Portfolio Management Experience on a Resume

[nerdattax]

Hi all,

Many times, resume "experts" recommend trying to quantify some of your achievements at work. However this seems difficult in the investment arena. So my question - is it advisable to include how much $$ you manage/how many clients you have or is it best to just stick to trying to describe what you do on a daily basis?

Also, a few other questions I've wondered about now that I'm 3 years out of college.

1) Should I still be including a summer internships from college? Does it depend on whether they were in the investment field or not?

2) What college clubs warrant inclusio? i.e. would it be better to include career related clubs in which I was not an officer (finance club/investment club) or fraternity positions in which i took a leadership position

3) If applying to B-School, should I include GMAT score on my resume? AWA Score?

thanks all for the help,
nerdattax

 

[Bambi]

quantification of AUM and more importantly performance (in my case outperformance vs benchmark index) is a nice thing to have
net new inflow/collection is a nice indicator as well

three years out of college - I guess its still justified to include internships if they are meaningful to what you currently do or what you want to do later

 

[nbkn9xu]

That depends on how much you actually manage. If you manage say around half a mil, I wouldn't put it. It's not going to do you any good (in my personal opinion). If, on the other hand, you have a portfolio worth a few millions, I would put it. Think of it this way: you're trying to impress the employer. Will the employer be impressed if I put down a mil? 5 mil? etc

1) If the internships are relevant to your current/new careers, that you should put it unless you have jobs to from the last 3 years to fill your resume with. 3 years out of college is still considered fairly new to the field so I think it's ok to put your college internships as long as they are relavant.

2) I would go with the leadership position. Anyone can become a memeber but not everyone can become a leader and that's what employers look for.

3)You don't necessarily need to include it on your resume. Rule of thumb is that you don't include anything on the resume that you're not proud of. If you didn't get a decent score, skip it. You're going to be asked to provide it at some point anyway so you don't necessarily need to provide it on the resume. But if it's a good score, I'd "show it off".

 

[RAwannabeCFA]

When I see quantification of performance on a resume I pretty much give it no credit. Performance stats are easy to manipulate or, in the case of sell-side guys, to simply make up.

I interviewed this trader once who wanted to move over to an analyst position and he had some gaudy performance stats on his resume. In the interview he kept pointing to his track record so I finally was like how can "I" verify these numbers and he pretty much said I couldn't without calling current employer which he didn't want me to do since it could cost him his current job. So I said then I'm not even going to consider your "track record" because the homeless guy down the road here could come in with a sheet that said I returned 45% on my trades in 200x but you can't verify it.



Edited 1 time(s). Last edit at Monday, July 23, 2007 at 12:39PM by RAwannabeCFA.