Responsibilities to clarify
- Business and relationship development
- Strategic direction and leadership
- Team, sector, or geographic responsibility
What your résumé should make clear
- Separate personal contribution from firm-wide results, and state the period and basis for any figures.
- Describe leadership scope and the resources that supported your work.
- Discuss relationships carefully; never assume they are transferable or disclose restricted pipeline information.
Fictional example bullet
Led a sector-focused public-finance team, set coverage priorities, and coordinated senior client engagement with execution and credit resources.
Use this structure, not someone else's experience. Replace it with work you actually did and can explain.
A useful résumé outline
- Name, city, contact details, and a professional profile link.
- A short summary of your function, market experience, and relevant strengths.
- Experience in reverse chronological order: employer, title, dates, and evidence of your contribution.
- A separate, permission-safe transaction summary when appropriate.
- Education, tools, and accurate current credentials. Verify any role-specific licensing requirements with the employer.
Questions worth asking
- What is the growth mandate?
- What balance-sheet, execution, and leadership support is available?
- How are economics, attribution, and team responsibilities defined?
Before sharing: remove client-confidential information, personal identifiers you do not need to disclose, references' private contact details, and material your employer does not authorize you to share.
Discuss your next move