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Private Equity Analyst resume example

Experienced · US resume · set in the Investment Professional template

A private equity resume is mostly a deal sheet. The reader wants to know which transactions you worked on, what you built for them, and whether you would think like an investor rather than an adviser. The format exists to make the deals easy to scan.

Michael Reyes

New York, NY
(212) 555-0147
michael.reyes@example.com
linkedin.com/in/michael-reyes

Education

University of Michigan, Ross School of BusinessAug 2020 - May 2024
BBA, Finance; GPA 3.8/4.0

Michigan Investment Banking Club; Ross Dean’s List (6 semesters).

Experience

Whitmore Brothers & Co.New York, NY
Investment Banking Analyst, HealthcareJul 2024 - Present
  • Built the LBO and sponsor returns analysis for the $850M take-private of a healthcare services company (closed), testing 5 leverage cases
  • Modelled the carve-out of a $300M diagnostics division, including the standalone cost base and transition services agreement
  • Identified $40M of overstated synergies in a buyer’s case, which reduced the bid and was adopted in the final offer letter
  • Ran the buyer process for a $150M sell-side mandate across 45 parties, managing the data room and 12 management meetings
Whitmore Brothers & Co.New York, NY
Summer Analyst, HealthcareJun 2023 - Aug 2023
  • Prepared comparable company and precedent transaction analyses for 4 pitches, 1 of which converted to a mandate

Skills

Technical: LBO, merger and operating models; Excel; PowerPoint; FactSet; Capital IQ

Transactions: $850M take-private (closed); $300M carve-out (closed); $150M sale (signed)

Interests

Marathon running (Boston 2025); volunteer tutor in financial literacy; Spanish (fluent).

A sample person: the name, employers and figures are invented. A second-year investment banking analyst with closed deals and a modelling record, recruiting for a private equity associate seat.

The order, and why

Education at the top in the US convention, kept to two lines; experience as the main block with a deal list; skills and interests in one line each.

Weak bullets, made strong

Weak: Worked on multiple M&A transactions

Strong: Built the LBO and sponsor returns analysis for the $850M take-private of a healthcare services company (closed), testing 5 leverage cases

Deal, size, sector, status and the model, in one line.

Weak: Helped prepare pitch materials

Strong: Identified $40M of overstated synergies in a buyer’s case, which reduced the bid and was adopted in the final offer letter

It shows judgement on value, which is what a fund is hiring.

Mistakes to avoid

  • Listing pitches as deals. Say "pitched" or leave it out; closed and signed deals are what count.
  • Claiming models you only updated. The modelling test exposes it within an hour.
  • A second page. A US associate resume is one page.

UK CV or US resume

US convention: one page, GPA on the education line, no photograph, no date of birth, and deals named only where they are public. In London the same resume works, with A-levels sometimes added for juniors.

Live private equity roles

Open now on the tracker, with their deadlines.

Every private equity role on the tracker

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