Please critique my Resume (Goal: wealth management and asset management)

Hi Guys!

I am 24 years old with 1 year of full-time experience at a multi-family office. The name of the company is completely unknown and it doesn't even have a website. My goal with this cv is to transition into a wealth management or Asset Management role in Europe or Asia (not necessarily the biggest firms in the sector).

I am struggling a little bit with quantifying the impact I made at my job. Basically, I created fixed income investment grade portfolios from scratch and did credit analysis for every bond in the portfolio. The resulting portfolio has a YTM of 3.5, duration of 4 and credit rating of BBB+ (with no junk bonds). But I don't really know how to translate it to a compelling bullet point on my cv.

Thanks!

Attachment Size
anonymous_cv.pdf 59.56 KB 59.56 KB
 

Very much needs to reallocate space away from education, scholarships, etc. toward work experience. Focus does not need to be on portfolio construction as much as it does on process - what are the specific things you did to assist in portfolio construction. Be sure to mention any client contact, even if simply sitting in on portfolio updates with the trustees (in the case of a MFO). Hope that helps.

 

Assumenda ut aperiam quae est. Quam voluptate voluptas adipisci eligendi aut perferendis. Corporis provident ex eos aut. Voluptatibus dolore dolorem cumque et minus id. Temporibus consequatur architecto sit a.

Career Advancement Opportunities

June 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 17 97.1%

Overall Employee Satisfaction

June 2024 Investment Banking

  • Harris Williams & Co. 19 99.4%
  • JPMorgan Chase 10 98.9%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 05 97.7%
  • Moelis & Company 01 97.1%

Professional Growth Opportunities

June 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 05 97.1%

Total Avg Compensation

June 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (22) $375
  • Associates (93) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (69) $168
  • 1st Year Analyst (206) $159
  • Intern/Summer Analyst (149) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”