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Investment banking internship skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Sean Edmund Rogers Ph.D.,

Kevin Alston MBA

Investment banking internship example skills

Below we've compiled a list of the most critical investment banking internship skills. We ranked the top skills for investment banking interns based on the percentage of resumes they appeared on. For example, 11.0% of investment banking internship resumes contained powerpoint as a skill. Continue reading to find out what skills an investment banking internship needs to be successful in the workplace.

15 investment banking internship skills for your resume and career

1. PowerPoint

Here's how investment banking interns use powerpoint:

Assisted Managing Directors across the pitch to product delivery process through financial modeling, PowerPoint presentations and industry research.
Developed charts/graphs specifically for PowerPoint presentations including sales points, firm history, and client specific information.

2. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how investment banking interns use customer service:

Greeted customers upon entering establishment while providing excellent customer service.
Performed administration, customer service, and credit analysis.

3. Work Ethic

Here's how investment banking interns use work ethic:

Improved my public speaking, arrhythmic calculations, and work ethic.
Lead through example with consistent work ethic and professionalism, while assisting and performing in sales presentations.

4. Financial Models

Here's how investment banking interns use financial models:

Developed and analyzed financial models on a new major capital investment, saving time in decision-making process for senior management.
Projected financial models; reviewed quarterly earnings calls and reports and conducted calls with management analyzing consumer and transportation sectors

5. Strong Analytical

Here's how investment banking interns use strong analytical:

Demonstrated strong analytical skill through evaluating financial statement of Client Company.
Demanded strong analytical and communication skills.

6. Client Portfolios

Here's how investment banking interns use client portfolios:

Performed asset allocation and balanced client portfolios based on ineffective or sluggish investing by sector and industry diversification.
Conducted statistical analysis and risk assessment in order to calculate expected return on client portfolio investments.

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7. Market Research

Market research is a collective effort to collect information related to a consumer's needs and wants. It is a systematic approach that involves recording and analysis of both qualitative and quantitative data. Market research helps a business to identify a target market correctly and identify the gaps in potential consumer's expectations.

Here's how investment banking interns use market research:

Drafted information memorandums and created management presentations after conducting market research and financial statement analysis
Conducted strategic market research on global wind energy component suppliers for recruitment purposes.

8. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how investment banking interns use due diligence:

Sourced new investment opportunities/partners, performed extensive due diligence on numerous clean-technology/renewable energy firms, and managed the investment opportunity pipeline.
Demonstrated ability in performing due diligence, valuation analysis of prospective clients for President in high stress environment.

9. Private Equity

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.

Here's how investment banking interns use private equity:

Led deal sourcing efforts for multiple private equity clients by developing relationships with executives of targeted companies
Specialized in Anti Money Laundering Identification and Private Equity Subscription Documents

10. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how investment banking interns use real estate:

Developed and implemented research survey into institutional investors risk assessment of climate change and energy risks in commercial real estate.
Discovered and analyzed new commercial real estate properties.

11. Discounted Cash Flow

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.

Here's how investment banking interns use discounted cash flow:

Utilized valuation methodologies including: discounted cash flow, comparable multiple analysis, and precedent transactions analyses.
Performed valuation analyses on the potential acquisition using discounted cash flow, comparable trading and accretion/dilution methods

12. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how investment banking interns use business development:

Researched and presented new pension fund structures to support Business Development strategy advancement.
Participate in many aspects of business development transactions including mergers and acquisitions.

13. Client Accounts

Here's how investment banking interns use client accounts:

Analyzed client accounts and developed effective specialized case analysis and financial strategies for the asset management business.
Service and maintain client accounts and verify client instructions have been completed, such as following up on pending account transfers.

14. Asset Allocation

Asset allocation refers to a strategy of investment across diversified asset classes with the aim of balancing reward and risk to suit an individual's risk tolerance, financial goals, time horizon, and scope of investment.

Here's how investment banking interns use asset allocation:

Analyzed financial and economic trends and instituted a Tactical Asset Allocation Investment Portfolio.
Developed strategic asset allocation plans and financial tools for alternative equity solutions.

15. Commercial Banking

Here's how investment banking interns use commercial banking:

Updated triggers and covenants spreadsheets for commercial banking clients.
Assist customers with all personal or commercial banking needs.

5 Investment Banking Internship resume examples

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What skills help Investment Banking Interns find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on investment banking internship resumes?

Sean Edmund Rogers Ph.D.

