2 Investment Banker Resume Examples & Writing Guide

Want to land your dream investment banking job? It all starts with a great resume. We break down 2 real-world examples and give you step-by-step tips to create a resume that will get you noticed. Learn what to include, what to leave out, and how to structure your resume for maximum impact. Get ready to take your career to the next level.

As an investment banker, your resume is one of the most important tools for landing your dream job. In a field where competition is fierce and details matter, a well-written resume can make all the difference. But what exactly makes a great investment banking resume?

In this article, we'll dive into the key elements of a standout investment banker resume. We'll provide two real-world examples to show you what works, and share practical tips for crafting your own. Whether you're a seasoned professional or just starting out, you'll learn how to highlight your skills, experience, and achievements in a way that grabs attention and gets results.

From formatting and structure to content and keywords, we'll cover everything you need to know to create a resume that sets you apart. So if you're ready to take your investment banking career to the next level, read on. With these insider tips and examples, you'll be well on your way to crafting a resume that opens doors and lands interviews.

Common Responsibilities Listed on Investment Banker Resumes

  • Advising clients on mergers and acquisitions (M&A) transactions
  • Conducting financial modeling and valuation analysis
  • Preparing pitch books and investor presentations
  • Identifying potential investment opportunities and targets
  • Structuring and negotiating complex financial deals
  • Raising capital through debt and equity offerings
  • Building and maintaining relationships with clients and investors
  • Conducting industry and company research and analysis
  • Managing the due diligence process for transactions
  • Providing strategic advisory services to clients
  • Participating in roadshows and marketing efforts for security offerings
  • Overseeing the execution and closing of transactions

How to write a Resume Summary

Let's first understand the essence of a summary or objective section in a resume. Simply put, it's your personal billboard, professionally designed to hold the most valuable insights about your career. Managed judiciously, it can serve as a powerful apparatus to capture the reader's attention and intuitively convey your professional stance, all within a sparse yet significant section of your resume.

The Anatomy of an Appealing Summary/Objective

The fundamental rule in penning an impactful summary or objective is to keep it simple and concise. This is especially important given the human inclination towards simpler, concise representation of information. Here, less is more. Stick to a barebone approach. Avoid verbosity – there's plenty of space to expand on your accomplishments in subsequent sections.

The Element of Expertise

What fuels your professional growth and makes you an impactful Investment Banker? Capture your specific expertise, without overstatement or clichés. Enumerate your skills that match the job requirements and need of the potential employer. Articulate those in such an engaging language that they mirror the depth of your experience and propensity for high performance.

Show your Authoritativeness

Without bragging, subtly disclose your professional achievements. Highlight how your expertise has contributed to significant results in prior roles. Explain where your decisions have driven beneficial outcomes. This can be a valuable asset in terms of showing authoritativeness. However, moderation is key; revealing all your key contributions here leaves little suspense for the reader to explore your resume further.

Demonstrate Trustworthiness

This necessitates being transparent and verifiable in whatever you incorporate in the summary. Quote facts, statistics that can be corroborated. If you've led a team of 15 or have helped your company achieve 50% growth in a year, mention these. These inherently convey trust, proving you’re a deserving candidate for their organizational growth.

Crafting a Lucid Narrative

Focus on constructing a coherent narrative around your career path while not sacrificing the individuality of your achievements. Convey the transformational journey you've undergone as an Investment Banker, allowing potential recruiters to gauge your potential growth trajectory and thereby how well you align to their desired profile.

Striking the interplay between the above-mentioned components and encapsulating them into a trim, cohesive paragraph forms the cornerstone of writing an exceptional summary or objective section for your resume – a passageway that promises a glimpse into your professional world, potentially inviting the reader to delve further. Always remember the summary/objective is not a retelling of your resume, but a teaser trailer hooking the reader to explore more about you.

