by Your investment banking resume acts as the key that unlocks opportunities.
Whether you're an experienced analyst aiming for a promotion or a fresh graduate eager to break into the industry, make a resume to stand out from the crowd.
This guide walks you through creating an impactful application, offering free resume examples for various roles in the industry. We will cover essential components like skills, experience, and additional sections that will highlight your qualifications.
Investment banking resume examples
- Investment banking analyst resume
- Investment banking associate resume
- Mergers and acquisitions investment banking resume
- Venture capital investment banking resume
- Corporate finance investment banking resume
Investment banking analyst resume
Investment banking analyst resume template
Investment banking analyst resume sample | Plain text
Jim Harper
New York, NY
Email: jim.harper@gmail.com
Phone: (555) 123-4567Resume Summary
Detail-oriented Investment Banking Analyst with 5+ years of experience in financial modeling, equity research, and advising clients on complex transactions. Strong proficiency in analyzing financial statements and developing strategies for mergers and acquisitions.
Experience
Investment Banking Analyst
Goldman Sachs, New York, NY — June 2021 – Present
- Develop detailed financial models, including DCF, LBO, and comparable company analysis, to evaluate investment opportunities.
- Conduct in-depth industry research to support senior bankers in advisory roles and investment strategies.
- Assist in structuring and negotiating mergers and acquisitions, capital raising, and corporate restructuring.
- Support due diligence processes for clients across sectors, ensuring accurate financial data and reporting.
Intern, Investment Banking
Morgan Stanley, New York, NY — June – August 2020
- Analyzed market trends and prepared financial reports for senior analysts and executives.
- Participated in client presentations, creating pitch materials and supporting strategic initiatives.
- Performed basic financial modeling and helped senior bankers evaluate investment opportunities.
Education
Bachelor of Science in Finance
New York University, NY — Graduated: May 2021
- GPA: 3.85/4.0
- Relevant Coursework: Corporate Finance, Investment Analysis, Derivatives
Certifications
- Financial Modeling & Valuation Analyst (FMVA), Corporate Finance Institute — Certified: August 2022
- Series 79 – Investment Banking Representative Exam, FINRA — Certified: June 2021
Skills
- Financial Modeling (DCF, LBO, M&A, Comparable Analysis)
- Advanced Excel and PowerPoint
- Due Diligence and Market Research
- Corporate Valuation
- Client Relationship Management
- Strong Analytical and Problem-Solving Skills
Awards
- Dean’s List, New York University (2019, 2020)
- 1st Place, Financial Modeling Competition, CFI (2020)
Why this resume for investment banking example is effective?
- This document highlights key skills like financial modeling and market research, which are critical for the role.
- Each bullet of this investment banking resume focuses on a specific task the candidate completed, quantifying achievements when possible.
- The inclusion of awards and relevant coursework further strengthens the applicant’s profile by showcasing their academic excellence.
- How to format an investment bank resume?
- Opt for plain fonts such as Calibri, Arial, or Times New Roman.
- Keep font sizes between 10 and 12 points for body text. Your name can be slightly larger.
- Set margins between 0.5 to 1 inch on all sides to maximize space.
- Use single spacing within sections and add a line break.
- Stick to one page, even for experienced professionals.
- Utilize left-aligned text for easy readability. Bullet points should also be aligned uniformly.
- Start each entry of investment banking resume with strong action verbs.
- Customize the application to match the job description by including keywords.
- Avoid fancy graphics, colors, or tables.
- Ensure grammar, punctuation, and capitalization are consistent and error-free.
- Save your paper as a PDF to preserve formatting.
To guarantee you don't overlook any crucial details, try an online resume generator.
With a wide selection of modern resume templates, Resume Trick provides everything you need to craft a standout document that highlights your qualifications.
