Resume Review - Looking for Institutional Sales position

I'm looking to get into Institutional Sales from a non-target school and trying to figure out where my resume stands. I'd like to get some feedback to see what could be changed.

Any feedback is appreciated.

here is the link: http://www.razume.com/documents/18340

4 Comments
 

Take off fedex ground and get that darned GPA up. 3.4 is embarassingly low for Finance at most schools if you're going into banking. (If that's not the case at Providence, please try and give indications of class rank.) I think you mentioned you were close to a 3.45 on another thread. If that's the case, put two decimal points down. If there's any way you can get a 3.5 down- maybe by putting your major GPA or core GPA instead- that would look much better. The difference between a 3.4 and a 3.5 just seems a lot bigger than between 3.5 and 3.6 to hiring managers and recruiters.

Obviously you're a smart guy or you wouldn't be working for UBS, but I think anyone interviewing you would be asking themselves how driven you are given the 3.4 GPA. Do you have an offer from UBS? What are your thoughts on working there?

My advice is to take the offer from UBS enthusiastically, so you get a manager who knows you want to be there, work like crazy, and if you want to really be in a different field- like trading- start forging relationships with the desk and transfer after 18 months. With internal connections and a supportive manager, you'll be able to knock it out of the park if you do an internal transfer. Or maybe you'll be happy in wealth management. Either way, the conservative thing to do here IMHO is to stick to UBS for a while, prove you're a solid worker, do an internal transfer if necessary, and in five to ten years, there's a very good chance you'll have a trading/advising record, a list of clients, and enough cash to set up your own asset management firm.

 

thanks for the advice. my old boss told me I should write something about fedex on my resume because what college kid do you know is willing to work overnight doing manual labor?? Also, I know my GPA is low and UBS wealth is probably my best best. From what I've heard it's hard to make a move from WM to trading so I've been trying my best to network and get to a sales desk..

 
Best Response

Sales would be a clear option if you can make yourself a little bit more competitive. I think you should really stick it out at UBS, though. Do you think your manager likes you? You've already got a head start on everyone else when it comes to getting face time with the clients, and I think a transition to sales would be pretty seamless after you're getting positive reviews for a couple cycles.

Would your responsibilities in WM include portfolio allocation advising or investment management? I think this is where the real opportunity is going to be. I'm not sure if you mentioned you have a math background or not, but that could be really helpful in opening doors to certain areas of research and trading.

 

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