - you might get in trouble posting that schweser content on your blog, I would take that down ASAP - a lot of your bullets need more substance. under your PWM internship break out exactly how much you saved the company in costs IE "did XYZ over the course of XXXX. directly lead to decreasing costs by XX% and improved efficiency"

4/10 To be brutally honest, you don't have a lot of substance. Assuming your still searching I would start cold calling small AM firms in LA, SF, SD and seeing if you can do an unpaid internship where you actually get some coverage or research experience.

Thank you for the insight. I need to go over my resume again. The only problem with me listing my GPA is that its a 2.9. In terms of substance, its missing because none of the jobs I've done so far has provided any. I've learned new ways to look at life, but nothing really to put down my resume.

Do you suggest waiting to cold call until I find out the results of the CFA in July?

 

OP,

Just a few points after a quick glance:

  1. Don't make it so obvious where you go to school/who you are.
  2. Watch your spacing with the dates.
  3. Personally, I wouldn't put periods at the end of bullets. However, as long as you are consistent it should be ok.
  4. Results. What did your tasks result in? This may sound vague, but you can add 'substance' by illustrating the impact of your work. Also, quantify your results when you can.
  5. "Cold-calling" has a negative connotation to it. I would suggest finding an alternate word.
  6. Begin your bullets with action verbs.
  7. Aesthetically, it would help if you kept your bullets to 1 or 2 lines max.

Hope this helps and good luck!

"Rage, rage against the dying of the light." - DT
 

I would start now. There is a thread on here somewhere that talks about the art of cold calling/ perfecting your pitch. Your going to have to have a great story to pitch or sell someone that you will work your ass off for them though with those stats. Chin up, but definitely have your work cut out for you. I understand not listing your GPA if it is a 2.9.

Another route is getting some somewhat relevant work experience and applying for msf or mfe programs. Great that your sitting level 1 already. If you knock that out it will definitely help your search.

Here's the thing. If you can't spot the sucker in the first half hour at the table, you are the sucker.
 

Eaque atque in accusantium accusantium. Et exercitationem eaque doloribus voluptatem et. Assumenda nostrum aut facilis dolores nemo quia. Ut laborum distinctio nam possimus adipisci doloremque et. Dignissimos et voluptas et maxime sit corporis illo dolorem.

Consequatur distinctio et molestiae qui dolor qui. Qui ea et velit perspiciatis earum. Perspiciatis at eveniet explicabo temporibus. Et dolorem aut provident consectetur et. Provident quis sint rerum ex incidunt a expedita non.

Iure dolore molestias quae totam dolores doloremque. Autem placeat exercitationem porro magni.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (66) $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

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...”