Fund Manager CV example

Are you looking for a position as a fund manager?

Then you need a CV that will make employers want to invest in you.

But if you’re not sure where to start, you’ve come to the right place.

Check out our detailed guide below, bursting with top tips and a fund manager CV example to inspire your own.

 

 

 

Fund Manager CV example

Fund Manager CV 1

Fund Manager CV 2

 

This is a good example of a Fund Manager CV which is professionally formatted, and structured in a way that allows recruiters to easily find and understand the candidate’s key selling points.

Take some time to look at this CV and refer to it throughout the writing of your own CV for best results.

 

CV builder

 

Fund Manager CV format and structure

Recruiters and employers are busy, and if they can’t find the information they’re looking for in a few seconds, it could be game over for your application.

You need to format and structure your CV in a way which allows the reader to pick out your key information with ease, even if they’re strapped for time.

It should be clear, easily legible, well-organised and scannable – check out some simple tips and tricks below:

 

How to write a CV

 

Tips for formatting your Fund Manager CV

  • Length: Even if you’ve got tons of experience to brag about, recruiters don’t have time to read through overly lengthy CVs. Keep it short, concise and relevant – a CV length of 2 sides of A4 pages or less is perfect for the attention spans in today’s job market.
  • Readability: Recruiters appreciate CVs that they can quickly scan through without trouble. Ensure yours makes the cut by formatting your headings for attention (bold or coloured fonts should do the trick) and breaking up long paragraphs into smaller chunks or short, snappy bullet points.
  • Design & format: It’s generally best to stick to a simple CV design, as funky or elaborate designs rarely add any value to your application. A clear, modern font and a subtle colour scheme work perfectly and allow your skills, experience and achievements to speak for themselves.
  • Photos: You can add a profile photo to your CV, if you want to add some personality to it, but they are not a requirement the UK, so you don’t have to.

 

Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of their eye-catching professional CV templates.

 

CV formatting tips

 

 

CV structure

As you write your CV, work to the simple but effective structure below:

  • Name and contact details – Pop them at the top of your CV, so it’s easy for recruiters to contact you.
  • CV profile – Write a snappy overview of what makes you a good fit for the role; discussing your key experience, skills and accomplishments.
  • Core skills section – Add a short but snappy list of your relevant skills and knowledge.
  • Work experience – A list of your relevant work experience, starting with your current role.
  • Education – A summary of your relevant qualifications and professional/vocational training.
  • Hobbies and interests – An optional sections, which you could use to write a short description of any relevant hobbies or interests.

Now you understand the basic layout of a CV, here’s what you should include in each section of yours.

 

Contact Details

Contact details

 

Begin by sharing your contact details, so it’s easy for employers to give you a call.
Keep to the basics, such as:

  • Mobile number
  • Email address – It should sound professional, with no slang or nicknames. Make a new one for your job applications if necessary.
  • Location – Simply share your vague location, for example ‘Manchester’, rather than a full address.
  • LinkedIn profile or portfolio URL – Remember to update them before you send your application.

 

Fund Manager CV Profile

Make a strong first impression with recruiters by starting your CV with an impactful profile (or personal statement for junior applicants).

This short introduction paragraph should summarise your skills, experience, and knowledge, highlighting your suitability for the job.

It should be compelling enough to encourage recruiters to read through the rest of your CV.

 

CV profile

 

How to write a good CV profile:

  • Make it short and sharp: When it comes to CV profile length, less is more, as recruiters are often time-strapped. Aim for around of 3-5 persuasive lines.
  • Tailor it: Recruiters can spot a generic, mass-produced CV at a glance – and they certainly won’t be impressed! Before you write your profile (and CV as a whole), read through the job advert and make a list of any skills, knowledge and experience required. You should then incorporate your findings throughout your profile and the rest of your CV.
  • Don’t add an objective: If you want to discuss your career objectives, save them for your cover letter, rather than wasting valuable CV profile space.
  • Avoid generic phrases: If your CV is riddled with clichès like “Dynamic thought-leader”, hit that delete button. Phrases like these are like a broken record to recruiters, who read them countless times per day. Hard facts, skills, knowledge and results are sure to yield far better results.

 

Example CV profile for Fund Manager

CISI-Certified Fund Manager with a successful 30-year career managing private equity funds and leading investment for individual and commercial clients. Possesses a masters in business administration with demonstrated success in reducing portfolio volatility and training junior analysts on data-driven fund management. FCA-Certified Alternative Investment Analyst, highly skilled in optimising investments through extended market research and financial modelling.

 

What to include in your Fund Manager CV profile?

