Looking for feedback - cards on the table.

Update New Resume has been added as of June 3rd

Long time lurker but I'd like to receive feedback on what I'm doing and where I'm going. I tried to not hold anything back - hence the long post. Let me know if anything is missing. Hoping that an experienced monkey with some time on their hands can offer feedback, constructively bust my chops, or connect me with an opening. If you're feeling so inclined, my contact information is contained throughout this post and I'll respond to those who reach out.

The bounty:
If I'm matched with a full-time position, the referring person(s) will receive my first two weeks pay and a favor owed which can be paid back to you when I'm able to add value to your life. It will most definitely be paid forward though.

Looking for:
Full-time IBD Analyst role in Toronto or internship with a growing team. Some of my coursework and professional experience has involved real estate so I'd be interested in a RE Analyst role as well. Positions tend to be created on teams that I spend time with so I'm open to an internship in the spirit of connecting with a team and gaining relevant experience.

The scene:
- Have had 2 at-bats with very small corporate finance/M&A groups and got picked over because competing candidates were making lateral moves and were more advanced in financial modeling. One group inspired hope for an upcoming position that they hope I'll be a candidate for later this year.
- Living in and looking for a long term opportunity in the greater Toronto area (GTA) but willing to travel to internship stints, training or projects for the experience if there's an opportunity to work remotely.
- Graduating from Harvard University, Extension School with a Bachelor's of Liberal Arts - Economics was the major and there's a lot of coursework relating to Finance. 3.0ish GPA is expected.
- Working full time through school and making money since I was 7. There's a lot of labor, warehouse and moving jobs/gigs in between resume worthy jobs. My grades were not as much of a priority as working or finding work as my wife and I are responsible for keeping food on the table and paying the bills. Fortunately, we save pretty well so I've had the flexibility to continue looking for the right opportunity as I finish up my Bachelor's Degree.
- Professional experience has been in wealth management (I've attached an old copy and a revised copy of my resume)
- Scheduled to complete fundamental Financial Modeling Course by The Marquee Group (the training resource for IBD teams in Toronto if modeling training is outsourced). This will integrate related course work from my so I have a modeling procedure. I plan to then practice using case studies. Link is below:
https://marqueegroup.ca/wp-content/uploads/2016/0…
- Just turned 27
- Passionate about learning, meeting new challenges and coming up with creative solutions to those new challenges

Soft stuff:
- Willing to sell soul for next few years to break in, develop from a generalist and become a specialist
- Willing to find ways to work smarter and harder than that other guy that works harder and smarter
- Am generally observant of peers and seniors so I try to avoid pissing my team off
- Can handle myself with many personalities and can adapt to most scenarios
- Know when to admit that I need to learn/review something or to keep my mouth shut to learn/review on my time
- Make an effort to be easily coached
- Am dedicated to learning and perfecting skills as well as innovating my methodology to be more efficient

Additional info if you're interested:
Looking for any direct experience where I can be in the middle of the action and can grow into a modeling expert. If I could make use of my existing skills in prospecting or relationship management (C-suite audiences) then all the better. I have no preference in terms of an industry focus but I naturally gravitate toward the following:
- Software as a service (SaaS), high-tech companies
- Agriculture related (like micro-livestock farms)
- Innovative energy focused groups/projects
- Alternative investments (real estate, energy, and resources)
- Special circumstance
- Emerging trends

Recreational interests are Mixed Martial Arts training (MMA), running a 10k every few days, movies, learning new skills or other interesting information, and traveling as of past year (Hong Kong, Paris, Tokyo is booked for about a year out).
**Feel free to reach out if you're in the area and want to hit the mat, go for a metric century (cycling), go for a run or grab a coffee.

Listed below is the gist of my cold contact emails with about a 2/10 response rate. I generally avoid cold calls at first due to the general consensus on WalStreetOasis. There are two email examples depending on which I feel is most appropriate.

Hi NAME,
Hope the week is off to a productive start! I'm reaching out because I wish to learn more about being an Analyst in the Capital Markets group at FIRM Partners. I see that you began as an Analyst and have since taken on the Associate role with the group. After a brief chat with RECEPTION, I believe you're the best person to reach out to but please advise if I should reach out to someone else. Would you have a few minutes to chat over the next couple days? I'd like to introduce myself and ask you a few questions relating to your unique experience and the group. I think FIRM Partners could be a great next step in my career as I seek to transition from a wealth management background into capital markets. Looking forward to connecting soon.
Best,
Jeff
Jeffrey L Adams
647.677.0207
www.linkedin.com/in/jefflaneadams/

Good afternoon NAME,
I'm reaching out because I'm compelled to learn more about FIRM as an entrepreneurial boutique investment bank. After reviewing the transactions listed on the website and reviewing the backgrounds that make up your team, I believe FIRM brings a differentiated approach to investment banking. Would you be willing to grab some coffee over the next week? I'd like to ask about both your experience as well as the future of FIRM. Perhaps we can grab a coffee from The Place - a new coffee shop and florist right by your office.
I'm a financial professional transitioning from the wealth management to build on my skills as an analyst. In exchange for a pleasant introduction and adding an owed favor to your tool box, I'm hoping that you'll be open to sharing some of your insight. My modeling and valuation skills have been gained through my studies at Harvard University. I'll be joining The Marquee Group in mid-June to further my financial modeling approach as well. Your insight and/or advice would help me become a stronger candidate in this competitive environment. My resume is attached in case you wish to review my background.
Please advise when you might be available for coffee over the next week. Thanks in advance for your attention and consideration.
Best,
Jeff
Jeffrey L Adams
647.677.0207
[email protected]
www.linkedin.com/in/jefflaneadams/

Thanks in advance.