Investment Banking Resume Samples [+ Top 10 Skills]

Overview

Investment Bankers are essentially financial advisors to the corporations or governments rather than individual investors. Career as an investment banker is one of the most prestigious for graduates around the world.

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Investment Banking Resume Header Sample

For an Investment banking resume, it is important to add relevant information within your resume header.

Here's a good Investment banking resume header template that you can follow:

Jane Doe City, State | Phone Number | Email Address | Linkedin

Here are two examples of the right and wrong investment resume samples that will show you the difference in creating a resume that lands job interviews.

Wrong way to write your Investment banking resume header Jane Doe 2475 Vine Street, Burr Ridge, IL, 61257 | 557-645-7788 | crazycooljane@gmail.com | linkedin.com/in/janedoe

Right way to write your Investment banking resume header Jane Doe Long Island, New York | 557-645-7788 | jane.doe23@gmail.com | linkedin.com/in/janedoe

Investment Banking Summary & Objective Section

“Is it really needed? Can’t I just write my past experience, which shows I’m qualified”.

Absolutely Not. Hiring managers receives about hundreds of applications for a Investment Banking position and each and every one writes about their past experience. This makes it extremely impossible for the manager to decide who to hire, so that’s why a good summary section on top of your resume helps them make a final decision.

A perfect summary should be succinct and precise which means short and not vague. An example might be:

Experienced Investment Banking Resume Summary Example

An Investment Banking Analyst with 5+ years of experience and closed 15+ sell- and buy-side M&A deals each worth about $1B on average. Collaborated with CEOs and CFOs at 10+ venture-funded startups and IPO/M&A candidates. Served as a recruiter, and mentored over 10 new Analysts and Associates.

If you’re a recent graduate, it’s better to write objective showing your relevant experiences:

New Graduate Investment Banking Resume Summary Objective Sample

A motivated and skilled graduate holding a BA in Economics from Rice University (GPA 3.9.) Worked as a Financial Projection and Social Media Intern at Morgan Stanley Wealth Management. Also interned as an M&A generalist with a boutique bank Allen & Company. Speaks fluent French and beginner Mandarin.

Investment Banking Resume Experience Example

The way you describe your past experience makes or breaks the deal of you landing the job as an Investment Banker. Here are a few examples you can use variety of past experiences to land an IB job.

If you are just getting out of college and the only experience you have is of a research analyst at a non-profit, you can do the following:

Market Analyst Banking Resume Experience

Market Analyst – CleanTech Group Houston, TX – 2017-2019

• Analyzed ethanol and solar companies’ performances and reported on key financial and market characteristics
• Collected financial performance data on solar cell manufacturing companies and concluded that post-IPO companies missed earnings expectations in 50% of cases due to overly aggressive forecasts
• Tracked individual ethanol producers based on management teams, strength of intellectual property, and rounds of venture capital funding

If you have been investing your own or your friend’s and family’s money in stock, you can write the following:

Portfolio Manager - Investment Banking Resume Experience

Investment Portfolio Manager - CleanTech Group Houston, TX – 2017-Present

• Earned 12% average annual return over 2+ years on a managed portfolio of selected US and Foreign stocks
• Analyzed tech stocks market fundamentals and invested 5% of portfolio in a SAAS company due to growing network effects by expansion into services.

If you have experience of working as an analyst at an actual IB firm but majority of your job was grunt work, you can still make it sound like a big deal. An example is as follows:

Investment Banking Analyst Resume Work Experience Sample

Investment Banking Analyst – JP Morgan Chase New York, NY – 2014-2019

• Analyzed companies, performed financial modeling and valuations, and assisted with marketing and client work; worked on potential sell-side and buy-side M&A deals
• Technology Company’s Potential Acquisition of Internet Company
• Researched list of potential targets for technology company and narrowed down list from 100 to 10 based on geography, market cap, and product line
• Assessed best buyers for mining company and created list of 30 based on acquisition proclivity, financial wherewithal, and product overlap

Investment Banking Resume Education Section

Education section should clearly show the courses you took, your performance compared to your peers and certifications you hold which are required in the field by your state or country.

Beginner education section should be more elaborate, an example would be:

Rice University, Houston, TX—2019 Economics, BA GPA: 3.90

• Key Courses (%, class avg): Econometrics (96%, 78%), Competition and strategy (92%,84%), Games and economic behavior (90%, 83%), Investment Theory and Asset Pricing (89%, 76%), Corporate Finance (87%, 81%)
• Extracurricular activities: Member of Dartmouth Quant Traders

Someone with more experience doesn’t need to write about each degree in detail.

Yale School of Management, New Haven, CT—2019 Master of Business Administration Rice University, Houston, TX—2017 Economics, BA

You should also use this section to add any certifications you might have that are relevant to Investment Banking.

2019—FINRA Series 7 and 63 licenses 2019—Bloomberg BMC 2018—CFA Certification

Investment Banking Resume Skills

You don’t necessarily need a seperate section for skills. Ideally you should use your job description section to add all the relevant skills.

Below is the list of skills, you should use everywhere you can in your resume. Remember irreralance is penalized in Investment banking profession, so use them carefully.

• Communication (incl. rapport building)
• Transactional experience
• Presenting
• MS Power Point
• Public speaking
• Valuation
• Qualitative analysis (e.g. market analysis)
• Quantitative analysis (e.g. financial analysis)
• MS Excel
• Networking

Interests or Other Things Required

To show that you’re career driven and really want to become the best in your field, it’s nice to add things that you do outside work and school that lead you towards your goal.

Some examples might be:

Interests

• Member, Professional Trading Association.
• Regular listener, Farnam Street Podcast

Networking Events

• Student Leadership Conference, Gave presentation on Investing young.
• Business Accelerator, Gave talk on Thematic investing