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Consultant Resume Examples and Templates
Investment Banking Resume Examples and Templates for 2024
Last Updated:
October 12, 2024
Table of Contents
Table of Contents
- Investment Banking Resume Templates and Examples (Download in App)
- How To Write an Investment Banker Resume Example
- How To Pick the Best Investment Banker Resume Template
- Investment Banking Text-Only Resume Templates and Examples
- Frequently Asked Questions: Investment Banking Resume Examples and Advice
- Check Out Related Examples
Investment Banking Resume Templates and Examples (Download in App)
- Investment Banking Analyst
- Investment Banking Intern
- Investment Banking Associate
To craft an exceptional investment banker resume, you need the right strategic approach to effectively describe your financial expertise and professional achievements. Paint a compelling image of the investment strategies you’ve cultivated for enterprise companies and high-value clients. Highlight your background in creating financial models and performing due diligence for multi-million-dollar investment opportunities. In this guide, we’ll provide examples and expert tips to help you build a results-driven resume.
Key takeaways:
- Quantify achievements: Incorporate hard numbers, monetary figures, and metrics to emphasize the size of the deals you orchestrated and your impact on revenue growth
- Highlight certifications: Include relevant industry certifications to demonstrate your expertise in financial analysis and risk management
- Tailor your resume: Customize your resume to each job description to ensure compliance with applicant tracking systems (ATS)
How To Write an Investment Banker Resume Example
Before writing your content, you need a proper layout that allows you to present your investment banking qualifications and work history in a compelling manner. Your professional resume template should always include the following sections:
- Contact information
- Profile
- Key skills
- Professional experience
- Education and certifications
1. Share your contact information
Include your full name, phone number, email address, city, state, and a link to your LinkedIn profile or professional portfolio if applicable.
Example
John Bergsen
[email protected] | (123) 456-7890 | New York, NY | LinkedIn | Portfolio
2. Write a compelling profile summarizing your investment banking qualifications
As an investment banker, you already understand how to present a value proposition to clients and stakeholders. You can employ a similar approach to build your professional summary, effectively capturing the broad strokes of your career within the financial industry. Start with an opening sentence that lists your title, years of experience, and three industry-related skills that match the company’s needs.
Round out your paragraph with some of your most notable and impressive wins, especially if they can be backed by hard numbers. For example, if you played an integral role in performing due diligence for a merger valued at over $300 million, feature this achievement directly in your profile to quickly grab the hiring manager’s attention.
Senior-Level Profile Example
A senior investment banking associate with over eight years of experience, specializing in corporate finance, portfolio management, and risk mitigation. A proven track record of managing diverse cross-functional teams to drive business growth for enterprise client portfolios.
Entry-Level Profile Example
A results-driven investment banking intern with entry-level experience, specializing in financial modeling, data analytics, market research, and corporate finance. Adept at performing industry research and creating impactful financial models to support capital market transactions.
3. Add an accomplishment-driven investment banking professional experience section
Hiring managers will spend the most time evaluating your work history, so it’s important to spend extra time refining this section of your investment banker resume. As you craft your bullet points, focus on illustrating the bottom-line value of your contributions, rather than only listing financial skills and job responsibilities. Provide tangible examples of you defining successful investment strategies, growing portfolios, and managing relationships with enterprise clients. By exploring the nuances of your background as a financial professional, you’re sure to stand out from the competition during the hiring process.
