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investment banking: Resume Samples & Writing Guide
Professional Summary
An experienced Investment Banking professional with a strong background in Financial Services. Proven ability to develop and execute strategies that drive profitable growth and improve operational effectiveness.
Employment history
Senior Investment Banking, JP Morgan Chase New York, New York
July 2012 – Present
- Manage client relationships
- Provide financial advice and support
- Identify and evaluate new investment opportunities
Investment Banking, JP Morgan Chase New York, New York
July 2011 – June 2012
- Keep up to date on regulatory requirements
- Analyze financial data and market trends
- Monitor and analyze portfolio performance
Junior Investment Banking, U.S. Bancorp Minneapolis, Minnesota
July 2010 – June 2011
- Develop and maintain financial databases
- Keep up to date on regulatory requirements
- Research and evaluate industry trends and developments
Education
Columbia University, New York City, New York
Bachelor of Arts in Business Law, May, 2010
Skills
Supervisory
Time Management
Data Analysis
Decision Making
Financial Modeling
Debt Capital Markets
Algorithmic Trading
Asset Management
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Employment history
Lead Investment Banking, PNC Financial Services Group Pittsburgh, Pennsylvania
January 2018 – Present
- Analyze financial data and market trends
- Conduct due diligence and financial analysis
- Monitor and analyze portfolio performance
Investment Banking, State Street Corporation Boston, Massachusetts
June 2017 – December 2017
- Develop financial models and projections
- Lead financial transactions and negotiations
- Prepare and review financial documents
Entry Level Investment Banking, U.S. Bancorp Minneapolis, Minnesota
December 2016 – May 2017
- Provide financial advice and support
- Generate and interpret financial reports
- Research and evaluate industry trends and developments
Education
Haas School of Business, UC Berkeley, California
Master of Business Administration, October, 2016
Haas School of Business, UC Berkeley, California
Bachelor of Arts in Business Administration, October, 2012
Skills
Professionalism
Visualization
Presentation
Accounting
Tax Planning
Equity Capital Markets
Mergers and Acquisitions
Financial Modeling
Employment history
Senior Investment Banking, Citigroup New York, New York
September 2016 – Present
- Generate and interpret financial reports
- Lead financial transactions and negotiations
- Conduct due diligence and financial analysis
Associate Investment Banking, Citigroup New York, New York
September 2015 – August 2016
- Manage client relationships
- Develop financial models and projections
- Monitor and analyze portfolio performance
Entry Level Investment Banking, U.S. Bancorp Minneapolis, Minnesota
September 2014 – August 2015
- Prepare presentations and pitch books
- Monitor and analyze portfolio performance
- Develop financial models and projections
Education
Wharton School, Philadelphia, Pennsylvania
Bachelor of Science in Economics, August, 2014
Skills
Technical
Project Management
Public Speaking
Problem Solving
Compliance
Equity Research
Equity Capital Markets
Derivatives
Professional Summary
I am an Investment Banking professional in the Financial Services industry with expertise in capital markets and corporate finance. I have a proven track record of delivering successful results in a fast-paced environment.
Employment history
Chief Investment Banking, Wells Fargo San Francisco, California
April 2014 – Present
- Identify and evaluate new investment opportunities
- Monitor and analyze portfolio performance
- Keep up to date on regulatory requirements
Investment Banking, TD Bank Cherry Hill, New Jersey
October 2012 – March 2014
- Research and evaluate industry trends and developments
- Develop financial models and projections
- Generate and interpret financial reports
Entry Level Investment Banking, U.S. Bancorp Minneapolis, Minnesota
October 2011 – September 2012
- Provide financial advice and support
- Develop and maintain financial databases
- Identify and evaluate new investment opportunities
Education
University of Chicago, Chicago, Illinois
Bachelor of Arts in Business Management, August, 2011
Skills
Stress Management
Self-Motivation
Critical Thinking
Problem Solving
Asset Management
Compliance
Corporate Finance
Structured Finance
Employment history
Lead Investment Banking, Morgan Stanley New York, New York
July 2020 – Present
- Prepare presentations and pitch books
- Prepare and review financial statements
- Develop financial models and projections
Investment Banking, Bank of America Charlotte, North Carolina
December 2019 – June 2020
- Develop and maintain financial databases
- Lead financial transactions and negotiations
- Monitor and analyze portfolio performance
Jr. Investment Banking, Wells Fargo San Francisco, California
June 2019 – November 2019
- Lead financial transactions and negotiations
- Prepare and review financial statements
- Analyze financial data and market trends
Education
Kellogg School of Management, Evanston, Illinois
Chartered Financial Analyst, April, 2019
Skills
Documentation
Documentation
Research
Planning
Risk Management
Hedge Fund
Algorithmic Trading
Derivatives
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investment banking Job Descriptions; Explained
If you're applying for an investment banking 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.
