How to Write a Finance CV (Step-by-Step Guide)
A step-by-step guide to writing a finance CV that gets interviews — the right structure, achievement-led bullets, quantification, keywords, and the mistakes to avoid, whatever your target role.
A finance CV is judged differently from a general CV. Recruiters spend seconds on the first pass, screening software reads it before a human does, and the bar for specificity is high. This guide gives you the step-by-step method that works across every finance track — for the role-specific version, see the investment banking CV guide.
1. Get the structure right
Students and recent graduates: one page, in the order Education → Experience → Extracurriculars → Skills. Experienced candidates: lead with Experience, then Education, up to two pages. No photo, no personal statement, and dates in one consistent, right-aligned format.
2. Write achievements, not duties
The most common mistake is describing what you were responsible for instead of what you achieved. Every bullet should answer “so what?” and follow the structure [strong verb] → [task] → [quantified outcome].
Weak
Responsible for analysing financial data for the investment society.
Strong
Built a DCF valuation of a FTSE 100 stock and pitched it to the society's 40-member fund; the position outperformed the index by 6% over the term.
3. Quantify everything
Numbers turn vague claims into evidence. Deal sizes, percentages, AUM, rankings, team sizes, growth figures — if it can be measured, measure it. A CV where every bullet carries a number reads as the work of someone who thinks in terms of impact, which is exactly how the job is assessed.
4. Tailor it to your target role
An investment banking CV and an asset management CV should not read the same way. Recruiters scan for the vocabulary of their specific function — transaction language for IB, conviction and attribution for AM, backtesting and specific libraries for quant. Mirror the language of the desk you are targeting.
5. Make it machine-readable
Before a human sees your CV, an applicant tracking system often scores it. Use a single column, standard headings, and a text-based file, and weave in the keywords for your role. Follow the full checklist in how to get your finance CV past the ATS.
6. Nail education, skills, and extracurriculars
State your degree and classification clearly, include A-levels as a student, and list specific tools (Excel financial modelling, Bloomberg, Python) rather than “Microsoft Office”. For activities, prioritise the highest-signal ones — see the best extracurriculars for a finance CV.
The final checklist
- One page (student), correct section order.
- Every bullet: strong verb, specific task, quantified outcome.
- Role-specific keywords woven in naturally.
- ATS-readable: single column, standard headings, text-based file.
- No personal statement, no photo, consistent dates.
When your draft is ready, get a free CV score against the standards top firms actually use — it flags exactly what to fix before you apply.