Investment banking analyst resume examples from 2026
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How to write an investment banking analyst resume
Craft a resume summary statement
Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:
Step 1: Mention your current job title or the role you're pursuing.
Step 2: Include your years of experience in investment banking analyst-related roles. Consider adding relevant company and industry experience as relevant to the job listing.
Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.
Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.
Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the investment banking analyst position.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Your Skills section is an easy way to let recruiters know you have the skills to do the job. Just as importantly, it can help your resume not get filtered out by hiring software. Here is how to make the most of your skills section and make sure you have the right keywords:
- Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
- Consider all the software and tools you use on a daily basis. When in doubt, list them!
- Make sure you use accurate and up to date terms for all the skills listed.
Here are example skills to include in your “Area of Expertise” on an investment banking analyst resume:
- Financial Models
- Discounted Cash Flow
- Healthcare
- Capital Markets
- Private Equity
- PowerPoint
- Financial Analysis
- Securities
- Capital Raising
- Leveraged
- Cash Flow Analysis
- Client Presentations
- DCF
- Due Diligence
- LBO
- Investment Bank
- Pitch Books
- Valuation Analyses
- Cash Flow
- Client Facing
- Corporate Banking
- Real Estate
- Capital Structure
- Management Presentations
- Presentation Materials
- Origination
- Buy Side
- Financial Institutions
- Leveraged Buyout
- Bloomberg
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How to structure your work experience
Your work experience should be structured:
- With your most recent roles first, followed by earlier roles in reverse chronological order.
- Job title, along with company name and location on the left.
- Put the corresponding dates of employment on the left side.
- Keep only relevant jobs on your work experience.
How to write investment banking analyst experience bullet points
Effective job bullet points do more than just describe your job duties. Instead, they should be specific and measurable accomplishments. Here are some strategies to mastering job bullet points:
- Use strong action verbs like Led, Built, or Optimized.
- Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
- Wrap it up by explaining the actions you took to achieve the result and how you made an impact.
Here are examples from great investment banking analyst resumes:
Work history example #1
Investment Banking Analyst
Massachusetts Mutual Life Insurance ...
- Conducted monitoring and reporting of web traffic for MassMutual's intranet and internet environments NetTracker web analytics suite.
- Implemented quotes for over 200 companies in five cities and evaluated groups to Sales department for pricing adjustment.
- Developed executive PowerPoint presentations detailing investment performance.
- Contributed to the research and analysis of quality, profitability, and quantity of business written for portfolio analysis.
- Supported full-time analysts and associates in authoring marketing materials for sell-side engagements in the education, healthcare, and technology sectors
Work history example #2
Investment Banking Analyst
US Government Accountability Office
- Evaluated and analyzed target companies in the Technology & Enabled Services (TES) & Healthcare Services industries.
- Developed the component code snippets using JavaScript Participated in daily scrums, team retrospective and overall team building activities
- Advised U.S. banks on M&A, tax-efficient divestitures, TARP repayment, IPOs, financing and capital distribution.
- Collaborated with investment team to prepare IPO initiatives for an automobile company.
- Conducted weekly analysis of financial and equity markets.
Work history example #3
Investment Banking Analyst
Travelers
- Analyzed and interpreted statistical and financial data in support of State Management initiatives and processes.
- Developed executive PowerPoint presentations detailing investment performance.
- Created customized interactive reports and dashboards using Tableau to identify customer usage pattern.
- Implemented quotes for over 200 companies in five cities and evaluated groups to Sales department for pricing adjustment.
- Developed and prepared monthly investment reports, streamlining the delivery date to management.
Work history example #4
Investment Banking Analyst
Southern California Edison
- Transitioned from the engineering industry to join a boutique healthcare firm formed by two managing directors from Goldman Sachs.
- Used Matlab to perform matrix computations.
- Compiled news articles from Bloomberg on relevant companies to assess potential changes in bond prices.
- Assisted in measuring Market impact by utilizing proprietary Merrill Lynch software to retrieve equity/equity linked research and trading commentary.
- Performed asset valuations based on fair market value, DCF, liquidation value, book value, and goodwill.
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Add an education section to your resume
The education section should display your highest degree first.
Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries from investment banking analyst resumes:
Bachelor's Degree in finance
Bentley University, Waltham, MA
2013 - 2016
Master's Degree in finance
University of Maryland - College Park, College Park, MD
2017 - 2018
Highlight your investment banking analyst certifications on your resume
Certifications can be a crucial part of your resume. Many jobs have required certifications.
To list, use the full name of the certification and the organization that issued it, along with the date of achievement.
If you have any of these certifications, be sure to include them on your investment banking analyst resume:
- Chartered Financial Analyst (CFA)
- Certified Financial Risk Manager (FRM)