11 minute read
Section-by-Section Review
Section-by-Section Review CONTACT INFORMATION
Your name should be the largest item on the page and in bold font
• Your contact information must include: • Complete address: Street, Box # at Bentley (if applicable), City, State, Zip Code • Phone number • Email address
If you live off-campus, you should use your local address instead of your Bentley address
Include your permanent address if you are looking for positions in that area…or if you don’t check your Bentley mailbox
School Address:
175 Forest Street, Box #1234 Waltham, MA 02452 jones_eliza@bentley.edu
Elizabeth Jones
Permanent Address:
567 Collins Avenue Miami, FL 33101 (305) 555-7890
Elizabeth Jones
Local Address: 123 Moody Street, Waltham, MA 02453 ● jones_eliza@bentley.edu Permanent Address: 567 Collins Avenue, Miami, FL 33101 ● (305) 555-7890
Elizabeth Jones
175 Forest Street, Box #1234, Waltham, MA 02452 jones_eliza@bentley.edu (305) 555-7890
Elizabeth Jones
567 Collins Avenue, Miami, FL 33101 ● jones_eliza@bentley.edu ● (305) 555-7890
Section-by-Section Review EDUCATION
Bentley University, Waltham, MA Candidate for Bachelor of Science (or Arts), Major, May (or December) 20XX Liberal Studies Major or Minor, if applicable GPA, if above 3.0 (Cumulative and/or Major) Academic Honors: President’s List, Dean’s List, Honors Program
Study Abroad University, City, Country (if applicable) Study Abroad Program, Semester Year Brief description of program (subjects studied, travel)
Transfer School, City, State (if applicable) Transferred XX credit hours towards Bachelor of Science, 20XX – 20XX
High School, City, State (if strong name recognition and/or alumni network; if not, remove by junior year) Diploma received May (or June) 20XX
EDUCATION:
Bentley University, Waltham, MA Candidate for Bachelor of Science, Finance, May 20XX Liberal Studies Major in Quantitative Perspectives Minor: Computer Information Systems Major GPA: 3.82; Cumulative GPA: 3.67 Academic Honors: President’s List (Spring 20XX), Dean’s List (Fall 20XX)
Lorenzo de'Medici Institute, Rome, Italy Study Abroad Program, Fall 20XX Traveled to six European countries while studying International Finance and Italian Language and Culture
Phillips Academy, Andover, MA Diploma received May 20XX Academic Honors: High Honor Roll (all semesters), National Honor Society
Section-by-Section Review RELEVANT COURSEWORK
Relevant Coursework or Relevant Projects can be a great way to highlight knowledge of a particular field, if you don’t yet have professional experience in that field
Choose courses that cover concepts most relevant to the positions you are applying to
Detailed descriptions of specific courses are helpful; laundry lists of courses are not!
Full Name of Course Semester Year • Two – three detailed bullets to describe the key project / course content • All bullets should start with strong action verbs • Avoid using the course description from the syllabus
RELEVANT COURSEWORK:
Financial Modeling Spring 20XX • Created a DCF Model for Apple Inc. (AAPL), including five-year projections of the company’s Income Statement, Balance Sheet, and Statement of Cash Flows • Estimated AAPL’s WACC utilizing cost of equity derived from CAPM (classic and tax-adjusted), as well as a two-staged Gordon Growth Model
Principles of Accounting and Finance Fall 20XX • Collaborated with a team of five students to thoroughly analyze five publicly traded specialty retail companies and assess which company had the best investment potential • Performed regression analysis in Excel to compute Beta; compared calculated
Beta with publicly available data sources • Determined the Cost of Capital through the use of CAPM, Dividend Growth
Model, and WACC • Calculated share value for each company to evaluate whether the market was undervaluing or overvaluing that security
Section-by-Section Review PROFESSIONAL EXPERIENCE
List your employment history in reverse chronological order (most recent on top)
Incorporate your strengths! (examples: communication, organization, teamwork, attention to detail, ability to multi-task / prioritize)
Name of Employer, City, State Dates of Employment
Position Title • Two or more bullets to describe your role / responsibilities • All bullets should start with strong action verbs • Lead with the most impressive tasks, not necessarily the tasks you spent the most time on • Be quantitative where possible ($, #, %)
PROFESSIONAL EXPERIENCE:
The Hughey Center for Financial Services, Waltham, MA September 20XX – Present
