5 Amazing investment banking analyst Resume Examples (Updated 2023) + Skills & Job Descriptions

No matter how successful you are in your field, you must make a good first impression on hiring managers if you want to land your dream job. A good way to start is by writing a stellar investment banking analyst resume. Make sure you include relevant and important qualifications such as negotiation, quantitative analysis, research, problem-solving, communication, attention to detail, and multitasking skills. Many investment banks rely on applicant tracking systems (ATS) when considering which job candidates to bring in for an interview. To pass the ATS, incorporate recommended and required skills from each job description and use industry-friendly phrases. Even highly skilled professionals may not the best resume writers. We provide guidance and tips as well as an effective investment banking analyst resume example that you can use as inspiration. Our professional resume writers have also composed a variety of qualities and skills that employers often look for in a competent employee.

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investment banking analyst: Resume Samples & Writing Guide

Employment history

Chief Investment Banking Analyst, Citigroup New York, New York

September 2021 – Present

Assist in the preparation of pitch books and client presentations
Conduct financial analysis and modeling
Assist in the preparation of due diligence materials

Investment Banking Analyst, JP Morgan Chase New York, New York

March 2020 – August 2021

Perform industry and company research
Liaise with other departments and external advisors
Assist in the preparation of pitch books and client presentations

Junior Investment Banking Analyst, Citigroup New York, New York

March 2019 – February 2020

Assist in the preparation of due diligence materials
Prepare presentations for clients and internal teams
Assist in the preparation of marketing materials

Education

University of Chicago, Chicago, Illinois

Certified Treasury Professional, February, 2019

Skills

Technical

Adaptability

Public Speaking

Stress Management

Financial Management

Relationship Management

Regulatory Compliance.

Data Analysis

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Professional Summary

A highly motivated and analytical Investment Banking Analyst in the Financial Services field with a proven track record of success in providing strategic advice and financial solutions to clients. Proven ability to develop strong relationships with clients and colleagues to drive business growth.

Employment history

Lead Investment Banking Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania

November 2013 – Present

Assist in the preparation of due diligence materials
Prepare valuation analysis
Perform industry and company research

Associate Investment Banking Analyst, Bank of America Charlotte, North Carolina

May 2012 – October 2013

Prepare presentations for clients and internal teams
Assist in the preparation of pitch books and client presentations
Participate in client meetings and conference calls

Jr. Investment Banking Analyst, TD Bank Cherry Hill, New Jersey

November 2011 – April 2012

Liaise with other departments and external advisors
Monitor market and industry trends
Assist in the preparation of marketing materials

Education

MIT Sloan School of Management, Cambridge, Massachusetts

Doctor of Philosophy in Business Administration, September, 2011

MIT Sloan School of Management, Cambridge, Massachusetts

Bachelor of Science in Finance, September, 2007

Skills

Organization

Innovation

Social Media

Project Management

Business Acumen

Accounting

Project Management

Relationship Management

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Employment history

Chief Investment Banking Analyst, Wells Fargo San Francisco, California

November 2016 – Present

Prepare valuation analysis
Prepare presentations for clients and internal teams
Assist in the preparation of pitch books and client presentations

Investment Banking Analyst, TD Bank Cherry Hill, New Jersey

April 2016 – October 2016

Manage client relationships
Prepare valuation analysis
Support the execution of transactions

Jr. Investment Banking Analyst, U.S. Bancorp Minneapolis, Minnesota

November 2014 – March 2016

Manage client relationships
Monitor market and industry trends
Prepare and review financial documents and reports

Education

Harvard University, Cambridge, Massachusetts

Bachelor of Arts in Finance, September, 2014

Skills

Coaching

Relationship Management.

Accounting

Supervisory

Accounting

Project Management

Documentation

Quality Assurance

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Professional Summary

Highly experienced Investment Banking Analyst with a comprehensive understanding of the financial services sector. Proven track record of success in driving profitable investments and delivering exceptional client service.

Employment history

Chief Investment Banking Analyst, U.S. Bancorp Minneapolis, Minnesota

August 2012 – Present

Monitor market and industry trends
Support the execution of transactions
Assist in the preparation of due diligence materials

Investment Banking Analyst, Citigroup New York, New York

August 2011 – July 2012

Assist in the preparation of pitch books and client presentations
Develop and maintain financial models
Prepare and review financial documents and reports

Junior Investment Banking Analyst, TD Bank Cherry Hill, New Jersey

March 2010 – July 2011

Prepare presentations for clients and internal teams
Conduct financial analysis and modeling
Perform industry and company research

Education

Darden School of Business, Charlottesville, Virginia

Doctor of Philosophy in Accounting, January, 2010

Darden School of Business, Charlottesville, Virginia

Bachelor of Science in Finance, January, 2006

Skills

Organization

Computer Literacy

Documentation

Collaboration

Technical

Troubleshooting

Strategic Thinking

Computer Literacy

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Employment history

Lead Investment Banking Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania

March 2015 – Present

Prepare and review financial documents and reports
Support the execution of transactions
Prepare presentations for clients and internal teams

Associate Investment Banking Analyst, Goldman Sachs New York, New York

September 2013 – February 2015

Conduct financial analysis and modeling
Perform industry and company research
Prepare presentations for clients and internal teams

Entry Level Investment Banking Analyst, Citigroup New York, New York

March 2013 – August 2013

Perform industry and company research
Assist in the preparation of due diligence materials
Liaise with other departments and external advisors

Education

MIT Sloan School of Management, Cambridge, Massachusetts

Bachelor of Science in Accounting, January, 2013

Skills

Decision Making

Documentation

Attention to Detail

Teamwork

Data Analysis

Visualization

Risk Management

Regulatory Compliance.

