Investment Banking Resume Examples: 5 Best Samples & Why They Work

Are you struggling to write the perfect investment banking resume? Don’t worry—you are not alone!

There are a lot of bank jobs out there, and investment banking is just one career that people associate with banks. While they don’t handle jobs that you’d see a bank teller doing, investment banking is a growing career.

Working with organizations to ensure all their financial needs are met and that they’re successful in financial markets is the goal of investment bankers.

From dealing with mergers and acquisitions (M&A) to securing transactions, it’s a great career.

To help you out, we’ve gathered five investment banking resumes that should give you the inspiration you need to craft your own perfect investment banking resume.

Investment Banking Resume Examples

There are several different roles within investment banking. So let’s dive right into the five best resume examples of various roles in investment banking so you have a better idea of how to craft yours.

Entry-Level Investment Banking Resume Example

Entry-level is a loose term to explain that someone is newer to investment banking. Generally, these candidates are fresh from their undergraduate program or have worked as investment bankers for less than two years.

If this sounds like you, then this is a great entry-level investment banking resume to reference.

Objective

Highly motivated and eager individual ready to take on investment banking outside of an internship. With a track record of proven results throughout my internship, I’m ready to take on a legitimate position to drive business, grow my financial skills, and grow with a company throughout my career.

Work Experience 1: Investment Banking Intern

• Conducted market analysis to locate potential investments clients might be interested in acquiring or merging with.
• Assisted in leading and executing client transactions.
• Negotiated with the other party, documenting everything and handing out reports on the company’s processes.
• Developed relationships with current clients to ensure they’re as strong as possible and they’re not at risk for taking their business elsewhere.
• Collaborated with other investment banking professionals to discuss goals, what transactions were stalling, and how to keep everything moving.

Work Experience 2: Analyst at an Investment Bank

• Prepared pitches and presentations to clients and senior investment bankers.
• Provided documents, research, and other information on investment trends.
• Conducted market research to study market trends, regulatory changes, and developments that must be shared with investment bankers.
• Supported internal and external communication by creating memos, reports, and presentations for management.
• Collaborated with the investment banking team on goals, deadlines, pending transactions, and coordinating tasks to help transactions go smoothly.

Project Experience

• Managed marketing procedures to get new clients for the company.
• Handled the entire M&A, I was able to bring in an increase in business by 15%.

Skills

• Financial analysis and modeling
• Presentation skills
• Market research skills
• Teamwork and collaboration
• Excellent written and verbal communication

Education

• Bachelor’s Degree in Finance: Graduated from the University of Tampa with a 4.0 GPA.

Licenses & Accreditations

• Financial Industry Regulatory Authority (FINRA) Series 79

Why This Resume Works

Creating a great resume as an entry-level candidate can be challenging for any job. That’s why this entry-level investment banker resume works so well.

It looks like an entry-level candidate, but everything they include is still relevant to the position they’re applying for.

They have a college degree and a great starter certification to showcase their knowledge of finance. Their skills are suitable for their level of experience in investment banking and in the workforce.

If a recruiter or hiring manager were to see this resume on their desk, they wouldn’t have a hard time deciding whether or not to interview this candidate.

Experienced Investment Banking Resume Example

Experienced investment banking is broad. Everyone defines “experienced” a little bit differently, but for the purposes of our example, we’ll say it’s anyone with more than four years of investment banking experience under their belt.

If you have more experience than an entry-level investment banker but aren’t quite ready for leadership, this is the resume for you.

Objective

Driven investment banking professional with six years of industry experience. I am seeking a position within a company to grow my financial analysis and business development skills while securing complex transactions and working with a strategic and motivated team.

Work Experience 1: Investment Banker

• Performed financial analysis to present to other investment bankers working on the same transaction to ensure our strategy was appropriate.
• Conducted business development via networking events.
• Met with other clients to build a stronger and more robust client base.
• Collaborated with senior investment bankers on strategies that pushed transactions through.
• Led and executed transactions for clients like M&As.

Work Experience 2: Investment Banking Intern

• Assisted with recruiting clients to the company who suited the company’s values and mission.
• Collaborated with experienced investment bankers to learn more about executing transactions and securing commissions.
• Built relationships with clients by contacting them via phone and email and taking them to lunch.
• Analyzed clients’ needs and built a weekly plan to ensure 100% satisfaction.
• Conducted market research, financial analysis, and financial modeling under the supervision of an experienced investment banker.

