Creating an exceptional CV is crucial for those aiming to make a strong impression in the business and investment sectors. Your CV not only showcases your professional experience but also highlights your expertise in areas like strategic thinking, financial acumen, and leadership. Whether you’re entering the industry or advancing in your career, following a few key steps will ensure your CV stands out and demonstrates your ability to contribute meaningfully to the business world.
Tailor your CV to the role and sector
In the competitive fields of business and investment, tailoring your CV to the specific job you’re applying for is vital. Employers seek particular skills and experiences that align with the responsibilities of roles such as financial analyst, investment manager, or business development officer. Customising your CV for each application enhances your chances of standing out by highlighting the specific qualifications that meet the demands of the position.
A generic CV may save time but it rarely captures the nuances of what’s required in specific roles, especially in investment where employers expect candidates to demonstrate a deep understanding of financial markets, risk assessment, and strategic business management.
Begin with a strong personal profile/statement
Your personal profile or statement is a critical element of your CV, offering a snapshot of your career ambitions and what you bring to the business world. In investment and business roles, this should focus on your strategic vision, leadership potential, and ability to drive results.
For example, you might write: “A seasoned finance professional with over 5 years of experience in managing multimillion-pound portfolios, driving investment strategies, and delivering measurable results. I am eager to contribute my analytical skills and business acumen to lead innovative projects in the investment sector.”
Keep your personal statement concise (3-4 sentences) but impactful, emphasising your leadership, strategic expertise, and any accomplishments that are relevant to the business or investment field.
Highlight relevant experience and achievements
In business and investment sectors, demonstrating real-world experience is key. When listing your work history, always focus on roles where you developed skills relevant to the position you are applying for. Be sure to include your most recent positions and focus on achievements that demonstrate your capacity for growth, leadership, and impact.
For instance, if you’ve managed investments, include examples of portfolios you’ve handled, returns you’ve delivered, or market trends you’ve successfully analysed. Highlight your experience with financial models, budgeting, or risk management, critical skills in these industries.
Use clear, action-driven language and include quantifiable metrics wherever possible, such as “Successfully managed a portfolio worth £10 million” or “Led a team that generated a 15% ROI within 12 months.” This provides concrete evidence of your contributions to previous employers.

Use bullet points for clarity and precision
Bullet points are particularly effective in business and investment CVs as they allow you to break down complex responsibilities and achievements into digestible, easy-to-read chunks. Keep your bullet points concise and focused on what the employer will find most valuable,leadership, financial skills, and successful outcomes.
Ensure each point highlights a skill or achievement that aligns with the job role you are applying for. For example, for a business analyst role, you might focus on skills such as market research, data interpretation, and strategic recommendations.
Showcase your business and investment skills
Dedicated sections for skills and expertise are crucial for standing out in the business and investment fields. Ensure that you include both hard skills (e.g., financial modelling, data analysis, budgeting, forecasting) and soft skills (e.g., negotiation, problem-solving, leadership). Highlight skills that directly align with the job description and the business goals of the employer.
If you’re applying for a role that requires knowledge of particular software, such as Excel, Power BI, or other financial tools, be sure to include these. Tailor your skillset to the specific needs of the business and investment sector.
Concise and relevant length
Business professionals often have limited time to review CVs, so it’s essential that your CV is concise yet packed with relevant information. Aim for one to two pages, focusing on your most impactful experiences and accomplishments. Eliminate irrelevant details that do not contribute to your qualifications for the business or investment role you are targeting.
The key is to strike a balance between providing enough detail to demonstrate your expertise while ensuring your CV remains easy to digest.
Structure and layout: clear and professional
An organised structure and a clean layout will make your CV more accessible and engaging to employers. In business, first impressions count, so ensure that your CV is visually appealing without being overly complicated. Consistent formatting, such as clear headings for each section and enough white space to make it easy to read, is essential.
Use a professional font such as Arial, Calibri, or Times New Roman, and ensure that the font size is between 10 and 12 for the body text, with larger sizes for headings.

Professional tone and language
Maintaining a formal yet engaging tone is crucial. While it’s important to communicate in a clear and approachable manner, your CV should exude professionalism. Use industry-specific language where appropriate but avoid unnecessary jargon or overly complex terms.
Ensure that your grammar and spelling are flawless. Business employers are looking for candidates who pay attention to detail, and small mistakes can leave a negative impression.
Final refinements: quality control
Before submitting your CV, go over it carefully to ensure consistency and clarity. Check that all dates are formatted consistently (e.g., January 2022 – Present), all tenses are correct, and there are no unnecessary words or phrases.
Also, if you have certifications or special training related to business and investment,such as CFA, MBA, or financial modelling courses,be sure to include these prominently.
