How to Create an Investment Banking Analyst Resume

Updated November 21, 2022

Investment banking analysts work in a highly competitive role that requires extensive skills, professionalism, and experience. When receiving applications, hiring managers use candidates' resumes to determine their suitability for a position. Understanding the essential details to include on your resume can help you demonstrate your competencies and increase your chances of getting your desired role. In this article, we explain what an investment banking analyst resume is, outline steps for writing one, and provide a template and an example to guide you when writing your own.

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What is an investment banking analyst resume?

An investment banking analyst resume helps you outline your skills and experiences when applying to roles as an investment banking analyst. Investment banking analysts are finance and accounting professionals working with large corporations and governments to source business funding. A resume shows you have the educational qualifications to perform the duties associated with the role. This document helps you highlight your most important career achievements and share your career goals when completing an application.

Read more: How to Get into Investment Banking in Canada: A Guide

How to write an investment banking analyst resume

You can follow these steps when writing a resume for an investment banking analyst role:

1. Gather relevant information

Before you draft your resume as an investment banking analyst, it's important to gather all the relevant information concerning the prospective role and its responsibilities. You can research companies hiring for investment banking analyst roles, then compare their requirements to see if your experiences and career goals match. Studying the job description can also reveal how your experiences and education may benefit the organization.

Typical investment banking roles require industry-specific experiences. You can apply to entry-level positions if you don't have any experience. Researching the potential employer's and in-demand industry skills can help improve your performance in future roles. You may then draft your resume and tailor it to the role to show your relevant qualifications.

Related: Learn about 13 Investment Companies in Canada to Work For

2. Choose a template

Next, you may choose a resume template. A resume template helps you arrange the relevant information you wish to add. It also provides a framework and formatting for your resume to give it a more organized and professional look. The resume template shows you how to create sections and what information you can put in each section. You may find a standard template for investment banking analysts online, or choose from an available option in your word-processing software.

Related: How to Start an Investment Banking Career in 4 Steps

3. Include your contact information

The first information to include when drafting your resume is your contact details. You may include your full name, phone number, e-mail address, and your city and province or territory in the header section of your resume. Because these details are essential, you may format them differently from the rest of the resume by using a larger bold font and centre-aligning the header. It's critical to ensure these details are accurate so the hiring manager can contact you to schedule an interview.

Related: What Are the Highest-Paid Banker Jobs? (With Salaries)

4. Draft your professional summary

The professional summary sets the tone for how the hiring manager reads the rest of your resume. It's a brief paragraph after your header section that describes your skills and experiences as an investment banking analyst, how you can help the company grow, and why you're a suitable candidate.

When drafting this section, it's important to reference your most outstanding career achievements, like awards, specialties, and notable projects. You may also communicate your career goal while convincing the hiring manager you're an exceptional candidate for the position. It's important to include keywords from the job description when drafting your professional summary and ensure it's a direct response to the job description for the position.

Related: How to Get an Internship in Investment Banking (With Tips)

5. Outline your work experience

Your work experience section typically comes after your professional summary, though if you're a recent graduate, you may choose to place your educational background section first. The work experience section of your resume is crucial, as it shows the hiring manager what you've achieved in previous roles. It also helps you quantify the impact you can replicate in the prospective position.

Before drafting this section, you may highlight your three to four most relevant and recent job experiences, then list them in reverse-chronological order. You can include each experience's role title, employer name, location, and employment duration. You may then list three to five bullet points under each entry, outlining your roles and achievements in the role.

6. List skills

Your next resume section can highlight your skills as an investment banking analyst. First, it's important to study the job description to determine the role's most relevant skills. Next, you may create a separate list of technical or hard skills to show your in-demand capabilities, like financial modelling or spreadsheet management. You can then outline your soft skills, such as teamwork, analytical thinking, problem-solving, and interpersonal skills.

Read more: How to Write an Investment Banking Resume (With Template)

7. Include your educational background

Including your educational background when applying for an investment banking analyst role is essential. Employers may look for candidates with a bachelor's degree in finance, accounting, economics, or any related field. You may draft this section by beginning with your highest or most relevant academic qualification, and listing others in reverse-chronological order. Include your qualification, the name of the issuing institution, and its location.

8. Highlight your certifications

Certifications relating to investment banking can be instrumental, especially if you don't have an extensive background education. They can show advanced knowledge and experience in a specific field that can help the hiring manager trust your abilities. You may create a separate certifications section if you have multiple certifications and start with the most prestigious one. Otherwise, you can include them under your education section. For each certificate, you may include the title, name of the issuing organization, and the expiration date, if relevant.

Read more: What Are Banker Certifications? (And How to Pursue Them)

Resume template for an investment banking analyst

You can use this resume template to create a resume for an investment banking analyst:

[First name] [Last name] [Degree or certification if applicable]

[Phone number] | [E-mail address] | [City], [Province or territory]

Professional Summary

[Two to three sentences that highlight your years of experience, relevant skills, education, or certifications and achievements as a professional.]


[Job Title] | [Employment dates]
[Company Name] | [City], [Province or territory]

  • [(Strong verb) + what you did (more detail) + reason, outcome, or quantified results

  • [Job duty]

  • [Job duty]

  • [lob duty]

  • [job duty]

[Job Title] | [Employment dates]
[Company Name] | [City], [Province or territory]

  • [(Strong verb) + what you did (more detail) + reason, outcome, or quantified results

  • [job duty]

  • [job duty]


[Category]: [Skill] | [Skill] I [Skill] | [Skill] | [Skill] | [Skill]
[Category]: [Skill] | [Skill] I [Skill] | [Skill] | [Skill] | [Skill]


[Degree and major] | [Name of school or university]
[City], [Province or territory]


[Certification name], [Host organization] - [Year completed or expiration date]

Read more: How to Become an Investment Banker

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Resume example for investment banking analyst

Here's a resume example you can use as an investment banking analyst:

Jonas Debiaskley

(555) 555 5555 | | Calgary, Alberta

Professional Summary

Experienced investment banking analyst with over six years of experience in commercial and investment banking. Certified charter holder with in-depth experience in banking and wealth management and a passion for assisting clients in building wealth and raising capital. Looking to expand my knowledge in a multinational while replicating impact on a larger scale.


Investment banking analyst | August 2016–Current
Judy Investment Bank | Calgary, Alberta

  • review the company's corporate structure, highlight red flags, and present and implement solutions for increased effectiveness

  • conduct detailed qualitative and quantitative analysis of market data and highlight insights for better business decisions, thereby driving a 15% YoY growth

  • contribute as part of the investment banking team in raising over $30 million in an initial public offering for four startups

  • draft and present quarterly financial reports for companies under management

  • oversee the finance team, including interns and accountants, while driving productivity


Technical skills: Corporate finance | Risk management | Presentation skills
Soft skills: Organization | Communication | Teamwork


Bachelor's of Finance | University of Grant
Calgary, Alberta


Certified Financial Planner, Financial Planning Standards Committee - 2020
Chartered Financial Analyst (CFA), CFA Institute - 2018

Please note that none of the companies, institutions, or organizations mentioned in this article are affiliated with Indeed.

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