Investment Banker Text-Only Resume Examples
Years of Experience
- #1
- #2
- #3
Raymond Ortiz
(123) 456-7890
[email protected]
123 Bridge Street, Boston, MA 12345
Profile
An Investment Banker with five years of experience, specializing in financial analysis, client relations, economics, and commercial banking. A proven track record of developing investment strategies for high-net-worth clients and maximizing portfolio performance.
Professional Experience
Investment Banker, New England Investing Co., Boston, MA
October 2019 – Present
- Analyze client portfolios valued at $150K-$700K to evaluate investment opportunities, assess ROI potential, and provide recommendations to maximize portfolio performance
- Performance analysis of business financials, analyze product use cases, and evaluate market landscapes to determine long-term ROI growth for business investments, resulting in 100%-300% increase in portfolio growth for client accounts
- Attend meetings with existing clients and potential prospects to provide education on investment strategies, economics, and portfolio management
Investment Banker, Boston Financial Consultants, Boston, MA
May 2017– October 2019
- Analyzed investment opportunities and ROI potential for businesses within the healthcare sector, including medical suppliers and clinical laboratories
- Provided bimonthly updates to clients and marketing teams on portfolio performance, purchasing decisions, and company financials
Education
Bachelor of Science (B.S.) Economics
Boston College, Boston, MA September 2013 – May 2017
Key Skills
- Investment Banking
- Financial Analysis
- Economics
- Client Relations
- Portfolio Management
Certifications
- Series 7, FINRA, 2017
- Series 63, FINRA, 2017
- Series 65, FINRA, 2017
Allison Rosenberg
(123) 456-7890
[email protected]
123 Santa Maria, San Francisco, CA 12345
Profile
An Investment Banker with seven years of experience, specializing in equity research, strategic investing, and financial modeling. A strong history of performing due diligence on investment opportunities to maximize ROI potential for high-net-worth clients.
Professional Experience
Investment Banker, Johnson and Goldman Inc., San Francisco, CA
October 2017 – Present
- Develop financial models and investment strategies for client portfolios valued at $300K-$1M and provide recommendations for valuations, M&A, and product offerings
- Conduct equity research, identify long-term investment opportunities in companies with best-in-class management teams and business models, and recommend investment opportunities in businesses committed to solving complex customer problems
- Conduct in-depth valuations of intangible assets for purchase price allocations by evaluating income, market indicators, and company financials
Investment Banker, Invest Today Inc., San Francisco, CA
May 2015 – October 2017
- Performed financial analysis and determined valuations for startup technology companies, which included providing recommendations to investors on business based on economic data, product use case, and organizational effectiveness
- Created in-depth financial models using data and long-term market indicators to inform investment decisions and establish long-term ROI potential
Education
Bachelor of Science (B.S.) Economics
University of San Francisco, San Francisco, CA September 2011 – May 2015
Key Skills
- Investment Banking
- Financial Analysis
- Economics
- Client Relations
- Portfolio Management
Certifications
- Series 7, FINRA, 2015
- Series 63, FINRA, 2015
- Series 65, FINRA, 2015
Mina Sayed
(123) 456-7890
[email protected]
123 Bedford Avenue, New York, NY, 12345
Profile
An Investment Banker with 10+ years of experience, specializing in providing investment strategies for opportunities within the alternative energy, automotive, and utility industries. A proven track record of maximizing portfolio growth and profitability by evaluating competitive advantages and identifying long-term market potential.