Strong Summaries

  • Motivated Investment Banker with over a decade of experience in global asset management. Possess CFA Certification with a keen interest in strategic planning. Proven ability to enhance portfolio returns and effectively collaborating with various teams and clients.
  • Results-driven professional with over 5 years of experience in the investment banking sector, demonstrating strong analytical abilities and organizational skills. Adept at conducting in-depth financial analysis, key performance indicators research, and risk management.
  • Accomplished Investment Banker with significant track record in mergers and acquisitions. Holder of a Master's degree in Finance and proficient in utilizing financial modeling to optimize investment opportunities. Demonstrated experience in managing large scale financial projects.
  • Seasoned Investment Banker with a strong foundation in corporate finance, strategic planning, and financial analysis. Proven leader recognized for a strategic approach towards investment solutions. Known for fostering long-term relationships with clients and achieving financial objectives.

Why these are strong?

These examples are considered 'good' because they adequately summarize the individual's qualifications, experience, and skills relevant to Investment Banking. They define the number of years of experience, specific areas of expertise (like investment opportunities, risk management, or asset management), certifications, and soft skills. It is a good practice because it gives the hiring manager a quick snapshot of the candidate's suitability for the role.

Weak Summaries

  • Worked as Investment Banker
  • Specialize in making the maximum profit
  • Years active in Investment Banking: 5
  • I like to make money

Why these are weak?

The above-listed examples are bad examples of a Professional Summary section for an Investment Banker resume for various reasons. Firstly, 'Worked as Investment Banker' is very vague. It doesn't focus on accomplishments or specific experience. Additionally, stating 'Specialize in making the maximum profit' can signal a lack of consideration for the clients' needs and ethics. A good summary exhibits competency in prioritizing clients' investment goals over self-profit interest. ‘Years active in Investment Banking: 5’ doesn't include the impact or results achieved during those five years. An effective summary communicates the candidate's track record of results. Lastly, 'I like to make money' lacks professionalism and doesn't indicate what the candidate contributes to the workplace. A good summary will highlight the candidate’s professional value proposition.

Showcase your Work Experience

The 'Work Experience' or 'Professional Experience' section of your resume is vital. It's where you showcase the experience you've accumulated over the years, the roles you've embraced, and the impact you've made - all of which make you an attractive candidate for the role you're seeking. It's important not to underestimate this part of your resume.

Begin with the Basics

First things first, it's crucial to address the basics. This includes information such as company name, your role or position, the duration of your employment (including month and year), and the location of the job.

Highlight Key Responsibilities

Next up, it's time to share what you did in those roles. Instead of just listing tasks, use action verbs to bring them to life. Use phrases like 'managed a team' or 'led project deliverables' to paint a clear picture of your roles.

It's also essential to use the right terminology. As an Investment Banker, use terms and language that resonate with your field. Avoid using jargon or abbreviations that only those in your previous company would understand.

Expert Tip

Quantify your achievements and impact using concrete numbers, metrics, and percentages to demonstrate the value you brought to your previous roles.

Quantify Your Achievements

In the world of Investment Banking, results matter. It's not enough to just mention what you did - it's important to quantify your achievements. Be specific. How much did you increase revenue? How big was the team that you led? By providing specifics, you provide a clearer image of what you're capable of.

Customize for Every Application

Remember, each role is unique, and so should be your resume. For every job you apply for, tailor your 'Work Experience' section to match that job's specific requirements. Yes, it takes extra effort, but the payoff is definitely worth it.

Check Your Language and Tone

Since businesses and recruiters wade through a sea of resumes, make sure yours is simple and easy to understand. Be clear and concise. Bulleted lists are more readable than long workflows. And while it's important to sound professional, don't use extremely complex language - the best resumes are easy to understand and grab attention quickly.

The 'Work Experience' section is not meant to recount every single job duty you've ever had. It's a curated version of your professional journey, designed to pique an employer's interest and get that all-important interview. Treat it as such, and you're likely to notice results soon.

Strong Experiences

  • Lead a team of 5 financial analysts monitoring global financial markets and evaluated investment opportunities, increasing revenue by 12%
  • Implemented new investment strategies that decreased risk on portfolios by 15%
  • Managed a $50 million portfolio and exceeded investment targets by 10% annually
  • Negotiated 20+ high-impact acquisitions, mergers, and divestitures, contributing to a 35% growth in firm assets
  • Directed key international investment relationships resulting in a 20% increase in global partnerships
  • Designed an algorithmic trading model that improved prediction accuracy by 25%

Why these are strong?