Trading Room Manager and Instructor • Selected through a competitive interview process to serve as part of a small staff that conducts the operations of Bentley University’s Trading Room, including researching for faculty, teaching classes and finance workshops, and assisting students with projects and coursework • Instruct classes and give presentations to students and faculty to effectively demonstrate the use of financial software including Bloomberg, FactSet, Capital IQ, Morningstar Direct, Data Stream, and Thomson One Analytics
UBS Securities LLC, New York, NY June 20XX – August 20XX Investment Banking Summer Analyst, Latin America Financial Institutions Group • Assisted in the creation of a $300 million buy-side M&A transaction proposal for a LatAm bank • Collaborated with a team of analysts to present an IPO pitch to a LatAm bank seeking to raise $2 billion • Compiled comprehensive profiles of the banking, insurance and asset management industries for five LatAm countries; profiles were used by senior management • Utilized LatAm public filings and databases to create thorough profiles of selected banks and insurance companies
PROFESSIONAL EXPERIENCE:
OpenView Venture Partners, Boston, MA Summer 20XX
Marketing Communications Intern • Reported and analyzed conversion and engagement rate data and website performance using HubSpot and Google Analytics • Researched and identified tactical, targeted and top-tier articles to share with the firm’s portfolio companies and entrepreneurial community • Supported the creation of articles, blog posts, podcasts and other content pieces • Copyedited, proofed and posted content to the firm’s partners, labs, and blog sites using WordPress
Priceline.com, Norwalk, CT Summer 20XX
Operations and Customer Service Intern • Analyzed customer contact by evaluating response rates and customers’ issues through Tableau Software • Performed audits to identify areas of improvement for call center agent scripts • Created Visio flow diagrams and updated script content while assisting in the script overhaul process • Reviewed and updated agent training modules and new hire guides to reflect revisions in customer service policies and procedures
PROFESSIONAL EXPERIENCE:
Dell EMC, Hopkinton, MA Summer 20XX
Professional Services Business Operations Intern • Analyzed and tracked partner purchase orders while assisting with partner services integration project • Identified potential issues with purchase orders and supported management with further investigation into expenses • Consolidated weekly data outlining aged invoices and collaborated with team members to identify discrepancies and ensure that service entry sheets, purchase orders and invoice receipts were accurate
C&S Wholesale Grocers, Keene, NH Summer 20XX
Compensation Intern • Developed new warehouse position structure to consolidate 4,000 positions while upholding internal quality standards • Researched executive compensation plans of 50 competing companies to determine increase to current C&S executive benefits packages • Prepared and automated three warehouse reports for Executive Vice President of Human Resources
PROFESSIONAL EXPERIENCE:
Bentley University ACELAB, Waltham, MA Fall 20XX – Present
Accounting Tutor • Present a tutorial of Sage 50 software to five classes of 25-30 freshmen per semester; familiarize students with the system via relevant business examples • Provide one-on-one guidance to students struggling in introductory and intermediate classes; assist with understanding of general accounting concepts, completion of problem sets and exam preparation • Collaborate with other tutors to guide groups of 4-5 students having difficulty with introductory accounting projects
Cubist Pharmaceuticals, Lexington, MA Summer 20XX
Accounting Intern • Validated the quarter end balance sheet and reported findings to Director of Corporate Accounting • Reviewed month end fixed asset repairs and maintenance expenses • Updated client information within Oracle R12 to ensure accurate records • Created and maintained monthly journal entry and reconciliation binders and checklists • Prepared documents for internal and external auditor requests
Section-by-Section Review ACTIVITIES
Activities can include extracurriculars, athletics, community involvement, and perhaps even interests depending on the types of roles that interest you Section(s) can be organized and structured in several different ways, depending on what you want to highlight Level of detail for each activity should be commensurate with your level of involvement Give yourself credit for leadership positions!
