Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Filtered through data and assumptions, and identified reasonable responses to complex problems?
Synthesized large amounts of information and identified issues?
Identified an important problem and taken a proactive approach to solving it?
Done well in academic courses and previous experience, demonstrating skill with heavy analytical and
quantitative content?
Performed experiments that required the formulation of a hypothesis and collection of evidence to
prove or disprove it?
Drive for exceptional results: Firms want to know whether you have the initiative, motivation, attention to detail,
and energy to deliver strong results. Start tracking and measuring your achievements. When you interview,
youll need to discuss your accomplishments in detail. Have you:
Strong communication skills: The ability to write and speak well suggests that youll be successful working with
clients and colleagues. Have you:
Interacted with clients and/or senior investment bankers during a live deal?
Written successful papers, memos, and/or speeches?
Worked effectively with clients to understand their needs?
Articulated ideas in a clear and coherent manner?
Presented in front of classes, teams, and/or organizations?
Seasoned teamwork skills: Teaming up with clients and peers is a crucial task. PE professionals work in teams
and it will be critical that you can work effectively among teams of all types of professionals, both internally and
externally. Have you:
Performed pro forma merger consequences, public and acquisition comparables, discounted cash flow
analysis, and accretion/dilution analysis
Performed strategic financial alternatives analyses through merger consequences (accretion/dilution),
leveraged buyout, discounted cash-flow, sum-of-parts and public trading and acquisition comparables
Completed quantitative and qualitative analyses across the industrials sector
Explored optimal capital structure considerations involving equity-linked, high grade and high yield
debt products
Designed comprehensive financial models to evaluate strategic options for clients including leveraged
buyouts, mergers and acquisitions, initial public offerings, restructurings, and other financing
alternatives
Performed financial valuation analysis through the use of discounted cash flow, trading comparables,
precedent transaction comparables, and leveraged buyout methodologies
Exposure to multiple product areas, including M&A, Fixed Income and Equity, as well as various
industries, including Biotechnology, Medical Technology, Specialty Pharmaceuticals, Healthcare
Services and Consumer Products
Performed in-depth financial and operational due diligence on client companies. Analyzed market
trends, competition, and potential strategic partners using information obtained from multiple data
sources
Prepared materials for equity offering and financial advisory presentations, confidential selling
memorandums, and internal presentations. Analyzed comparable company and M&A transactions for
valuation purposes
Constructed detailed merger valuation models for both public and private consumer companies
Received top-tier ranking in first-year analyst class
Develop financial models for leveraged buyouts, mergers/acquisitions, initial public offerings, purchase
price ratio analysis, credit analysis and debt/equity financings
Conduct financial analysis using discounted cash flow, precedent transactions and comparable
companies analyses
Relevant transaction experience across the retail, consumer, industrial and communications/media
sectors
Maintained comprehensive internal databases of current auction processes and precedent
transactions in the market
Helped lead and coordinate Harvard College undergraduate recruiting for the bank as a recruiting
team captain
Participate in all stages of equity, debt and mergers & acquisitions transactions, including the
development of financial models, due diligence sessions, the drafting of committee memos and sales
memos, and board presentations
Created a dynamic LBO financial model with various financing scenario optionality and valuation
methods
Arranged lenders presentations to market key investment highlights and coordinated bank meeting for
investors
Provided marketing and execution advisory services for financial sponsors and company management
Lead analyst on the largest-ever oilfield services transaction, working directly with the Head of
Business Development for the acquiring company
Delivered fairness opinion to X: Performed discounted cash flows and comparable companies
analyses
Modeled put and call scenarios where X would sell or purchase the remainder of its joint venture
with Partner Y
Performed ability-to-pay, precedent transactions, future stock price and detailed synergies analyses
Negotiated a collar purchase mechanism that eliminated downside price risk but allowed the seller to
share in some potential upside
Drafted the Confidential Information Memorandum and management presentation for prospective
buyers
Coordinated due diligence process with management, prepared materials with company CFO, and
managed a virtual dataroom
Designed a fully-integrated 3-statement model to analyze restructuring scenarios including delayed
equitization constructs, amend & extend scenarios, various capital raise possibilities, divestitures of
select business operations, and potential joint ventures
Analyzed dynamics of physical media replication and distribution industry and its effects on sell-side
opportunities
Drafted materials for Fairness Opinion including an extensive debt and equity valuation for
presentation to Xs Board of Directors and banks internal Fairness Committee in advance of potential
CBCA Plan of Arrangement
Created operating model and detailed valuation model for 1) targets print and digital business
components and 2) buyout of minority stake and equity control option in targets ownership of an online
dealer
Conducted due diligence to adapt model assumptions and validate performance outlook and
transaction rationale for a potential acquirer
Analyzed and recommended two transformative strategic alternatives for a client including partial stake
sale in its $25bn+ cable business and ~$4bn LBO of its auction business, both in potential conjunction
with a proposed dividend recapitalization
Modeled various capitalization structures based on lender negotiations to recommend optimal
financing alternatives
Positioned resiliency of radio and growth prospects of outdoor businesses in lender and rating agency
presentations
Articulated the companys ability to navigate a capital structure with ~8.0x secured leverage, 11.5x total
leverage, and $1.8bn of Adjusted EBITDA by crafting detailed client presentations and coordinating a
nationwide, 7-day roadshow
In addition to formatting, keep in mind that your resume must absolutely be error-free, as we have discussed.
You can also go wrong by providing insufficient explanations of your experience thus farinaccurate
descriptions, vague phrasing, too much boilerplate text and not enough substance. In our experience, poor
resumes for qualified private equity job candidates will typically fall into one of two categories:
Poor Resume Template: Candidate possesses relevant work experience and describes his or her
experience well, but the resume is not formatted according to basic, boilerplate formatting guidelines.
Poor Resume Writing: Candidate follows a proper formatting template but does a poor job of
communicating important details effectively, or lacks enthusiasm, or has made grammatical or
typographical errors.
Hopefully these tips will help you! We feel that if you follow these guidelines, you will have a Private Equity
resume that you will be proud of and will help get you in the door to your new career.
FINAL EDITS
Investment bankers and private equity professionals are known to be able to spot errors in the Wall Street
Journal or advertisements in seconds. That is because they are trained to spot any grammatical or formatting
error quickly in any document they createthey spend countless hours creating materials for pitch books, and
those materials must be error-free! A careless mistake can significantly change the viability of an investment,
which can dramatically change estimated IRR calculations. Private equity professionals could spend days or
weeks putting together an operating model with IRR returns analyses, and one mistake in the revenue growth
can significantly affect the expected returns.
Once you have finished and are sure it is perfect, put it in a drawer for a day or two and then take a fresh look.
Then have two or three other people look it over as well. Of course, check for grammar, spelling, and
punctuation, but also look carefully for formatting. Be sure that headings are in the same type of font. If you
bold print one date, bold print them all. Check for random indentations and auto-corrected errors, especially
incorrect capital letters after periods following abbreviations. It seems like such a little thing, but you want to
prove you are someone who pays attention to detail. You wont get a second chance if your resume has
careless errors.
Once you have perfected your resume, you are ready to start applying for private equity opportunities. Good
luck!