A template trusted by analysts at investment banks and Big Four firms.
CFA-qualified Financial Analyst with 4 years of experience in equity research and corporate finance. Track record of delivering investment insights that supported $500M+ in portfolio decisions.
Finance recruiters scan for technical precision. They want to see financial modelling types (DCF, LBO, comparables), deal sizes, portfolio values you influenced, and relevant certifications (CFA, ACCA). Mention the tools you used (Bloomberg, FactSet, Excel) and quantify everything. "Built DCF models" is good. "Built DCF and comparable company models reducing valuation turnaround time by 30%" is significantly better.
Financial modelling, DCF and comparable company analysis, Bloomberg Terminal, advanced Excel (VBA, macros), equity research, M&A due diligence, SQL, Python, and PowerPoint for client presentations. If you hold CFA or ACCA qualifications, list them prominently.
Do not use vague language like "assisted with financial analysis." In finance, specificity equals credibility. State the exact deal sizes, portfolio values, and number of clients. Also avoid listing every university module you completed — recruiters care about professional experience and certifications, not coursework.
Finance CVs should be conservative in design. Use a clean, traditional template. One page is standard for analysts with under 5 years of experience. List your education and certifications prominently — they carry more weight in finance than many other fields.
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