ATHLETIC ACCOMPLISHMENTS: Bentley University Women’s Lacrosse
September 20XX – Present
Varsity Athlete • Selected by teammates to serve as Captain for 20XX – 20XX season • Dedicate approximately 25 hours per week in season for conditioning, practices, and games while maintaining a full academic course load • Participate in community service activities, including Junior Falcon Day and Relay for Life • Awards: Rookie of the Year (20XX)
ACTIVITIES AND VOLUNTEER EXPERIENCE:
Bentley Investment Group (General Member), Alpha Kappa Psi Fraternity, Bentley Study Abroad Peer Advisor, Cradles to Crayons, Walk for Hunger
LEADERSHIP AND VOLUNTEER WORK: Bentley Investment Group
September 20XX – Present
Analyst, Healthcare Sector • Actively participate in the management of the student-run, long-only equity portion of the University’s endowment, currently valued at approximately $XXX,000 • Collaborate with two team leaders and four analysts to analyze potential investments, using P/E comparables, DCF models and historical/ratio analyses • Present buy recommendations to 250+ members for approval
Bentley University Service-Learning Center
September 20XX – Present
Project Manager • Manage the Skills for Life program, which teaches computer skills necessary for meaningful employment to immigrants and seniors in the Waltham community • Serve on the Civic Initiatives Committee, which brings to Bentley civically focused events and campaigns to raise awareness of social issues in the world • Worked on the Professional Growth Committee to develop professional training workshops for other Project Managers (20XX – 20XX Academic Year)
Computer Skills: List the programs that you have working knowledge of and your level of proficiency, especially if advanced
Language Skills: Indicate your proficiency / level of fluency…but don’t overstate!
Computer and Language Skills can be combined into one section or listed separately, depending on how much content you have and what you want to emphasize
COMPUTER AND LANGUAGE SKILLS:
Computer: Microsoft Office (Excel, Word, PowerPoint, Outlook) Language: Bilingual in English and Spanish
COMPUTER SKILLS:
Bloomberg Certified (Equity, Fixed Income, FX and Commodities), Sage 50, FactSet, Java, C++, SAP, SPSS, Microsoft Office (Advanced Excel, Word, PowerPoint, Outlook)
LANGUAGE SKILLS:
Bilingual in English and Spanish; proficient in Portuguese and Italian
Section-by-Section Review CASE COMPETITIONS
Case Competitions can be a great way to highlight knowledge of a particular field, if you don’t yet have professional experience in that area • Examples: Bentley Business Bowl, Fed Challenge, Hartford Campus Case Competition, PwC xTax National Case Competition, Northeast Intercollegiate Sales Competition
Content can also be incorporated into another section, such as ‘Leadership and
Activities’
Full Name of Case Competition
• Two – three detailed bullets to describe the competition • All bullets should start with strong action verbs • Include placement results
Month Year
CASE COMPETITIONS
PwC xTax Case Competition November 20XX • Collaborated with five peers to analyze the tax codes of a fictitious country • Evaluated impact of potential tax reforms on the country’s health care system and presented recommendations to a panel of senior partners from PwC • Team awarded 1st Place at Bentley University; 1 of 5 teams selected nationally to compete for PwC xTax National Championship
Bentley Business Bowl February 20XX • Participated in a one-day, campus-wide business case competition on a team with four other members • Utilized financial modeling and qualitative analysis to prepare two case studies • Presented findings to a panel of judges that consisted of Bentley Faculty and Corporate Sponsors; team awarded 2nd Place in peer group
Section-by-Section Review CERTIFICATIONS / LICENSES / EXAMS
List any industry-specific certifications or licenses that you have obtained or are in the process of obtaining
List any industry-specific exams that you have passed or are scheduled to sit for
CERTIFICATIONS:
Passed CFA Level I, June 20XX; CFA Level II Candidate, June 20XX
LICENSES:
Series 6 and 63
ACTUARIAL EXAMS:
• Passed Exam FM • Sitting for Exam P January 20XX June 20XX
