Investment Banking Analyst Resume Example & Writing Guide

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

Investment banking analysts are responsible for analyzing potential deals and helping their teams decide whether or not to pursue them. They conduct research, prepare financial models, and crunch numbers to evaluate potential investments.

If you’re interested in working in finance and have some experience working with spreadsheets, this job could be a great fit for you. Here are some tips and an example to help you write a compelling investment banking analyst resume that will get you noticed by recruiters.

James Smith
New York City, NY | (123) 456-7891 | [email protected]

Driven investment banking analyst with experience in M&A, capital markets, and financial analysis. Excels at building relationships with clients and colleagues and providing insightful analysis that leads to successful transactions.

The Wharton School Mar '23
B.S. in Business Administration
Company A, Investment Banking Analyst Jan '17 – Current
  • Assisted in the valuation of companies and assisted with M&A transactions, debt financing, restructurings, and other corporate finance activities.
  • Analyzed financial statements for public and private companies to determine value and risk associated with potential investments.
  • Conducted research on industries, competitors, customers, products/services, etc., including competitor analysis using various data sources (e.g., Bloomberg).
  • Communicated effectively both orally and in writing; presented investment recommendations to clients as well as internal management teams.
  • Participated in team meetings regarding current portfolio holdings and future opportunities within assigned industry groups or sectors.
Company B, Investment Banking Analyst Jan '12 – Dec '16
  • Assisted in the development of a new product launch for an international company, resulting in $1M+ in additional revenue
  • Conducted research on potential acquisition targets and prepared detailed reports to be presented to senior management
  • Prepared financial models and assisted with due diligence on mergers and acquisitions worth over $100M
  • Analyzed market trends and developed recommendations based on findings that were implemented by upper management
  • Created weekly email newsletter summarizing key events affecting the investment banking industry
Company C, Investment Banking Intern Jan '09 – Dec '11
  • Conducted market research and analysis to support the investment banking team in the formulation of pitches and proposals for new business.
  • Built financial models to support the evaluation of potential transactions and investments.
  • Assisted in the preparation of materials for client presentations and meetings.
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Series 7 License

Industry Knowledge: Mergers and Acquisitions, Equity Research, Fixed Income Research, Sales and Trading, Portfolio Management, Fund Management
Technical Skills: Bloomberg, FactSet, Capital IQ, Thomson Reuters, Bloomberg Tradebook
Soft Skills: Communication, Leadership, Teamwork, Time Management, Problem Solving, Critical Thinking, Creativity

How to Write an Investment Banking Analyst Resume

Here’s how to write an investment banking analyst 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 skills.

So it’s crucial that you use them to your advantage. And the best way to do that is by using specific, detailed bullet points that clearly describe your responsibilities and achievements.

For example, rather than saying you “provided financial analysis for prospective clients,” you could say you “provided financial analysis for prospective clients by identifying potential revenue streams and reducing operating costs for client-provided businesses.”

The second bullet point is much more specific and provides more detail about what exactly you did. And that will help the hiring manager understand how well you did your job and whether or not you’re a good fit for the role.

Identify and Include Relevant Keywords

Chances are, your resume will be scanned by an applicant tracking system (ATS) for certain keywords related to the job you’re applying for. If your resume doesn’t include enough of the right terms, your application might not make it past the initial review.

The best way to make sure this doesn’t happen is to take a look at the list of keywords below and try to work them into your resume where they’re relevant.

  • Investment Banking
  • Financial Modeling
  • Valuation
  • Financial Analysis
  • Due Diligence
  • Corporate Finance
  • Mergers & Acquisitions (M&A)
  • Equities
  • Banking
  • Financial Services
  • Investment Management
  • Capital Markets
  • Analytical Skills
  • Forecasting
  • Bloomberg
  • Finance
  • Teamwork
  • Economics
  • Derivatives
  • Market Research
  • Restructuring
  • Restructuring Processes
  • Capital Raising
  • Leveraged Finance
  • Due Diligence
  • Business Strategy
  • Analytical Skills
  • Management
  • Negotiation
  • Strategic Planning

Showcase Your Technical Skills

As an investment banking analyst, you are responsible for providing support to the investment banking team. This means that you need to be proficient in the use of financial analysis software and systems. In order to show that you are qualified for the job, you should list your technical skills prominently on your resume. This will show that you are familiar with the essential tools and systems used in the investment banking field.


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