Pick a clean, professional template for an Investment Associate. Use a reverse-chronological layout so your most recent deal experience shows first.
Keep length tight. One page fits entry and mid-level candidates. Use two pages only if you have long, directly relevant transaction experience to show.
Use ATS-friendly fonts like Calibri, Arial, Georgia, or Garamond. Set body text 10–12pt and headers 14–16pt. Keep margins and line spacing even so the page breathes.
Structure the page with clear headings: Contact, Summary, Experience, Education, Skills, and Relevant Transactions. Use bullet lists for achievements and start each bullet with a strong verb.
Avoid columns, images, and fancy graphics that break ATS parsing. Use simple bold and italics for emphasis.
Common mistakes to dodge: cramped text with tiny line spacing, inconsistent date formats, and long paragraphs that hide impact. Don’t list duties without results. Quantify returns, deal sizes, and your role when possible.
Make section headings consistent and standard. Keep contact details minimal: phone, email, LinkedIn. If you include referees, list them only upon request.