5 Private Equity Resume Examples That Worked in 2024

Stephen Greet
Stephen Greet January 7, 2024
5 Private Equity Resume Examples That Worked in 2024

Investing in property, stocks, or other assets is a crucial decision in your clients’ financial futures. You ensure they’re successful by conducting expert market analysis and forecasting that makes those choices easier. 

But are you using an optimized resume template that helps show companies you’re the best investment to help achieve their goals?

Your analysis will significantly impact client results, so hiring managers want to thoroughly analyze your financial skills and experiences to ensure you’re the best fit. We’ll make writing a cover letter easy and show you how to optimize with our private equity resume examples that are consistently landing jobs in 2024.


Private Equity Resume

or download as PDF

Private equity resume example with 4 years of experience

Why this resume works

  • Do you hold expertise in driving a performance metric like return on investments? If so, then add as many instances as possible in your private equity resume.
    • Growth companies and venture capitalists will hunt for candidates who can bring something special to the table. Take this opportunity to highlight your prowess at any specific financial performance and stand out from other applicants!

Private Equity Associate Resume

or download as PDF

Private equity associate resume example with 8 years of experience

Why this resume works

  • Having experience as an investment banker alone isn’t going to cut it for your private equity associate resume.
    • This is where your education is going to come in handy. Check if you have any degrees that can correlate to the job. Having a record of education in business administration is the best way to go about here to highlight your theoretical knowledge. Don’t stop at a bachelor’s alone! Your master’s degree will be a killer addition here.

Private Equity Analyst Resume

or download as PDF

Private equity analyst resume example with 7 years of experience

Why this resume works

  • Check what the company you’re applying for needs from its applicants. Align your private equity analyst resume bullet points and experience to cater to their requirements.
    • For instance, if they’re looking for someone who can always stay on top of trends, then now’s the time to show how you’ve led projects that discovered financial trend shifts. Don’t forget to highlight the impact this created such as helping stakeholders make better investment decisions.

Private Equity Intern Resume

or download as PDF

Private equity intern resume example with research project experience

Why this resume works

  • When you’ve got no actual experience of working in private equity, projects become your key to success.
    • Make sure that your private equity intern resume highlights your research project experience and how it can be viable to help a company find more profitable investments. This is also a good time to mention any instances of presenting investing trends in front of an audience. Not only does this further validate your knowledge of the current market but also shows your communication skills!

Real Estate Private Equity Resume

or download as PDF

Real estate private equity resume example with 9 years of experience

Why this resume works

  • You don’t need to begin your career in real estate to land this job. In fact, any past experience that shows you’ve got a knack for dealing with property investments can be a good start.
    • However, ensure that this is the first point you mention and highlight. Adding bullet points like “contributing to successful investments that totaled $127M+ in commercial real estate” shows your expertise early on and sets your real estate private equity resume apart from the average candidate!

Tailor Your Private Equity Resume to the Job Description

Job seeker stands with hands in air, questioning how to fill out job materials

While writing your private equity resume, approach it like you’d analyze prospective clients’ investment portfolios, where you’d perform a thorough analysis to showcase what you can offer to achieve their specific financial goals.

In the case of your resume, you should review the job description and identify what skills each company is emphasizing to make it specific to their needs. For example, a commercial real estate private equity job may want you to be efficient in CoStar and property valuations.

Need some ideas?

15 top private equity skills

  • Market Analysis
  • Financial Modeling
  • PitchBook
  • Power BI
  • Risk Management
  • Client Relations
  • Capital IQ
  • Salesforce
  • Property Valuations
  • Negotiation
  • Bloomberg
  • Tableau
  • Cash Flow Analysis
  • SWOT Analysis
  • CoStar

Your private equity work experience bullet points

Hiring managers not only want to hear about how you’re skilled in Bloomberg and financial modeling but also how you’ve used those abilities to achieve great results.  