These are good examples because they provide quantifiable achievements which recruiters prefer over subjective statements. Each point provides a clear picture of the task accomplished, the solutions provided, and the result achieved. These bullet points not only list responsibilities but also showcase the impact in clear, precise terms. Using metrics and percentages to illustrate the result of an action is essential in the competitive field of investment banking.

Weak Experiences

  • Worked at XYZ bank for some time
  • Did banking stuff
  • Handled money
  • Basically was good with numbers
  • Made a lot of deals and stuff
  • Managed some accounts

Why these are weak?

The given examples are not suitable for a professional resume, especially for the position of an Investment Banker. They are vague, casual and lack specificity. 'Worked at XYZ bank for some time' does not provide any information about the candidate's role, responsibilities, length of service, or achievements. 'Did banking stuff' and 'Handled money' are not up to par as they fail to highlight the breadth and depth of tasks an investment banker undertakes. 'Basically was good with numbers' is too informal and minimal offering no insight into the candidate's quantitative skills or their application. 'Made a lot of deals and stuff' lacks professionalism and detail about the nature, complexity, quantity or value of the deals. Lastly, 'Managed some accounts' can be greatly improved by providing additional information like number or type of accounts, size of portfolio and client type (individuals, businesses, governments). It's important to reinforce transferable skills, expert knowledge, and specific achievements by using precise, accurate terms and figures in your resume.

Skills, Keywords & ATS Tips

In every resume, the skills section is crucial. For an Investment Banker, it's no different. This section is like the heart; it has to be strong and pumping, showing your worth. Here, we'll talk about hard and soft skills, how they differ, and how they matter in your investment banking resume. We'll also touch on keywords, ATS, and matching skills, revealing why they are vital even if they seem less exciting.

Hard and Soft Skills

Hard skills are the technical abilities you possess; the knowledge acquired through education and experience. For an Investment Banker, this could be financial modeling, risk management, or data analysis. They can prove to the employer that you can perform the job.

Soft skills, on the other hand, concern your personal attributes and how you interact with others. Communication, teamwork, leadership, and problem-solving are prime examples. These are qualities that determine how you work, both independently and as part of a team. They are like spices in food; they give that extra zing making you not just eligible but desirable for the role.

Keywords and ATS

Now, let's talk about keywords and ATS. ATS is Applicant Tracking System software used by many companies to sort and scan resumes. It hunts for specific words or phrases that match the job description. So, keywords are just important terms that a job posting uses to describe the skills and qualifications they seek. It's like trying to unlock a door; the keywords are the keys, and the ATS is the lock. If the keys match the lock, you're in!

Matching Skills

Skills matching is the art of aligning the skills you have with the ones required by the job. It's about making a bridge between what you possess and what the company seeks. By identifying these matching skills, you can craft your resume in a way that shows you as a perfect fit for the role. It's just like a puzzle; the more you match your skills with the job requirements, the better picture completes.

In all, it's a simple dance between what you offer as an Investment Banker and what the employers seek. With hard and soft skills, you show them that you're proficient and pleasant. Through skillful use of keywords and ATS, you make sure your resume gets seen. And by skill matching, you convince them that you're the right person for the job. All these elements working together make a winning resume.

Top Hard & Soft Skills for Full Stack Developers

Hard Skills

  • Financial Analysis
  • Investment Banking
  • Financial Modeling
  • Mergers & Acquisitions
  • Valuation
  • Due Diligence
  • Risk Management
  • Capital Markets
  • Corporate Finance
  • Financial Reporting
  • Asset Management
  • Portfolio Management
  • Equity Research
  • Financial Markets
  • Quantitative Analysis
  • Soft Skills

  • Analytical Thinking
  • Problem-Solving
  • Attention to Detail
  • Critical Thinking
  • Decision Making
  • Communication
  • Teamwork
  • Time Management
  • Adaptability
  • Leadership
  • Negotiation
  • Stress Management
  • Client Relationship Management
  • Ethical Judgment
  • Networking
  • Top Action Verbs

    Use action verbs to highlight achievements and responsibilities on your resume.