Create your professional Resume in 10 minutes for FREE
Build My Resume
Investment banking associate resume
Investment banking associate resume example
Sarah Lee
Chicago, IL
Email: sarah.lee@gmail.com
Phone: (555) 654-7890Resume Summary
Results-driven Private Equity Associate with experience in sourcing, evaluating, and executing investments in high-growth companies. Expertise in financial modeling, operational improvements, and managing portfolio companies to drive value creation. Proven track record in working with C-suite executives to strategize and execute growth initiatives.
Experience
Private Equity Associate
Blackstone Group, Chicago, IL — January 2020 – Present
- Source and evaluate over 20 investment opportunities across industries, focusing on growth and operational efficiency.
- Conduct thorough due diligence and financial modeling for potential acquisitions, including LBO analysis.
- Lead the development of strategic plans for portfolio companies to optimize operational performance and growth.
- Work closely with management teams to implement value creation initiatives, including cost reduction and revenue enhancement strategies.
Private Equity Analyst
Kohlberg Kravis Roberts & Co., Chicago, IL — June 2017 – December 2019
- Supported the senior investment team in executing transactions valued at over $2 billion.
- Prepared investment memos, financial models, and market research reports to aid decisions.
- Assisted in the development of operational strategies for portfolio companies, focusing on increasing efficiency and profitability.
Education
Master of Business Administration (MBA)
University of Chicago Booth School of Business, IL — Graduated: June 2017
GPA: 3.9/4.0
Bachelor of Science in Economics
University of California, Berkeley, CA — Graduated: May 2013
Certifications
Chartered Financial Analyst (CFA) Level II
CFA Institute — Completed: June 2019
Skills
- Leveraged Buyouts (LBO) & Debt Financing
- Financial Modeling & Valuation
- Due Diligence & Investment Analysis
- Portfolio Management & Operational Improvement
- Market Research & Competitive Analysis
- Strong Negotiation & Communication Skills
Why this investment banking sample resume stands out?
- Sarah's progression from Analyst to Associate shows growth in responsibilities.
- Her MBA from a top business school adds significant value, especially with a high GPA.
- The CFA certification, along with her background in financial modeling, aligns perfectly with the skills needed in private equity.
- What is the difference between investment banking resume summary and objective?
| Aspect | Summary | Objective |
|---|---|---|
| Purpose | Highlights key accomplishments and qualifications. | Describes goals and what you aim to achieve in the role. |
| Focus | Emphasizes past experience. | Centers on future aspirations. |
| Target Audience | Best for professionals. | Ideal for entry-levels or career switchers. |
| Content | Includes notable deals and leadership achievements. | States interest in gaining investment banking exposure. |
| Tone | Confident and results-driven. | Forward-looking. |
| Example | Investment banking professional with 5+ years of experience in executing $1B+ transactions across M&A, debt restructuring, and IPOs. Skilled in building client relationships, conducting complex valuation analyses, and leading due diligence efforts. | Seeking an investment banking analyst role to leverage academic knowledge of corporate finance and valuation techniques while gaining hands-on experience. |
Mergers and acquisitions investment banking resume
Mergers and acquisitions investment banking resume template
Mergers and acquisitions investment banking resume sample | Plain text
David Smith
Los Angeles, CA
Email: david.smith@gmail.com
Phone: (555) 234-5678Resume Summary
Experienced Mergers and Acquisitions professional with a strong background in transaction structuring, financial analysis, and client management. Proven ability to lead cross-functional teams in executing M&A deals, with a focus on maximizing shareholder value.
Experience
Mergers and Acquisitions Analyst
JP Morgan Chase, Los Angeles, CA — April 2019 – Present
- Play a key role in executing over $1 billion in M&A transactions.
- Lead the financial modeling, valuation, and due diligence efforts for complex mergers and acquisitions.
- Develop comprehensive financial models for mergers, acquisitions, divestitures, and restructurings.
- Provide guidance to senior management on deal structures, tax implications, and strategic fit.
M&A Intern
Barclays Investment Bank, Los Angeles, CA — June – August 2018
- Assisted senior bankers in preparing pitch decks, client presentations, and financial models for prospective M&A transactions.