Since private equity is results-based, including the right metrics in your work experience bullet points will be crucial. It’ll help your impact stand out when you showcase how you boosted returns or negotiated prices to save on costs. 

Here are some great metrics to use on private equity resumes.

  • Return on investment (ROI): When someone’s using your guidance on financial decisions, showcasing how you’ve generated great returns will provide confidence in your capabilities.  
  • Satisfaction rates: Private equity positions are often client-facing, so showcasing how you provided top-notch service will always help you stand out. 
  • Portfolio growth: Investments are often about the long game, so examples that provide evidence about consistent portfolio growth year over year will stand out. 
  • Operational costs: Whenever you can reduce operating costs for your company or clients, it’ll be a crucial sign of success for how you can impact their bottom line. 

See what we mean?

  • Used Power Bl to create insightful dashboards that displayed real-time portfolio performance reports, helping the team increase the average return on investment by 4.9%.
  • Conducted contract analysis using eBrevia, staying compliant with federal laws and reducing legal risk cases by 7%.
  • Worked with other associates to close a $178M+ growth equity deal using precise financial modeling and valuation analysis.
  • Led 8 data analysis projects that identified important market trend shifts, enabling stakeholders to make investment decisions that beat benchmarks by 5.1%.

9 active verbs to start your private equity work experience bullet points

  • Facilitated
  • Developed
  • Discovered
  • Resolved
  • Leveraged
  • Compiled
  • Enhanced
  • Analyzed
  • Increased

3 Tips to Make Your Private Equity Resume Stand Out When You Lack Experience

  1. Include educational achievements
    • Even if you don’t have much experience on the job, what you accomplished while obtaining your economics, business administration, or related degrees will help showcase your abilities. For example, you could write about how you performed market analysis in Capital IQ with 98% accuracy during a corporate finance class. 
  2. Showcase transferable skills
    • Many jobs translate nicely to the needs of private equity roles, such as investment banking or financial analyst positions. Cite any transferable skills you’ve gained like performing audits to ensure data integrity as an investment banker. 
  3. Consider an objective
    • A resume objective can work well when applying to entry-level roles, such as a private equity intern. It could include a few sentences about how you’re a dedicated financial professional ready to use the financial modeling skills you gained while obtaining your economics degree to facilitate intelligent investment decisions.  

3 Tips to Write a Stellar Private Equity Resume When You’re Experienced

  1. Consider a summary
    • You’ve achieved tons of excellent results, so grab attention by putting a few sentences about your most essential abilities at the top. For instance, you can write about implementing Power BI and Tableau into investment decisions to improve data accessibility and comprehension by 55% and generate a 4.5% better average ROI for clients. 
  2. Remove irrelevant jobs
    • When you have a lot of experience, jobs like private equity internships won’t be as relevant anymore. Limit your resume to three or four most recent jobs with relevant skill sets, such as using Capital IQ and Bloomberg to facilitate more accurate decision-making. 
  3. Keep it to a single page
    • Think of your resume like you’re presenting monthly performance metrics to clients. You’d want to keep it concise and relevant to the data they care about the most. You can do the same with your resume by keeping it to a focused page presenting how you generate great returns and client satisfaction rates. 
What’s the best format for private equity resumes?

Reverse chronological formatting will work best. Like the needs of the financial market are always evolving, so is your skill set. So, presenting your most recent abilities first, such as negotiation and cash flow analysis, will help emphasize your most relevant skill set to hiring managers. 

How can I make my private equity resume stand out?

The best way to make your private equity resume stand out is by making each one you submit highly relevant to each job’s needs while citing specific achievements. For example, a company that provides capital funds may appreciate examples showing how you used risk analysis to boost ROI by 15%. 

Why are action verbs important on private equity resumes?

Action verbs like “analyzed” and “increased” will make examples sound more engaging to emphasize your impact. For example, rather than just saying you’re “proficient in cash flow analysis,” you could add more impact by saying you “performed cash flow analysis to identify 12 opportunities to reduce costs by $12,000 monthly.”