13 Investment Banking Analyst Resume Examples for 2025

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.

Ignoring soft skills and research

Many people think that in investment banking, only financial skills matter. This is not true. You must also show you are good at working with others and that you can solve problems. Make sure you talk about any team projects or times you have solved a problem. This shows you are a well-rounded candidate.

Another common mistake is not showing your research skills. As an analyst, you will need to look into lots of data and information. Your resume should list examples of when you have done good research or worked with complex information. If you have done this kind of work before, it is important to talk about it. It shows you can handle the tasks that are part of jobs in investment banking.

Choose strong action verbs

When you apply to be an investment banking analyst, you need to show that you can do the work. Use strong verbs in your resume to make your past work sound better. These verbs tell hiring managers that you have done important things in your past jobs. They also help your resume stand out from others.

Below are some verbs you should use on your resume. They were chosen because they match the work you want to do. They show that you can analyze, manage, and work with numbers and money. Use these verbs to describe your work in a way that is easy for hiring managers to understand. This will help them see that you are right for the job.

  • To show you can analyze information, use evaluated, investigated, assessed, interpreted, quantified.
  • If you want to show you can make good plans, use structured, forecasted, devised, budgeted, projected.
  • To show you worked well with others, use collaborated, coordinated, partnered, liaised, consulted.
  • If you want to show you can lead projects, use directed, managed, supervised, steered, guided.
  • To show your skills in finance, use analyzed, capitalized, leveraged, optimized, reconciled.

Want inspiration for other action verbs you can use? Check out synonyms to commonly used action verbs like Communicated, Develop, Helped, Hosted, Involved.

Show achievements, not duties

When you write your resume as an investment banking analyst, focus on what you have achieved, not just the work you have done. Your resume should not be a list of daily tasks. Instead, it should showcase the impact you made at your previous jobs.

For example, rather than saying 'Responsible for creating financial models,' you can show your achievement by stating 'Developed comprehensive financial models that increased the accuracy of revenue forecasts by 15%.' Similarly, don't just mention 'Conducted industry research and analysis'; specify 'Provided in-depth industry analysis that identified key growth areas, contributing to a successful investment strategy that yielded a 20% return for clients.'

By changing the focus from duties to results, you give a clearer picture of your capabilities and the value you bring. Remember to keep your sentences short and your language simple to make it easy for anyone to understand your accomplishments.

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.

Highlighting leadership growth

When you apply for a role in investment banking, showing your growth into leadership roles can set you apart. You might have led a team or got a promotion at work. These show you can take on more responsibility. Think about times you led a project or guided a team. Even if you're unsure, these could be signs of your leadership.

Here are ways to show leadership on your resume:

  • Include any job title changes that show a move up, such as 'Junior Analyst to Senior Analyst'.
  • List any projects where you were in charge, even if it was a small team or a short-term project.

Also, think about your soft skills. Have you trained new staff or led meetings? These also show leadership. Describe these experiences simply and clearly to make your skills known.

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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