Project Experience

• Networked with professionals in the area to drum up more business and brought in five new high-value clients in a matter of days.
• Handled young interns’ training teaching them how to tackle customer needs and the critical areas they must fulfill.

Skills

• Teamwork and collaboration
• Financial analysis and modeling
• Market research
• Financial ethics
• Microsoft Excel

Education

• Master’s Degree in Business Administration (MBA) in Progress: Projected to graduate from the University of Tampa with a 3.8 GPA.
• Bachelor’s Degree in Accounting: Graduated from the University of Tampa with a 3.9 GPA.

Licenses & Accreditations

• FINRA 79
• Chartered Financial Analyst (CFA)

Why This Resume Works

An experienced investment banker can have a range of experience. It could be someone with five years or 20 if they haven’t wanted to move up the ladder. This is an excellent resume for an experienced investment banker to reference when crafting your own.

The candidate above’s resume features higher education in a relevant field and two certifications from which almost everyone working in investment banking can benefit.

They made sure to showcase their business development experience, financial knowledge, and more than will stand out to recruiters and hiring managers. Overall, this is an excellent experienced investment banker resume to get you started.

Investment Banking Vice President Resume Example

Vice presidents in investment banking are responsible for more complex transactions, overseeing other investment bankers and other operations of their companies.

They have a proven track record of successful M&As and other transactions. Here’s an example that works for vice president investment bankers.

Objective

I’m a successful and results-driven investment banker with a proven track record for leading transactions across corporate finance, mergers and acquisitions, and capital markets. I am ready to put my expertise and experience to use overseeing other investment bankers in a vice president role.

Work Experience 1: Vice President Investment Banker

• Led and executed various transactions by pitching presentations, doing due diligence, preparing documentation, etc.
• Conduct financial analysis to evaluate companies’ health and current financial performance to ensure they choose appropriate investment opportunities.
• Managed a team of investment bankers to ensure all policies were being followed and all deals were compliant with industry regulations.
• Participate in business development to obtain additional clients, which would drive business to the company.
• Prepare monthly reports for Board of Directors meeting

Work Experience 2: Experienced Investment Banker

• Collaborated with a team of other investment bankers to strategize on investment strategies that would benefit our clients.
• Managed and executed capital market offerings regularly for clients.
• Provided researched advice to clients on deal structuring and valuation.
• Mentored less experienced investment bankers on industry trends and company policies.
• Analyzed provided strategies to grow customer engagement and basis.

Project Experience

• Led and executed capital market transactions for several clients, specifically initial public offerings (IPOs), which grew the company’s business and had clients returning often
• Trained junior supervisors how to handle the different levels of employees to ensure they offer the best services

Skills

• Transaction execution
• Financial analysis and modeling
• Deal origination
• Risk management and compliance
• Business development

Education

• Master’s of Business Administration (MBA): Graduated from the University of Tampa with a 3.7 GPA.
• Bachelor’s Degree in Business: Graduated from the University of Tampa with a 3.9 GPA.

Licenses & Accreditations

• FINRA Series 79
• CFA
• Certified Financial Planner (CFP)

Why This Resume Works

This resume works for several reasons for a vice president within investment banking. First, you have two higher degrees in relevant fields and plenty of certifications to match your years of experience in investment banking.

The skills are specific and showcase the main ones that pertain to being a vice president over a lesser experienced investment banker.

You can see how this candidate worked their way up in investment banking from their internship to working as an investment banker, proving they have the knowledge and expertise to be considered an experienced investment banker.

Overall, this resume is a perfect example of a resume that applicant tracking systems (ATS) won’t throw away.

Investment Intern Banking Resume Example

Everyone has to start somewhere, and many times people will have an internship in investment banking before landing their first real investment banking position.

While internships might include more simple tasks like getting coffee and picking up lunch, these are things you’ll want to leave off when writing about your job duties.

Intern resumes are similar to others, but with minimal experience, finding ways to highlight transferable skills is vital to getting the job. Let’s look at this intern resume that someone is using to get their first investment banking job.

Objective

Eager investment banking intern seeking my first official position as an investment banker with an experienced and savvy investment banking agency, who is looking for an investment banking position where I can utilize my on-the-job knowledge and skills to grow my financial analysis experience and assist clients.

Work Experience 1: Investment Banking Intern

• Assisted with conducting financial analysis of client accounts to determine potential financial moves.
• Developed relationships with clients to build trust, driving business and increasing profit for both parties.
• Prepared a strategic plan to analyze the growth of the business on a weekly and monthly basis.
• Collaborated with other investment banking interns and experienced investment bankers on strategies to build financial stability for clients.
• Evaluated potential acquisitions under the direction of a preceptor.

