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bjbj In this video I'm gonna walk you through some of these resume templates that you might
use if you might use if you're a more experienced candidate and you're interested in going into
investment banking. I'm going to cover three categories of candidates here. The first category
we're gonna start with here, is someone who is at the MBA level, so someone who's in business
school currently, and is either thinking about an internship in the near future or is about
to graduate. But they're still in school right now and they're applying for either summer
internships or for full time jobs post-graduation. The second category I'm gonna go into is anyone
who's working full time right now. Maybe you've gone to business school, maybe you haven't
gone to business school, but you're working full time right now. And you're interested
in making a transition from whatever field you're currently in into investment banking
or really anything in finance. Then the third, and final, category that I'm gonna go over
is if you've been working in investment banking for years or possibly even longer than that
by this point and maybe you're already at the associate level. You've been there for
a couple of years, you're pretty experienced, have a lot of deals and clients to speak about.
Maybe you're at the VP level or even above that. I'm gonna go over how to present your
resume, if that's the case. As we'll see by going through this, that is actually the most
different out of all these scenarios. The first two are pretty similar and by following
the university student template that we went through previously, you can actually get a
lot out of those and you'll be 95% of the way there. But the last one does require some
more explanation. For now let's go back to our MBA student resume template. We see here
that it's really not too much different from our university student resume template, if
you remember what that looked life. To refresh your memory, I'm going to pull that up right
now. You can see right here, for the university student resume template, I recommended having
your education on top, followed by your work and leadership experience next, and then your
skills, activities and interests here at the bottom. For a university student I said that
you wanna focus on two to three, maybe two to four key experiences under work and leadership.
You can include student clubs, but try to focus on internships, full time jobs if you've
had them, anything of that nature. Then have all your skills, activities and interests
here at the bottom. The MBA student template is really not much different, in that you
still wanna have your education section here at the top, and the reason is that you're
still in school. You need to put your business school name school first, and then give the
title of your degree, say the location and give your graduation date at the side as I
have right here. You also need to have your undergraduate institution as well. Now, if
you've been to more schools than this, the question always comes up, how much do you
include? I think, honestly, at the MBA level you don't wanna focus quite as much on education
as an undergraduate might. If you have more institutions than this, maybe if it's common
in your region, you can include them if you have the space. For example, in Europe it's
common sometimes to list more than just business school and undergraduate. It might go all
the way back to secondary school, for example. So, if it's common and you have the space
you can do that. I would recommend greatly condensing your education section at the MBA
level, though. I'll also note that you don't need to list GPA, SAT scores and information
of that nature for your university that you went to. Sometimes this can come up if they're
doing some type of background check, and they happen to ask for your transcript, but it's
certainly not necessary to list on your resume. At this level what they really care about
are what schools your went to at the business school and undergraduate level. So you don't
need to go into a whole lot of detail on your GPA, SAT scores, activities, and things like
that for education. For professional experience, you'll notice first off, that I relabeled
this from "Work and Leadership Experience," to "Professional Experience." That's because
at the MBA level, you don't wanna really be writing about student activities, student
groups, anything like that, especially if they're from all the way back when you were
an undergraduate. What you wanna do is focus on the two to three key work experiences.
