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
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I would guess you would need permission to disclose such information. In my opinion it is frowned upon and is not reasonable to use actual names without permission.
I would in general leave out client's names related to specific projects. However, if the deal is public and if your bank has had a press release stating their role (and not just media reports reporting your bank's role) then I would think it is okay to use the client's name as well
Definitely no names unless it is a highly public deal. Have a "Selected transactions:" line followed by a brief description of the client. I'm happy to send you an example if you want.
if you have worked on a high profile deal that has been closed and announced you might put it on, anything else obviously not.
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.
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/
client name on consulting resume (Originally Posted: 10/03/2011)
I am working on a lot of pre-deal activity (operational review) therefore a lot of my projects don't always result in deals. How would you present the client names on your resume ? Obviously can't name potential or cancelled deals however I am tempted to add a "selected list of clients" line where I could list 10 key names (mostly PE and large corporate) as this would carry a lot more weight than no names or mid-market names to be honest.
I am quite keen to get some of your feedback on that issue.
Thanks,
Not a good idea
Absolutely not!
Definitely don't, but you can describe them in the resume in 4-5 words that lets the interview probably boil the company name in his/her head to like 5-7 companies. So like "oil major" immediately screams BP/Shell/E-M...that kinda shit.
^ Agree with bbjhva
Exxon = Integrated Energy Company WalMart = Fortune 500 Retailer Dunder Mifflin = Regional Consumer Product Company
Thanks for the input guys
Keep clients/targets confidential or no for resume/interviews? (Originally Posted: 07/25/2013)
Hello,
When mentioning the names of my firm's clients and targets in my resume/interview, should I mention their actual names or keep them confidential?
My concern: I work at a boutique firm, where our clients are subsidiaries in the $40-50MM revenue range and our targets are half that size. These are really small deals and if my interviewer checks, he/she wouldn't be able to find anything online.
Thanks in advance.
relevant to my interests as well
Bump
you don't need to include names so don't
Surely your interviewer is smart enough to realize he probably won't find much info about small deals online.
Client Names/Description in Resume (Originally Posted: 04/05/2013)
There are few threads regarding this but they are mostly related to banking where I can understand the sensitivity related to deals. However, I wanted to hear thoughts about consulting resume.
My current consulting company is regionally based and do not have any restriction on using client's name in the resume. In that case, is it OK if I use client's name or is it generally not a good practice when applying to MBB or other major MC firms?
In addition, if I am OK to use a client's name, should I provide a description of the client in a few words just in case no one has heard about the client? I am noticing that my resume is becoming a bit wordy if I do this but then it allows others to understand the client.
Thank you.
Descriptions like, "high net-wroth individual(s), institution, third party manager", etc will be your best bet to playing it safe. If you need to have a more in depth description you can just mention the size of the deal with them.
"A large New England asset manager, bulge bracket investment bank, Fortune 10 Energy Company." Naming the actual company is generally frowned upon...that's what I've been told. Even in RE, we try not to mention the exact property by name, unless it's unavoidable/unique.
Thank you very much, StryfeDSP and DBCooper. I will follow your advice.
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