Professional Investment Banking Resume Template and Examples

investment banking resume
October 7, 2025

Sophia Martinez

About the Author

Sophia Martinez is a specialist in creating efficient templates and layouts for HR and organizational needs, with years of experience in design and documentation. With a background in graphic design and project management, Sophia helps businesses streamline their HR processes by developing clear, user-friendly templates and layouts. She shares her expertise on our blog, providing readers with practical tools for creating professional and effective documents. In her free time, Sophia enjoys photography, woodworking, and looking for new design trends.

Breaking into investment banking takes more than strong academics or ambition.

Recruiters often spend just seconds reviewing each application, so your resume must reflect focus, discipline, and genuine interest in the field.

This investment banking resume template and supporting resume examples show how to highlight your resume in a way that feels both clear and engaging.

The sections outline what recruiters value most, include a full sample for reference, and explain how to organize your education, experience, and credentials effectively.

Together, they help you present a polished and confident profile that stands out in a competitive industry like investment banking.

Also read: How to Write Salary Negotiation Emails?

What Do Recruiters Look for in Investment Bankers?

Investment banking recruiting works differently from most industries.

During the brief review process, recruiters look for two key qualities that help distinguish strong candidates.

  • Track record of excellence: This might include academic achievements, work performance, competition wins, or leadership roles.
  • Genuine interest in finance and investment banking: This can include relevant coursework, internships, finance clubs, certifications, or other related activities.

Recruiters prefer candidates who have some understanding of what the role involves, rather than those applying without background knowledge.

Generic resumes often fall short because they don’t effectively highlight these particular qualities; making sure these are clearly visible is important.

Recruiters develop an eye for quickly spotting relevant experience and notable accomplishments.

Resume Template for Investment Banking

A well-structured investment banking resume follows a specific format that maximizes impact within one page.

Here’s a complete sample that demonstrates the key elements banks look for in candidates.

John Smith

123 University Ave, College Town, NY 12345

Phone: (555) 123-4567

Email: [email protected]

EDUCATION

New York University, Leonard N. Stern School of Business, New York, NY

Bachelor of Science in Finance Expected May 2025

  • GPA: 3.8/4.0; SAT: 1480; Dean’s List Fall 2023, Spring 2024
  • Honors: Stern Scholars Program (top 15% of class)
  • Relevant Coursework: Corporate Finance, Financial Markets, Investment Analysis, Accounting

WORK & LEADERSHIP EXPERIENCE

Goldman Sachs New York, NY

Investment Banking Summer Analyst, Technology Media & Telecom June 2024 – August 2024

  • Summary sentence stating work on live deals and client presentations across the TMT sector
  • Technology Company’s $850M Initial Public Offering – Built a comprehensive financial model and prepared management presentations for the roadshow
  • Media Conglomerate’s $1.2B Acquisition – Analyzed comparable transactions and created DCF valuation models supporting deal rationale
  • Software Company’s $400M Debt Refinancing – Developed credit analysis and coordinated with legal teams on transaction documentation

BlackRock New York, NY

Investment Research Intern, Equity Research, June 2023 – August 2023

  • Conducted industry analysis on the consumer discretionary sector, covering 25+ public companies
  • Built financial models using DCF and comparable company analysis to generate price targets
  • Prepared research reports and investment recommendations presented to senior portfolio managers

NYU Investment Banking Club New York, NY

Vice President, September 2023 – Present

  • Led a team of 15 analysts in stock pitch competitions and case study presentations
  • Organized networking events with 200+ attendees and investment banking professionals
  • Managed club operations, including recruiting, training programs, and corporate partnerships

SKILLS, ACTIVITIES & INTERESTS

Languages: Fluent in Spanish; Conversational proficiency in Mandarin

Technical Skills: Advanced Excel modeling, PowerPoint, Bloomberg Terminal, Capital IQ

Certifications:CFA Level I Candidate (June 2025 exam)

Activities: Varsity Soccer Team (Captain), Big Brother Big Sister Volunteer

Interests: Marathon running (completed NYC Marathon 2023), financial markets research, international cuisine

Breaking Down the Structure

Each section in the investment banking resume template serves a specific purpose in demonstrating your qualifications to recruiters.

  • Header Section: Display your name prominently in a larger font and keep the format clean with just contact details, no photos.

  • Education Section: Highlight relevant coursework and honors, like “Corporate Finance, Financial Markets,” to demonstrate knowledge and achievements.

  • Work Experience Section: Use a project-centric format with specific deal values and include quantifiable metrics, like “$850M IPO” and “$1.2B Acquisition.”

  • Skills and Activities Section: List relevant technical skills (e.g., “Capital IQ”) and certifications (e.g., “CFA Level I Candidate”), along with meaningful personal activities (e.g., “NYC Marathon 2023”).

Investment Banking Resume Examples

Each example demonstrates specific strategies for highlighting relevant experience and skills that recruiters value most.

Download the complete template collection as a PDF to access all professionally formatted investment banking resume examples and start building your application today.

1. Summer Analyst Resume for Undergraduates

This resume focuses on academic achievements, finance-related coursework, and early exposure to investment banking through programs and clubs.

Undergraduate Student Investment Banker Resume

Treat academic programs and finance clubs like professional experiences with metrics.

2. Experienced Investment Banker Resume

This resume demonstrates career progression through multiple investment banking roles that showcase senior-level performance and advancement within the industry.

Experienced Resume Investment Banking

Focus on revenue generation, team leadership, and client relationship management metrics.

3. MBA Student Investment Banking Associate Role

This resume emphasizes professional work experience, leadership roles, and advanced technical skills gained through MBA coursework.

MBA student Investment Banker resume

Tip: Connect summer internship experience directly to the target role and sector expertise.

4. Career Switcher

This resume highlights transferable skills, deal experience, and targeted courses or certifications in finance.

Career Switcher Resume Investment Banking

Tip: Frame consulting projects as deal-like experiences with measurable financial impact.

Conclusion

Your resume represents the culmination of your academic and professional preparation for this competitive industry.

The above investment banking template and examples highlight the importance of alignment.

The format matters as much as the content, with clean layouts and quantified achievements making the strongest impact.

With a focus on results and organization, your resume can communicate both capability and ambition.

When applied thoughtfully, these strategies ensure your application captures attention and reinforces your potential for success in investment banking.

Recruiters spend seconds scanning each application, so every word counts toward making that critical first impression.

Share your experience with us in the comments below.

Also, get resume templates and writing tips to highlight your nursing experience. Experienced Nurse Resume Templates (Tips and Sample)

Frequently Asked Questions

Should I Include My GPA in the Resume if It’s Below 3.5?

Include a GPA below 3.5 only if supported by strong coursework or achievements; otherwise, emphasize internships, leadership, and quantifiable results to demonstrate capability effectively

How Long Should My Investment Banking Resume Be?

An investment banking resume should be one page, highlighting key achievements, education, and technical skills, while showing readiness and commitment to the fast-paced finance industry

What Technical Skills Are Most Important for Investment Banking?

Essential technical skills for investment banking include financial modeling, valuation, Excel, PowerPoint, Bloomberg Terminal, and Capital IQ, demonstrating accuracy, analytical strength, and proficiency in managing complex financial data.

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