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Investment Banking Analyst resume examples for 2025

Updated January 8, 2025
9 min read

Investment banking analyst resume research summary. We analyzed 863 investment banking analyst resumes to determine which ones land the most jobs. Below you'll find example investment banking analyst resumes that can help you get an interview (and a job offer) from companies like JPMorgan Chase & Co. and Citigroup. Here are the key facts about investment banking analyst resumes to help you get the job:

  • The average investment banking analyst resume is 432 words long
  • The average investment banking analyst resume is 1.0 pages long based on 450 words per page.
  • Financial models is the most common skill found on resume samples for investment banking analysts. It appears on 12.3% of investment banking analyst resumes.

After learning about how to write a professional resume for an investment banking analyst, make sure your resume checks all the boxes with our AI resume builder.

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Investment Banking Analyst resume example

Choose from 10+ customizable investment banking analyst resume templates

Choose from a variety of easy-to-use investment banking analyst resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your investment banking analyst resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume
Investment Banking Analyst Resume

Investment Banking Analyst resume format and sections

  1. 1

    1. Add contact information to your investment banking analyst resume

    Your name should be the biggest text on the page and be at or near the top of the document. Your address doesn't need to include your street name or house number - listing your city and state works just fine. Your email address should be professional, but not your current work email address. It's not a good look to use your work email for personal projects (job-searching). Your social media can be included if you have a fully-fledged LinkedIn page or another social media page that showcases your relevant skill set.

    Investment Banking Analyst Resume Contact Information Example #1

    Jane Moore

    Montgomery, AL 36043| 333-111-2222 | jane.moore@email.com

    Do you want to know more?
    How To Write The Perfect Resume Header
  2. 2

    2. Add relevant education to your investment banking analyst resume

    Your resume's education section should include:

    • The name of your school
    • The date you graduated (Month, Year or Year are both appropriate)
    • The name of your degree

    If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

    Optional subsections for your education section include:

    • Academic awards (Dean's List, Latin honors, etc. )
    • GPA (if you're a recent graduate and your GPA was 3.5+)
    • Extra certifications
    • Academic projects (thesis, dissertation, etc. )

    Other tips to consider when writing your education section include:

    • If you're a recent graduate, you might opt to place your education section above your experience section
    • The more work experience you get, the shorter your education section should be
    • List your education in reverse chronological order, with your most recent and high-ranking degrees first
    • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

    Check More About Investment Banking Analyst Education

    Majors
    35.4%
    Show More

    Investment Banking Analyst Resume Relevant Education Example #1

    Bachelor's Degree In Finance 2013 - 2016

    Bentley University Waltham, MA

    Investment Banking Analyst Resume Relevant Education Example #2

    Master's Degree In Finance 2017 - 2018

    University of Maryland - College Park College Park, MD

  3. 3

    3. Next, create an investment banking analyst skills section on your resume

    Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

    Here are some tips to keep in mind when writing your resume's skills section:

    • Include 6-12 skills, in bullet point form
    • List mostly hard skills; soft skills are hard to test
    • Emphasize the skills that are most important for the job

    Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

    Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

    Example of skills to include on an investment banking analyst resume

    • Discounted Cash Flow Skills.
       

      Discounted cash flow (DCF) is a form of analysis often used in real estate management and development, investment firms, and valuation of a company's finances or patents. This method attempts to predict the amount of funds one would receive after investing a certain amount of money into a project.

    • Healthcare Skills.
       

      Healthcare is the maintenance or improvement of a person's health by the diagnosis and treatment of a person's injury, illness, or any other disease. Healthcare is a basic necessity of human life and is the responsibility of the country's government to ensure that each person gets healthcare. Providing healthcare is the job of certified health professionals that includes doctors, surgeons, nurses, and other physicians. Pharmaceutical companies, hospitals, dentistry, therapy, and health training all come under healthcare. Healthcare plays a vital role in the country's economy and its development.

    • Capital Markets Skills.
       

      Capital markets refer to venues, areas, or spaces where individuals and businesses have their investments and savings stored and the processes done between the suppliers who possess capital and others who need the capital. It majorly concerns raising money in dealing with bonds, shares, and any other long-term investments.

    • Private Equity Skills.
       

      Private equity is a kind of investment that consists of capital that is not listed publicly. It involves funds such as pension funds and private investors that directly invest in private companies instead of indulging in public exchanges.