Senior-Level Professional Experience Example
Senior Investment Banking Vice President, Deloitte, New York, NY | June 2018 – Present
- Lead a team of 25 financial analysts and investment bankers in executing over 70 transactions totaling $1.3 billion, contributing to a 12% increase in portfolio revenue
- Manage and build trusted relationships with enterprise clients, secure over $560 million in new business, and maintain a 92% client retention rate
- Oversee all aspects of the due diligence process, develop comprehensive financial models, and deliver presentations to client stakeholders
Entry-Level Professional Experience Example
Financial Analyst Intern, PricewaterhouseCoopers (PwC), Boston, MA | June 2023 – May 2024
- Developed financial models to assess the impact of investment strategies on portfolio performance and facilitate data-driven decision-making
- Supported investment bankers in preparing risk management reports during the due diligence process to mitigate financial exposure
Resume writer’s tip: Quantify your investment banking experience
Feature monetary figures and meaningful financial data to establish a sense of scope for your professional achievements. If you encounter a situation where including hard numbers could infringe on client confidentiality, there are some alternative approaches you can use. For example, you might state that you executed transactions for a multi-million-dollar portfolio rather than including an exact figure.
Do
- “Lead a team of 25 financial analysts and investment bankers in executing over 70 transactions totaling $1.3 billion, contributing to a 12% increase in portfolio revenue”
Don’t
- “Supervise a large team to execute various financial transactions and increase annual revenue”
Resume writer’s tip: Tailor your resume for each application
Always take the extra time to align your investment banker resume with the job description. This shows that you’re genuinely interested in the opportunity and you have the skills and qualifications to succeed in the role. For instance, if a company is seeking a candidate who excels in risk management, feature an example of how you analyzed financial data to identify risk factors for potential investment opportunities.
What if you don’t have experience?
Even at the entry-level, you can still create an impactful resume to help jumpstart your career in the financial industry. If you’ve completed any internships, list those first, as they can help compensate for a lack of work experience. Another option is to demonstrate your expertise in financial modeling and analysis by describing your most compelling academic projects.
4. Include relevant investment banking education and certifications
Education and certifications carry considerable weight for investment bankers. Most companies will require a bachelor’s degree in finance or economics, though obtaining an MBA can sometimes help give you a competitive advantage. Certifications are also highly coveted, especially the Chartered Financial Analyst (CFA) designation. As you advance in your career, consider obtaining additional industry credentials to demonstrate your commitment to continuous learning and development, such as the Certified Investment Management Analyst (CIMA) specialization.
Education
Template:
[Degree Name and Major] | [Graduation Date]
[School Name] | [City, ST]
Example:
Master of Business Administration (MBA)
Harvard Business School | Boston, MA | May 2015
Bachelor of Science (B.S.) Finance
University of Pennsylvania | Philadelphia, PA | June 2012
Certifications
Template:
[Certification Name] | [Awarding Organization] | [Completion Date]
Example:
- Chartered Financial Analyst (CFA), CFA Institute | 2020
- Financial Modeling & Valuation Analyst (FMVA), Corporate Finance Institute | 2019
- Certified Investment Management Analyst (CIMA), Investments & Wealth Institute | 2018
5. List pertinent investment banking key skills
Most companies utilize some form of applicant tracking system (ATS) to identify qualified candidates during the initial screening process. To get your resume into the hiring manager’s hands, include a mix of financial terms and leadership-related skill sets that match the job posting. In addition to listing your skills, it’s also important to provide examples of you applying them in your previous investment banker roles. Below, you’ll find a list of keywords to consider adding to your resume:
| Key Skills | |
|---|---|
| Bloomberg Terminal | Business valuation |
| Capital markets | Client relationship management |
| Communication | Corporate finance |
| Data-driven decision-making | Due diligence |
| Economics | Financial analysis |
| Financial modeling | Investment strategy |
| Market research | Mergers & acquisitions (M&A) |
| Portfolio management | Risk management |
| Stakeholder management | Team management |
Resume writer’s tip: Use strong action verbs
Using action verbs is a great way to help the hiring manager visualize your contributions and professional achievements. That said, you might find yourself repeating the same few verbs when describing your investment banking experience. To help you diversify your usage of action verbs and enhance the readability of your bullet points, we’ve compiled a list of action verbs you can use during the resume writing process:
| Action Verbs | |
|---|---|
| Achieved | Advised |
| Analyzed | Collaborated |
| Communicated | Conducted |
| Consulted | Delivered |
| Developed | Drove |
| Generated | Identified |
| Implemented | Improved |
| Led | Managed |
| Monitored | Negotiated |
| Oversaw | Performed |
| Spearheaded | |
How To Pick the Best Investment Banker Resume Template
When selecting a resume template for an investment banking role, prioritize clarity and readability over aesthetics. Choose a template with a clean layout and an elegant font. Avoid overloading your resume with graphics or colors, as the focus of your resume should always be on your qualifications and accomplishments.