Professional Experience
Investment Banker, Klein and Davidson Consulting, New York, NY
September 2016 – Present
- Create dynamic investment strategies for client portfolios valued at up to $1.5M, develop complex financial models, and deliver presentations to clients and prospects
- Build relationships with corporate leaders and lead investigative meetings between high-profile investors and C-level executives during the due diligence phase
- Identify opportunities within the clean energy space, including solar companies and electric vehicle manufacturers
Investment Banker, Invest Today Inc., New York, NY
May 2011 – September 2016
- Conducted equity research for a financial investment firm to identify and evaluate opportunities to invest in companies trading at below market value
- Performed due diligence on businesses by evaluating industry fundamentals, creating financial models, and attending industry trade shows
Education
Bachelor of Science (B.S.) Economics
Columbia University, New York, NY September 2007- May 2011
Key Skills
- Investment Banking
- Financial Modeling
- Investment Strategy
- Relationship Building
- Competitive Analysis
Certifications
- Series 7, FINRA, 2015
- Series 63, FINRA, 2015
- Series 65, FINRA, 2015
Tips for Writing a Better Investment Banker Resume
Now that you’ve seen strong examples of investment banker resumes, we’ll provide additional insights to guide you as you build out your own document. You want to consider two key aspects during the resume-building process. The first is whether or not your bullet points are accomplishment driven, emphasizing the value you generated for clients and the organization. The second is whether or not your document effectively captures the full scope of your expertise in financial analysis and investment strategy. Below, you’ll find three expert tips to help you enhance the strength of your content and secure your next job opportunity:
1. Quantify Your Professional Achievements
You’ll want to leverage monetary figures, percentages, and financial data from your career as an investment banker to maximize the impact of your bullet points. Incorporating numbers into your document will draw the reader’s eye and establish credibility and a sense of scope for your professional achievements. In the example below, the candidate demonstrates the size of the investment portfolios they were supporting and provides insights into how their investment strategies enhanced ROI for client accounts:
- Analyze client portfolios valued at $150K-$700K to evaluate investment opportunities, assess ROI potential, and provide recommendations to maximize portfolio performance
- Performance analysis of business financials, analyze product use cases, and evaluate market landscapes to determine long-term ROI growth for business investments, resulting in 100%-300% increase in portfolio growth for client accounts
- Attend meetings with existing clients and potential prospects to provide education on investment strategies, economics, and portfolio management
2. Highlight Your Leadership and Client Relations Skills
It’s important to showcase your leadership capabilities and client relations experience while pursuing investment banker opportunities. In this type of role, you’ll be interfacing with high-level executives and attending meetings with various cross-functional teams to conduct due diligence and provide recommendations to grow client portfolios. In the example below, the candidate establishes that they have a strong background interfacing with C-level executives, which will speak to their credibility as a professional within the investment banking space:
- Create dynamic investment strategies for client portfolios valued at up to $1.5M, develop complex financial models, and deliver presentations to clients and prospects
- Build relationships with corporate leaders and lead investigative meetings between high-profile investors and C-level executives during the due diligence phase
- Identify opportunities within the clean energy space, including solar companies and electric vehicle manufacturers
3. Create an Eye-catching Professional Profile
To grab the hiring manager’s attention, you’ll want to create a strong summary at the top of your resume. Creating a compelling professional profile will allow you to provide an overview of your career and draw attention to key aspects of your experience that align with the needs of the organization you’re applying to. In the example below, the job seeker establishes their expertise in identifying opportunities within the energy space using a variety of investment strategies:
Profile
An Investment Banker with 10+ years of experience, specializing in providing investment strategies for opportunities within the alternative energy, automotive, and utility industries. A proven track record of maximizing portfolio growth and profitability by evaluating competitive advantages and identifying long-term market potential.
Key Skills Hiring Managers Look for on Investment Banker Resumes
Most organizations rely on Applicant Tracking Systems (ATS) to identify qualified candidates for potential job opportunities. If your resume lacks a certain number of keywords, your application may be rejected before it reaches the hiring manager. To mitigate this risk, you’ll want to carefully evaluate the job description and integrate key terms that match the needs of the organization you’re applying to. Below, you’ll find a list of key words that you may encounter over the course of your job search:
| Key Skills and Proficiencies | |
|---|---|
| Accounting | Client Relations |
| Due Diligence | Economics |
| Equity Research | Finance |
| Financial Analysis | Financial Modeling |
| Financial Planning and Analysis (FP&A) | Investment Banking |
| Investment Strategy | Leadership |
| Market Analysis | Merger and Acquisition (M&A) |
| Portfolio Management | Relationship Building |
| ROI Analysis | Strategic Investing |
| Strategic Partnerships | Valuations |
Common Action Verbs for Investment Banker Resumes
You may find yourself running short on action verbs when building out your resume. Often there’s only a limited number of verbs you can use to describe your professional experience accurately. That said, differentiating your usage of action verbs can help enhance the hiring manager’s reading experience. To help you keep your content fresh and compelling, we’ve compiled a list of action verbs you can use to enhance your bullet points:
| Action Verbs | |
|---|---|
| Analyzed | Built |
| Collaborated | Conducted |
| Coordinated | Created |
| Determined | Developed |
| Drove | Enhanced |
| Evaluated | Identified |
| Implemented | Led |
| Managed | Negotiated |
| Oversaw | Performed |
| Provided | Supported |
| Finance | |
How to Align Your Investment Banker Resume With the Job Description
Aligning your document with the job description is a crucial aspect of the resume-building process. Hiring managers are much more likely to take notice of an application customized for their organization’s needs than a generic resume that could be sent to any job. By taking the time to research the company beforehand and tailoring your content towards individual job applications, you can maximize your chances of landing the interview.
For example, suppose an organization is heavily focused on investment opportunities in startup technology companies. In that case, you may want to craft bullet points that highlight your ability to evaluate long-term ROI potential based on market indicators and product use cases. By showcasing specific examples of you developing investment strategies and facilitating portfolio growth, you will significantly increase the odds of landing your next big job opportunity.