Investment Banking Resume Sample & Template

By Monster Contributor

Investment banking is often a difficult field to break into. There are many applicants who want to land a coveted job in this high-paying area, and nearly all of them have flawless educational backgrounds and strong financial histories. Simply obtaining a degree won't get you to the top in investment banking. In fact, it may take top grades just to keep your resume from filtering automatically into the “no” pile. If you want to achieve real success as an investment banker, it will take an impeccable resume to get you there.

As the following investment banking resume template will show, the best way to grab the hiring manager's attention in this field is to have a well-rounded sampling of highlights that include a solid education, work history, and skills. Demonstrate that you know how to stay on top of the latest trends in the financial industry, and above all, use your investment banking resume to highlight your monetary achievements in this field.

Common Mistakes for Investment Banking Resumes

When you're writing your investment banking resume, you need to think like a banker. Keep in mind that the best way to showcase your success in this field isn't in words, but in numbers. One of the biggest mistakes you can make is to craft a bland resume that doesn't specify your contributions to your previous employers. Whenever possible, include numbers that make it clear that you were a valuable member of the team.

Investment banking is serious business. As you'll see in the following investment banking resume sample, this isn't the place for fluff or non-essential information. Don't pad your resume with generic accomplishments and skills. Don't bother listing any education prior to college, as a college degree is essential for this occupation, and an advanced degree is greatly preferred.

Keep your resume laser-focused on your financial experience and any notable accomplishments in this area. Veering off-course is disastrous for a financial banking resume, where there's always a close runner-up vying for your spot at the top of the pile.

Investment Banking Resume Sample

Anna Smith
833 Penny Way
Windsor, NS
123-456-789 | annasmith@mail.com

Work Experience

2012 - Present
Halifax, NS

Junior Investment Banker | Money Management Company

  • Manage client portfolios to achieve consistent profits over the last three years
  • Handle Technology Company’s $250 million public offering
  • Value companies using liquidation analysis, DCF, and public company comparable

2009 - 2012
Halifax, NS

Financial Analyst | Energy Innovations Co.

  • Created and maintained complex financial models for current and prospective projects
  • Generated risk analysis, cost calculation, and budget reports
  • Acted as a liaison between brokers, vendors, auditors, investors, and financial institutions

2004 - 2008
Windsor, NS

Financial Advisor | Investments Inc.

  • Analyzed financial needs for a $2M dollar clothing retailer
  • Provided complimentary financial health checks for 10 local businesses
  • Regularly reviewed clients’ portfolios and advised adjustments as needed

Education

2000 - 2004
Halifax, NS

Saint Mary's University Sobey School of Business
Bachelor of Commerce in Finance

Additional Skills & Interest

  • Strong public speaking and interpersonal communications skills
  • Member of the Mutual Fund Dealers Association of Canada
  • Certified Responsible Investment Advisor with the Responsible Investment Association
  • Outstanding trading portfolio
  • Proficient with CRM2 and deal management software

Investment Banking Positions to Consider

Are you ready to apply for an investment banking job? Check out the following links to start searching for exciting job positions in your area.