    • Capital Raising Skills.
       

      Capital raising is the ability to raise funds to either sustain daily operations or jumpstart a business.

    • Client Presentations Skills.
       

      Client presentations are speeches or demonstrations presented to clients in an effort to either convince clients to work with the company or to provide updates to client projects. These presentations often include evidence of success, whether this is past success from previous projects or current success in a project the company is actively working on for the client.

    • DCF Skills.
       

      DCF (discounted cash flow) refers to a valuation technique used to determine an investment's present value based on its projected future cash flows. The foundation of DCF analysis is the concept that a dollar received today is more valuable than a dollar you'll receive in the future because the former can be invested.

    Top Skills for an Investment Banking Analyst

    • Financial Models, 12.3%
    • Discounted Cash Flow, 9.3%
    • Healthcare, 5.1%
    • Capital Markets, 4.7%
    • Other Skills, 68.6%
    Not sure which skills are really important?
    3 Big Tips For Listing Skills On Your Resume
  4. 4

    4. List your investment banking analyst experience

    The most important part of any resume for an investment banking analyst is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

    Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

    It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of investment banking analysts" and "Managed a team of 6 investment banking analysts over a 9-month project. "

    Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

    Don't have any experience?
    How To Show Your Experience On a Resume... Even When You Don't Have Any
    Work History Example # 1
    Investment Banking Analyst
    Federal Home Loan Mortgage
    • Managed and updated early engagement processes daily through SharePoint.
    • Participated in all phases of merger, acquisition, divestiture, high yield, and equity transaction origination and execution.
    • Conducted equity research in industries including commodities, energy and transportation.
    • Reviewed and improved the JavaScript code to capture more accurate data.
    • Drafted materials critical to equity and debt syndication, including Confidential Information Memos and Offering Memos.
    Work History Example # 2
    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.
    • Contributed to the research and analysis of quality, profitability, and quantity of business written for portfolio analysis.
    • Developed executive PowerPoint presentations detailing investment performance.
    • Gained invaluable knowledge of the banking industry through shadowing bankers * Collected stock information from Bloomberg database to assist finance department
    • Developed performance attribution system for all investment portfolios and improved the portfolio analysis system with a more robust and accurate solution.
    Work History Example # 3
    Investment Banking Analyst
    Merrill Co
    • Participated in strategic client meetings, and gained exposure to fundamental portfolio analysis and methodology.
    • Developed charts/graphs specifically for PowerPoint presentations including sales points, firm history, and client specific information.
    • Gathered information on particular healthcare bonds and created a database sorting these bonds according to Cusip.
    • Assisted in measuring Market impact by utilizing proprietary Merrill Lynch software to retrieve equity/equity linked research and trading commentary.
    • Analyzed investment performance data to create customized client portfolio reports.
    Work History Example # 4
    Investment Banking Analyst
    Wells Fargo
    • Prepared and presented internal approval memos for equity and debt capital markets transactions to various executive-level investment banking committees.
    • Worked closely with senior Portfolio Managers and Traders to determine ideal characteristics for substitute collateral obligations and/or new purchases.
    • Completed a research project analyzing client stock performance and provided portfolio recommendations for 7 information technology stocks.
    • Authored First Call research notes, industry reports, and PowerPoint presentations.
    • Developed and put into production a software utility used by production support to troubleshoot software malfunctions experienced by salespeople and traders.
  5. 5

    5. Highlight investment banking analyst certifications on your resume

    Specific investment banking analyst certifications can be a powerful tool to show employers you've developed the appropriate skills.

    If you have any of these certifications, make sure to put them on your investment banking analyst resume:

    1. Chartered Financial Analyst (CFA)
    2. Certified Financial Risk Manager (FRM)
  6. 6

    6. Finally, add an investment banking analyst resume summary or objective statement

    A resume summary statement consists of 1-3 sentences at the top of your investment banking analyst resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

    Remember to emphasize skills and experiences that feature in the job description.

    Are you a recent grad?
    Read our guide on how to write a resume summary statement

Common investment banking analyst resume skills

  • 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
  • Financial Statements
  • Pro Forma
  • Financial Performance
  • Market Research
  • Strategic Alternatives
  • Pitch Materials
  • Capital IQ
  • Treasury
  • Corporate Clients
  • Valuation Models
  • IPO
  • Industry Analysis
  • Financial Sponsors
  • Sell-Side M
  • Derivative

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Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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