REVIEW MY CV: I keep interviewing for equity sales roles and not being hired. Why is this?
Hi everyone. I'm working in an equity sales/broking role for a boutique and want to make a change. I'm looking either for straight equity sales roles or for corporate broking roles at larger organisations where I can learn more.
I've interviewed at a couple of places and the feedback has been excellent, but I haven't been hired. I am also currently taking the PCIAM (private clients investment advice and management) which is necessary in my current role as UNHWs and HNWs form a good proportion of our client base.
Does anyone have any advice?
GENDER: Male
ACADEMIC BACKGROUND:
2009: Private Business School, London
MA in Management & Finance (Merit)
Majors: Finance for Managers, Global Corporate Finance, Risk Management
2006: UK University
BA (Hons) Politics
Majors: Oil and Security in the Persian Gulf, Terrorism and Counter Terrorism and Nationalism and Fascism
2002: School
A Levels: English, History, Politics, Geography
9 GCSEs
LANGUAGES:
English mother tongue
CAREER HISTORY
January 11- Present Corporate finance boutique
Boutique Corporate Finance business focused on renewable, leisure and technology sectors.
Position: Equity Sales / Corporate Broking
- Fund raising for private placements of between 500,000 to 10m.
- Organising / managing road shows. Acquiring new clients.
- Clients include HNWs, family offices, VCs, PCBs and private equity / hedge funds in the UK and Europe.
- Preparing / editing marketing material, pitch books, full private placement and information memorandum and email campaigns using Excel, PowerPoint and Word.
- Communicating with current shareholders.
- Ad hoc tasks required in a small company.
June 09 - October 10 Hedge fund information provider
Position: Institutional Sales / Investor Relations
- Supporting fund raising efforts in UK, Benelux and Ireland.
- Opening new markets and closing deals in those markets less than 2 months later where deal size increased incrementally (first deal was 300,000 Euros).
- Organising road shows.
- Writing monthly newsletter with market overview.
- Handling external client queries in an accurate and timely manner.
- Use of MS office programmes incl. Excel and PowerPoint for peer comparisons and prospectus material.
- Acquiring clients (including cold calling).
Feb 09-May 09 Consulting firm, London
Position: Intern / Business Development
- Lead generation and research of 100s of charitable endowments' balance sheets. Cold calling, shadowing the fund manager and performing ad hoc (excel based usually) tasks for him.
- Production of marketing documentations: Presentations, back tests, terms-sheets
- Acquisition of new clients
Oct 07- Feb 08 Custodian
Position: Money Market Investigations
- Analysis of complex data in investigating non receipt money market deals in Sterling, Euros and US dollars.
- Used various database systems and compiled reports sent to external clients for validation.
- Liaised with brokers, custodians and fund managers throughout the day.
Nov 06 - Mar 07 Construction and Property Consultancy, London
Position: Graduate Project Manager
- Researched and compiled reports and Excel template scoring matrix used in the evaluation of various contractors' merits for schemes.
- Shadowing the Project Manager.
