Investment Banker Resume Writing Guide & Examples

Are you looking to break into the world of investment banking? A well-crafted resume is the first step to landing your dream job. In this guide, we’ll provide you with actionable insights and practical advice on how to write an investment banker resume that stands out from the crowd. Whether you’re a recent graduate or an experienced professional, our tips and examples will help you showcase your skills and experience in the best possible light.

How to Write Investment Banker Resume That Stands Out?

Investment banking is a highly competitive field, and your resume needs to make a strong impression if you want to land an interview. Here are some tips to help you craft a winning investment banker resume:

  • Highlight your education: Investment banking firms typically look for candidates with strong academic backgrounds, so make sure to highlight your education on your resume. Include your degree, major, and any relevant coursework or academic achievements.
  • Showcase your experience: Investment banking is a demanding field, and firms want to see that you have the skills and experience to handle the job. Highlight any relevant internships, work experience, or extracurricular activities that demonstrate your ability to work in a fast-paced, high-pressure environment.
  • Quantify your achievements: Investment banking is all about numbers, so make sure to quantify your achievements wherever possible. Use numbers and percentages to demonstrate your impact on previous projects or deals.
  • Use action verbs: Action verbs are a great way to make your resume stand out. Use strong, active verbs to describe your accomplishments and responsibilities, such as “managed,” “analyzed,” or “negotiated.”
  • Customize your resume: Tailor your resume to the specific job you’re applying for. Research the company and the position, and make sure to highlight the skills and experience that are most relevant to the job.

Related Article: Investment Banker Job Description, Average Salary & Career Path

What Recruiters Consider in Investment Banker Resume?

When it comes to landing a job in investment banking, having a strong resume is crucial. Recruiters receive hundreds of resumes for each position, so it’s important to make sure yours stands out. Here are some key factors that recruiters consider when reviewing investment banker resumes:

Education: Investment banks typically require candidates to have a bachelor’s degree from a top-tier university. A degree in finance, economics, or business is preferred, but not always required. Recruiters also look for candidates who have completed relevant coursework, such as accounting, financial modeling, and corporate finance.

Experience: Investment banking is a highly competitive field, so having relevant work experience is essential. Recruiters look for candidates who have completed internships or have worked in related fields, such as private equity or consulting. They also look for candidates who have demonstrated strong analytical and problem-solving skills.

Skills: Investment banking requires a unique set of skills, including financial modeling, valuation, and deal structuring. Recruiters look for candidates who have experience with these skills, as well as strong communication and teamwork abilities.

Key Elements to Include in Your Investment Banker Resume

Your investment banker resume should highlight your education, experience, and skills in a clear and concise manner. Here are some key elements to include:

  • Objective: A brief statement that summarizes your career goals and what you can bring to the table.
  • Education: List your degree, major, and any relevant coursework. Include your GPA if it’s above 3.0.
  • Experience: List your work experience in reverse chronological order, starting with your most recent position. Include the name of the company, your job title, and your responsibilities. Use bullet points to highlight your achievements and quantify your impact.
  • Skills: Create a separate section for your skills, highlighting your proficiency in financial modeling, valuation, and deal structuring. Also include any relevant software or programming languages you know.
  • Awards and Honors: If you’ve received any awards or honors, such as academic scholarships or leadership awards, include them in a separate section.

By including these key elements in your investment banker resume, you’ll increase your chances of catching the recruiter’s attention and landing an interview. Remember to keep your resume concise and focused on your relevant experience and skills.

Investment Banker Resume Examples

If you’re looking to land a job as an investment banker, having a strong resume is crucial. In this article, we’ll share four investment banker resume examples to help you craft a winning resume that showcases your skills and experience.


Investment Banker Chronological Resume Example – 1

John Doe

123 Main Street

New York, NY 10001

(123) 456-7890

[email protected]

 

Objective:

To obtain a position as an investment banker at a reputable financial institution.

 

Education:

Bachelor of Science in Finance, New York University, May 2015

 

Experience:

Investment Banking Analyst, Goldman Sachs, June 2015 – Present

  • Assist in the execution of M&A and capital raising transactions
  • Conduct financial analysis and modeling
  • Prepare pitch books and other marketing materials

Summer Analyst, J.P. Morgan, June 2014 – August 2014

  • Assisted in the execution of M&A and capital raising transactions
  • Conducted financial analysis and modeling
  • Prepared pitch books and other marketing materials

 

Skills:

  • Financial analysis and modeling
  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Excel, PowerPoint, and Word

The chronological resume template is a popular choice for investment bankers. This format highlights your work experience in reverse chronological order, starting with your most recent job and working backwards. This allows recruiters to quickly see your career progression and the skills you’ve developed over time. In addition to your work experience, this template includes sections for your education, objective, and skills. Use bullet points to highlight your accomplishments and quantify your results whenever possible.


Investment Banker Chronological Resume Example – 2

John Doe

123 Main Street, New York, NY 10001

(123) 456-7890 | [email protected]

Objective

To obtain a position as an Investment Banker at a reputable financial institution where I can utilize my skills and experience to contribute to the success of the company.