The key full time work experiences that you've had. I would say in general you want to go
back maybe 5 years or so, maybe 5 to 10 years if you're coming into the MBA program in a
slightly more experienced, older level. You might wanna go back and focus on the most
recent 10 years of your work experience, but this is gonna be highly dependent on where
you've worked. What level you're at and whether you're applying to business school right out
of undergraduate, you've waited a couple of years, or you're applying after even more
time than that. I would say you still wanna pick and choose very carefully and don't try
to include too much here. Focus on the two to three key work experiences that you've
had, and expand on them, go into as much detail as you can and hit on the major points right
here. You'll see that, again, you want to pick either the project or client centered
structure that I have right here, also in the second entry, or you want to go with a
task centered structure. I covered this in the university student video, but essentially
anything such as finance, real estate, professional services like accounting. Maybe even law if
you have some kind of legal background before getting your MBA. Anything professional services,
sales related, anything with clients should really be used in this project transaction
client structure. Anything that was more like IT or perhaps marketing if you didn't work
with specific clients. Anything of that nature where you can't really point to specific projects,
can be using this format, where you're talking about specific tasks and your results. It's
still important to give the specifics and their results at the MBA level. One difference
that I'll point out here is that it's more important to focus on leadership and client
management skills if you've had significant work experience and you're trying to get in
at the associate level into investment banking. The basic reason for that is once you get
to that level, it's assumed that you're gonna be in finance long term, and that you're gonna
be trying to reach the top of the ladder. To do that you need to show really strong
leadership skills and you need to get to the point where you're able to generate business
and bring in new clients for the firm. So it's important to demonstrate evidence that
you can actually do that. The way you do that on your resume is by talking more about leadership
experience and emphasizing that more than undergraduates might. Again, if you don't
have specific client experience here to point to, it's not the end of the world, but if
you have anything like that you really need to emphasize that because client management
skills and leadership are two of the key skills they look for more at the associate level
versus the analyst level in investment banking. They're really looking for people who can
manage the team, drive and get things done as opposed to just someone who's really good
in Excel, someone who is really good quantitatively. One exception I'll point out here, to what
I just mentioned about picking out the two or three key work experiences to focus on,
is let's say you've done something that is not closely related to finance. Maybe you've
been in IT or you worked in healthcare policy or you were in marketing at a firm, and right
before you started your MBA program, you did some kind of pre-MBA program. Maybe interning
at a private equity firm or investment bank or something of that nature. Well then, even
if your program only lasted for a few months, I would still dedicate one of these work experience
entries to whatever pre-MBA program you did. Because if it's highly relevant to finance
you want to highlight that and scale back on the rest of your experience. So even if
you spent 5 years working at a company, if you did a pre-MBA program that was maybe 3
or 4 months long, and it's just way more relevant to finance, you want to spend just as much,
if not more space on that program as opposed to all your other previous work experience.
Again, it's not lying, it's just changing the emphasis and focusing on a different point
so that you show yourself off better and impress interviewers and win offers that way as opposed
to making it seem like you're too much of a technical person or your background is not
really aligned with finance or banking. One final point here is at the bottom, under "Skills,
Activities, and Interests." This section gets increasingly less relevant the higher up you
move in finance and in work in general. I would say that you can still include this
at the MBA level, but it should certainly be shorter than what an undergrad or recent
graduate might have. Definitely include any language abilities that you have. Activities
are fine. I would try to skew this one more toward professional organizations once you're
at this level, as opposed to just talking about student clubs or anything at your university.
Of course, if you're in something that's very well known and you happen to be interviewing
with an alumnus from either your business school or undergraduate, sure you can go ahead
and list that here. But again I would try to cut back on this if you're at this level,
because these types of items matter less and less the higher up you move within the corporal
world. That's a brief overview of the MBA student investment banking resume template.
It's very similar to the university student one, just that we have some additional information
about our business school here at the top, and then we also have a bit of a change to
our work experience section. In that you focus less on student clubs and activities. We really
wanna devote our attention to our full time work experience as we are doing right here.
Of course, we still wanna use either the project centric or task centric structure, and pick
one for each of the experiences that we have. Try to bias it toward projects and clients
if possible. If not, just talk about the tasks that you've worked on. Pre-MBA programs are
definitely a good idea to mention here. Especially anything related to finance or at least more
related to finance than your previous work experience. One other issue that comes up
something with work experience here, is what to do if you've only had one full time job.
Should you just write the one entry or should you go back and list internships. I would
say it's good to have at least two entries here. So if you've just had one full time
job and you're applying to business school or you're already in business school and you're
applying to banking jobs, I would say spend most of your space on that one full time work
entry and then maybe talk about your internship at the bottom and write maybe one or two bullets
about that, just so you have some balance and so you have more than one entry on this
page. Of course the Skills, Activities and Interests section, as I mentioned before,
should be shorter and more condensed at this level. So let's go into our Full Time Employee
Investment Banking Resume template, and look at what kind of resume you might write if
you're working full time in another field and you're trying to make the move into finance
right now. So here's the template for someone who's working full time and is trying to transition
into finance. As you can see, it is actually almost exactly the same as the template that
we just went through before. The only difference really is that professional experience is
here at the top. Because our person has already graduated from business school in this case.