  • Analyzed
  • Advised
  • Negotiated
  • Managed
  • Evaluated
  • Structured
  • Executed
  • Developed
  • Presented
  • Assessed
  • Facilitated
  • Implemented
  • Monitored
  • Recommended
  • Initiated
  • Led
  • Collaborated
  • Communicated
  • Optimized
  • Sourced
  • Forecasted
  • Identified
  • Diversified
  • Allocated
  • Acquired
  • Closed
  • Conducted
  • Generated
  • Pitched
  • Secured
  • Streamlined
  • Traded
  • Structured
  • Managed
  • Advised
  • Analyzed
  • Evaluated
  • Education & Certifications

    To add your education/certificates to your resume as an Investment Banker, begin with the Education section just below your objective statement. State your degree(s), major, university's name, and graduation year. Then, list any relevant courses you completed. Follow this by an additional section titled Certifications. Here, enumerate your certificates along with the granting institution and certification date. Always prioritize relevance and recency. Remember, clarity and conciseness is key when creating your resume.

    Some of the most important certifications for Investment Bankers

    The CFA charter is one of the most respected designations in the finance industry, focusing on investment management.

    The FRM certification is ideal for professionals involved in risk management and financial analysis.

    CIMA certification is designed for financial professionals involved in investment management.

    CAIA certification focuses on alternative investments like hedge funds, private equity, and real assets.

    While not specific to investment banking, CPA certification is valuable for financial analysis and reporting.

    Resume FAQs for Investment Bankers


    What is the ideal resume format for an investment banker?


    The most recommended resume format for investment banking is the reverse-chronological format. This format highlights your work experience in a clear and organized manner, which is crucial in the finance industry.


    How long should an investment banker's resume be?


    An investment banker's resume should typically be one page in length. However, if you have extensive relevant experience, it can be up to two pages. The key is to be concise and highlight only the most relevant information.


    What should be included in the resume summary for an investment banker?


    The resume summary for an investment banker should be a brief, compelling statement that highlights your relevant skills, experience, and achievements. It should be tailored to the specific role you're applying for and showcase your value proposition.


    How should an investment banker quantify their achievements on a resume?


    Investment bankers should quantify their achievements using specific numbers, percentages, and dollar amounts whenever possible. This demonstrates the tangible impact you've had and helps your accomplishments stand out. For example, 'Closed $50 million in M&A deals' or 'Increased revenue by 25%'.

    Investment Banker Resume Example

    Investment Bankers provide advisory services for mergers, acquisitions, and financial transactions. To apply, highlight a bachelor's degree in finance/economics, relevant internships, and strong analytical and communication skills. Structure the resume with a summary, education, experience, and skills sections tailored to investment banking roles.

    Milton Henry
    (255) 595-2087
    Investment Banker

    Highly motivated and results-driven Investment Banker with over 10 years of experience in financial analysis, deal structuring, and client relationship management. Proven track record of successfully executing complex transactions and driving revenue growth. Skilled in financial modeling, due diligence, and market research. Passionate about delivering exceptional results and building long-term client relationships.

    Work Experience
    Senior Investment Banker
    01/2019 - Present
    Goldman Sachs
    • Led a team of investment bankers in executing over $5 billion in mergers and acquisitions, debt and equity financings, and strategic advisory assignments.
    • Developed and maintained strong relationships with key clients, resulting in a 25% increase in revenue from existing accounts.
    • Conducted in-depth market research and financial analysis to identify potential investment opportunities and risks.
    • Collaborated with cross-functional teams to structure and negotiate complex deals, ensuring optimal outcomes for clients and the firm.
    • Mentored and trained junior investment bankers, fostering a culture of excellence and continuous learning.
    Investment Banker
    05/2016 - 12/2018
    J.P. Morgan
    • Executed over $3 billion in debt and equity financing transactions for clients across various industries.
    • Developed financial models and conducted thorough due diligence to assess the viability of potential investments.
    • Prepared and delivered compelling investment presentations to clients and internal stakeholders.
    • Collaborated with legal and compliance teams to ensure all transactions adhered to regulatory requirements.
    • Provided strategic advice to clients on capital structure optimization and risk management strategies.
    Associate Investment Banker
    08/2014 - 04/2016
    Morgan Stanley
    • Supported senior investment bankers in executing over $2 billion in mergers and acquisitions and capital markets transactions.
    • Conducted financial analysis and created detailed financial models to evaluate potential investments and acquisitions.
    • Assisted in the preparation of pitch books, offering memoranda, and other client presentations.
    • Performed industry research and competitive analysis to identify potential clients and investment opportunities.
    • Collaborated with internal teams to ensure seamless execution of transactions and client deliverables.
  • Financial modeling
  • Deal structuring
  • Due diligence
  • Market research
  • Client relationship management
  • Strategic advisory
  • Mergers and acquisitions
  • Debt and equity financing
  • Capital markets
  • Financial analysis
  • Valuation
  • Risk management
  • Negotiation
  • Project management
  • Leadership
  • Education
    Master of Business Administration (MBA)
    09/2012 - 05/2014
    Harvard Business School, Boston, MA
    Bachelor of Science in Finance
    09/2008 - 05/2012
    University of Pennsylvania, Philadelphia, PA
    Investment Banking Analyst Resume Example

