10 Investment Banking Analyst Resume Examples for 2024

Want a good investment banking analyst resume? This article gives examples of strong resumes and strategic advice. Learn how to highlight financial modeling, data analysis, and deal execution skills. Find tips on listing relevant coursework, internships, and certifications. Gain insights on structure and formatting to make your resume stand out. Ideal for those entering the investment banking field.

  Compiled and approved by Liz Bowen
  Last updated on See history of changes

  Next update scheduled for

At a Glance

Here's what we see in the best resumes in this field.

  • Show Impact By Using Numbers: The best resumes use numbers to show impact. They show increase in revenue by 20%, reduced costs by 15%, reduced client churn by 10%, and closed 5 high-value deals.

  • Include Relevant Skills: Include skills on your resume that you have and are mentioned on the job description. Some popular ones are: financial modeling, valuation, M&A transactions, Excel, Bloomberg Terminal. But don't include all of them, choose the ones you have and are mentioned in the JD.

  • Highlight Industry-specific Achievements: Proving your knowledge of the industry is important. Phrases like led $50M transaction, implemented new strategies, and maximized returns show your expertise.

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Where to place education

If you have just graduated or are still a student looking for an analyst role, put your education at the top of your resume. This shows employers that you have completed relevant studies and have the fundamental skills needed for the job.

However, if you have been working for some time and have gained experience in the field, place your education section below your professional experience. This helps highlight your practical skills first.

Highlight technical skills

In the analyst field, showing proficiency in financial modeling, Excel, and SQL can set you apart. These technical skills are crucial in daily tasks and can showcase your ability to handle complex data efficiently.

Also, include any certifications like CFA or CPA as they show a higher level of expertise and commitment to the profession. These credentials are highly valued and can give you an edge over other candidates.

Ideal resume length

For an investment banking analyst, your resume needs to be concise. If you are in the early stages of your career, stick to one page. This helps you to keep your resume focused on your most relevant work and educational experiences. A compact resume also shows you can distill significant achievements without unnecessary detail.

For those with more than ten years of direct industry experience, two pages can be appropriate. In this context, you should use the extra space to outline a deeper range in complex deals or financial models you've worked on, ensuring every point adds to your narrative as a skilled professional. Remember, clarity is crucial—avoid tiny fonts and narrow margins to maintain readability.

Showcase relevant internships

When trying to break into the analyst field, relevant internships are very important. Include any internships where you worked on financial analysis, market research, or data interpretation. These experiences show that you have hands-on practice and are familiar with the industry expectations.

Include specific accomplishments during these internships, like how you supported investment decisions or created financial reports. This will give potential employers a clearer idea of your capabilities.

Make your resume ATS-friendly

You need to make sure your resume can be read by the computer systems that collect and sort resumes. These systems, known as Applicant Tracking Systems (ATS), can block your chance of an interview if they can't read your resume well.

Here are key points to keep in mind:

  • Use standard resume formats and simple language.
  • Include keywords from the job description. For an investment banking analyst position, words like 'financial modeling,' 'valuation,' and 'due diligence' might be critical.

Remember, a resume that is clear for an ATS is more likely to reach a hiring manager's desk.

Customize for the role

To stand out as a candidate for an investment banking analyst position, you need to show you understand what the job takes and have done it before. Tailoring your resume shows the hiring manager that your skills match the job needs. It makes you look like a good fit for the role. Here is how you can do it:

  • Use bullet points to list financial modeling skills, such as DCF analysis, and mention any big deals or projects you've worked on.
  • If you've been a leader or managed others, include the number of people you've overseen and the outcomes of your teamwork.
  • If you're moving from a different job, link your past experience to banking tasks. For example, share how you managed a budget or analyzed financial data.
Bullet Point Samples By Job Title for Investment Banking Analyst
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Essential skills for analysts

When crafting your resume for an analyst role in investment banking, highlighting the right technical skills is crucial. You are stepping into a world where precision and analytical prowess are the name of the game. Here's a rundown of skills to consider:

  • Financial modeling
  • Valuation techniques
  • Quantitative analysis
  • Merger and Acquisition (M&A) knowledge
  • Corporate finance
  • Financial statement analysis
  • Excel proficiency
  • Knowledge of financial markets
  • Understanding of economics
  • Data analysis tools such as SQL or Power BI

Include these skills in a dedicated section for clarity and to pass the Applicant Tracking Systems (ATS) that many firms use to screen candidates. The ATS scans for specific keywords related to the job, so tailor your resume by including relevant skills that you truly possess and are applicable to the tasks you'll be performing. Remember, you don't need to list all of these; focus on those you are proficient in and which align with your career goals.

If you've worked on projects or had experiences that allowed you to develop and hone these skills, make sure to mention them in your work history. This will show how you've applied your skills in real-world situations, which is very valuable to employers.

Showcase leadership and growth

In your pursuit of an investment banking analyst role, highlighting your leadership skills and any promotions you've received is vital. Employers seek candidates who have proven their ability to lead and excel within a team.

Consider these points when detailing your experience:

  • For any positions where you led a project or a team, specify the number of people you managed, the scope of the project, and the outcome. For example, 'Led a team of 4 analysts to develop a comprehensive financial model that increased deal accuracy by 20%'.
  • If you've been promoted, show the progression of your roles. Use clear statements like 'Promoted from intern to analyst within one year due to strong performance in client management and deal execution'.

Remember, even if you're unsure how to show leadership, think about times when you took initiative or improved a process. These instances can also demonstrate your leadership potential.

Quantify your impact

As an investment banking analyst, it's vital to show how you make a difference with numbers. Numbers speak louder than words when it comes to your resume. They can show how you've been a key player in your roles.

Think about your work. Have you worked on deals or projects? How big were they? Did you find ways to save time or cut costs? Even if you are not sure of the exact number, can you estimate it? Talk about the size of deals or the savings you achieved. For example:

  • Contributed to a $500 million merger and helped increase deal efficiency by 20%
  • Streamlined research processes, cutting down report generation time by 25%

Use numbers to show your skills in analyzing financial data. Did you improve financial models? How much did your adjustments increase accuracy or usability? If you led or supported any financial transactions, mention the volume or the value of the transactions. For instance:

  • Enhanced financial models, increasing forecast accuracy by 30%
  • Supported due diligence for 10+ high-profile transactions, each valued at over $100 million
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