Investment Banking Text-Only Resume Templates and Examples
John Bergsen
[email protected] | (123) 456-7890 | New York, NY | LinkedIn | Portfolio
Profile
An accomplished investment banking analyst with five years of experience, specializing in financial modeling, M&A deal execution, and risk management. A proven track record of developing financial models and investment strategies for multi-million-dollar portfolios.
Professional Experience
Senior Investment Banking Analyst
Deloitte, New York, NY | June 2022 – Present
- Develop complex financial models to evaluate potential investments, mergers, and acquisitions valued at up to $300 million
- Prepare comprehensive financial reports, perform due diligence, and coordinate with financial teams and stakeholders to execute 15 multi-million-dollar transactions
- Serve as a trusted advisor to high-net-worth clients, build and nurture relationships, and deliver presentations on risk factors and financial data
Investment Banking Analyst
PricewaterhouseCoopers (PwC), Boston, MA | May 2019 – May 2022
- Created comprehensive financial models for over 30 potential investment opportunities valued at up to $100 million to inform investment strategies
- Coordinated with a team of financial analysts and investment bankers to execute 13 multi-million-dollar transactions
- Conducted financial analysis and market research on prospective investments, contributing to a 10% increase in ROI across the portfolio
Key Skills
- Financial modeling
- Mergers & Acquisitions (M&A)
- Deal execution
- Client relationship management
- Financial reporting
- Portfolio management
Education
Master of Business Administration (MBA)
Harvard Business School | Boston, MA | September 2019
Bachelor of Science (B.S.) Finance
University of Pennsylvania | Philadelphia, PA | June 2017
Certifications
- Chartered Financial Analyst (CFA), CFA Institute | 2020
- Financial Modeling & Valuation Analyst (FMVA), Corporate Finance Institute | 2019
Why this investment banking analyst resume is strong:
This investment banking analyst resume does an excellent job of describing the candidate’s financial expertise using eye-catching monetary figures. By establishing the size of the deals they orchestrated, the complexity and stakes of the due diligence process become more clear to the reader.
Frequently Asked Questions: Investment Banking Resume Examples and Advice
How do you align your resume with an investment banking job description?
According to the Bureau of Labor Statistics, jobs in securities, commodities, and financial services sales agents are projected to grow by 7% between 2023 and 2033. Despite the faster-than-average growth, investment banking roles are highly competitive, so it’s essential to align your resume with each individual job opportunity.
For example, if a company is seeking an investment banker with a strong background overseeing mergers and acquisitions, highlight specific examples of you performing due diligence and valuation analysis to structure deals. If an organization is looking for a candidate with exceptional leadership capabilities, emphasize your expertise in managing financial teams and stakeholder relationships.
What is the best investment banking resume format?
Reverse chronological is the ideal format for an investment banking resume. This approach highlights your most recent and relevant experience at the top of the document, allowing hiring managers to quickly view your work history. It’s best to avoid functional formats, as investment banks prioritize real-world experience and achievements over skills.
Expert advice:
Include a cover letter with your resume
Pairing your investment banking resume with an eye-catching cover letter is a great way to enhance the strength of your job application. The cover letter allows you to communicate your value proposition directly to the firm, emphasizing how your unique background as a finance professional can help them achieve their objectives. It also enables you to show potential employers that you’re the ideal fit for the team’s culture.
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Executive Resume Writer and Career Coach
Andrew Stoner is an executive career coach and resume writer with 17 years of experience as a hiring manager and operations leader at two Fortune 500 Financial Services companies, and as the career services director at two major university business schools.
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