- Supported the due diligence process, reviewing financial documents, and coordinating with internal legal, tax, and operations teams.
- Participated in client meetings and contributed to the preparation of materials for strategic discussions with C-suite executives.
Education
Bachelor of Arts in Finance
University of California, Los Angeles (UCLA), CA — Graduated: May 2019
- GPA: 3.7/4.0
- Relevant Coursework: Mergers & Acquisitions, Corporate Valuation, Reporting, Advanced Financial Modeling, Investment Banking
Certifications
- Chartered Financial Analyst Level 1, CFA Institute — Passed: June 2020
- Financial Modeling & Valuation Certification, Wall Street Prep — Certified: September 2019
Skills
- Mergers & Acquisitions Strategy
- Financial Analysis & Valuation
- Due Diligence & Deal Structuring
- Client Relationship Management
- Post-Merger Integration
- Technical Proficiency
Awards & Recognition
- Employee of the Quarter, JP Morgan Chase, Q4 2020
Professional Associations
- Member, M&A Advisor Association
- Member, CFA Institute
Why this example investment banking resume works?
- The resume opening statement clearly emphasizes relevant experience in M&A, leadership abilities, and value creation.
- Extracurricular activities indicate industry involvement and commitment.
- Listing skills ensures keyword optimization for applicant tracking systems.
- How to organize education on an investment banking resume?
Follow this format for each entry:
Venture capital investment banking resume
Venture capital investment banking resume example
David Miller
San Francisco, CA
Email: david.miller@gmail.com
Phone: (555) 123-9876Resume Summary
Results-driven Venture Capital Analyst with of experience in evaluating early-stage investments, conducting market research, and performing due diligence. Proficient in identifying emerging trends, financial modeling, and assisting in the negotiation and structuring of deals.
Experience
Venture Capital Analyst
Tech Ventures Capital, San Francisco, CA, June 2021 – July 2025
- Conducted extensive market research to identify high-potential investment opportunities in the tech sector.
- Evaluated over 100 startup pitches and performed detailed financial modeling and valuation assessments.
- Assisted in due diligence processes, including financial analysis, competitor benchmarking, and risk assessment.
- Worked closely with senior partners to support the negotiation and execution of investment deals.
Investment Analyst Intern
Growth Capital Partners, San Francisco, CA, June – August 2020
- Assisted in sourcing and evaluating startup opportunities across a variety of industries, including healthcare and fintech.
- Prepared financial reports, including cash flow projections, valuation models, and SWOT analyses for potential investments.
- Participated in team meetings and strategy sessions, contributing to key decision-making processes.
Education
Bachelor of Science in Finance
University of California, Berkeley, CA
Graduated: May 2021
Relevant Coursework: Venture Capital, Financial Modeling, Startup Valuation, Business Strategy
Skills
- Financial modeling and valuation (DCF, comparables, precedent transactions)
- Market research and competitor analysis
- Due diligence and investment evaluation
- Proficient in Excel, PowerPoint, and Bloomberg Terminal
- Strong written and verbal communication skills
Certifications
Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute, June 2022
Languages
- French (fluent)
Hobbies
- Volunteering
- Soccer
Why this resume of investment banking sample is compelling?
- The education section includes a relevant degree and coursework that aligns with the position.
- Languages add a unique value, especially in investment banking, where being bilingual can open doors for international deals.
- Hobbies on resume, though optional, give a personal touch and may help the candidate connect with the interviewer on a human level.
- How to list experience on a resume for investment banking?
- Arrange your work in reverse chronological order. For each entry provide employment dates.
- Use a clear job title. Include the full name of the company and its location.
- If you have gaps in employment, be prepared to explain them during interviews.
- Utilize bullet points to break down your responsibilities and achievements.
- Wherever possible, write quantifiable results.
- Don’t overlook internships, especially if they are directly related to the investment banking industry.
