Investment Banking Analyst Resume Example & Writing Guide

Investment Banking Analyst Resume Example
Learn how to write a winning Investment Banking Analyst resume with our example and writing guide. Get expert tips and land the job you want!
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Investment Banking Analyst Resume Sample

A highly motivated and detail-oriented Investment Banking Analyst with an in-depth knowledge of financial analysis, forecasting, and valuation techniques. Strong experience in project management and financial modeling, excellent communication, and teamwork skills. Looking to leverage analytical skills to provide financial advisory services in investment banking.


  • Bachelor of Business Administration from XYZ University
  • Major in Finance
  • GPA of 3.8/4.0

Work Experience

Investment Banking Analyst, ABC Bank
June 2020 – Present

  • Conduct financial analysis and modeling of potential investment opportunities for clients
  • Develop pitch books and presentations for potential M&A transactions and IPOs
  • Assist Senior Bankers in the execution of transactions including due diligence and closing processes
  • Maintain client relationships by providing timely and accurate information
  • Collaborate with cross-functional teams including legal, accounting, tax, and other external advisors

Financial Analyst, DEF Corporation
February 2018 – May 2020

  • Assisted in the preparation of financial statements and forecasting
  • Performed financial analysis on company-wide and segment level operations
  • Maintained and updated financial models for budgeting and forecasting purposes
  • Identified areas for cost reduction and efficiency improvement through analysis of financial metrics
  • Supported the Investor Relations team through research and analytics for quarterly earnings calls and roadshows


  • Proficient in financial modeling and valuation techniques
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Attention to detail and ability to prioritize workload effectively
  • Advanced skills in Excel, PowerPoint, and financial databases such as Bloomberg and Capital IQ

Expert Tip

Use a Resume Summary or Objective

Start your resume with a compelling summary or objective that succinctly highlights your experience and skills. This gives employers a preview of what you bring to the table.

Investment Banking Analyst Resume Writing Guide


As an investment banking analyst, you play a crucial role in helping clients make financial decisions and execute transactions. To secure a job in this field, you need a compelling investment banking analyst resume that showcases your skills, experience, and education. In this article, we will guide you through the process of writing an effective investment banking analyst resume that catches the recruiter's attention.

Step 1: Choose a Format

The first step in creating a great resume is to choose the right format. The three most common formats are chronological, functional, and combination. As an investment banking analyst, it's best to use the chronological format, which highlights your work experience starting from your most recent job. Make sure your resume is easy to read and well-organized, with clear headings and bullet points.

Step 2: Craft a Strong Summary Statement

Your summary statement should be an attention-grabbing intro to your resume. This is your chance to convey your unique value proposition and convince the recruiter that you're the best fit for the job. Make sure to include your relevant skills, strengths, and achievements in your summary statement. Keep it short and sweet, and use strong action verbs to demonstrate your accomplishments.

Step 3: List your Work Experience

As an investment banking analyst, your work experience is the most critical section of your resume. When listing your work experience, start with your most recent job and work backward. Use bullet points to highlight your key achievements, responsibilities, and accomplishments. Make sure to quantify your achievements and use specific metrics to demonstrate your impact. Be sure to emphasize your experience in financial analysis, modeling, valuation, and due diligence.

Step 4: Highlight your Education and Certifications

As an investment banking analyst, an undergraduate degree in finance, business, or economics is often a requirement. Be sure to include your degree, any relevant coursework, and any academic honors you received. Additionally, any certifications you have earned, such a CFA or CPA, can set you apart from other candidates and should be listed in this section.

Step 5: Showcase Technical Skills

Investment banking analysts often use specialized software such as Excel, Bloomberg, and PowerPoint to perform financial analysis and create client-facing materials. Make sure to include any relevant technical skills you have in your resume. For example, if you're proficient in Excel, list specific functions, such as data analysis and modeling, that you're skilled in.

Step 6: Include Relevant Interests and Activities

Including relevant extracurricular activities in your resume can demonstrate your leadership skills, teamwork abilities, and dedication to the field. Examples may include participating in finance or investment-related clubs, volunteering for financial literacy programs, or tutoring students in finance. Moreover, adding hobbies or interests that demonstrate analytical or quantitative skills can show that you're genuinely passionate about finance.

Final Thoughts

Crafting an effective investment banking analyst resume takes time and effort. By following these steps, you can create a compelling resume that showcases your skills, experience, and passion for the financial industry. Remember to keep your resume concise, quantifiable, and tailored to the job description. Good luck with your job search!

Common Resume Writing Mistake

Poor Spelling of Company Names or Job Titles

Spelling mistakes, particularly of company names or job titles, can be viewed negatively by hiring managers. Always double-check for correct spelling.

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