Education

Bachelor of Science in Finance, New York University, New York, NY, May 2015

Experience

Investment Banking Analyst, Goldman Sachs, New York, NY, June 2015 – Present

  • Assist in the execution of M&A and capital raising transactions for clients in the healthcare and technology sectors
  • Conduct financial analysis and modeling to support transaction execution
  • Prepare pitch books and other marketing materials for client presentations
  • Collaborate with senior bankers to develop and maintain client relationships

Summer Analyst, J.P. Morgan, New York, NY, June 2014 – August 2014

  • Assisted in the execution of M&A and capital raising transactions for clients in the consumer and retail sectors
  • Conducted financial analysis and modeling to support transaction execution
  • Prepared pitch books and other marketing materials for client presentations
  • Collaborated with senior bankers to develop and maintain client relationships
Skills
  • Financial analysis and modeling
  • Valuation techniques
  • Microsoft Excel
  • PowerPoint
  • Teamwork and collaboration

A chronological resume is a traditional format that lists your work experience in reverse chronological order, starting with your most recent position. This format is ideal for job seekers who have a consistent work history and want to highlight their career progression. In this Investment Banker Chronological Resume Example, the candidate has listed their education and work experience in reverse chronological order, starting with their most recent position as an Investment Banking Analyst at Goldman Sachs. The candidate has also included a clear objective statement and a list of relevant skills to showcase their qualifications for the position.


Investment Banker Functional Resume Example – 1

John Doe

123 Main Street, New York, NY 10001

(123) 456-7890 | [email protected]


Objective:

To obtain a position as an Investment Banker utilizing my strong analytical and financial skills.


Summary:
  • Over 5 years of experience in investment banking with a focus on mergers and acquisitions.
  • Strong analytical skills with experience in financial modeling and valuation.
  • Excellent communication and interpersonal skills with the ability to work in a team environment.

Professional Experience:
Investment Banker, XYZ Bank

New York, NY | 2015 – Present

  • Assist in the execution of M&A transactions, including financial analysis, due diligence, and deal structuring.
  • Develop financial models and perform valuation analysis to support transaction execution.
  • Prepare pitch books and other marketing materials for potential clients.
Investment Banking Analyst, ABC Bank

New York, NY | 2013 – 2015

  • Assisted in the execution of M&A transactions, including financial analysis, due diligence, and deal structuring.
  • Developed financial models and performed valuation analysis to support transaction execution.
  • Prepared pitch books and other marketing materials for potential clients.

Education:
Bachelor of Science in Finance

New York University | 2013

A functional resume is a type of resume that focuses on skills and experience rather than chronological work history. This Investment Banker Functional Resume Example highlights the candidate’s strong analytical and financial skills, as well as their experience in investment banking with a focus on mergers and acquisitions. The resume is organized by sections that highlight the candidate’s objective, summary, professional experience, and education. This format is ideal for candidates who have relevant experience but may have gaps in their work history or have changed careers.


Investment Banker Functional Resume Example – 2

John Doe

123 Main Street, New York, NY 10001

(123) 456-7890 | [email protected]

Objective:

To obtain a position as an Investment Banker utilizing my strong analytical and financial skills.

Summary:
  • Over 5 years of experience in investment banking with a focus on mergers and acquisitions
  • Strong analytical skills with experience in financial modeling and valuation
  • Excellent communication and presentation skills with experience in client-facing roles
  • Proficient in Microsoft Excel, PowerPoint, and Bloomberg Terminal
Professional Experience:
Investment Banker, XYZ Bank

New York, NY | 2018 – Present

  • Lead analyst on multiple M&A deals with transaction values ranging from $50 million to $500 million
  • Conducted financial analysis and modeling to support deal negotiations and presentations to clients
  • Collaborated with cross-functional teams including legal, accounting, and tax to ensure successful deal execution
Investment Banking Analyst, ABC Bank

New York, NY | 2016 – 2018

  • Supported senior bankers on M&A deals with transaction values ranging from $100 million to $1 billion
  • Conducted financial analysis and modeling to support deal negotiations and presentations to clients
  • Assisted in the preparation of pitch books and marketing materials for potential clients
Education:

Bachelor of Science in Finance, New York University, 2016

This functional resume example highlights the candidate’s skills and experience in investment banking. The objective statement clearly states the candidate’s career goal, while the summary section provides an overview of their relevant skills and experience. The professional experience section is organized by job title and includes specific accomplishments and responsibilities. The education section is brief but includes the candidate’s degree and university. Overall, this functional resume effectively showcases the candidate’s qualifications for an investment banking position.

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Investment Banker Combination Resume Example – 1

John Doe

123 Main Street, New York, NY 10001

(123) 456-7890 | [email protected]


Objective:

Highly motivated and results-driven Investment Banker with 5+ years of experience in financial analysis, risk management, and portfolio management seeking a challenging role in a reputable investment banking firm.