    Investment Banking Analysts conduct in-depth financial modeling, valuation analysis, and due diligence for M&A deals, IPOs, and other transactions. Their role involves building complex financial models, creating client presentations, and working closely with deal teams. To craft a strong resume, emphasize an excellent academic record, relevant finance courses/certifications, and internship experience at a bank or financial firm. Highlight skills in accounting, financial modeling, PowerPoint, and Excel. Include examples of leadership roles, extracurriculars showcasing teamwork, and projects demonstrating superior quantitative and analytical abilities.

    Marian Pearson
    (427) 744-2763
    Investment Banking Analyst

    Driven and analytical Investment Banking Analyst with a proven track record of delivering exceptional results in high-pressure environments. Skilled in financial modeling, valuation, and market research, with a keen eye for identifying lucrative investment opportunities. Adept at building strong relationships with clients and colleagues alike, fostering a collaborative and productive work environment.

    Work Experience
    Investment Banking Analyst
    06/2021 - Present
    Goldman Sachs
    • Developed detailed financial models and valuations for clients across various industries, resulting in successful capital raises and M&A transactions totaling over $1 billion.
    • Conducted in-depth market research and analysis to identify potential investment opportunities, presenting findings to senior management and clients.
    • Collaborated with cross-functional teams to structure and execute complex financial transactions, ensuring timely and accurate completion of deliverables.
    • Managed multiple client relationships, providing exceptional service and support to maintain client satisfaction and loyalty.
    • Streamlined internal processes and workflows, resulting in a 15% increase in team efficiency and productivity.
    Financial Analyst Intern
    05/2020 - 08/2020
    William Blair
    • Assisted in the preparation of financial models, valuations, and pitch books for potential clients, contributing to the successful closing of several key deals.
    • Conducted industry and company-specific research to support senior analysts in identifying investment opportunities and assessing potential risks.
    • Collaborated with team members to develop and present investment recommendations to clients, demonstrating strong analytical and communication skills.
    • Participated in client meetings and calls, gaining valuable exposure to the investment banking process and client relationship management.
    • Developed a comprehensive database of key industry metrics and trends, which was adopted by the entire team as a valuable resource for ongoing research and analysis.
    Finance and Accounting Tutor
    09/2018 - 05/2020
    Northwestern University
    • Provided one-on-one tutoring sessions to undergraduate students in finance, accounting, and economics courses, helping them improve their understanding of complex concepts and achieve academic success.
    • Developed customized study plans and materials based on each student's individual needs and learning style, resulting in an average grade improvement of 1.5 letter grades.
    • Collaborated with professors and academic advisors to ensure tutoring sessions aligned with course curricula and objectives.
    • Maintained detailed records of student progress and provided regular feedback to students and professors, facilitating effective communication and support.
    • Received consistently positive feedback from students and faculty, with a 95% student satisfaction rate and multiple referrals for new clients.
  • Financial modeling
  • Valuation
  • Market research
  • Data analysis
  • Project management
  • Client relationship management
  • Pitchbook creation
  • Due diligence
  • Financial statement analysis
  • Microsoft Excel
  • PowerPoint
  • Bloomberg Terminal
  • Capital IQ
  • Teamwork
  • Communication
  • Education
    Bachelor of Science in Finance
    09/2016 - 06/2020
    Northwestern University, Evanston, IL