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Wall Street Oasis » Forums » Get a Job

Family Office Forum's RSS Feed Share

jlm2012's picture
jlm2012
     AM
 
(Senior Chimp, 19
 
Points)
  on 3/13/12 at 6:19pm

I am hoping someone can help me out with a few questions I have regarding my work in a family office and how to account for it on my resume. A little background-I am looking for a job within financial research/analysis, institutional securities sales, asset management/pwm, and sales and trading. I graduated in December 2010 and worked in corporate marketing from January 2011 until August 2011 when I quit. In September I started working for a family office. My Dad and Uncle are the principals and my mother, siblings, nieces, and I are all beneficiaries. I am largely responsible for developing our investment strategy. I hold no licenses myself and my experience in working outside my family is thin. Eventually, I want to perform all front office work myself instead of the third parties that currently execute our decisions.

My dilemma is that I want to put this experience on my resume because I do not want it to look like I have done nothing since August. Is it recommended to put this on my resume or just leave it off? What should I call myself? Advisor?

I appreciate any and all feedback. Thanks.

  •  
  •  
Tags:
  • trust funds
  • Family office
  • asset management
  • Get a Job
SECfinance's picture

Just don't disclose that it's

SECfinance
     IB
 
(Senior Gorilla, 839
 
Points)
  on 3/13/12 at 8:09pm

Just don't disclose that it's your family.

  •  
  • 0
  •  

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