Corporate finance investment banking resume
Corporate finance investment banking resume template
Corporate finance investment banking resume sample | Plain text
Jessica Williams
New York, NY
Email: jessica.williams@gmail.com
Phone: (555) 321-6547Resume Summary
Detail-oriented and results-driven Corporate Finance Analyst with experience in financial modeling, budgeting, and investment analysis. Skilled in providing actionable insights to support strategic decision-making and enhance business performance.
Experience
Corporate Finance Analyst
Global Finance Solutions, New York, NY, January 2021 – Present
- Create and maintain detailed financial models to forecast business performance, including budgeting and cash flow projections.
- Analyze financial statements and metrics to identify trends, risks, and opportunities, supporting strategic business decisions.
- Prepare monthly and quarterly financial reports for management, presenting insights on profitability and operational efficiency.
- Collaborate with the mergers and acquisitions team to evaluate potential investment opportunities and strategic partnerships.
Junior Corporate Finance Analyst
Smith & Partners Financial Advisory, New York, NY, June 2018 – December 2020
- Assisted in the preparation of financial reports, including balance sheets, P&L statements, and cash flow analyses.
- Supported the development of financial models to assess the impact of potential mergers and acquisitions.
- Conducted financial analysis to identify cost-saving opportunities and improve operational efficiency.
Education
Bachelor of Business Administration in Finance
New York University, NY
Graduated: May 2018
Relevant Coursework: Corporate Finance, Investment Banking, Mergers & Acquisitions, Financial Accounting
Skills
- Financial modeling and forecasting
- Budgeting and variance analysis
- Proficient in Excel, SAP, and SQL
- Advanced knowledge of financial statements and ratios
- Strong analytical and problem-solving skills
Certifications
Chartered Financial Analyst (CFA) Level 1
CFA Institute, May 2020
Professional Development
Advanced Financial Modeling & Valuation
Wall Street Prep — Completed: September 2021
Financial Planning and Analysis Certification
Corporate Finance Institute — Completed: March 2021
Why this investment bank resume is good?
- Demonstrates strong technical proficiency with a focus on financial modeling, forecasting, and budget analysis.
- Professional experience is detailed, with specific examples of how the job seeker has supported strategic business decisions.
- CFA certification adds credibility and showcases dedication to professional growth.
- What are the key skills for investment banking resume?
- Hard skills are technical abilities or knowledge required to perform tasks in a particular job. They are generally teachables, measurable, and often obtained through formal education, training programs, or experience.
- Soft skills are personal attributes that enable individuals to work well with others, contribute to a positive environment, and adapt to various situations.
Hard skills for investment banking resume:
- Financial Modeling (DCF, LBO, M&A)
- Valuation (Comparable Company, Precedent Transactions)
- Financial Statement Analysis
- Mergers & Acquisitions (M&A) Strategy
- Financial Reporting & Analysis
- Excel Advanced Functions & Formulas
- PowerPoint for Presentations
- Due Diligence & Risk Assessment
- Market Research & Industry Analysis
- Investment Analysis & Portfolio Management
- Corporate Finance & Taxation Knowledge
- Knowledge of Securities and Investments
- Accounting (GAAP, IFRS)
- Bloomberg Terminal
- VBA Programming for Financial Models
- Legal & Compliance Knowledge
- Deal Structuring & Negotiation
- Quantitative Analysis
Soft skills for investment banking resume:
- Communication (Written and Verbal)
- Team Collaboration
- Leadership
- Time Management
- Problem-Solving
- Adaptability
- Attention to Detail
- Negotiation
- Client Relationship Management
- Critical Thinking
- Stress Management
- Decision-Making
- Conflict Resolution
- Emotional Intelligence (EQ)
- Presentation Skills
- Multitasking
- Strategic Thinking
- Networking
Conclusion
Crafting a standout investment banking resume requires highlighting strengths, showcasing measurable achievements, and tailoring the document to the specific role you're applying for.
With the right combination of skills, experience, and certifications, you can position yourself as a top candidate in the competitive world of investment banking.
Create your professional Resume in 10 minutes for FREE
Build My Resume
