Investment Banker resume example
What makes this resume great
This resume is a great example for an Investment Banker because it demonstrates a clear, progressive career path at top-tier investment banks, showing increasing responsibility and leadership. The candidate has a strong educational background from a prestigious business school, which is highly valued in the industry. The skills listed are directly relevant to investment banking, covering both technical and client-facing competencies. The resume is concise, well-organized, and highlights experience at globally recognized firms, which adds credibility. The inclusion of a professional website and LinkedIn profile also shows a modern, proactive approach to personal branding.
Resume summary examples for Investment Banker
Example #1
Strong Summary
Results-driven Investment Banking Vice President with 8+ years of experience at leading global banks, specializing in M&A, capital markets, and complex deal structuring. Proven track record of executing high-value transactions and delivering strategic financial solutions to Fortune 500 clients.
Weak Summary
I have worked in investment banking for several years and have experience with deals and clients.
Example #2
Strong Summary
Wharton-educated finance professional with expertise in financial modeling, valuation, and risk assessment, consistently exceeding client expectations and driving revenue growth.
Weak Summary
I studied economics and know about finance and banking.
Example #3
Strong Summary
Accomplished investment banker skilled in managing cross-functional teams, leading due diligence, and building strong client relationships to close multi-million dollar transactions.
Weak Summary
I have worked with teams and clients on deals.
Resume achievement examples for Investment Banker
Example #1
Strong Achievement
Led a $1.2 billion cross-border M&A transaction, coordinating due diligence and negotiations, resulting in a 15% premium for the client.
Weak Achievement
Worked on M&A transactions and helped with due diligence.
Example #2
Strong Achievement
Developed financial models for IPOs and debt offerings, contributing to the successful raising of over $800 million in capital for clients.
Weak Achievement
Helped with financial modeling for capital raising projects.
Example #3
Strong Achievement
Managed a team of 5 analysts and associates to deliver pitch books and market analysis, increasing client win rate by 20%.
Weak Achievement
Worked with a team to prepare pitch books and market analysis.
Essential skills for a Investment Banker
- Financial Modeling
- Mergers and Acquisitions
- Valuation
- Capital Markets
- Deal Structuring
- Market Analysis
- Risk Assessment
- Client Relationship Management
- Pitch Book Preparation
- Due Diligence
Resume best practices
Tailor Your Resume for a Investment Banker
Customize your resume for the specific position you're applying for. Use keywords from the job description and highlight the most relevant experience.
Keep It Concise and Focused
Ideally, your resume should be one page (two if you have extensive experience). Focus on achievements and essential information and avoid fluff.
Use a Clean, Professional Format
Stick to a simple layout with consistent font, spacing, and section headings. Use bullet points for readability. Avoid overly decorative fonts or colors.
Start with a Strong Summary
Write a compelling summary or objective at the top that briefly outlines your background, key skills, and what you bring to being a Investment Banker.
Emphasize Achievements Over Duties
Use bullet points to describe what you accomplished as a Investment Banker, not just what you were responsible for. Include measurable results when possible (e.g., "Increased sales by 25% in six months").
Use Action Verbs
Start bullet points with strong action verbs like "Led," "Developed," "Improved," "Streamlined," to convey impact and ownership.
Highlight Skills and Tools
Create a dedicated skills section that includes technical tools, software, or soft skills relevant to being a Investment Banker (e.g., Excel, Python, CRM systems, leadership, communication).
Include Education and Certifications
List your educational background and any relevant certifications or ongoing courses. Mention GPA if it’s strong (generally above 3.5) and you're early in your career.
Proofread Carefully
Avoid spelling or grammatical errors since they can be deal-breakers. Ask someone else to review your resume or use tools like Grammarly.