Use This investment banking analyst Resume Template

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investment banking analyst Job Descriptions; Explained

If you're applying for an investment banking analyst position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

investment banking analyst

Analysis of company financial performance using company comparables, precedent transaction analysis, market performance of peers, evolution of valuation multiples overtime, benchmarking relative to peer focus group using excel models.
Preparation of comprehensive pitch book material containing industry overviews, company profiles, share price analysis
Analysis and preparation of financial models and templates on several adhoc requests including ROE, ROCE and related financial ratios
Study of Financial statements, Management Discussion and Analysis and notes to financial statements
Usage of data sources including Factset,Thomson Research and Factiva

investment banking analyst

Analysed company financial performance using company comparables, precedent transaction analysis, market performance of peers, evolution of valuation multiples, benchmarking relative to peer focus group using excel models
Prepared comprehensive pitch book material containing industry overviews, company profiles, share price analysis and various financial models
Studied Financial statements, Management Discussion and Analysis, notes to financial statements and used various data sources including Bloomberg, Factset, Merger market, Thomson Research and Factiva
Worked on mid-market deals involving fundraising ,M&A and financial advisory with size ranging from $5 million to $50 million.

sr. investment banking analyst

Engaged in research for target & buyer companies for middle market Investment Banks & Private Equity Firms.
Prepared DCF models using Internal & Tax Return financials statements.
Created industry reports & macro-economic reports through secondary research, CIMs, Investor presentations & pitchbooks.
Responsible for Industry research, Investor pitches and building financial models of companies in sectors such as agriculture , healthcare, pharma,manufacturing and chemicals.

investment banking analyst

Worked on M&A Mandates across sectors including Consumer and Industrial Products.
Worked on Fundraising mandates across sectors including Healthcare, Media & Entertainment and Food & Beverages.
Created 10+ presentations and pitch books providing financial and strategic advice
Merged research findings, financial data, and analytics to produce information memorandums, teasers and other deal collaterals for marketing purposes.
Conducted company analysis, industry analysis and explored strategic opportunities for the clients
Also worked heavily on the deal origination side with the aim of cultivating a transaction pipeline by identifying potential opportunities.

investment banking analyst

Exposure to private equity, structured finance and tools such as M-oneX

investment banking analyst Job Skills

For an investment banking analyst position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Data Analysis
Project Management
Financial Management
Risk Management
Database Management
Quality Assurance
Troubleshooting
Business Acumen
Process Improvement
Accounting
Technical
Computer Literacy
Visualization
Reporting
Strategic Thinking
Relationship Management
Innovation
Documentation
Programming
Financial Modeling
Regulatory Compliance.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your investment banking analyst Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Senior Investment Banking Analyst, Wells Fargo San Francisco, California

July 2018 – Present

Monitor market and industry trends
Assist in the preparation of due diligence materials
Participate in client meetings and conference calls

Investment Banking Analyst, Bank of America Charlotte, North Carolina

January 2017 – June 2018

Participate in client meetings and conference calls
Assist in the preparation of financial statements
Perform industry and company research

Entry Level Investment Banking Analyst, State Street Corporation Boston, Massachusetts

August 2015 – December 2016

Education

Stanford University, Stanford, California

Master of Arts in Business Administration, June, 2015

Stanford University, Stanford, California

Bachelor of Arts in Business Law, June, 2011

Skills

Organization

Troubleshooting

Flexibility

Teamwork

Reporting

Troubleshooting

Programming

Financial Modeling

Include your Contact Information and Job Descriptions

Missing job descriptions lessens your chances of getting hired.

Key Insights

Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
Keep job descriptions short but don't just list your jobs.
Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your investment banking analyst Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Employment history

Senior Investment Banking Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania

December 2015 – May 2022

Assist in teh preparation of marketing materials.
Liaise with other departments and externall advisors.
Develp nad maintin financail modles.

Associate Investment Banking Analyst, TD Bank Cherry Hill, New Jersey

July 2014 – November 2015

Prepere valution anaylsis.
Perform industry and compony reseach.
Aassist in teh preparation of due dilligence materials.

Junior Investment Banking Analyst, Citigroup New York, New York

December 2013 – June 2014

Liaes with other deparments an externl advisors.
Performm industryy annd companyy researchh.
Prepere presintations fer clients n' internal teams.

Education

University of Chicago, Chicago, Illinois

Bachelor of Arts in Business Management, October, 2013

Skills

Leadership

Documentation

Analytical

Interpersonal

Innovation

Project Management

Financial Modeling

Accounting

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history.

Key Insights

When explaining gaps in your employment section, start by being honest.
Elaborate on the gap and show that you never stopped learning.
Explain and elaborate any gap in your work history by highlighting new skills.

investment banking analyst Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an investment banking analyst position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Chief Investment Banking Analyst
Citigroup
New York, New York

To the respected Citigroup Recruitment Team

I am a passionate Investment Banking Analyst with 4 years of experience in Financial Services. I am excited to submit my application for the Chief Investment Banking Analyst position at Citigroup, where I believe my skills and expertise would be a great asset to your team.

As someone who has always been committed to making a positive impact on the world, I have pursued opportunities to contribute to my community through my work wherever I may be. My experience in this field has equipped me with the skills and knowledge necessary to succeed throughout my life and I am confident that they will help me to bring my passion and expertise to your organization and help drive your success.

I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.

Your time is appreciated,
Stanley Nelson
838-955-4041
nelson-stanley@yahoo.com

Stanley Nelson

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Showcase your most significant accomplishments and qualifications with this cover letter.
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