Investment Banker Resume
Close deals, shape markets
Create an investment banking resume that demonstrates your transaction experience, technical modeling skills, and ability to drive complex deals to close. Break into or advance within investment banking.
Investment Banker Resume Example
SampleDaniel Bergström
Senior Investment Banker
Professional Summary
Results-driven investment banker with 8+ years of progressive experience in financial modeling, deal execution, and valuation. Adept at translating complex requirements into actionable strategies that deliver measurable business outcomes. Combines deep domain expertise with a collaborative leadership style to drive continuous improvement. Known for building high-performing teams and aligning cross-functional stakeholders around shared objectives.
Work Experience
Senior Investment Banker
Jan 2022 – PresentHartfield Capital Group • New York, NY
- Executed 8 M&A transactions totaling $3.2B in enterprise value across technology and healthcare sectors, from pitch to close
- Developed integrated DCF, LBO, and merger models for $500M+ transactions, delivering valuation analyses that informed board-level pricing decisions
- Authored 40+ pitchbooks and CIMs that contributed to winning 12 new advisory mandates generating $8M in fee revenue
Investment Banker
Jun 2019 – Dec 2021Beacon Wealth Advisors • Charlotte, NC
- Supported 3 IPOs raising a combined $1.5B, coordinating due diligence across legal, accounting, and regulatory workstreams
Investment Banker (Associate)
Aug 2017 – May 2019Ridgeline Financial Services • San Francisco, CA
- Supported senior team members in delivering client-facing projects on time and within budget, contributing to a 12% improvement in team velocity over two quarters
- Developed internal documentation and process workflows adopted department-wide, reducing onboarding time for new hires by 30% and standardizing best practices across the team
Key Skills
Financial Modeling: DCF, LBO, merger models, accretion/dilution analysis
Deal Execution: M&A, IPOs, debt issuance, private placements
Valuation: Comparable company analysis, precedent transactions, sum-of-parts
Pitchbooks & Materials: Client presentations, CIMs, management presentations
Due Diligence: Financial, legal, and operational due diligence coordination
Client Management: C-suite relationships, board presentations, advisory
Education
B.S. in Finance & Economics
2013 – 2017New York University, Stern School of Business — Cum Laude
CFA in Charterholder
CFA Institute
Certifications
Languages
English (Native) | Mandarin (Professional Working)
Experience Levels
Entry Level Investment Banker Resume Tips
Highlight relevant coursework, academic projects, and certifications that demonstrate foundational knowledge in your field.
Emphasize internships, volunteer work, and part-time roles. Focus on transferable skills like communication, problem-solving, and teamwork.
Include personal or open-source projects that showcase initiative and hands-on experience, even without formal employment history.
Mid Level Investment Banker Resume Tips
Quantify your achievements with metrics -- revenue generated, costs reduced, efficiency improved, or team size managed.
Demonstrate career progression and increasing responsibility. Show how your role evolved and the impact you made at each stage.
Highlight leadership moments -- mentoring juniors, leading projects, or driving process improvements within your team.
Senior Level Investment Banker Resume Tips
Focus on strategic impact -- how your decisions influenced business outcomes, shaped team direction, or drove organizational change.
Showcase P&L responsibility, budget management, and revenue ownership. Quantify the scale of resources and teams you directed.
Emphasize cross-functional leadership, stakeholder management, and your ability to align teams around shared business objectives.
Executive Investment Banker Resume Tips
Lead with transformational outcomes -- market expansion, M&A integration, turnaround stories, and company-wide strategic pivots.
Demonstrate board-level influence, investor relations experience, and full P&L ownership across business units or product lines.
Highlight your vision-setting ability, culture-building track record, and experience scaling organizations through growth phases.
Key Skills for Investment Bankers
Financial Modeling
DCF, LBO, merger models, accretion/dilution analysis
Deal Execution
M&A, IPOs, debt issuance, private placements
Valuation
Comparable company analysis, precedent transactions, sum-of-parts
Pitchbooks & Materials
Client presentations, CIMs, management presentations
Due Diligence
Financial, legal, and operational due diligence coordination
Client Management
C-suite relationships, board presentations, advisory
ATS Keywords for Investment Banker Resumes
Include these keywords in your resume to pass ATS screening systems and catch the attention of hiring managers:
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Our AI matches your experience with job-specific keywords
Sample Resume Bullets: Before & After
Transform generic job descriptions into compelling achievement statements:
Worked on M&A deals
Executed 8 M&A transactions totaling $3.2B in enterprise value across technology and healthcare sectors, from pitch to close
Built financial models
Developed integrated DCF, LBO, and merger models for $500M+ transactions, delivering valuation analyses that informed board-level pricing decisions
Created presentations for clients
Authored 40+ pitchbooks and CIMs that contributed to winning 12 new advisory mandates generating $8M in fee revenue
Helped with IPOs
Supported 3 IPOs raising a combined $1.5B, coordinating due diligence across legal, accounting, and regulatory workstreams
Resume Tips for Investment Bankers
Lead with deal experience
List transactions by type, size, sector, and your specific role — deal lists are the centerpiece of any IB resume
Keep formatting ultra-clean
Investment banking resumes should be exactly one page with consistent formatting — recruiters scan them in under 30 seconds
Quantify everything
Transaction values, fee revenue generated, models built, pitchbooks created — numbers make your contributions concrete
Highlight target school and certifications
University name, GPA (if 3.5+), CFA progress, and Series 79/63 licenses are expected by top-tier banks
Frequently Asked Questions
Should I include GPA on my investment banking resume?
Yes, if it is 3.5 or above (or top 10% of your class). GPA is heavily weighted in IB recruiting, especially for analyst and associate roles. Omit if below 3.5.
How do I format a deal list?
Create a separate "Selected Transaction Experience" section listing deal type, client (if public), transaction value, your role, and outcome. Order by size or recency.
Is a CFA useful for investment banking?
Less critical than in buy-side roles, but CFA Level 1+ shows analytical rigor. Series 79 and 63 licenses are more directly relevant for IB.
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