Work Experience 2: Part-Time Bank Teller

• Handled cash transactions such as deposits, check cashing, and customer withdrawals promptly.
• Built relationships with customers to suggest better financial services that are beneficial to their situation.
• Managed customer accounts by opening and closing accounts, handled account maintenance like ordering checks, and updated customer information.
• Compiled with all bank policies and procedures to ensure customer information is protected and the bank is safe.
• Answered any customer queries about the banking process and ensured 100% satisfaction.

Project Experience

• Worked alongside experienced investment bankers in locating acquisitions for current clients based on their wants, needs, and financial situation.
• Handled a client learning conference to educate them on the risks and benefits of saving through our bank.

Skills

• Time management and organization skills
• Proficiency with Microsoft Excel
• Research skills
• Relationship building skills
• Financial analysis

Education

• Bachelor’s Degree in Economics in Progress: Projected to graduate from the University of Tampa with a 4.0 GPA.
• High School Diploma: Graduated from Tampa High School with a 3.6 GPA.

Licenses & Accreditations

• Pursuing CFA certification

Why This Resume Works

As an investment banking intern, this resume works wonders. It shows that they’re still in college, getting ready to finish their degree in a relevant field, and learning about the industry through their internship.

They have minimal certifications listed because, as an intern, they’re in the process of learning more about the industry and acquiring their certifications. So, it’s okay to see that they’re pursuing one and don’t officially have it yet.

Overall, this investment banking intern resume shows recruiters and hiring managers that they’re eager individuals with the baseline knowledge that will give them a leg up when they get their first official investment banking role.

Investment Managing Director Banking Resume Example

Managing Directors in investment banking hold higher positions and, therefore, have more professional experience and certifications under their belt.

They oversee various parts of the investment banking process and even other less experienced investment bankers. If you are a managing director in investment banking or applying for that position, this resumes for you.

Objective

I’m an experienced and results-driven investment banking managing director with over 15 years of experience securing transactions and increasing business.

I have a proven track record of satisfied clients ready to continue leading successful transactions and leverage my skills and experience in the industry within a successful financial institution.

Work Experience 1: Associate Director

• Provided strategic instructions alongside other directors for a variety of clients.
• Built and maintained relationships with clients to ensure they continued to do business with us and were happy with their financial status.
• Mentored junior investment bankers on successful techniques and strategies to help drive business.
• Analyzed the financial standings of the company every month.
• Collaborated with the managing director on goals, objectives, and the proper strategies to achieve the set goals.

Work Experience 2: Investment Banker

• Conducted financial analysis using scenario analysis and valuation.
• Monitored clients’ financial standings.
• Performed market research to identify potential risks, trends, and opportunities.
• Assisted senior investment bankers with mergers and acquisitions.
• Participated in business development and client relationship building to drive more business to the company.

Project Experience

• I assisted with leading and executing M&A transactions that brought high-value commissions to the company.
• Created the company’s current strategic plan that indicates what is needed for the next ten years.

Skills

• Deal execution
• Excellent relationship-building skills
• Business development
• M&A
• Financial acumen

Education

• Master’s in Finance (MFin): Graduated from the University of Tampa with a 3.5 GPA.
• Bachelor’s Degree in Business Administration: Graduated from Tampa High School with a 3.8 GPA.

Licenses & Accreditations

• Chartered Alternative Investment Analyst (CAIA)
• Financial Risk Manager (FRM)
• FINRA Series 79

Why This Resume Works

As managing directors within investment banking, they’ll take on many more managerial roles and duties.

That being said, highlighting the leadership skills this candidate has had before applying for a managing director position is just one reason why it’s a successful resume.

The candidate above has proper higher education and certifications that show their commitment to investment banking and learning more about the industry.

They included relevant skills showcasing their relationship-building and leadership abilities, which are vital in investment banking, especially at this level.

Overall, this is an excellent example of a managing director who works in investment banking that should get them, at minimum, to the interview phase.

Common Skills & Action Verbs to Include On an Investment Banking Resume

Almost all resumes nowadays pass through a system known as an applicant tracking system (ATS) before landing on the desk of an actual person.

They design ATS to weed out resumes that don’t feature the skills and verbs the company seeks. They even look for these verbs and skills a specific number of times.  

Knowing the right skills and verbs to include on your resume can help ensure that the hiring manager or recruiter has the opportunity to read your resume rather than it ending up in the virtual trash.