Professional Experience:

Investment Banker

ABC Investment Bank, New York, NY

June 2018 – Present

  • Conduct financial analysis and due diligence on potential investment opportunities
  • Develop and maintain financial models to evaluate investment opportunities
  • Assist in the preparation of pitch books and marketing materials for clients
  • Collaborate with cross-functional teams to execute transactions and manage client relationships

Financial Analyst

XYZ Financial Services, New York, NY

January 2016 – May 2018

  • Conducted financial analysis and due diligence on potential investment opportunities
  • Developed and maintained financial models to evaluate investment opportunities
  • Assisted in the preparation of pitch books and marketing materials for clients
  • Collaborated with cross-functional teams to execute transactions and manage client relationships

Education:

Master of Business Administration (MBA)

New York University, New York, NY

September 2013 – May 2015

Bachelor of Science in Finance

University of Pennsylvania, Philadelphia, PA

September 2009 – May 2013


Skills:

  • Financial analysis
  • Risk management
  • Portfolio management
  • Financial modeling
  • Client relationship management
  • Team collaboration
  • Microsoft Excel
  • Bloomberg Terminal

Investment Banker Combination Resume Example – 2

Summary:

Experienced Investment Banker with a strong background in financial analysis, risk management, and business development. Skilled in building and maintaining relationships with clients, managing complex financial transactions, and providing strategic advice to senior executives. Proficient in financial modeling, valuation, and due diligence. Seeking a challenging role in a dynamic organization where I can leverage my skills and experience to drive business growth and success.

Professional Experience:

  • Investment Banker, ABC Investment Bank, New York, NY (2015-present)
    • Lead financial analyst for multiple M&A transactions, including a $500M cross-border deal in the healthcare sector
    • Developed financial models and conducted due diligence to support investment decisions
    • Managed relationships with clients and provided strategic advice to senior executives
    • Collaborated with cross-functional teams to execute complex financial transactions
  • Associate Investment Banker, XYZ Investment Bank, Chicago, IL (2012-2015)
    • Supported senior bankers in executing M&A and capital raising transactions
    • Conducted financial analysis and prepared pitch books and marketing materials
    • Assisted in due diligence and deal structuring
    • Managed relationships with clients and participated in business development activities

Education:

  • Master of Business Administration (MBA), University of Chicago Booth School of Business, Chicago, IL (2012)
  • Bachelor of Science in Finance, University of Illinois at Urbana-Champaign, Champaign, IL (2008)

Skills:

  • Financial modeling and valuation
  • Due diligence and risk management
  • Business development and relationship management
  • Strategic planning and analysis
  • Excellent communication and presentation skills

This is a combination resume example for an Investment Banker. The summary section highlights the candidate’s experience and skills, while the professional experience section provides specific examples of their achievements and responsibilities in previous roles. The education and skills sections provide additional information about the candidate’s qualifications and areas of expertise. A combination resume is a good choice for candidates who have a strong work history and want to highlight their skills and achievements, while also providing a comprehensive overview of their education and qualifications.

Read Also: Investment Banker Job Posting Template: Tips & Examples

The Do’s and Don’ts of Writing Investment Banker Resume

As an investment banker, your resume is your first impression on potential employers. It is essential to make sure that your resume stands out from the rest. Here are some do’s and don’ts to keep in mind when writing your investment banker resume:

Do’s:

  • Highlight your achievements: Your resume should showcase your accomplishments and how you have contributed to the success of your previous employers.
  • Quantify your results: Use numbers and statistics to demonstrate the impact of your work. For example, if you have helped a company raise funds, mention the amount you helped raise.
  • Use industry-specific keywords: Use keywords that are specific to the investment banking industry to make sure your resume gets noticed by recruiters and hiring managers.
  • Keep it concise: Your resume should be no longer than two pages. Make sure to only include relevant information and avoid unnecessary details.
  • Proofread: Make sure to proofread your resume for any errors or typos. A well-written and error-free resume can make a great first impression.

Don’ts:

  • Include irrelevant information: Avoid including information that is not relevant to the job you are applying for. This can include personal information, hobbies, or unrelated work experience.
  • Use generic language: Avoid using generic language and cliches in your resume. Instead, use specific and descriptive language to showcase your skills and achievements.
  • Exaggerate your accomplishments: While it is important to highlight your achievements, avoid exaggerating them. Be honest and truthful about your accomplishments.
  • Use a generic template: Avoid using a generic resume template. Instead, create a custom resume that showcases your unique skills and experiences.
  • Forget to tailor your resume: Make sure to tailor your resume to the specific job you are applying for. This can include using industry-specific keywords and highlighting relevant experience.

Conclusion

Writing an investment banker resume can be challenging, but by following these do’s and don’ts, you can create a resume that stands out from the rest. Remember to highlight your achievements, use industry-specific keywords, and keep it concise. Avoid including irrelevant information, using generic language, and exaggerating your accomplishments. By tailoring your resume to the specific job you are applying for, you can increase your chances of landing an interview and ultimately, the job.

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