Promoted from an Underwriter to Investment Management: financial reporting on a $350M portfolio
Implemented the function : acurate, automated, 100% deadlines met
Identified and met with 20+ new target companies and 10+ local authorities
Structured over 1 Billion BRL in funds and other forms of debt in 2011.
M.S. Project Management / FinanceLa Rochelle Business School (France)
1999 - Ongoing
Master in Business AdministrationTomas Claudio Colleges
1996 - 1999
IMD Business SchoolLeadership
Toastmaster InternationalCompetent Communication
Most Proud Of
As a co-founder,I built the curriculum and coordinated programming for Sessions LA, a non-profit music writing, DJ'ing, and beatmaking program for inner-city youth in Los Angeles.
As a musician,I have released three solo albums under the Trebles and Blues moniker. My work has garnered over half a million streams/plays and I have toured all over the United States and Japan.
As a finance professional,I have extensive experience in three prominent industries: healthcare, private equity fund-of-funds, and investment banking.
Microsoft Excel, Word & PowerPoint
Netsuite, Adaptive Planning & QuickBooks
Oracle, Essbase, Discoverer & Cognos
Commercial AwarenessInterest in business, several years of experience in tech companies working closely with sales and operations. What motivates me is to support and influence business performance and decision making.
Understanding of different stakeholders' needsHaving worked in different roles in multinational companies with a passion to promote the value add of Finance, I make a conscious effort to understand my colleagues and other working relations' point of view in order to collaborate efficiently and smoothly.
How To Write a Great Entry Level Financial Analyst Resume Sample
When you’re just getting started in the financial industry, it can be difficult to prove your expertise. You don’t have any direct experience to show for it yet!
In that case, it’s important to emphasize your educational background, including how you have gone above and beyond completing your degree.
When you’re competing with hundreds of other candidates for an entry-level position, everyone’s resume will look the same.
They will be mostly empty, with details on what university they attended, when they graduated and their GPA.
You need to stand out from the crowd of identical resumes.
An excellent way to set yourself apart as the ideal candidate for the job is to prove your passion for the financial industry.
Have you done any extra certifications to go above and beyond?
Did you hold a part-time job at a bank while studying?
Do you have any passion projects you started, such as a blog, to explore your interest in finances?
Your extracurricular activities will be what sparks a hiring manager’s interest when they’re sifting through a sea of resumes.
How to Choose the Right Entry Level Financial Analyst Resume Layout
It’s essential that you choose the correct layout for your Entry Level Financial Analyst resume.
Since you don’t have a significant amount of experience in the financial industry yet, the wrong resume format can leave the wrong impression on the hiring manager.
The functional resume format is the best option for entry level financial analysts. This format focuses on highlighting your skills and abilities, rather than on work experience.
Here are some other key pointers to consider for the layout of your entry-level financial analyst resume:
Make it easy to read
Use a professional font, such as Arial or Times New Roman
It should work with ATS (Applicant Tracking Systems)
Send it as a PDF, so the format stays consistent
Top 6 Sections to Feature in Your Entry Level Financial Analyst Resume
Summary (including Qualifications)
Since you’re applying for an entry-level position, the Experience section is less important and appears toward the end of your resume.
The star of the show will be your Skills & Qualifications section, where you’ll prove that you have the knowledge to excel as a Financial Analyst.
Here’s How to Write an Entry Level Financial Analyst Resume Summary
Now that you have the basics covered, let’s make your resume stand out with the perfect summary. This is the first section that the hiring manager will read, so making a great first impression is essential.
Your summary should:
Highlight your qualifications
Prove your passion for the financial industry
Show your interest in the job you’re applying for
Avoid writing a generic summary that doesn’t paint the picture of who you are and how you will help the company you’re applying to achieve their goals.
Recent graduate in Finance, seeking an entry-level position as a financial analyst for a great company
This summary is not personalized to the position the candidate is applying to, and it doesn’t set them apart from other applicants.
Now here’s an example of a resume summary done right:
Recent Finance BS graduate with a 4.0 GPA, internship experience and excellent presentation skills, seeking a Junior Financial Analyst position with Pinnele Solutions.
This is a strong summary for an entry-level Financial Analyst position. It has three key factors:
Includes the company name to show a keen interest in the position
Highlights communication and presentation skills (a major bonus for the industry)
Uses real numbers to prove eligibility for the position
What Should Be On Your Entry Level Financial Analyst Resume Experience?
Since you’re just starting out in the financial industry, hiring managers won’t expect you to have a huge amount of experience to display.
That being said, if you can relate previous job experience you have to the skills you will need in the financial industry, you will stand out from other applicants.
A common mistake that many applicants make on their entry-level financial analyst resumes is forgetting to list their experience that isn’t directly related to the finance industry.
For example, even though your part-time job as a receptionist in university isn’t directly related to being a financial analyst, they do share some similar skills.
