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To make your resume stand out for investment banking or equity research, here are some actionable tips based on the most helpful WSO content:

1. Experience Section

  • Add Relevant Finance Experience: If you don’t already have a part-time finance internship, aim to secure one at a boutique investment bank, private equity firm, or even a small financial services company. This is critical for sophomore summer recruiting.
  • Highlight Quantifiable Achievements: Use metrics to showcase impact. For example, instead of "Assisted in financial analysis," write "Analyzed financial statements for 5+ companies, identifying cost-saving opportunities worth $X."
  • Include Leadership Roles: If you’ve held leadership positions in clubs or organizations, emphasize them. For example, "Treasurer of Finance Club – managed $X budget and organized Y events."

2. Skills Section

  • Technical Skills: Highlight proficiency in Excel, PowerPoint, and financial modeling. If you’re not proficient yet, consider taking courses or using WSO guides to build these skills.
  • Certifications: If possible, pursue certifications like Bloomberg Market Concepts (BMC) or CFA Level 1 (if applicable). These can set you apart.

3. Education Section

  • GPA: If your GPA is strong (3.7+), make sure it’s prominently displayed. If it’s lower, consider leaving it off and focusing on other strengths.
  • Relevant Coursework: List finance, accounting, or economics courses you’ve completed or are currently taking. This shows your academic alignment with the field.

4. Networking

  • Start reaching out to alumni or professionals in IB and equity research. Use LinkedIn or cold-emailing to set up informational interviews. Mention your interest in learning about their experiences and ask for advice.

5. Formatting

  • Consistency: Ensure uniform formatting for dates, bullet points, and font sizes.
  • Action Verbs: Begin each bullet point with strong action verbs like "Led," "Analyzed," "Developed," or "Executed."
  • One Page Only: Keep your resume concise and limited to one page.

6. What to Work on Moving Forward

  • Sophomore Summer Internship: Aim to secure a meaningful internship that ties into your story. Even unpaid internships at small firms can be valuable.
  • Story Development: Be prepared to articulate why you’re interested in IB or equity research. Use experiences to build a narrative that connects your past, present, and future goals.
  • Interview Prep: Start preparing for technical and behavioral interviews. Use WSO guides and Vault guides to get ahead.

If you’d like, feel free to share specific sections of your resume for more targeted feedback!

Sources: Non-Target Recruiting Guide Part I: Resume and Networking, As a freshman what should I be doing?, https://www.wallstreetoasis.com/forum/job-search/advice-for-sophomore-summer-internships?customgpt=1, Two Internships Later: What I wish I Knew While Recruiting! (Toronto), What do sophomores usually do for internships?

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

Solid structure and clean layout — no formatting issues from an ATS standpoint. That said, the content reads light. You’re describing responsibilities, but not showing the analytical rigor or commercial impact firms expect in IB or equity research. Focus on framing each bullet around your thought process, the business context, and measurable outcomes. Add deal sizes, financial metrics, and be explicit about tools used. Also include a short technical skills section — Excel, CapIQ, Bloomberg, etc. You’re close — now it’s about substance.

If you don't see the game, your part of the board.
 
  1. Move work experience up and extracurricular experience down. Work experience should be after education.
  2. Your bullet points are light in general. I think you’re adhering too much to “one line per bullet point.” For the bullet points for your most recent internship they should be longer (2 lines each), and for activities eliminate any bullet points that aren’t about actual work that you’ve done, and are rather about just participating in something (e.g. the “selected through rigorous interview process” bullet point).
  3. You need to throw more numbers in there to quantify your work. How big are your models? How are you building them? How much data? How big is the fund? Etc.
 

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