📊 Role family
Investment & Capital Markets CVs
Research, investment analysis, banking, private equity, wealth and fund accounting roles.
Roles in this family (8)
Keywords to include
valuationDCFcomparable companiesLBOequity researchportfolio managementdue diligencepitch bookfinancial modellingasset allocationNAVinvestment committee
Tools
Bloomberg / Capital IQ / RefinitivMicrosoft Excel (modelling)PowerPointPython or SQL (optional)Fund accounting systemsPower BI
Standards
Valuation methodsPortfolio theorySecurities regulationsFund accounting standards
CV tips for this family
- Quantify deal sizes, assets managed and investment results.
- List modelling and data tools you use daily.
- Include a short investment pitch or case in your portfolio if allowed.
Typical section order
Summary → Experience → Education → Skills → Certs → Achievements
Bullet starters
- Wrote [X] research reports or investment memos, with [X]% of recommendations outperforming the benchmark.
- Built valuation and LBO models for deals worth [amount].
- Supported [X] transactions from screening to closing, preparing materials for investment committees and clients.
Certifications that help
CFA (Chartered Financial Analyst)Professional charterCAIA (Chartered Alternative Investment Analyst)Professional charterMicrosoft Excel CertificationSoftware certificationNISM Certifications (India)Regulatory certificationFRM (Financial Risk Manager)Professional certificationSQL / Data Analytics for Finance CertificateSkills certificatePower BI Data AnalystSoftware certificationACCA (Association of Chartered Certified Accountants)Professional qualificationCFP (Certified Financial Planner)Professional certificationCertified Public Accountant (CPA, USA)Professional licence