We have education next, with the business school name, the university name and then
Skills, Activities, and Interests here at the bottom. Again, this last section can be
cut out entirely in some cases if you're experienced enough and you just don't have the space or
nothing is relevant there. It's more important for undergraduates and MBA students than it
is for someone who's post-MBA, or someone who's been working for a few years and is
pretty experienced, has some solid references and has a long history of work experience
to point to. There's not really too much of a difference between this and the MBA Student
template. I would say no matter how experienced you are, unless you're say for example, a
CEO or a C-level executive with 20 to 30 years of work experience, you really wanna stay
focused on the two or three key entries, or the past 5 to 10 years that highlight your
skills. You can go back further than that if you want, but you want to be careful about
making this too crowded. You always wanna keep it to one page unless you're extremely
senior or as we'll see, coming up next, if you have a long history of transactions or
clients to point to. OK, so here's our last resume template. This one is for someone who's
been working in investment banking or really anything in finance, whether it's private
equity or hedge funds, or private wealth management or anything like that and has a long history
of transactions and clients to point to. Now, the first thing you're gonna notice about
this template is that this person has worked at this same bank at both the associate and
the VP level, and then the person worked at a different bank at the analyst level. It
looks like they went to business school and attended an undergraduate institution as well.
But one thing that's different about this one compared to the investment banker resume
template that we looked at before, which is right here. You see that you see here that
we have the selected experience transaction section where we go through each of these
5 different transactions in a good amount of detail. We go into what the analyst did
in terms of valuation, what they did in terms of the business results on the deal on the
client and everything. And in this one in our experienced investment banker resume temple,
we don't have that. At least not on the front page. The reason is because in this case our
person has so much deal experience that it's not really practical to list everything on
one page as we did before. Instead what you wanna do is focus on giving a few summary
sentences for each position, and then on your next page is where you wanna get into your
transaction experience. So you see what they have done at the VP, associate and analyst
level right here. Now, a couple of quick points to make here. This is presumably for someone
who's been recently promoted to the VP level. If you're a new associate or an analyst at
any level, do not use this template. Instead, you're gonna be using the Investment Banker
resume template that we went through before. Where you just have a single page and you
list your transactions there. The reason being that it looks quite strange if you're someone
that junior to have a separate page for your transactions. This template should only really
be used if you're an experienced associate, VP or even higher level than that, and you
really do have this long list of transactions and an extensive history; maybe 5 to 10 years
worth of experience to point to. So don't go and start using this if you're applying
for internships, you're a new analyst, you're applying for an associate or analyst role
or anything of that nature. Only use this if you have a ton of experience. We see a
couple of the important points to make here. We see that in general, the person has progressed
and at the analyst level they describe their experience by talking about the deals they
worked on, the valuation modeling work they did, client presentations, due diligence.
At the associate level it progresses a bit. They still talk about the deals but in this
case they're talking more about managing team of analysts. They're talking about how they're
promoted to VP one year earlier than peers, about their collaboration with management
teams and how they work with them to support negotiations with buyers, and also how they
were a staffer, or someone who assigns work to analysts and associates, and a mentor for
incoming summer interns. They also helped out with training and if you have helped out
with recruiting, on campus recruiting at schools for example, this is where you'd write about
that, as well. We make a note in these cases here that the transactions are listed on the
following page, so that someone looking at this doesn't get confused. Then in the VP
level, we see again this person has listed the number of deals and talked about managing
associates and analysts. And we see here that they're making a note about notable deals
and mergers that they've worked on. The reason that we're including this here, is because
at this level, you wanna get across anything major, anything that's made headlines that
you've worked on. That way someone could just look at the front page of this quickly and
get a sense of what you've done, and if it's anything news-worthy, anything that's good
to bring up in an interview or when you're networking with them. Now we see here at the
bottom, they're talking about the sourcing process. Developing relationships, developing
calling lists for the technology industry. The reason this is important is that as you
move up in investment banking, it really becomes more of a sales job versus an analytical job.
