How To Write an Investment Banking Resume (With Template)

By Indeed Editorial Team

Updated November 12, 2022

Published October 18, 2021

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

Investment banking is a competitive industry with many opportunities for a lucrative career. To prepare for a successful job search you will need a targeted investment banking resume that highlights your relevant work experience, skills, and qualifications. Understanding the proper formatting and key elements to include can help increase your chances of being invited for an interview. In this article, we review some of the main divisions and roles in the industry, show you how to write an investment banking resume, share tips for writing a great one, and provide a template and example.

Related:

  • What Does an Investment Banker Do? (And How to Become One)

  • How Much Do Investment Bankers Make?

Divisions and roles in investment banking

An investment banking resume can help you find a role serving as a financial advisor to corporations, and even municipal, provincial, and federal governments. These advisors work for investment banks to help clients raise money to expand or improve their operations.

Here are some of the main divisions and roles in the investment banking industry:

  • Corporate finance: In corporate finance, an investment banker often advises clients on making an initial public offering (IPO) to raise funds on the stock exchange and to grow the business operation by going public. This can involve helping to arrange the deal, pricing the stock, and promoting the offering.

  • Equities: When dealing in equities, these professionals analyze the stock market and advise clients on when to buy and sell stocks. They analyze the internal and external factors of the corporations' stocks to forecast how the stocks are likely to perform and then advise their clients accordingly.

  • Fixed-income: For clients who are more risk-averse and want a dependable investment, fixed-income investments are the safest type. In this situation, investment bankers usually advise clients to make investments in different types of government bonds or corporate bonds, as they offer a guaranteed fixed income at regular intervals.

  • Foreign exchange: Trading in foreign currency involves purchasing a country's currency and then selling it back at a more expensive rate. Investment bankers monitor national currencies and their economies to advise clients on which currencies to add to their investment portfolios.

  • Commodities: Trading in commodities means dealing with stocks for products like corn, natural gas, beef, and coffee. There are several factors to consider when predicting the price of each, so investment bankers analyze the news daily to best advise their clients on when to buy and sell.

  • Mergers and acquisitions: When a company wants to sell their operation, they seek the advice of an investment banker to ensure a fair market price is being set. When a company is seeking to buy another company, they hire an investment banker to advise on an appropriate price based on the valuation of the company and its given marketplace.

Related: How To Get Into Investment Banking in Canada: A Guide

Steps to writing an investment banking resume

Preparing an impressive resume is essential for your job search. Here are the steps you can take to write a professional resume:

1. Read the job description and gather relevant info

The first step in writing a good investment banking resume is to thoroughly read the job descriptions of the positions you're interested in and gather the relevant information from your work experiences, skills, and qualifications. Consider which of your experiences are most suitable and then list them. If you have little relevant work experience, focus on explaining how the skills you've gained are transferable to the current job listing.

2. Use a template

Using a template for your resume will help you keep all of your information organized and presents a more professional look. You can use word-processing programs that offer accessible digital templates that are easy to use. Templates offer guidance on how to present your experiences and qualifications in sections and where to place bullet points and job descriptions.

3. List your personal information and summary

Start your resume by listing your full name and contact information, followed by a resume summary. Your contact information includes your city, province, phone number, and email address. Below your contact information, you can include your summary where you highlight the most relevant experiences and qualifications you have for the job position.

4. Showcase your relevant work experiences

Your work experience is typically the most important section of your resume. Choose past roles that are the most relevant to the job requirements and ones that you are most proud to share, including relevant internships. Include the years you worked in the position, the company name, and what you were responsible for, along with any notable achievements that can help demonstrate how you will be successful in the new role.

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

5. Highlight your qualifications

If you are new to the industry, having the right qualifications can help you gain your first job in investment banking. Many employers may also require you to have certain educational or industry qualifications, so make sure to include them in your qualifications section. Note the years you attended the school, the name of the school, and the title of the qualification you received, including your marks if they were above average and notable.

6. Include pertinent skills

Besides having the proper work experience and qualifications, hiring managers also look for candidates with the right set of skills for the job. Review the job description for the desired skills, and consider skills that are essential for any investment banker, like numeracy, analytical thinking, and proficiency with spreadsheet software. Then, list the skills you have that make you the right fit for the job, including hard skills, like financial analysis, and soft skills, like being a team player.

7. Review and submit

Reread your resume and check for the accuracy of your contact info, work experiences, qualifications, and skills. Use a spellchecker or have someone proofread your resume for any grammatical or spelling errors. Finally, submit your resume, ensuring you include a cover letter if the job description has stated that you need one.

Related: How To Write a Cover Letter for Investment Banking

Tips for writing an investment banking resume

Here are some helpful tips on how to write an effective investment banking resume:

  • Be as unique as possible: Share unique characteristics about yourself, like having lived in different places around the world, highlighting how you can effectively help clients from various backgrounds.

  • Include the right keywords: Throughout your resume, ensure you can pass the applicant tracking system (ATS) screening software by including keywords present in the job listing.

  • Keep it brief: Do your best to keep your entire resume to one page, and only include content that's relevant to the job description.

  • Use active verbs in your resume: Include words like maximized, verified, identified, persuaded, championed, or launched, to help elevate your experiences in your resume.

  • Highlight industry knowledge: Refer to areas of knowledge that relate to the role, such as farming experience, which can translate to industry knowledge of agricultural commodities.

  • Show interest in relevant activities: Actively investing in your personal mutual funds, being a member of a finance club, or subscribing to relevant publications are great examples of this.

Related:

  • 14 Resume Writing Tips To Help You Land a Job

  • Top Corporate Banking Interview Questions (With Answers)

Template for an investment banking resume

Here is a template you can use to help you create an engaging resume:

[First name, last name]
[City, province]
[Email address]
[Phone number]

Summary
[Detail your most notable professional skills and goals and how they apply to the position to which you're applying. This section can be two to three sentences long.]

Professional experience
[Job title]
[Name of employer], [City, province], [Dates of employment]

  • [Job duty or achievement]

  • [Job duty or achievement]

  • [Job duty or achievement]

[Job title]
[Name of employer], [City, province], [Dates of employment]

  • [Job duty or achievement]

  • [Job duty or achievement]

  • [Job duty or achievement]

Qualifications

[Qualification earned and field of study]
[Name of the institution], [City, province], [Dates attended]
[GPA and achievements]

Skills

  • [Hard skill]

  • [Hard skill]

  • [Soft skill]

  • [Soft skill]

Investment banking example resume

Here is an example of an effective resume for investment bankers to help guide you in writing your own:

Jessica Faruk
Winnipeg, MB
jessica.faruk@email.ca
(250) 250-0025

Summary
A skilled investment banker with 10 years of experience in investment and commercial banking. Passionate about investing on behalf of clients and helping with wealth management. Looking to work for an organization that can help me improve my skills and offer opportunities for advancement in management positions.

Professional experience
Financial advisor
Colonial Bank
Winnipeg, MB
2018-present

  • advised clients on investment strategies

  • followed industry standards and regulations set by the government

  • received awards for having regularly expanded client investments

Bank teller
Option 1 Bank
Winnipeg, MB
2015-2018

  • assisted clients with financial transactions

  • advised clients daily on their financial needs

  • achieved Bank Teller of the Month 4 times

Education

Master of Finance
Northern University of Winnipeg, Winnipeg, MB, 2014-2018
3.75 GPA

Bachelors of Commerce
Northern University of Winnipeg, Winnipeg, MB, 2010-2014
3.85 GPA

Skills

  • financial analysis

  • mergers expert

  • numeracy

  • highly organized

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

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