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by Derek Loosvelt | March 31, 2009


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
Telephone: 0237783292


  • 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

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

  • 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

  • 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

  • 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

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

    References available upon request

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    Filed Under: Finance

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