THOMAS TAN
Finance Graduate | Equity Research
[Finance is a very broad field. Narrowing down the specialization / area helps us target the CV to a particular role.]
+60 12 3163 2960 • thomastan@gmail.com • Malaysian
[Larger companies tend to use automated CV scanners to look for certain keywords. We try to include Malaysian as many firms tend to
look for locals first to save on manpower levies, and thus have this as a keyword. If you are a permanent resident, you could say something
like ‘Malaysian PR’- the human reading the CV will understand.]
EXECUTIVE SUMMARY
• Recent B.Sc [Economics] graduate specializing in market analysis, with prior internship experience in major Fortune 500
firms, specializing in equity analysis and industry research. Currently pursuing Chartered Financial Analyst (CFA) Level
III Certification. [This opening line perfectly summarises who you are and what your immediate career goals are. It
showcases your past internship experience as well as highlights relevant industry certifications- the CFA is well respected in
the finance industry, and sets this candidate apart from others.]
• Strong familiarity with Bloomberg; capable leveraging on and utilizing Bloomberg terminals and data sources as part of
overarching research and analysis process. [Bloomberg is widely used in many contexts in Finance. Showing proficiency in
this area will instill confidence in a prospective employer.]
• Demonstrated ability to contribute to teams with minimal training; commended by superiors for contributions to firm
during internship. Extensive leadership experience through various co-curricular activities in university, having spearheaded
strategic development for University’s Student Managed Investment Fund Club. [As a fresh grad, you can make up for a lack
of professional working experience through highlighting relevant CCA activities, or other extracurricular interests which are
relevant to your field.]
KEY SKILLS
Data Analysis and Market Research • Purchase Pricing Models • Fundamental/Technical Analysis • Trading and
Investment Operations • Forex • Equity Research • Market/Industry Trend Analysis • Sales Operations • Negotiations •
Investor Relations • Bloomberg
[Your key skills section should highlight skills you have developed through your internships and University experience, and
should be related to your chosen field or industry.]
Analysis Packages: SPSS, STATA, MATLAB • Programming Languages: Python, R
[If you are familiar with major software suites, programming languages, or proprietary tools relevant to your industry, include
them here as well.]
PROFESSIONAL EXPERIENCE
MARKETING INTERN Mar 2011—May 2011
PricewaterhouseCoopers, Australia
PwC is one of Australia’s leading professional services firms, bringing the power of our global network of firms to help Aust ralian businesses and
not-for-profit organizations and governments assess their performance and improve the way they work.
• Support manager on full spectrum of marketing duties for PwC, including planning of programs, events management,
conceptualization of marketing initiatives and general administrative assistance. [The opening line should capture the
essentials of the role by summarizing all the key points and duties you undertook.]
• Spearheaded analysis of branding opportunities through sponsorship avenues; analyzed marketplace and competitors,
identified opportunities and recommended actionable items for senior management.
• Conducted competitive landscape scans into prevailing industry and market trends to identify and explore potential avenues
for business expansion. Collated all insights and presented findings to senior management. [Marketing isn’t fully related to
Finance so we used to highlight transferrable skill sets and job responsibilities that overlap with the role this client is
targeting. As an equality analyst, he/she will need to perform industry research, which is similar to examining current
industry trends.]
Significant Achievements
o Attained 'Outstanding Intern Award', awarded to top 10% of PwC's annual intern cohort for excellent performance
during internship. [Including an achievement can add through to your profile. Be sure to contextualize the achievement
to highlight how significant it is.]
CO-CURRICULAR ACTIVITIES
PRESIDENT Mar 2010—May 2010
SENIOR ANALYST Aug 2009—Feb 2010
MU Student Management Investment Fund
The Malaysia University Student Managed Investment Fund (MU-Si managed directly by undergraduates, specializing in six major sectors.
• Mentored and advised junior analysts on fundamental and technical analysis, and on conducting equity analysis on assigned
sectors. Reviewed proposed investment theses and managed SIIIF's Technology portfolio.
[This CCA is very relevant to what the client wishes to pursue as a career. We thus include it, and highlight the transferable
skillsets that they acquired during their tenure. If you held a leadership position, it’s good to include it in your CV even if the
CCA is not directly relevant to your industry of choice. Leadership is transferable!]
EDUCATION
[We added education before professional experience in this case, because as a fresh grad this client didn’t have much prior
experience. This is assessed on a case-by-case basis, depending upon on the writer’s overall strategy.]
Bachelor of Science (Hons)
• Malaysia University • 2012
o Dean’s List award in 2010 and 2011 for outstanding academic performance
o Top scorer for Accounting 1001 and Financial Marketing 2004 modules
[Include any significant awards and achievements you have garnered while in University. You can optionally include your
GPA/CAP if it is particularly outstanding.]
Chartered Financial Analyst (CFA) Level I and Level II | Level III Candidate
• CFA Institute • Malaysia • In progress (Est. Completion June 2019)
[Add relevant industry certifications and courses you have taken, even if they are in progress, to showcase your interest in the
industry and your desire to commit for the long term. You can optionally include the estimated completion date.]
MISCELLANEOUS INFORMATION
Nationality: Malaysian
Languages: Fluent in English, Bahasa Melayu and Mandarin (Oral and Written) • Conversational in Japanese JLPT N4)
[If you speak multiple languages, be sure to list them here. If you’ve taken formal certification courses in the language, e.g. the
Japanese Language Proficiency Test (LPT) include them as well.]
Availability: Immediate