So at the top of the food chain, basically your only role is to bring in new clients
for the firm and then to hand them off to other people to actually execute the deals
and get the company sold, sell it to investors, or to help it buy another company. At the
VP level it starts becoming very important to indicate your relationship development
skills, how you've helped senior bankers bring in business. That's what this person is doing
right here. We also see again that the education section is greatly condensed here. There's
a minimum of information listed. You could even make it shorter than this if you wanted
to. Skills, Activities, and Interests, this is almost irrelevant at this level. I've left
it in for your reference in case you do happen to have languages or activities that might
be relevant, certifications, maybe interests. But again, I would say at this level, honestly
you're fine actually removing this and just taking it out all together. Keep that in mind.
Don't feel pressured to leave this in. If you don't have the space just take it out,
because they honestly don't care too much about this at this level. Now on this transaction
experience page, we see that the format follows exactly the format of the first page where
we had the bank name, the position, the location and then the start date and end date. We see
again that this is very close to some of the language that we included on the Investment
Banking Analyst or Associate resume template right here. The difference here, is that at
the analyst level, they're pretty much following the template. They're talking about the valuation
work they've done, how it was actually done to support the deal process, the negotiation
process. We see in this bankruptcy example that again they're talking about evaluation.
They're talking about work they did, analytical work, support of the Chapter 11 Bankruptcy
process right here. When we move to the associate level, we see that it changes a bit. Now they're
talking about not only analytical work, but also management. So here we see that they've
listed collaborating with CFO and head of business development in terms of key priorities
for acquisitions and partnership deals. Talking about how they guided analysts, how they led
analysts to do some of the analysis, some of the research work and then how they actually
presented it or participated in this core presentation. Again, it gets more and more
important to emphasize leadership skills, as you move up the ladder. This bullet for
the LBO of a network communications company is actually the same. This is fine because
associates actually do a fair amount of quantitative work as well, depending on the group and the
bank you're at. It's fine to include bullets like this, especially on more complex deals
and scenarios like leverage buy-outs. For the IPO, again very similar. We see the focus
has shifted to managing and working with the analyst and helping him select the appropriate
comparables for this valuation. Finally here, at the top under this VP. So this person is
presumably a relatively new VP, so we only have 2 deals listed here, which is fine for
now. We see here that now this person is actually getting involved with the sales process. They're
actually pitching the company themselves to strategic and financial buyers. They're helping
the management team directly. They're working on site with them to develop the presentation
material, and they're managing the associates and management who are creating the presentation.
Depending on the bank and group you're at the VP may not always be doing this. Sometimes
it's more of a management role. Sometimes it's more of a role where the MG just hands
of the deal to them, especially for more experienced VP's, Senior VP's, Directors. It really varies
by the bank, but this is an example of the types of bullets that you could use if you're
more experienced and you're actually contributed at this level. Then we see this merger of
equals right here. We see how again, this is actually not too much different from what
analyst or associate might write. The difference here is that they're emphasizing how they've
guided the analysts or associates. They've led them to create this complex merger model
and how they use this model to then discuss the synergies in this particular deal with
both management teams. There's not too much of a difference here in terms of the transactions.
The main difference, really, is that as you move up the ladder you wanna emphasize leadership
and client interaction, working with management teams, and presenting and actually moving
the needle, making a difference in the deal, as you get more senior within investment banking
or anything else in finance. Now, if you've done private equity or hedge funds or anything
like that, these bullets are not gonna be too much different. You still wanna emphasize
leadership. You still wanna emphasize your contributions to negotiation. As you move
up, you wanna emphasize your ability to source and generate ideas. In the case of private
equity and hedge funds, for example, those are investment ideas. For investment banking,
those are potential client ideas, and developing relationships with those potential clients.
So hopefully now you have a better idea of how to structure your resume if you're more
experienced. Either you're at the MBA level, or working full time, or you're an experienced
investment banker and you are putting together your resume and looking to move elsewhere.
These resume video tutorials should have covered 95% of the questions you have on resumes.
Really, the only thing left at this point is to go over specific language for certain
jobs, certain internships, and certain industries. But by using these templates and making sure
you're using the right one, depending on which level you're at, and how much experience you
have, you should be 95% of the way there when it comes to crafting a resume that gets you
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