  • Experience overview: Demonstrate your suitability for your target jobs by giving a high level summary of your previous work work experience, including the industries you have worked in, types of employer, and the type of roles you have previous experience of.
  • Targeted skills: Ensure that your profile highlights your key skills that are most relevant to your Fund Manager, and tailor them to match the specific job you are applying for. To do this, refer to the job description to closely align your skills with their requirements.
  • Important qualifications: If you have any qualifications which are highly relevant to Fund Manager jobs, then highlight them in your profile so that employers do not miss them.

 

Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our quick-and-easy CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.

 

Core skills section

Next, you should create a bullet pointed list of your core skills, formatted into 2-3 columns.

Here, you should focus on including the most important skills or knowledge listed in the job advertisement.

This will instantly prove that you’re an ideal candidate, even if a recruiter only has time to briefly scan your CV.

 

Core skills section CV

 

Important skills for your Fund Manager CV

Investment Analysis – Conducting in-depth financial analysis to identify investment opportunities, assess risks, and make informed investment decisions.

Portfolio Management – Constructing and managing investment portfolios to achieve specific financial objectives while balancing risk and return.

Asset Allocation – Determining the allocation of assets across different asset classes, such as stocks, bonds, and alternative investments, to optimise portfolio performance.

Risk Management – Developing and implementing risk management strategies to protect investment portfolios from market volatility and unforeseen events.

Market Research – Conducting comprehensive market research, including industry analysis and macroeconomic trends, to inform investment strategies.

Financial Modelling – Building financial models to forecast investment performance, assess valuations, and evaluate potential outcomes.

Regulatory Compliance – Maintaining knowledge of financial regulations and compliance requirements, ensuring adherence to legal and regulatory standards in fund management.

Asset Valuation – Valuing assets and securities accurately, using various valuation methods such as discounted cash flow (DCF) analysis and comparable company analysis.

Fund Selection – Selecting and evaluating investment funds, including mutual funds, hedge funds, and private equity funds, for inclusion in a portfolio.

Performance Evaluation – Monitoring and evaluating portfolio performance, tracking key metrics, and making necessary adjustments to achieve investment goals.

 

Quick tip: Our quick-and-easy CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.

 

CV builder

 

Work experience

Now it’s time to get stuck into your work experience, which should make up the bulk of your CV.

Begin with your current (or most recent) job, and work your way backwards.

If you’ve got too much experience to fit onto two pages, prioritise space for your most recent and relevant roles.

 
Work experience
 

Structuring each job

If you don’t pay attention to the structure of your career history section, it could quickly become bulky and overwhelming.

Get in recruiters’ good books by creating a pleasant reading experience, using the 3-step structure below:

 
Role descriptions
 

Outline

Start with a brief summary of your role as a whole, as well as the type of company you worked for.

 

Key responsibilities

Using easy-to-read bullet points, note down your day-to-day responsibilities in the role.

Make sure to showcase how you used your hard sector skills and knowledge.

 

Key achievements

To finish off each role and prove the impact you made, list 1-3 stand out achievements, results or accomplishments.

This could be anything which had a positive outcome for the company you worked for, or perhaps a client/customer. Where applicable, quantify your examples with facts and figures.

 

Sample job description for Fund Manager CV

Outline

Lead and manage private equity funds with a collective worth of £1.2 billion, specialising in equities and fixed income securities, at a leading private equity firm in London.

Key Responsibilities

  • Formulate investment strategies aligned with client goals and risk tolerance
  • Implement risk management strategies to safeguard client portfolios
  • Monitor global and domestic financial market trends to inform investment decisions
  • Collaborate with analysts and investment teams to evaluate potential investments

 

Quick tip: Create impressive job descriptions easily in our quick-and-easy CV Builder by adding pre-written job phrases for every industry and career stage.

 

 

Education section

At the bottom of your CV is your full education section. You can list your formal academic qualifications, such as:

  • Degree
  • GCSE’s
  • A levels

As well as any specific Fund Manager qualifications that are essential to the jobs you are applying for. Note down the name of the qualification, the organisation at which you studied, and the date of completion.

 

Hobbies and interests

This section is entirely optional, so you’ll have to use your own judgement to figure out if it’s worth including.

If your hobbies and interests could make you appear more suitable for your dream job, then they are definitely worth adding.

Interests which are related to the industry, or hobbies like sports teams or volunteering, which display valuable transferable skills might be worth including.

 

CV builder

 

A strong, compelling CV is essential to get noticed and land interviews with the best employers.

To ensure your CV stands out from the competition, make sure to tailor it to your target role and pack it with sector-specific skills and results.

Remember to triple-check for spelling and grammar errors before hitting send.

Good luck with the job search!