cv review for asset management / IB

Just looking for advice on my CV for AM and IB graduate schemes, and whether or not you think I can break in. Any help will be appreciated

Asset management grad scheme break in

tier 1
33% (1 vote)
tier 2
0% (0 votes)
boutique
0% (0 votes)
not breaking in
67% (2 votes)
Total votes: 3
2 Comments
 

To break into Asset Management (AM) or Investment Banking (IB) graduate schemes, here are some actionable tips based on the most helpful WSO content:

1. Tailor Your CV for AM and IB

  • Highlight Relevant Experience: If you have any internships or roles in finance, economics, or related fields, emphasize them. Even if your experience is not directly related (e.g., back-office roles or commercial banking), focus on transferable skills like financial modeling, data analysis, or client interaction.
  • Quantify Achievements: Use numbers to showcase your impact. For example, "Analyzed portfolios worth $X million" or "Improved efficiency by X% in [specific task]."
  • Certifications: Mention any certifications like CFA Level 1, Financial Edge Micro-Degrees, or other finance-related coursework. These demonstrate your commitment to the field.
  • Languages: If you speak multiple languages (e.g., English, German, Russian, Bulgarian), highlight this prominently. It’s a valuable asset, especially for global firms.

2. Address Lack of Direct Experience

  • If you lack direct experience in AM or IB, focus on your passion for finance and investing. For example, mention personal investing experience, participation in finance clubs, or self-study of key industry concepts.
  • Include any unrelated work experience (e.g., factory work) to show work ethic and determination, but keep it brief.

3. Networking

  • Networking is critical for both AM and IB. Reach out to alumni, attend informational interviews, and leverage LinkedIn to connect with professionals in your target firms. A strong network can help get your CV noticed.

4. Education

  • If you have a strong GPA or academic achievements, highlight them. If not, focus on other strengths like certifications, extracurricular activities, or unique skills.

5. Formatting

  • Keep your CV concise (1 page max).
  • Use a clean, professional format with clear sections: Education, Experience, Skills, Certifications, and Interests.
  • Avoid clutter and ensure consistent formatting (e.g., font size, bullet points).

6. Additional Steps

  • Apply widely to both AM and IB graduate schemes, including smaller firms and boutique banks.
  • Consider shadowing opportunities or short-term internships to gain more exposure.
  • Research firms and tailor your CV to their specific requirements (e.g., focus on investing passion for AM, analytical skills for IB).

If you'd like more specific feedback, feel free to share details about your current CV structure or content!

Sources: Do I have any chance to secure a grad scheme (Asset/Portfolio Management), Asset Management vs Investment Banking 101, CV for Investment Bank UK, London Advice on current situation and transition to IBD/S&T, https://www.wallstreetoasis.com/forum/asset-management/signing-up-for-mentorship?customgpt=1

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

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