Particular Extracurricular
A bit of a random one:
最近，我已经成为一些亲密家庭成员的事实上的财富经理。到目前为止，他们拥有现金（财务素养非常低），我正在慢慢地让他们投资储蓄以提供退休。没有什么太辣，只是被动ETFetc. but in effect I am the chief advisor on a decent 7 figures worth of assets.
实际上，这意味着有关财务和投资，有关当地税，房地产和养老金法的研究，以及对不同银行，税务顾问和基金提供者进行基准测试的教育。但是，我们与单个股票的选择相去甚远，我目前的职业无论如何都会禁止。
I really enjoy the work and feel like this will make a massive difference to people I love, but my question is the following: is it anything worth mentioning on a CV (as an extracurricular for example) or during an interview in the context of购买招募？
Just wary this might have the same vibe as listing being a "personal account trader", and while the experience itself is nice it is obviously not directly relevant to a private equity position.
Comments (6)
I haven't even broken intoIB但是，但这似乎是一件好事，在课外活动下列出。它表现出对金融的热情，人们在年轻的时候就以自己的钱信任您。听起来像是其他人会伸出的东西。
Bump
感谢上面的答复！
另一个问题是如何证明这一点？因为证明这确实是一个适当的课外，因此认为它是如此非正式的，并且分析/文档显然是私人和敏感的信息，我无法分享
Embezzle the money.
繁荣。现在，您有7个数字，似乎比简历线更有帮助。
LinkedIn Influencers: I would rather have an impressive line on my resume than $10 million
My 2cents:
On a résumé ? Probably not. That'd fit for financial advisory //PWMbut can't imaginePErecruiters would give a fuck. Plus, your résumé should be jam packed with relevant experience considering how competitive it is to break in. The type of info you're "teaching" and the securities you're investing in are too elementary for it to be significant. Now, if you're managing a 7fig portfolio of RE, derivatives, or investing inPE, maybe. But from the looks, it seems like you're just throwing daddy's money into SPY and low risk securities (all due respect, what you're doing is important; but that's just what it comes across as). Also, MIGHT be cool to throw in to yourpitch about whyyou enjoy finance DURING an interview (if you deem fit) to better elucidate your "passion" for finance
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