Help:B-School Resume Review First Draft

Hi Suchislife: I am going to try something, see if it works; that is, commenting on what you wrote. OK?

Associate-- >>What department? Also, can you call yourself an "investment associate" or something like that? Not trying to go against HR, but you need to give the reader more info, so just try to think about what someone who doesn't know your company might think.

• Managed an investment transaction, which involved overseeing the financial and legal due diligence, conducting the patent & contract analysis, supervising the drafting of transaction documentation, writing the investment memorandum and presenting, alongside the Managing Director, the investment recommendation to the Board

>>by saying "an" investment transaction, this somehow minimizes what you did. Did this transaction go through? What size? I want you to focus more on the result. See example of the bit from Stanford GSB student resume that I posted below.

• Spearheaded deal sourcing efforts by developing key industry contacts, which yielded 12 investment leads, over four investment opportunities, and resulted in a Letter of Intent, which is currently under negotiations

>>So this one is a bit more like the Stanford guy's. If you have the size of the deal, better. Remember, lead with the most impressive bullet

• Led a portfolio company’s management team in the development of financial and operating projections for the construction of a new multi specialty ambulatory surgical center as part of the company’s growth strategy >>I like this, tweak wording so it doesn't look like you are running the entire portfolio company's team.Is this in health care? Do you want to mention that you have experience in certain industries in your resume?

• Evaluated a portfolio company add-on opportunity, worked as liaison with the target’s management, conducted financial and operational due diligence, and evaluated possible financing arrangements >> Similar to my first comment, this seems like a one-off, and the singularity minimizes it. See GS example below if any inspiration

• Built financial model to evaluate a potential retail investment, and worked on a three person team which conducted financial, operational, and field due diligence on the opportunity in which the funds invested $6.5 million

>>the wording makes it small -- you "worked on it"? makes it feel like you are so junior. something like, "Member of three-person team that conducted fin, ops, and field due diligence, resulting in investment of $6.5 million in (industry) . Q: is $6.5 mm significant to your fund? see if you can indicate that

Example (pardon the formatting):

Goldman, Sachs & Co. Year-Year Bank Debt Portfolio Group manages Goldman Sachs' portfolio of leveraged loan investments (Offered 3rd year analyst position) Analyst – Bank Debt Portfolio Group
• Executed debt financings, restructurings and company valuations using leveraged buyout, discounted cash flow, historical trading, sum-of-the-parts, and comparable companies methodologies • Led research on portfolio of ~20 non-investment grade loans and managed relationship between CFOs of portfolio companies and hedge fund and bank lenders • Collaborated directly with Chief Underwriting Officer on management, review and restructuring of ~$30 billion of Goldman debt commitments and investments during the financial crisis • Selected Transaction Experience: o Corporation A Inc.: $1.2 billion leveraged acquisition by Investment Firm B

........... So, hope these details help. PM me if you have any other questions!

Oh, as for your format -- put your work first, education second. Not sure about whether CFA should be a line item like education, or just put it down at the bottom, saving you the problem of "when".

FutureBanker09May be nitpicking but how could you have consecutively passed all of the CFA exams starting in December 08, and finishing in 2011? Wouldn't consecutive be December 08, June 09, June 10? Perhaps you should say passed all CFA exams on first attempt.

Good point, will change the wording.

Reality is that I sat for level I on December of my senior year and passed and I could not sign up to take level two on June 09 as I had not finished my undergraduate degree (graduated late May), hence I had to wait another full year before sitting for level two. When I sat for level 2 & 3 in June 2010 & 2011 I passed both respectively.