Common Skills for Investment Banking Resumes

Here are 15 of the best common skills that you should consider adding to your investment banking resume:

• Financial modeling
• Teamwork and collaboration
• Proficiency in financial software (be specific about which ones)
• Problem-solving
• Attention to detail
• Written and verbal communication
• Market research
• Mergers and acquisitions
• Valuation techniques
• Financial analysis
• Capital markets
• Time management
• Public speaking/presentation
• Financial ethics
• Risk management

These skills can showcase your ability and understanding to handle the job accurately.

Common Action Verbs for Investment Banking Resumes

Now let’s look at the most common action verbs that hiring managers and recruiters want to see on an investment banker resume:

• Monitored
• Researched
• Analyzed
• Created
• Developed
• Evaluated
• Prepared
• Conducted
• Managed
• Supported
• Led

The action verbs show the magnitude of your activities or abilities in previous jobs.

Tips for Writing a Better Investment Banking Resume

As with any resume, learning tips and tricks to help elevate it can mean the difference between landing an interview and the job and your resume getting tossed in the trash.

Many tips from other resume types can help with investment banking, but these are four of the best tips we have for writing a better investment banking resume.

1. Focus on Relevant Coursework and Certifications

In investment banking and other financial careers, some comprehensive courses and certifications are required or can benefit your career. You should aim to include these on your resume and that they’re in a place that the hiring manager will see quickly.

You’ve worked hard to become an investment banker and earn your certifications, so you’ll want to highlight these. Whether you’ve earned your Chartered Financial Analyst (CFA) or another certification, these must be front and center along with your professional experience.

If you’re new to investment banking and haven’t taken the certification exams yet, that’s okay. However, you’ll want to state that you intend to take whatever certification you plan on taking.

Stating that you’re pursuing a specific certification will show the hiring manager or recruiter that you’re committed to the field and ready to improve your skill set.

2. Ensure Your Formatting Is Simple and Clear

As an investment banker, you will likely have a lot of education, skills, certifications, and experience worth mentioning on your resume. So naturally, you’ll want to include everything relevant, which can sometimes feel messy.

When writing your investment banking resume, you’ll want to make sure you include all this information in a format that is as simple and clear as possible.

Keeping your resume clear and concise will make reading your resume easier for the hiring manager or recruiter and make it seem more professional overall.  

Using concise language, adding bullet points, and ensuring all your formatting is consistent are vital to a clean and professional investment banking resume that recruiters and hiring managers will appreciate reading.

3. Speak to Leadership and Teamwork Skills

When you’re working as an investment banker, all your clients will be looking to you for guidance, which means you must have strong leadership and teamwork skills. That being said, you’ll want to highlight these and be able to speak to them well.

Naturally, you’ll want to list these under the skills section of your resume, but you should find ways to incorporate your leadership and teamwork skills in other areas of your resume.

For example, you can mention leadership within your job experience in some capacity. Another great way to incorporate these skills on your resume is in your professional summary or objective, which we’ll get to next.  

4. Include a Professional Summary or Objective

Not everyone thinks to add these, but these components are critical for investment banking resumes.

You’ll be able to state your professional successes and goals in applying for the position you’re applying for. They’ll read these before the rest of your resume, so you’ll want to spend some time focusing on this part of your resume.

Be sure to tailor your professional summary or objective to be unique to you and your experience and skills.

Frequently Asked Questions

Let’s take a look at some frequently asked questions. Others are wondering about investment banking resumes.

Similar Resume Types to Reference

Investment is a very niche career, but there are a lot of similar resumes in the finance world that could be helpful to look at when you’re writing your investment banking resume.

Here are three of the most similar resume types you’ll want to reference potentially:

• Financial Analyst Resume: Financial analysts will strictly analyze client data and finances, which is one role that an investment banker does.
• Bank Teller Resume: This resume is the most different, but they have the banking knowledge that investment bankers also have.
• Finance Resume: A finance resume is a little more generic but can still provide insight into how to write your investment banking resume.

These resumes can give you a better insight into the different action verbs and skills you can include in a resume.

Wrapping Up

Whether you’re starting your career in investment banking or ready to move up the ladder to a more experienced role, sprucing up your resume is vital. You want your investment banking resume to showcase your relevant experience, skills, and certifications.

Resume writing is daunting for any career, but we’re here to make it as easy as possible for you as you write your investment banking resume.

By reading through our examples, following our tips, and referencing similar resume types, you should be well on your way to writing an investment banking resume you can be proud of.

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