bjbj in this video we are going to continueour series of investment banking resume templates, and this time around we're going to be lookingat an example of a resume template that you might use if you're currently working in investmentbanking full time. either as an analyst or associate, or maybe if you've had some summerinternships, or just a recent summer internship in the field and you're interested in applyingfor other jobs in finance. whether you want to go back to banking full time or whetheryou're interested in moving to private equity, hedge funds or another job on the buy sideor maybe working corporate development at a company. just to go over who this templateis going to be useful for once again, i would summarize it as saying that it's going tobe useful if you've worked in or are working
in full time investment banking, or in relatedfields like private equity and hedge funds. because you can actually take this same templateand modify it a bit if you're working on the buy side right now and you're trying to transitioninto something else. but the same principles, many of the same ideas here, will still apply.of course, it's also useful if you've had internships in investment banking and you'retrying to figure out how to structure your resume right now. in terms of who it's notuseful for, i would say that if you're applying to business school, you probably want to havea resume that's a bit more balanced than this one. you see that a lot of space here is takenup by this investment banking entry, which is how it should be if you're applying toother finance jobs. but, i would say that
for business school you want to show thatyou're more of a well rounded person and have more of a background than just finance. soi would probably not use it for applying to business school. i would also probably notuse it if you're looking for something outside of finance, so if you're interested in transitioningand maybe you've worked in finance or banking but you want to move on to something else,i would probably not use this for the same reason. it's just too much of an emphasison banking experience and not as much on everything else you've done here. the other instancein which this template is not going to be quite as useful is if you're older and moreexperienced. maybe you're at the vp level, or you're going to be soon, or your an experiencedassociate and you have dozens of deals to
write about. if that's the case, then probablywhat you want to do is take what we ve done here and change it around a bit and have aseparate page on your transaction, your client or investment experience and compress thisa bit and try to have a few more summary sentences here instead. you'd have to change it arounda little bit if you are older and more experienced and you have a lot more clients, investmentsor transactions to write about here. just to go over the overall format now and thestructure and compare it to the template that we looked at before for the university studentwho's applying to investment banking. we see that, actually, a lot of it's the same. thetop here is the same with the name in a bigger font than the rest and then your address,phone number and email address. i've relabeled
the section from work and leadership experienceto professional experience to reflect the fact that once you're out there and working,or even if you've had significant internships, i think it's more helpful if you focus onthe work experience as opposed to student groups, unless it's something truly extraordinarythat you've done before. you also see that the order, of course, is different. becausewe now have our work experience here at the top, starting with the bank that we're currentlyat, or the most recent bank that we were at. then we get into education as the second tolast entry and then we have this skills, activities and interests, which i've actually renamedto skills, certifications and interests here at the bottom. the order is different buta lot of the formatting here is the same,
and it's just a matter of changing aroundthe order and keeping the fundamentals in place and then emphasizing your banking experienceover everything else on here if you're interested in pursuing other jobs in finance after this.we see that the general idea here is, again, as i've been mentioning, you want to emphasizefinance. the most recent banking experience you've had over everything else. so if youre a full time investment banker analyst right now, this is basically, exactly what you wantto be writing about. have a summary sentence here at the beginning as we've seen with theother resume templates that we've looked at. have that summary sentence and then get rightinto your transactions, your deals, your clients you've worked with. if you're on the buy side,get into your investment experience, and you
can list other experiences on here. in thisexample, i'm giving a previous internship or job and devoting a few lines to that here.this is fine to do, even if you're working full time in the industry right now. if you'rean analyst and you've had internships before that, it's ok to write about one or two ofthem here, but i would keep it brief, especially if they're not as relevant or not as relatedto banking as what you're currently doing is. to go into more detail here on this investmentbanking experience entry, you'll see that the summary sentence, a couple points thatwe want to hit on here. we want to say how many deals we worked on. some people makea big deal over whether you're saying live deals or the opposite is non-live deals. ithink it's a little silly to even worry about
this kind of stuff. i would just classifyit all as deals. it really doesn't matter either way. you just want to give them anidea of how much exposure you've had to clients, and how much exposure you've had to actualtransactions. obviously, the more you have, the better and your scope here, in terms ofwhat you consider a deal, could be pretty broad as we'll see later on. it does not haveto be an officially signed client, it can just be a potential situation where a companymight be interested, maybe it's a targeted buy side or sell side, where there's no officialcontract in place, but effectively, you're working on a potential transaction. that'sfine to count that type of experience as a deal. once you've stated that, then you wantto go into detail and just list the different
