What should an investment banker resume include?

An investment banker resume should include deal experience with transaction values, your specific role in each deal, financial modeling skills, education (school name matters in banking), relevant certifications (CFA, Series 79), and technical proficiencies (Bloomberg, FactSet, Capital IQ). Keep it to one page with a clean, conservative format.

How do I format deal experience on an investment banking resume?

Use the industry-standard format: 'Advised [client description] on its [deal value] [deal type].' Include 2-3 bullet points per deal describing your specific contributions: the model you built, the analysis you ran, the materials you produced. Always include the dollar amount -- deal size is the universal metric in banking.

How important is school prestige for an investment banking resume?

Very important for breaking in, less so after 2-3 years of experience. Target schools (Ivy League, top business schools, LSE, etc.) get preferential resume screening. If you're from a non-target school, you need stronger deal experience, networking, and possibly an MBA from a target program to break in at the senior level.

Should I include my GPA on an investment banking resume?

Include it if it's 3.5 or above. In banking, GPA stays on your resume longer than in other industries -- typically until you have 3-5 years of experience. If your GPA is below 3.5, omit it but be prepared to discuss it in interviews. A strong SAT score or relevant honors can partially offset a lower GPA.

Investment Banker Resume Example & Writing Guide

An Investment Banker resume must convey deal experience, financial modeling expertise, and the ability to perform under extreme pressure. Managing directors and senior bankers reviewing resumes want to see transaction experience with dollar amounts, your specific role in each deal, and evidence that you can handle the pace. This guide shows you how to craft a resume that opens doors at bulge bracket banks, elite boutiques, and middle-market firms.

Alex Johnson

Investment Banker

San Francisco, CA · [email protected] · linkedin.com/in/alexjohnson

ATS Optimized

Core Skills

M&A Financial Modeling Valuation Due Diligence Pitch Books Capital Markets

Work Experience

Senior Investment Banker · Acme Corp

Jan 2022 – Present

Executed 6 M&A transactions with an aggregate deal value of $3.8B across the technology and healthcare sectors, managing financial due diligence, valuation analysis, and buyer/seller negotiations.
Built a dynamic LBO model used by the deal team to evaluate a $450M leveraged buyout, running 12 sensitivity scenarios that identified the optimal capital structure and secured credit committee approval.
Created 35+ pitch books and client presentations that directly contributed to winning 4 new mandates worth $15M in combined advisory fees over 18 months.

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Key Skills

M&A Financial Modeling Valuation Due Diligence Pitch Books Capital Markets Bloomberg

What Hiring Managers Look For

Investment banking resumes live and die by deal experience. List specific transactions with deal sizes, your role (sourced, modeled, executed), and outcomes. Use the format: 'Advised [client type] on [deal type] valued at $[amount].' Senior bankers want to see modeling skills (DCF, LBO, accretion/dilution), industry expertise, and client-facing ability. ATS systems scan for "M&A", "IPO", "leveraged finance", "pitch book", "Bloomberg", "FactSet", "Capital IQ", and deal sizes. Keep the format extremely clean -- investment banking resumes follow a strict one-page, conservative format with no colors or graphics. Show progression: analyst to associate work, increasing deal responsibility, and client interaction. Include target school pedigree and relevant extracurriculars that demonstrate competitiveness and work ethic.

Sample Work Experience

Executed 6 M&A transactions with an aggregate deal value of $3.8B across the technology and healthcare sectors, managing financial due diligence, valuation analysis, and buyer/seller negotiations.
Built a dynamic LBO model used by the deal team to evaluate a $450M leveraged buyout, running 12 sensitivity scenarios that identified the optimal capital structure and secured credit committee approval.
Created 35+ pitch books and client presentations that directly contributed to winning 4 new mandates worth $15M in combined advisory fees over 18 months.
Led financial due diligence on a $220M cross-border acquisition, coordinating with legal, tax, and accounting teams across 3 jurisdictions and identifying $8M in working capital adjustments that reshaped deal terms.

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Frequently Asked Questions

What should an investment banker resume include?: An investment banker resume should include deal experience with transaction values, your specific role in each deal, financial modeling skills, education (school name matters in banking), relevant certifications (CFA, Series 79), and technical proficiencies (Bloomberg, FactSet, Capital IQ). Keep it to one page with a clean, conservative format.
How do I format deal experience on an investment banking resume?: Use the industry-standard format: 'Advised [client description] on its [deal value] [deal type].' Include 2-3 bullet points per deal describing your specific contributions: the model you built, the analysis you ran, the materials you produced. Always include the dollar amount -- deal size is the universal metric in banking.
How important is school prestige for an investment banking resume?: Very important for breaking in, less so after 2-3 years of experience. Target schools (Ivy League, top business schools, LSE, etc.) get preferential resume screening. If you're from a non-target school, you need stronger deal experience, networking, and possibly an MBA from a target program to break in at the senior level.
Should I include my GPA on an investment banking resume?: Include it if it's 3.5 or above. In banking, GPA stays on your resume longer than in other industries -- typically until you have 3-5 years of experience. If your GPA is below 3.5, omit it but be prepared to discuss it in interviews. A strong SAT score or relevant honors can partially offset a lower GPA.