UK
“I am looking for an equity analyst role, preferably on the buy side. This includes hedge funds, private equity houses and long only fund managers. I am willing to take a more junior role in order to build up my skillset within fundamental equity research. So far the response to my CV has been slower than hoped for with very few meaningful leads. Helpful feedback is very welcome.”
AUG 2005 – PRESENT: HEDGE FUND, MAYFAIR, LONDON
POSITION: Equity Investment Analyst & Equity Portfolio Manager
UK Small / Mid Cap Equities
· Fundamental equity analysis, detailed financial analysis and valuation modelling of potential investments for firm and client capital. Recommendations often made with a view to add value to investee operations through the application of activist techniques such as profit improvement, change in business strategy, market consolidation, cash flow improvement and non core asset disposals. Exploration of strategic aspects of investment including liquidity analysis, analysis of and involvement in discussions with existing shareholders, the company board and senior management. Specialist focus on investment trust arbitrage transactions. Origination and involvement in execution of investment trust for arbitrage and part conversion to a quant based fund listed on the London Stock Exchange and subsequent management of fund:
· Management of LSE listed equity fund. Formulation of proprietary equity research models and quantitative investment strategies used within the fund. Responsible for revision of existing strategies and implementation of new strategies as required. Conducted quantitative research for two years prior to launch of fund to devise investment strategies and asses viability of the investment concept.
· Fund launched in Q1 2009 and currently out-performing Small Cap, Mid Cap and All Share benchmarks by c.16%, c.4% and c8%. Has exhibited sector leading alpha generation of 13% p.a. with a beta ratio of 0.84. The trust was previously ranked 22nd out of 24 trusts in the sector and is now ranked 3rd post conversion. I am responsible for equity dealing for the fund at favourable prices to the VWAP.
NOV 2004 – MAY 2005: INSTITUTIONAL INVESTMENT MANAGER, MAYFAIR, LONDON
POSITION: Trainee Portfolio Analyst .
· Responsible for maintenance of currency levels of multi currency funds within Equity Index linked funds (through setting up of FX trades)
· Conduct monthly performance attribution for multi currency funds and communicate with fund managers the adherence to prescribed risk limits.
· In the event of divergence from risk adjusted performance, identify and quantify the factors effecting performance and communicate to fund managers
· Involved in fund managers’ analysis of how to eliminate tracking errors to benchmark
AUG 2004 – OCT 2004: INSTITUTIONAL INVESTMENT MANAGER, LONDON
POSITION: Project Analyst (Summer Intern)
· Conducted an analysis of the UK market for investments for the company who at the time had no UK investment offerings to assist with their entry into the UK market
· Analysed at depth the structure and workings of the Private Banking, IFA and Fund of Fund investments marketing channels for their products
JUN 2001 – SEP 2002: US INVESTMENT BANK, LONDON
POSITION Structured Product Analyst
· Successfully contributed to team managing accounts with $1 billion in assets across portfolios of Credit Swaps, Options, Corporate Bonds & Futures
· Created , implemented and sustained new accounting systems (in coordination with P&L managers) dramatically improving efficiency of analysis and control.
· Formulated, presented and discussed monthly P&L performance to management
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you seem not to an education bit to your CV. I assume that’s an oversight.
Your LSE listed fund – is this long only ? how can it be described ?
You say fundamental equity research is what you look for? But isn’t that what you are currently doing in the hedge fund? Otherwise, you have to massively shorten the bullet points.
TOO LONG TOO LONG…shorten dramatically..try never to go over 2 pages in total..otherwise i for one would die of boredom!,,Saying that..what you have done is impressive…
however before i do decide to do anything , i need to ask some questions.
1 Are you Male or Female..if Female ..do you intend to get married /start a family soon
2.How old are you exactly
3.Do you have any disabilities
4.Are you or do you intend to be gay
please respond and lets see if we can set up an interview
to p.c1: think ur post qualifies for a legal case :-)
these comments are ridiculous. you have a great CV. But if I was him I’ll stay put at that place and build up the track record
You already have an equities analyst role on the buy side?! Why do you need a junior role to build a skill set which you should already have?
Ali Desai and Value Investor: The fund is a very simple, long only, low frequency quant fund but it got taken over by another investment manager in Q1 2010. (Not performance related, just an asset gathering exercise.) So I can’t build the track record and to be honest I never liked doing the quant research anyway, except the satisfaction from seeing it out-perform. My education: BSC (Econ, 2.1), MSC (Cass, Investment Mgmt.), CFA 1
Neon and Confused: My role at my current company has been split between fundamental equity analysis (on a transaction by transaction basis, with firm capital and quite infrequent) and quantitative analysis (for the LSE listed fund before it got taken over.)
This (small) hedge fund job was my first after my MSc and imo my CV (and perceived skillset) may lack the pedigree of someone who’s spent 3-4 years on analyst / associate program at an IB for example.
I got great exposure to interesting work at this fund but I am wondering at what cost to my CV? Most jobs (even v similar roles to mine) ask for IB / BIG 4/ Consulting experience.
P.C1: That’s actually very funny. Thx I think I will shorten the bullets
Anymore feedback is much appreciated!
My opinion is that your CV is very difficult to read, not easy to to pick out the key points. Try and put yourself in the other party’s shoes, i.e. will you be able to eyeball the key points in about 2 mins. Quality of experience is reasonable. But make sure that for your latest jobs, you do not come across as misleading (if you are long only, say so explicitly..amazing what can annoy people hiring, dont get dinged for moot and inconsequential points)! If you are including that statement at the top, I would take it out, frankly it comes across like you have no idea what you are talking about i.e. be specific, if you are looking for an PE position, saying that you want to be an equity analyst doesnt come across well!
@CV owner
besides omitting your education, as other people have said your CV is just too long. You need to prune it a bit. For example, your first bullet could be something like:
1. Fundamental equity analysis, detailed financial analysis and valuation modelling of potential investments
followed by another buller
2. Added value through the use of activist techniques
3. Managed a long only LSE listed quant fund
Been around: Point taken, I am going to split my role into two (Equity Analyst and Portfolio Manager) which should make the nature of my role more easy to understand.
To be honest, I dont mind if I get a role as an Investment Analyst in a PE fund or an Equity Analyst within a long only manager / hedge fund as to be honest, the nature of our investing means I have been doing a mix of all these jobs already.
The long term, Activist nature of our investment style probably means I have carried out research which is transferable to traditional fund managers (stock screening, stock valuation), PE funds (analysis of business and areas for value addition / cost cutting, LBO modelling) and long short equity funds (investment trust arbitrage work)
Maybe I need to find a way to communicate this more clearly. The very small (and shrinking) size of the Activist fund sector means there are few other firms like us out there and hence I would definitely like to move into something different.
PC1 – haahahah classic.
How to get sued in 4 easy steps – ask these questions.
you have made my morning!
I agree with some other commentators that you are writing too much.
You have got more than five years of experience, you’re not junior.
What is the difference between your current role and what you are looking for?
Don’t forget to have an eye on your cover letter.
If your cover letter is bad, nobody opens your CV!
You are writing a lot about your experience, and not much about your qualification, language skills, IT skills or your personality type.