Investment Banking CV

Always look at your CV through the eyes of a fickle employer who often has only about 10 seconds to make a decision based on first impressions. Make it clear, concise and remember that it is a marketing tool to make the reader want to call you in for an in-person interview. With banking and finance CVs it is important to avoid unnecessary jargon and to state things as succinctly as possible. A functional CV (as opposed to a chronological one), lists your most important or lauded achievements and experience first, to make them stand out. Also make sure to include any personal interests, which, though irrelevant to the position itself, will make you stand out as a well-rounded, personable candidate.

Joan Smithers

11 Beefeater St.
London, UK
SW5 3AU
Telephone: 0237783292
Email: jsmithers@email.co.uk

ACADEMIC BACKGROUND
Education:

2005 MBA Cum Laude (With Distinctions), University of Importance

2001 Bachelor of Commerce, Well-known University, 2.1

Systems Skills: Fluent use of the following systems:

Reuters, Bloomberg, Excel (Advanced), Word and Lotus Notes

Investment Accounting Systems: Datastream, Charles River Trading, FMC

EMPLOYMENT RECORD
2005-2006 - HSRC Group Holdings, London
Position: Asset Allocation Analyst
Duties:

Daily management of over 40 funds

Managing the portfolio on a day-to-day basis, monitoring cash flow, performing compliance checks and arranging deals

Production of various daily Excel reports to monitor fund investments, fund exposure on stock markets

Liaising with clients on management of their portfolios, advising them about proposed asset allocation and fund restructuring

Co-ordinating any fund restructuring, which includes liaison with fund managers and brokers

July 2007 - March 2006 Bigshot Investments, London
Position: Derivatives Administration Assistant
Duties:

Worked in a small team, responsible for managing the administration of any derivative trades and also maintaining the daily co-ordination of managed funds, across a range of unit trusts, investment trusts and offshore funds

Monitoring fund management investment

Arranging the payments/receipts when buying/selling options

Summer 2003 Brokerage Brothers, London
Position: Settlements Administration Intern
Duties:

Assisting with day-to-day settlements of trades, including liaising with fund managers and brokers

Filling out stock transfer forms

Cash management and the performance of foreign exchanges

INTERESTS AND ACTIVITIES
I am a Cordon Bleu-accredited cook and enjoy world cuisine.

References available upon request