Associate Professor, Spachman Professor of Human Resources and Labor Relations, University of Rhode Island

The same ones that have always stood out - a solid record of performance and achievement, strong job knowledge and skills, relevant experience, reliability and dependability, a commitment to professional development such as via industry certifications, and so on. If there was one thing to add given the ever-increasing competition for jobs, it is that job seekers who have verifiable and demonstrable abilities that suggest they can hit the ground running and quickly create value for an organization may have a leg up. This is more than someone just being a self-starter. I'm talking about having a specific expertise like data analytics and visualization skills using Tableau. Just as firms seek to create and sustain competitive advantage, job seekers should be looking for ways they can hone their skills and expand their value-add for employers.

What investment banking internship skills would you recommend for someone trying to advance their career?

Kevin Alston MBA

Doctoral Candidate DBA, Southwestern College

Acquire any many Industry Certifications as possible. Attend seminars and workshops to stay current within our industry.

What type of skills will young investment banking internships need?

Jacqueline Strenio Ph.D.

Assistant Professor, Southern Oregon University

If the pandemic has taught us anything, it's the importance of data literacy and the social sciences. Employers will be looking for evidence of these skills on resumes and expect them of new hires.

Data literacy refers to the ability to interpret data and understand its limitations, but also the ability to clearly communicate with data. This doesn't just mean having the technical skills to manage and analyze data, but also the ability to convey insights from such analyses. Employers will be looking for workers that can describe the results and implications of those analyses, which necessitates strong written and oral communication skills.

The pandemic has also highlighted the importance of the social sciences. Although a vaccine didn't emerge from the social sciences, insights from such disciplines are critical in constructing vaccine rollouts and other socially-acceptable policies that account for human behavior. The social sciences, including economics, will also be necessary in helping to rebuild our communities in more sustainable and inclusive ways in the post-pandemic world. Young graduates entering the workforce that understand human nature and can critically evaluate policies and procedures from a social scientific perspective will be invaluable to employers for their ability to think technically, but also creatively, and account for social norms and human behavior. More generally, creative and innovative thinking and the ability to be flexible are imperative. These things are a core part of any liberal arts curriculum. Graduates should emphasize these liberal arts skills in addition to technical career training.

What technical skills for an investment banking internship stand out to employers?

Dr. Breann Murphy Ph.D.

Assistant Professor, Jacksonville State University

For communication, the biggest technical skills that stand out to employers are good writing skills, strong people skills, and experience in digital media. Communication professionals must be good writers, since the field is in the practice of message construction and delivery. Also, communication professionals must be good writers across all platforms. Since the world has now embraced more digital media as a result of the pandemic, communication professionals must know how to write for a variety of platforms, such as websites, blogs, and social media, and they must know how to adapt their writing to different audiences.

Also, certifications in digital media analytics is becoming more important to employers. Since employers are embracing a digital presence, they need people who know how to monitor and interpret the data and having a digital media analytic certification helps a potential hire stand out from the crowd of applicants. Additionally, employers are now wanting to see more examples of work and writing samples that potential hires have done in the past.

What soft skills should all investment banking internships possess?

Dr. Kelly Collins Woodford

Associate Dean, University of South Alabama

The soft skills graduates need really has not changed because of the pandemic, but the importance of those soft skills has changed.

For example, as we saw last spring, the ability to be flexible and adaptable to change is critical. To be adaptable, graduates will need strong critical thinking/problem solving skills.

Importantly, graduates must be able to work independently. We often see students who want to be told exactly what to do and how to do it. Graduates in the current market need to be able to use their critical thinking skills to figure out how to accomplish goals and have the ability to work independently to reach the goals.

Also important are interpersonal skills needed to be a successful member of a team, whether the team is remote or in person.

With flexible hours and remote work, time management has also increased in importance.

Do you want to know more?

List of investment banking internship skills to add to your resume

The most important skills for an investment banking internship resume and required skills for an investment banking internship to have include:

PowerPoint
Customer Service
Work Ethic
Financial Models
Strong Analytical
Client Portfolios
Market Research
Due Diligence
Private Equity
Real Estate
Discounted Cash Flow
Business Development
Client Accounts
Asset Allocation
Commercial Banking
Portfolio Management

DCF
Data Analysis
Financial Products
Pitch Books
SQL
Credit Analysis
Financial Data
Market Trends
Financial Statement Analysis
Cash Flow Analysis
VBA
Industry Analysis
Competitor Analysis
Conference Calls
Equities
Balance Sheet

Buy Side
Corporate Banking
Bank Products
Salesforce
Financial Reports
Client Presentations
Research Reports
IPO
Valuation Analysis
Investment Strategies
MATLAB
Valuation Models
Morningstar
Market Data
Financial Ratios
Bloomberg Terminal

Updated January 8, 2025

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.

Updated January 8, 2025

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