Investment Banker Resume Example & Writing Guide

View a professional investment banker resume example with proven bullet points, key skills, and expert tips. Copy what works and customize with your own experience.

Finance
10% Growth
Avg. Salary: $120,000

Professional Summary Examples

Start your resume with a compelling summary. Here are proven examples you can adapt:

High-performing investment banking analyst with 4+ years of experience in M&A and capital markets at a bulge bracket firm. Executed 15+ transactions totaling $8B+ in deal value across technology, healthcare, and industrials sectors. Expert in financial modeling, valuation, and client-facing presentations.

Driven investment banker specializing in leveraged finance and debt capital markets. Structured $3B+ in financing across high-yield bonds and leveraged loans. Proven ability to manage multiple deal processes simultaneously while maintaining rigorous attention to detail under tight deadlines.

Results-oriented investment banking professional with deep expertise in healthcare M&A. Advised on 10+ sell-side and buy-side transactions ranging from $50M to $2B. Strong track record of building client relationships and delivering strategic insights that maximize shareholder value.

Work Experience Bullet Points

Use these achievement-focused bullet points as inspiration. Replace the numbers with your own metrics.

  • Executed 8 M&A transactions totaling $4.2B in enterprise value, managing all aspects from pitch through closing
  • Built complex LBO models for 6 private equity-backed acquisitions, analyzing returns across 20+ scenarios per deal
  • Prepared 25+ pitch books and management presentations for Fortune 500 clients, contributing to $1.5B in mandates won
  • Led due diligence workstreams across 12 transactions, coordinating with legal, tax, and accounting advisors
  • Structured $800M convertible bond offering for technology client, achieving 15% lower coupon rate than initial estimates
  • Analyzed comparable company and precedent transaction data across 200+ public companies for sector coverage
  • Managed IPO process for healthcare company, supporting $350M raise at 22x forward earnings multiple
  • Developed proprietary industry screening model identifying 40+ potential acquisition targets for strategic buyer
  • Coordinated data room organization for $1.2B sell-side mandate, managing 500+ diligence requests across 8 bidders
  • Mentored 4 summer analysts on financial modeling and presentation skills, with 3 receiving full-time return offers

Key Skills for Investment Banker Resume

Include these skills on your resume to pass ATS screening and impress recruiters:

Financial ModelingValuation (DCF, LBO, Comps)Mergers & AcquisitionsPitch Book CreationDue DiligenceCapital MarketsDeal StructuringClient Relationship ManagementExcel & PowerPointRegulatory Compliance

Recommended Certifications

These certifications can strengthen your investment banker resume:

Chartered Financial Analyst (CFA)
Financial Industry Regulatory Authority (FINRA) Series 79
FINRA Series 63
Certified M&A Advisor (CM&AA)
Financial Modeling & Valuation Analyst (FMVA)

Tips for Your Investment Banker Resume

  • Quantify your achievements: Use specific numbers, percentages, and dollar amounts to demonstrate impact.
  • Use industry keywords: Include terms from the job description to pass ATS screening.
  • Lead with action verbs: Start bullet points with strong verbs like developed, implemented, increased, reduced.
  • Keep it concise: Aim for one page unless you have 10+ years of relevant experience.

Frequently Asked Questions

What makes a strong investment banking resume?

Focus on deal experience with specific transaction values, your role in each deal, and outcomes achieved. List technical skills like financial modeling, valuation methodologies (DCF, LBO, comps), and tools. Include your university, GPA if strong, and relevant certifications. Keep it to one page with a clean, professional format.

How do I quantify achievements on an investment banking resume?

Use deal values, number of transactions closed, capital raised, and mandates won. Include metrics like pitch books created, models built, and client relationships managed. Quantify process improvements such as faster deal execution timelines or more efficient due diligence workflows.

What skills should I highlight for investment banking?

Emphasize financial modeling (DCF, LBO, merger models), valuation analysis, Excel proficiency, and pitch book creation. Soft skills matter too: highlight client management, teamwork under pressure, attention to detail, and clear communication. Industry specialization can differentiate your resume.

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