From the receptionist job, you will have improved your communication skills, reporting skills and organizational skills. These will all be highly relevant to your career as a financial analyst.
If you lack direct experience in the financial industry, think of how your past experience in other positions can be applied to your future role as a financial analyst.
PRO TIPRead the job description you’re applying for closely and think of how you have used those same skills in prior roles (even unrelated ones). Highlight those skills on your resume in the “Experience” section.
You can also list unpaid positions in the Experience section.
Did you serve as the Treasurer for a club in university?
Do you write for a financial blog?
The skills you display with these experiences will prove to the hiring manager that you’re ready for your first entry-level job as a financial analyst.
“Running a finance blog will give you a chance to communicate your investment ideas to the world. Publishing informative finance posts on your blog will provide an opportunity to express your knowledge of the finance field and talk to potential employers. Having the relevant finance and investment skills will give you an edge when writing finance publications. And finally, being able to talk the talk will come in handy when finally landing thatfinance interview.”
Let’s move onto two examples of Experience sections. One is done well, and the other needs some work.
06/2016 - 09/2017
Cleaned the facilities
Took down appointments
No relevant skills to the financial industry are mentioned in this description. It’s acceptable to list a job that isn’t relevant to your career as a financial analyst, as long as you connect the dots and mention applicable skills you practiced.
06/2016 - 09/2017
Managed the budget for supply ordering
Delivered excellent customer service through telephone and email communications
Organized financial reporting, including receipts management
This example is much better.
The job experience is still in an unrelated field, however the descriptions are highly relevant to an entry-level financial analyst position.
They are also more detailed and pain a clearer picture of the candidate’s skills.
Which Skills are Required For Your Entry Level Financial Analyst Resume?
The skills section of your resume will be one of the most important to get right since you likely don’t have much experience yet.
Mastering and listing the right skills will impress the hiring manager and land you an interview.
Here are two essential tips you need to write a Skills section that earns you an interview.
1. Include both hard and soft skills to show you are a balanced, well-rounded candidate for the job.
Your job as a junior financial analyst will require a vast range of skills.
These include technical skills, such as financial modeling or data analysis.
They also include “soft” skills, such as making presentations and communicating with clients.
Most candidates make the mistake of only focusing on their technical skills.
If you strike the right balance between hard and soft skills on your resume, you will more likely come across as the right candidate for the job.
2. Match the required skills on the job description to the ones listed on your resume.
Take a close look at the job description you are applying for.
Sometimes they clearly display the skills required, and sometimes you have to read between the lines within the job responsibilities.
Personalize your resume for every job you apply to and add the specific skills they are looking for in the skills section of your resume.
12 Technical Skills to Include on an Entry-Level Financial Analyst Resume
Financial modeling: Sortino Ratio & other models
Enterprise resource planning systems
Identifying investment strategies
Proficient knowledge of tax laws
Understanding of international financial markets
Computer skills: Microsoft Office, Sage 50 Accounting, QuickBooks, QlikView, Bloomberg
Proficient in financial analysis software: Delphi Technology, Oracle E-Business Suite Financials
Analytical software: SAS, MathWorks MATLAB
11 Soft Skills to Include on an Entry-Level Financial Analyst Resume
Strong attention to detail
Client relationship management
Writing clear and cohesive financial reports
Designing engaging presentations
Excellent public speaking skills
Confident decision maker
Should I Add Certificates or Education to My Entry Level Financial Analyst Resume?
Just like the Skills section, your Certificates and Education section will be very influential in getting you to the next stage of the hiring process.
For an entry-level position, the hiring manager will be focused on seeing if you’re qualified for the position.
The best way to prove this from a recent graduate is through the Education section of your resume.
How to Feature Education Background on Your Resume?
Most entry-level Financial Analyst positions will require a Bachelor’s degree from an accredited university. The most common degrees for financial analysts include:
You should list:
Title of your degree
Impressive accolades (Dean’s List, Honour Roll, special awards or distinctions)
Completing additional certifications on top of your degree will set you apart from other candidates, and prove your genuine passion for the financial industry.
Take a look at the job description to see if any specific certifications have been requested.
It is important to note that not all certificates are industry-approved.
Researching the quality of the certification beforehand is essential so you don’t waste your time and money on a worthless certification.
To get you started in the right direction, these are the top certifications for financial analysts.
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Financial Risk Manager (FRM)
Certified Financial Planner (CFP)
“Many employers only hire financial analysts who have certifications from theChartered Financial Analyst Institute. There are several programs designed to prepare analysts for the challenges they will face in the workplace. Analysts who plan to work in securities can also take their Series 7 and Series 63 exams to ensure they are prepared for any available position.”
Volen Vulkov is a resume expert and the co-founder of Enhancv. He applies his deep knowledge and experience to write about career change, development, and how to stand out in the job application process.