Investment Banker Resume Example & Writing Guide

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.

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:

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.

Related: How Much Does an Investment Banker Make?

Remember The Basics

As you write your resume, it’s important to keep a few basic rules in mind.

Make It Easy to Scan

There are a few things you can do to your resume to make it easier to read and understand quickly. Aligning everything to the left, using a standard font type and size, and keeping bullets under 2 lines will help make your resume more skimmable. You should also try to leave some white space on the page to help the recruiter easily scan through your information.

Be Concise

A resume should be as concise as possible, while still highlighting your most relevant qualifications and experience. Most resumes should be one page long, unless you have a lot of experience to include. If you need to go over one page, make sure to focus on the most important and recent info. Font type and size, margins, and line spacing can also be tweaked to save space on a resume.

Check Your Work

Proofreading your resume is one of the most important things you can do to make sure it is effective. Spellcheck is a great place to start, but it is not enough. You need to have someone else proofread your resume for you. Look for common mistakes such as incorrect punctuation, incorrect verb tense, and common misspellings.

Consider Including a Summary

A resume summary statement can be a great way to introduce yourself to potential employers and showcase the skills and experiences that make you the best candidate for the job. When writing your own, be sure to focus on your relevant skills and experiences, and be clear about your intentions. Keep it short and sweet, and remember to tailor it to the specific role you’re applying for.

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