Resume

Investment Banker Resume Example & Writing Guide

Use this Investment Banker resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Investment bankers help their clients raise capital through the issuance of securities like stocks, bonds, and other debt instruments. They also help clients buy or sell businesses, restructure corporate assets, and secure funding for projects like real estate developments or construction projects.

If you’re looking for a job in finance that will allow you to make big decisions that have a real impact on the world, this might be the perfect role for you. If you want to use your analytical skills to advise clients on how to grow their businesses, you might enjoy working as an investment banker.

Here are some tips for writing a great investment banker resume plus an example to follow.

David Moore
Los Angeles, CA | (123) 456-7891 | [email protected]
Summary

Seasoned investment banker with over ten years of experience in the securities industry. Proven track record of successfully executing transactions in a wide range of product areas, including public and private equity, debt, and derivatives. Excels at building and maintaining strong relationships with clients, colleagues, and other key stakeholders.

Education
University of Southern California Jun '10
B.S. in Business Administration
Experience
Company A, Investment Banker Jan '17 – Current
  • Assisted in the origination of new business and refinancing transactions for clients, including underwriting syndicated loans, participating in bond offerings, and providing advice on mergers & acquisitions.
  • Provided financial advisory services to corporate clients regarding capital structure decisions (e.g., debt vs equity), strategic alternatives (e.g., M&A), portfolio management, and other financing needs.
  • Served as a liaison between our firm’s investment banking team and client companies by conducting research on potential acquisition targets or sale candidates, analyzing industry trends, identifying prospective customers/clients for sales teams, etc.
  • Conducted due diligence on potential acquisition targets or sale candidates using various analytical tools such as DCF analysis, comparable company analysis, LBO models, etc.
  • Communicated with senior-level executives at target companies through phone calls and meetings to understand their goals and objectives related to any transaction they are considering engaging in
Company B, Investment Banker Jan '12 – Dec '16
  • Created and maintained relationships with clients, building a portfolio of over $1M in assets under management
  • Assisted senior bankers on transactions involving the sale or purchase of private equity stakes in companies
  • Managed an investment fund worth over $100M; oversaw all aspects of capital raising and asset allocation
  • Served as primary point-of-contact for ~50 high net worth individuals and families (~$5B total AUM)
  • Spearheaded efforts to expand client base by identifying new markets and developing targeted marketing campaigns
Company C, Investment Banking Analyst Jan '09 – Dec '11
  • Conducted comparative analysis of potential investments and provided recommendations to clients based on findings.
  • Engaged in market research and analysis to identify industry trends and sector-specific opportunities.
  • Prepared information memorandums, teaser presentations, and other marketing materials for clients.
Certifications
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Series 7 License
Skills

Industry Knowledge: Financial Markets, Derivative Securities, Hedge Funds, Private Equity, Mergers and Acquisitions
Technical Skills: Bloomberg Terminal, MS Office, Accounting, Tax, Accounting Software
Soft Skills: Communication, Leadership, Problem Solving, Negotiation, Teamwork, Adaptability, Attention to detail

How to Write an Investment Banker Resume

Here’s how to write an investment banker resume of your own.

Write Compelling Bullet Points

Bullet points are the most important part of your resume because they’re the first thing recruiters and hiring managers will see. And they’re the best way to showcase your experience and qualifications.

So it’s crucial that you use them to your advantage. And the best way to do that is by using specific, descriptive language. For example, rather than saying you “managed accounts,” you could say you “managed $10M portfolio of hedge fund clients, resulting in 20% increase in revenue over 18-month period.”

The second bullet point is much more specific and provides more detail about what exactly you did and the results of your work.

Related: What Is an Investment Banker? How to Become One

Identify and Include Relevant Keywords

When you submit your resume for an investment banker role, it’s likely that it will be scanned by an applicant tracking system (ATS) for certain keywords. The ATS will search your resume for terms like “investment analysis” or “portfolio management” to see if your experience matches the job description. If you don’t have enough relevant keywords on your resume, the ATS might discard your application before a human ever sees it.

To increase your chances of getting noticed, use this list of common investment banker keywords as a starting point to help you build out your resume:

  • Investment Banking
  • Finance
  • Financial Modeling
  • Financial Analysis
  • Valuation
  • Equities
  • Capital Markets
  • Investment Management
  • Financial Services
  • Investment Management
  • Corporate Finance
  • Due Diligence
  • Bloomberg
  • Investment Strategies
  • Portfolio Management
  • Asset Management
  • Securities
  • Investments
  • Mergers & Acquisitions (M&A)
  • Economics
  • Alternative Investments
  • Banking
  • Risk Management
  • Commercial Banking
  • Credit
  • Corporate Finance Deals
  • Loan Origination
  • Credit Analysis
  • Structured Finance
  • Project Finance

Showcase Your Technical Skills

As an investment banker, you use a variety of software programs and systems to research and analyze potential investments. It is important to list these programs and systems on your resume so that potential employers can see that you are familiar with the technology used in the investment banking industry. Some of the most commonly used programs are Bloomberg, Thomson Reuters, and Capital IQ. Additionally, investment bankers need to be familiar with financial concepts and terminology, so be sure to list any relevant technical skills you have.

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