types of deals you've worked on. i realizethat the chances of you actually working on sell side, buy side, m&a, lbos, end debt andequity financings and even restructurings, as we'll see down here, is basically zero,if you re in one group at one bank. again, keep in mind that this is just a template.you have to pick and choose from this list if you've worked on types of deals outsidethe scope of this, like restructuring or bankruptcy type deals, add those, obviously. if you haven'tworked on some of these, then delete the ones that you haven't worked on. then what i normallylike to do, is after summarizing the types of deal and client activity, i like to givesome idea of the overall kind of work we did. you want to emphasize any type of valuationyou worked on, merger and lbo models, any
type of other models. you could put standaloneoperating models in here. we could say, standalone operating models, merger and lbo models. ijust didn't include it here because i was already running out of space, but you couldadd all sorts of other items like that. but it's really good to emphasize any type ofvaluation, any type of modeling work that you've done because that's what plays, onthe buy side, especially private equity tend to value. they want people who know how tomodel, who know how to do due diligence. that's actually another thing that you could addin here. you could say something like, at the end here, you could say, and assistedwith due diligence. you could add that in as well. these are all points that are fineto emphasize in this summary sentence. i would
try to keep it to two to three lines or less,if possible. you can write two summary sentences if you want to, but i would suggest it's betterto keep it to one bullet, if at all possible. then spend the rest of your space and therest of your time and energy focusing on the transactions, the deals that you actuallyworked on here. for actually picking the deals, the transactions that you're writing abouthere, there are a couple of guidelines to keep in mind. i would say that, in general,and this is more applicable if you're working in the field full time right now, i wouldtry to have a mix of higher profile larger transaction size deals, and then transactionswhere you actually contributed more and learned more and can speak about them better in interviews.for example, if you worked on something really
high profile, like the microsoft yahoo! potentialtransaction, chances are that, as an analyst, you probably didn't do all that much in theway of substantial work. because there are so many banks involved, so many differentpeople involved at all levels and it was a huge deal. managing directors would probablyget personally involved in that type of transaction, but if you worked on it, it's still good toinclude here. because it's going to capture a recruiter's attention, it's going to attachanyone's attention who's just quickly scanning your resume. i would try to include a mixof those and then a mix of deals where you actually contributed more, did more modeling,had more responsibility and those types of experiences. i would say it's good to aimfor two, three, possibly four deals to write
about here. having just one makes the resumelook a little odd and so i think between two and four is the ideal number. again, it dependson what's on the rest of your resume, how much space you have, how much you really did,but i would say try to shoot for somewhere in that range. also, in terms of picking thetypes of deals to write about, you'll see that in this case. again, as i mentioned before,we have a sell side m&a deal, we have a buy side m&a deal. we have an lbo, we have anipo, we have a bankruptcy, a restructuring deal here with this section 363, asset sell.you re not actually going to have all these different type of experience. what i wouldsay is that, in general, it's better to write about m&a type deals and in particular, sellside m&a for the most part. sell side m&a,
lbos are good to write about, especially ifyou're applying to private equity. restructuring can also be really good to write about, moreso, if you're applying to a distressed investing firm or something along those lines, maybea turnaround investing firm. something like that. ipos are ok, but as you can see here,in a lot of cases you just don't have as much quantitative material to write about. so iwould try to stay away from them if you can. it's not the end of the world if you've mostlyworked on ipos, but i would try to stay away from them, if possible. in terms of othertypes of deals here, convertibles, debt financings, those are fine to write about. it really comesdown to how much modeling work you did and how much you contributed to it. again, itdepends greatly on your own experience with
it, but i would say try to bias it towarddeals that involved m&a, restructuring, lbos, perhaps anything with debt, and try to stayaway from ipos and similar deals. if you're an intern or you've been an intern beforeand you're looking at this trying to figure out what to do, don't worry about having allthis deal experience. what i would say is, look at what you've done over the past fewmonths, and try to do the best you can with that. i realize that, in a lot of cases, youmay not have actually worked on real deals, and sometimes you might have just helped outwith a valuation of a company, maybe sometimes you just helped out with researching potentialbuyers for the company, something like that. in those cases, what you want to do is havea bullet like i'm going to enter here and
say, valuation of, and then you give the company'sindustry right here and you could have the dollar amount right here. you could say, valuationof $500 million software company, we could write here. then you can just go into detailon what you did there. it's ok that this wasn't an official deal because it's still goingto be good to talk about in interviews. the same applies if you've just researched a buyerlist for someone. you could even frame it as what we have here, which is a potentialacquisition of another company. those are a few ideas to keep in mind if you are anintern or you've been an intern and you're trying to figure out what to write about onyour resume. another question i get a lot is, what happens if this deal has not yetbeen announced? what happens if it hasn't
