Investment Banking Associate Resume Example & Writing Guide

Investment Banking Associate Resume Example
Maximize your chances of landing a dream job as an Investment Banking Associate with our resume example & writing guide. Expert tips and industry insights included.
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Investment Banking Associate Resume Sample

Professional Summary

Investment Banking Associate with 3 years of experience in providing financial analysis, research, and transaction execution for clients in various industries. Proficient in financial modeling, valuation, due diligence, and deal structuring. Demonstrated ability to work in a fast-paced and challenging environment while managing multiple projects simultaneously.


  • Financial Modeling
  • Valuation Techniques
  • Deal Structuring
  • Due Diligence
  • Financial Analysis
  • Project Management
  • Client Relationship Management
  • Communication
  • Data Analysis

Work Experience

Investment Banking Associate, XYZ Bank

June 2018 - Present

  • Assist senior bankers in executing M&A, leveraged buyout, and capital raising transactions for clients in the consumer, healthcare, and technology sectors
  • Create financial models and perform valuation analyses to support clients in making strategic decisions
  • Conduct due diligence and prepare transaction-related documentation including confidential information memoranda, management presentations, and teasers
  • Manage the deal process and coordinate with various team members including legal counsel, tax advisors, and other third-party service providers
  • Maintain client relationships and support business development efforts by conducting research on potential clients and industry trends

Investment Banking Analyst, ABC Bank

July 2016 - June 2018

  • Conducted extensive research and analysis on potential acquisition targets in the healthcare and industrial sectors
  • Prepared financial models and conducted valuation analyses to support deal recommendations
  • Assisted in due diligence and prepared presentations for internal and external stakeholders
  • Collaborated with various teams including legal counsel and third-party service providers
  • Earned promotion to Investment Banking Associate within two years


  • Bachelor of Science in Finance, University of Texas at Austin
  • Member of Finance Honor Society

(References available upon request)

Expert Tip

Use Job Keywords

Many employers use software that scans for specific job keywords. Make sure to include these keywords, found in the job posting, to ensure your resume doesn't get filtered out.

Investment Banking Associate Resume Writing Guide


If you are looking to make your career in the finance industry, investment banking is one of the most lucrative and challenging options. As an Investment Banking Associate, you will play a vital role in advising clients on various financial transactions such as mergers and acquisitions, underwriting, and fundraising. To secure a position as an Investment Banking Associate, you first need to draft a comprehensive resume that showcases your skills and experience.

What to Include in an Investment Banking Associate Resume?

When it comes to investment banking, recruiters look for candidates with exceptional financial analytical skills, experience in financial modeling, and strong interpersonal skills. Your resume should highlight these qualities, along with your academic background and achievements. Here are the essential elements you should include in your Investment Banking Associate resume:

  • Name and contact information
  • Career objective
  • Education and certification
  • Work experience
  • Skills and abilities

Name and Contact Information

Your resume should begin with your name and contact information. Include your full name, phone number, and email address. You can also add your LinkedIn profile details.

Career Objective

Your career objective should showcase your career aspirations and how you can add value to the organization. It should be concise and tailored to the role you are applying for.

Education and Certification

Your educational background is essential, especially if you are applying for an entry-level position. Include your undergraduate and post-graduate studies, certifications, and relevant coursework. Highlight any academic achievements, awards, or scholarships.

Work Experience

Investment banking is a competitive field, and you should have some relevant experience to stand out from the crowd. List your previous work experience, internships, and volunteering opportunities. Focus on the responsibilities and achievements relevant to investment banking.

Skills and Abilities

List the skills and abilities that you have developed through your academic and professional experiences. Some crucial skills for an Investment Banking Associate include:

  • Financial analysis and modeling
  • Strong interpersonal communication
  • Teamwork
  • Attention to detail
  • Problem-solving
  • Time management


Writing a resume that stands out from the rest can be a challenging task, but it is crucial for securing an Investment Banking Associate position. Your resume should highlight your strengths, relevant skills, and achievements that will make you a valuable asset to any organization. Follow the tips mentioned above, and take the time to tailor your application to each job posting. Good luck!

Common Resume Writing Mistake

Using a Non-Professional Email Address

Using a non-professional email address can be a quick turn-off for hiring managers. Make sure your email address is simple and professional.

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