1
investment banking
- Interacted with high-profile clients and various levels of management, as an integral part of engagement teams on 10+ full cycles of transactional execution.
- Assisted in the preparation of over 50 PowerPoint decks based on client materials.
investment banking Job Skills
For an investment banking 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."
- Financial Modeling
- Financial Analysis
- Valuation
- Equity Research
- Investment Banking
- Mergers and Acquisitions
- Equity Capital Markets
- Debt Capital Markets
- Derivatives
- Risk Management
- Portfolio Management
- Asset Management
- Hedge Fund
- Private Equity
- Accounting
- Corporate Finance
- Structured Finance
- Credit Analysis
- Tax Planning
- Compliance
- Algorithmic Trading
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 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, Goldman Sachs New York, New York
March 2022 – May 2022
- Prepare presentations and pitch books
- Monitor and analyze portfolio performance
- Prepare and review financial documents
Associate Investment Banking, U.S. Bancorp Minneapolis, Minnesota
September 2020 – February 2022
- Provide financial advice and support
- Prepare and review financial documents
- Develop and maintain financial databases
Junior Investment Banking, JP Morgan Chase New York, New York
April 2019 – August 2020
Education
Yale School of Management, New Haven, Connecticut
Certified Treasury Professional, February, 2019
Skills
Documentation
Negotiation
Social Media
Self-Motivation
Derivatives
Accounting
Risk Management
Investment Banking
Unexplained Year Gaps and Missing Job Experiences are a No-no
Gaps in your resume can prevent recruiters from hiring you if you don't explain them.
Key Insights- It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
- Use the gap to talk about positive attributes or additional skills you've learned.
- Be honest and straightforward about the gap and explain it using a professional summary.
How to Optimize Your investment banking 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.
Ulrich Baker
230 Hillcrest Drive, Amboy, WA 98675Employment history
Senior Investment Banking, Bank of America Charlotte, North Carolina
November 2015 – Present
- Prepear and revieuw financail statments.
- Prepear presentasions and pich bookes.
- Prepear and revuew finanical documants.
Associate Investment Banking, U.S. Bancorp Minneapolis, Minnesota
November 2014 – October 2015
- Mointor, and anlyze portfoilo performance.
- Conduct due diligence and financial analysys.
- Pepare prezentations an pitch bookes.
Entry Level Investment Banking, State Street Corporation Boston, Massachusetts
November 2013 – October 2014
- Conducte due diligance an financial analysise.
- Mointor and anaylze portfollio preformance.
- Manege cleint relatinships.
Education
Wharton School, Philadelphia, Pennsylvania
Doctor of Philosophy in Business Management, October, 2013
Wharton School, Philadelphia, Pennsylvania
Bachelor of Science in Accounting, October, 2009
Skills
Training
Written Communication
Interpersonal
Communication
Structured Finance
Investment Banking
Risk Management
Corporate Finance
Avoid Spelling Mistakes and Include your Contact Information
Missing contact information prevents recruiters from understanding you're the best fit for the position.
Key Insights- Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
- Make sure to use a professional email address as part of your contact information.
- Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.
investment banking Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an investment banking 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.
Senior Investment Banking
State Street Corporation
Boston, Massachusetts
State Street Corporation
Boston, Massachusetts
To the Hiring Team at State Street Corporation
I am excited to apply for the Senior Investment Banking position at State Street Corporation. As a highly skilled Investment Banking with 13 years of experience in Financial Services, I am confident that I can contribute significantly to your organization.
Throughout my life, I have pursued my passion for Financial Modeling and have gained experience in this field as a result. This experience has given me valuable skills such as Supervisory and Time Management, which I am excited to bring to this position. I am eager to work with a team that shares my enthusiasm as a Investment Banking and help your organization achieve its well determined goals.
I appreciate the opportunity to apply for the Senior Investment Banking position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.
Cordially,
Nathan Jones
933-811-3390
[email protected]
Nathan Jones
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.