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Crafting an Investment Banking Resume: 8 Essential Steps

Kelly Lee
Digital Content Specialist


Crafting an investment banking resume is an important step in the process of applying for a job in the banking industry. It is essential to create a resume that stands out from the competition and highlights your skills and experience. This guide will provide you with eight essential steps to help you create an effective investment banking resume. These steps include researching the industry, understanding the job requirements, tailoring your resume to the job, highlighting your skills and experience, using the right keywords, formatting your resume, proofreading, and submitting your resume. Following these steps will help you create a resume that will make you stand out from the competition and increase your chances of getting an interview.

Investment Banking Resume Template

[Your Name]


[Phone Number]

[Email Address]


To obtain a position as an Investment Banker where I can utilize my strong financial analysis, problem-solving and communication skills to enhance the success of a financial institution.

Summary of Qualifications

• Over 7 years of experience in the financial services industry
• Extensive knowledge of financial markets, products, and regulations
• Proven track record of successful negotiations and deal closings
• Excellent ability to assess risk and make sound recommendations
• Skilled in developing and executing financial strategies
• Exceptional analytical and problem-solving skills
• Proficient in utilizing financial software and applications


Investment Banker, ABC Bank, New York, NY

• Researched and evaluated potential investments for clients
• Prepared financial models and analysis for client investments
• Negotiated and closed complex transactions
• Monitored market trends and made recommendations to clients
• Developed and maintained relationships with key stakeholders

Financial Analyst, XYZ Bank, New York, NY

• Analyzed financial data and created reports for management
• Developed and maintained financial models for investment decisions
• Created and managed budgeting and forecasting processes
• Monitored market trends and identified potential risks
• Provided guidance and advice to clients on investment strategies


Bachelor of Science in Finance, ABC University, New York, NY

Certified Financial Planner, XYZ Institute


• Microsoft Office Suite
• Financial Software
• Financial Modeling
• Risk Analysis
• Negotiation
• Business Strategy

Crafting an Investment Banking Resume: 8 Essential Steps to Follow

Investment banking is a highly competitive field, and having a well-crafted resume is essential for success. Crafting an investment banking resume can be a daunting task, but following these eight steps can help you create a resume that will stand out from the competition.

1. Start with a Professional Summary: Begin your resume with a professional summary that outlines your experience and qualifications. This should be a brief overview of your background and should include any relevant certifications or awards.

2. Include Your Education: List your educational background, including any degrees or certifications you have earned. Be sure to include the name of the school, the degree you earned, and the year you graduated.

3. Highlight Your Professional Experience: List any professional experience you have in the investment banking field. Include the name of the company, the position you held, and the dates you worked there.

4. Describe Your Skills: Describe the skills you have that are relevant to investment banking. This could include financial analysis, market research, and risk management.

5. List Your Accomplishments: Include any accomplishments you have achieved in the investment banking field. This could include successful deals you have closed or awards you have won.

6. Include Your Interests: Include any interests or hobbies that are related to investment banking. This could include reading financial publications or attending industry events.

7. Proofread: Before submitting your resume, be sure to proofread it for any errors.

8. Follow Up: After submitting your resume, follow up with the hiring manager to ensure they received it.

By following these eight steps, you can create an investment banking resume that will stand out from the competition. Good luck!


Crafting an investment banking resume is a critical step in the job search process. It is important to take the time to create a resume that accurately reflects your skills and experience, and that stands out from the competition. By following the eight essential steps outlined in this article, you can create a resume that will help you land the job you want. With a well-crafted resume, you can be confident that you are presenting yourself in the best possible light to potential employers.

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