# Asset Management CV Template

A one-page, ATS-readable CV built for asset management analyst and graduate-scheme applications —
not a generic finance CV with the word "asset management" pasted onto the top. Copy the structure,
replace the bracketed prompts with your own material, and delete anything that doesn't apply to you.

## Layout (one page, standard fonts, no columns or graphics)

```
[Full name]
[City, country] · [Phone] · [Email] · [LinkedIn]

EDUCATION
[University], [Degree, subject], [Grade / expected grade]        [Month Year] – [Month Year]
– Relevant modules: [e.g. corporate finance, econometrics, asset pricing]
– [IMC / CFA Level 1, if started or completed — state the level and the date, not just "in progress"]

EXPERIENCE
[Employer], [Role]                                                [Month Year] – [Month Year]
– [What you did, in one line, with a number if there is an honest one to use]
– [What the work actually involved — research, modelling, client contact, reporting]
– [An outcome, however small: a process you improved, a deck that got used, a note that got read]

[Repeat for each role or internship, most recent first]

INVESTMENT-RELATED ACTIVITY
[Student-run investment fund / stock-pitch competition / investment society — role and what you did]
– [The actual work: which sector you covered, what the pitch argued, how the fund is run]

SKILLS
Technical: [Excel, Bloomberg/Refinitiv if you have used one, Python/VBA if genuinely proficient]
Languages: [Only list what you can hold a business conversation in]
```

## What a fund house's screeners are actually looking for

An asset management analyst screen is not the same read as a banking or private equity CV, and
copying one from a friend on a different track is the single most common mistake.

- **Evidence you understand what the job is.** A line that shows you know the difference between
  picking a stock and running a fund's operations reads better than a longer list of internships
  that don't.
- **Numeracy that's demonstrated, not asserted.** A grade, a modelling module, a stock pitch you can
  defend — anything a screener could actually ask you about in the next thirty minutes.
- **The IMC or CFA, dated honestly.** "Studying for IMC Unit 1, exam booked [date]" is a stronger
  line than "IMC in progress" with no date attached to it.
- **One piece of independent investment work.** A stock pitch, a fund you help run, a portfolio you
  track and can explain — something that didn't come from a syllabus.
- **No padding.** A screener reading a hundred CVs in an afternoon notices the one line that doesn't
  say anything, and it counts against you more than a short CV does.

## Before you send it

1. Cut anything that isn't finance, investing or genuinely distinctive — a screener has seconds, not
   minutes.
2. Read every bullet aloud. If you can't defend it in an interview, delete it or rewrite it until you
   can.
3. Match the file name to the firm you're applying to and keep the content identical — the advice
   above doesn't change by firm, only what you put underneath it does.