closed yet or what happens if it hasn't beenannounced? i would solve this problem by just listing potential in front of anything that'sin that category. so potential or pending , you could have pending here, if that's thecase and instead of giving the company's name, we could just describe the industry. it'sperfectly fine if we said here, potential $500 million sale, software company. thatwould be a perfectly fine entry to list right here. in terms of writing the actual bulletsabout each of these different experiences, each of these different transactions you workedon, again, i would say try to bias it toward any quantitative work. you want to be talkingabout valuations, public company comparables, precedent transactions, dcf. you want to betalking about any type of modeling work you
did. we see here under the lbo one, we seethat this person has worked with the cfo to create a five year financial projection foruse in lender presentations. they created an lbo model so they can speak to that ininterviews. in the bankruptcy deal, they talk about liquidation analysis, trading multipleprecedent transactions. they talk about bankruptcy related adjustments to normalize ebitda. youdon't necessarily have to write about this type of stuff. maybe if you've done more qualitativethings in your internship, that's fine. we see here under the ipo example that they'rereally just writing about qualitative stuff. customer calls, due diligence, writing ofthe s-1 registration statement, that's fine. if you can include anything on the quantitativepart, as we have here about selecting public
company comparables, that's fine. you caninclude that, but not everything has to be 100 percent focused on the modeling and thevaluation type stuff. it's good to focus on that if you can, but it's fine to includequalitative things if they somehow impacted the deal, or if they're unusual and you canspeak about them in interviews and impress people. we see an example of that right there.this formula enlisted 100 potential buyers that was later used in chapter 11 proceedingsto show the sales process resulted in fair price. this is something specific to bankruptcyand restructuring type deals, but this is something that often comes up in court afterthe fact. where they re trying to assess whether or not the bank made a good effort and gota fair price for the client because obviously
the shareholders are probably not going toget too much in a bankruptcy. this is something that comes up a lot. so in this case, if you'vedone something qualitative like this that has actually impacted the deal, it's fineto list and fine to go into and if you re interviewing at a distressed m&a shop, forexample, or distressed investing firm, it's actually likely to come up in a course ofinterviews. another question i get is, how much detail should you go into on each ofthese specific transactions? again, there's no simple answer. it really depends on whatyou did and how much you have on the rest of your resume. i would say that you wantthe bulk of the space on your resume to be devoted to your investment banking experience,so you need to go into the level of detail
for each one that's appropriate to get youto that level. on this particular resume template, i've included an either/all, one bullet sentencesand use semicolons to describe each of these, or in one case here at the bottom for therestructuring deal, i actually have two bullets. i think that's a good format to follow. onestructure that you could use is maybe have a quantitative bullet and then a qualitativebullet, so that's one thing that you could do. but, again, it really depends on the dealand how much other information you have on your resume, but this is a good guidelineto follow, that you really want to say what you did, how it impacted the negotiation orthe sales process or the deal process, and anything else you can, related to that. youwant to bias the results here. i've mentioned
before that when you have a resume like this,you want to structure it in terms of the specifics that you did, and then the results. in a lotof cases in investment banking, it's hard to come up with genuine results, especiallyif you're a junior banker working on these types of deals. you see an example right here.analysis showed company was undervalued by percent, and was successfully used in negotiationsto raise asking price to dollar amount. now, you have to be careful about writing somethinglike this. the reason is because if you have something that is quite bold like this, whereyou say that you actually impacted the deal process and got more money for your clientas a result of work you did, they're going to quiz you on it. they're going to figureout very quickly whether or not this is actually
true. yes. if you had something like thisand, this tends to happen more often with smaller deals where you can actually impactthe process, even if you're a junior banker, in some cases. just be very careful aboutwhat you say because if you stretch the truth too much, you're going to get called on it.unlike other types of experience, people in finance know what you do as an investmentbanking analyst or associate and they're going to know if you did something here that seemsout of line or seems like you're exaggerating too much. so be very careful about what yousay. another example of how you could do this is you could say, on a buy side deal, recommendedseven best candidates to the client leading to additional due diligence on three potentialacquisitions. this is fine. this would probably
not raise eyebrows in an interview at all,because it's very common. you make a list to research potential acquisitions and thenrecommend the best ones. they decide to look into them in more detail. then we see on thislbo one, we re not even really showing results here, we're just saying that we created amodel showing returns in a certain range. this is fine to include if you've had an experiencelike this, where you don't really have much in the way of real results to point to. onceagain, on the ipos, we don't really have too much in the way of results, which is fine.play it by ear. if you have results you can point to, put them in. if not, you can havebullet points like this and it's perfectly fine. then on the restructuring, we have amix. the first bullet here doesn't have too
much in the way of results. then this nextone, clearly the work here has impacted the deal process, so this is more of a resultand it's fine to include this as well. now that we've been over the overall structureyou want to be using for investment banking type experience, i'm going to go through andanswer a couple of other common questions that may come up as you start using this andother questions i've gotten on writing about this type of experience. one thing that sometimescomes up is, what happens if you've had multiple finance internships? what if you've had, let'ssay, two investment banking internships and maybe you had an asset management internshipbefore that. if that's the case, i would probably focus on the most recent internship and cutback on the rest. you can use this same structure,
