How to include deal experience on resume?

To effectively include deal experience on your resume and tailor it for an investments associate role, here’s what you need to know based on the most helpful WSO content:

Structuring Your Resume:

1. Separate Section for Deal Experience:
   Create a distinct section titled "Transaction Experience" or "Selected Deal Experience." This ensures clarity and highlights your acquisitions work separately from your AM responsibilities.

2. Detailing Deals:

   • For each deal, use 1-2 concise bullet points.
   • Include key details such as deal size, property type, and your specific contributions. For example:
     "Supported underwriting and due diligence for the acquisition of a $50M, 200k sq. ft. office property, including financial modeling and market analysis."

3. "Must-Have" Information:

   • Deal Size: Mention the monetary value.
   • Property Type: Specify whether it’s office, retail, multi-family, etc.
   • Your Role: Highlight your direct contributions (e.g., underwriting, due diligence, presenting to IC).
   • Outcome/Impact: If possible, include measurable results or unique challenges you addressed.

4. Differentiating AM and Acquisitions:

   • Use separate sections or subheadings under each role to distinguish between "Asset Management Projects" and "Acquisition Deals."
   • Alternatively, within your bullet points, clearly label each responsibility (e.g., "Asset Management: Optimized leasing strategy for a 300k sq. ft. retail portfolio" vs. "Acquisitions: Conducted due diligence for a $25M multi-family property acquisition").

Position Title Adjustment:

• Listing your position as “Investment & Asset Management” is acceptable if it accurately reflects your responsibilities. However, ensure your official title is also mentioned somewhere (e.g., in parentheses or a footnote) to avoid any perception of deception.

Additional Tips:

• Conciseness: Avoid overloading your resume. Focus on the most impactful deals and projects.
• Tailoring for the Role: Emphasize acquisitions and investment-related tasks more prominently since you're targeting an investments associate role.
• Preparation for Interviews: Be ready to discuss your deals in detail, including challenges, your thought process, and outcomes.

This approach will help you present a clear, professional, and role-specific resume that effectively showcases your experience. Good luck!

Sources: https://www.wallstreetoasis.com/forum/investment-banking/breaking-into-private-equity-from-banking?customgpt=1, Deal experience on resume?, Breaking into Private Equity from Banking, Allure of REPE/REIT Acquisitions, Private Equity Resume Template - Official WSO CV Example