Investment Banking Resume Examples and Templates for 2023

How To Write an Investment Banking Resume

Investment bankers provide invaluable financial analysis to corporations, governments, and large institutions. These positions are highly lucrative due to the high earning potential of bonus structures. You’ll need to create an accomplishment-driven resume to separate yourself from the competition during your job search.

The key is to build a resume that highlights your advanced knowledge of financial strategy and brands you as a thought leader within the investment banking industry. Throughout this guide, we’ll provide expert tips to help you translate your career experience into a powerful marketing document.

1. Write a compelling profile summarizing your qualifications

To grab the hiring manager’s attention, you must create a strong opening summary that captures the most compelling aspects of your professional experience. Start by detailing your job title, years of experience, and three to four specializations that align with the job description. As an investment banker, you should also make a point to emphasize the types of industries you’ve worked in. This will show hiring managers that you’ve acquired knowledge of various kinds of businesses, which is essential for making the right financial decisions.

2. Add an accomplishment-driven professional experience section

When crafting your professional experience section, you’ll want to consider whether or not your bullet points are accomplishment driven, emphasizing the value you generated for clients and organizations. You’ll also want to ensure that your document effectively captures the full scope of your expertise in financial analysis and investment strategy.

Try leveraging 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. For example, you could highlight the size of the investment portfolios you managed or how your financial strategies positively impacted ROI.

3. Include relevant education and certifications

In addition to your education, you’ll need to highlight certifications to advance your investment banking career. Many institutions actually require these credentials, even for entry-level roles. Some of the certifications you should target are the Series 7, Series 63, Series 66, and Series 79 licenses, all acquired through FINRA. Obtaining a Certified Financial Analyst designation is also worth considering, as this is one of the oldest and most prominent credentials in the industry.

4. List relevant key skills and proficiencies

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 keywords that you may encounter throughout your job search:

5. Highlight Your Leadership and Client Relations Skills

Showcasing your leadership capabilities and client relations experience while pursuing investment banker opportunities is important. 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. Interpersonal skills are very important for investment bankers, as you’ll need to be able to communicate high-level financial strategies and concepts to the C-suite.

How To Pick the Best Investment Banker Resume Template

If you find yourself struggling to find the right template, you’re not alone. With such a wide variety of options, finding the ideal fit for your professional needs can be challenging. The most important aspect of any resume template is structure and organization. Hiring managers will be interested in your financial expertise and investment banking accomplishments first and foremost, so avoid flashy colors and graphics that may draw the reader’s eye away from your content.

Investment Banking Text-Only Resume Templates and Examples

Years of Experience

Frequently Asked Questions: Investment Banking Resume Examples and Advice

Frank Hackett

Certified Professional Resume Writer (CPRW)

Frank Hackett is a professional resume writer and career consultant with over eight years of experience. As the lead editor at a boutique career consulting firm, Frank developed an innovative approach to resume writing that empowers job seekers to tell their professional stories. His approach involves creating accomplishment-driven documents that balance keyword optimization with personal branding. Frank is a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers and Career Coaches (PAWRCC).