even if you've had multiple investment bankinginternships, but what i would probably do is instead of writing as much as we have herethen maybe what you want to do is, for the older ones, just list one or two transactions.maybe just copy and paste this part and, again, it depends greatly on what you did specificallyso it's hard to say precisely how much to add here, but i would do something like that.i would still try to include what you can, especially if you're applying for full timepositions right now, but i would just focus on the most recent one and cut back on howmuch you say on some of the older ones. the same applies, by the way, if you're workingfull time and you've had other jobs before this. i would still focus on the most recentone and list the others still, but relegate
them and maybe only have a few sentences onthem, as we have done here. another question is, how should you write about investmentexperience if you're working on the buy side? well, what i would probably do is, i wouldprobably say selected investment experience right here and obviously, you want to changethis and call it private equity and [inaudible 00:18:56] associate firm name and just sayhow many investments you worked on, and you can have similar language here. in terms ofthe valuation work you did, merger lbo models, client presentations, that type of stuff.you can have more about due diligence here if you want to, but the overall structureis very similar. on this section for selected investment experience, it's really not toomuch different. the main difference is that
on the buy side it's more about leveragedbuyouts and direct investments if you're working at a hedge fund, trades if you're workingat a hedge fund. but it's really not too much different. you can adapt a lot of these ideas.what i would do, just as a quick example here is say, potential $700 million leverage buyoutof telecom company, and we can have in here, we can say something like created lbo modelshowing turns in percent, percent range. also conducted due diligence with management teamand wrote investment memorandum. this is presumably for some type of investment committee thatthis firm has. then you could say, resulted in negotiation of transaction. we could have,for example. that's how you might write about a deal on the buy side. this is just a quickexample off the top of my head, of course,
but that's the overall format that you'd usethere. it isn't really that much different. another question that sometimes comes up is,what happens if you can't fit everything on the page? i would say that in that case, ifyou really cannot fit everything, then you need to eliminate some of your other stuff.you need to change the font size, play around with the margins. try to keep them at, atleast, half an inch or so on each side, but i would say you need to eliminate stuff. it'sreally not appropriate to have multiple pages unless you're a much more senior hire or unlessyou're in a region like australia, for example, where it's actually accepted to have multiplepages on your resume or cv. another final question is, what happens if you're an internand you don't really have any real deals or
it was an unpaid or part time internship?again, same applies. just make into deals what you can. if you performed research onpotential acquisitions, say that that was a potential acquisition of something. if acompany was interested in selling but you didn't actually get an offer, you didn't actuallynegotiate anything, just say that it was a potential sale, as we have here, of a certaintype of company. make into deals what you can, is the short answer to that one. as faras the rest of the resume here, just a couple of points to go through. we see here that,again, this company, other company, previous internship or job that we worked at has beenminimized because it's really not nearly as important as the investment banking experienceup here. we see that education is actually
much shorter this time around and this isfine, especially if you've been out of school for awhile. if you have an mba, you've goneto business school, then i would just add in the business school right above this universityname right here. you'll just add in business school name and then follow the same formatthat we have down here, but even if you've gone to business school, you definitely stillwant to keep in that as well as the university, your undergraduate institution as well. i'veshortened skills, certifications and interests because, honestly, once you've been workingfor awhile, this stuff becomes less important. it's still good to list languages, just incase. certifications can still be good so if you have the cfa or something else likethat, it's fine. you can list them. some places
will care more about that stuff than others.interests can actually still be helpful to list. i have been asked about these in buyside interviews before, so interests can actually still be good to list. i would probably cutout activities, technical skills, especially if you don't have anything substantial there,which is why i've done exactly that on this resume template. so that's a quick overviewof how you might structure your investment banking experience when you're writing aboutit on your resume or cv. obviously, you don't need to stick to this exactly. feel free totake and modify this template, change around the fonts, the formatting, whatever else youwant. still try to make it readable if possible, but these are the overall ideas and the principlesyou should be using, but feel free to modify
and use it as you wish. hopefully this hasbeen helpful for you and you now have a better idea of how to write about your experienceand how to structure it on your resume or cv. [content_types].xml _rels/.rels theme/theme/thememanager.xmlsq}# theme/theme/theme1.xml w toc'v )i`n 3vq%'#q :\tzag l+m2 e\o* $*c? qg20pp \}du4 hsf+ ,)''kk4'+ vt]k o@%\w s; z |s*y 0x4d) ?*|f -45x /y|t theme/theme/_rels/thememanager.xml.rels6?$q k(m&$r(.1 [content_types].xmlpk _rels/.relspk theme/theme/thememanager.xmlpk theme/theme/theme1.xmlpktheme/theme/_rels/thememanager.xml.relspk
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