Finance example
Private equity resume example
A private equity resume example tuned for associate and off-cycle screening in London and Southern Europe. Shows the IB-to-PE transition, underwriting language, and a selected-transactions block that PE readers expect instead of a banking tombstone dump.
57 live roles open right nowBrowse Private Equity Internship Tracker DACHWhy this resume is shaped this way
Tomás has four years across IB and PE — experience is split chronologically with PE framing (diligence, returns, portfolio) not banking coverage fluff. Selected transactions live in a custom section so tombstones scan fast without crowding role bullets. CFA Level II is in education; Portuguese and English are both native. Two pages would be acceptable at associate level, but this stays one page for online preview density.
Professional Summary
Private equity associate with two years buy-side and two years investment banking. Strong at commercial diligence, returns modelling and portfolio value creation across B2B software and business services.
Experience
- Led commercial diligence on 6 platform opportunities in B2B software (EV €90m–€350m)
- Built returns models with sensitivity cases for entry multiple, leverage and exit timing
- Mapped add-on pipelines contributing to a 1.4x paper MOIC on a portfolio company plan
- Prepared investment committee materials covering unit economics and customer concentration
- Executed sell-side and buy-side M&A across business services (€80m–€420m EV)
- Built LBO and merger models used in buyer outreach and management presentations
Selected Transactions
- Led customer cohort analysis; identified 12% NRR uplift opportunity post-close
- Built buyer model and CIM financial section for 14-bidder auction
- Supported QoE and management case; closed in 11 weeks
Education
Distinction · Corporate Finance, Valuation, Private Equity
Level I passed 2023 · Level II passed 2025
Skills
Languages
Harvard template · see layout
What recruiters look for
- Clear IB-to-PE chronology with buy-side framing in recent roles
- Returns language — IRR, MOIC, entry multiple, leverage cases
- Diligence ownership named by workstream (commercial, QoE, legal)
- Sector focus that matches the fund’s mandate
- Selected transactions or tombstones with EV and side (buy/sell)
- CFA or equivalent only if passed or materially in progress
Common mistakes
- Copying an IB resume without reframing bullets for underwriting
- Omitting returns assumptions or deal economics
- Vague “supported diligence” with no workstream ownership
- Too many banking tombstones and too little PE portfolio language
- Burying CFA progress in skills instead of education
ATS keywords
| Keyword | Why it matters |
|---|---|
| LBO | Core PE underwriting |
| MOIC | Returns literacy |
| Commercial diligence | Buy-side process |
| Add-on | Buy-and-build experience |
| Investment committee | Decision support |
| Unit economics | Software underwriting |
| Portfolio company | Value creation |
| Entry multiple | Valuation framing |
Frequently asked questions
PE resumes emphasise underwriting, diligence ownership and returns — not coverage meetings. Reframe IB bullets toward models, process and outcomes that translate to buy-side work.