Investment Banking Analyst Resume Examples and Templates

This page provides you with Investment Banking Analyst resume samples to use to create your own resume with our easy-to-use resume builder. Below you'll find our how-to section that will guide you through each section of a Investment Banking Analyst resume.

Investment Banking Analyst Resume Sample and Template
Investment Banking Analyst Resume Sample and Template
Investment Banking Analyst Resume Sample and Template
Investment Banking Analyst Resume Sample and Template

What do Hiring Managers look for in an Investment Banking Analyst Resume

  • Financial Acumen: Strong understanding of financial concepts, financial modeling, and valuation methods.
  • Analytical Skills: Proficiency in data analysis and the ability to assess investment opportunities and risks.
  • Attention to Detail: Meticulousness in preparing financial reports, pitch materials, and investment presentations.
  • Communication Skills: Effective communication with clients, colleagues, and stakeholders to convey investment recommendations.
  • Teamwork: Capability to work collaboratively within a team on complex financial transactions and projects.

How to Write an Investment Banking Analyst Resume?

To write a professional Investment Banking Analyst resume, follow these steps:

  • Select the right Investment Banking Analyst resume template.
  • Write a professional summary at the top explaining your Investment Banking Analyst’s experience and achievements.
  • Follow the STAR method while writing your Investment Banking Analyst resume’s work experience. Show what you were responsible for and what you achieved as an Investment Banking Analyst.
  • List your top Investment Banking Analyst skills in a separate skills section.

How to Write Your Investment Banking Analyst Resume Header?

Write the perfect Investment Banking Analyst resume header by:

  • Adding your full name at the top of the header.
  • Add a photo to your resume if you are applying for jobs outside of the US. For applying to jobs within the US, avoid adding photo to your resume header.
  • Add your current Investment Banking Analyst position to the header to show relevance.
  • Add your current city, your phone number and a professional email address.
  • Finally, add a link to your portfolio to the Investment Banking Analyst resume header. If there’s no portfolio link to add, consider adding a link to your LinkedIn profile instead.

Bad Investment Banking Analyst Resume Example - Header Section

Eve 682 Fifth St. South Plainfield, NJ 07080 Marital Status: Married, email:

Good Investment Banking Analyst Resume Example - Header Section

Eve Beltran, Plainfield, NJ, Phone number: +1-555-555-5555, Link: linkedin/in/johndoe

Make sure to add a professional looking email address while writing your resume header. Let’s assume your name is John Doe - here is a formula you can use to create email addresses:

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For a Investment Banking Analyst email, we recommend you either go with a custom domain name ( or select a very reputed email provider (Gmail or Outlook).

How to Write a Professional Investment Banking Analyst Resume Summary?

Use this template to write the best Investment Banking Analyst resume summary: Investment Banking Analyst with [number of years] experience of [top 2-3 skills]. Achieved [top achievement]. Expert at [X], [Y] and [Z].

How to Write an Investment Banking Analyst Resume Experience Section?

Here’s how you can write a job winning Investment Banking Analyst resume experience section:

  • Write your Investment Banking Analyst work experience in a reverse chronological order.
  • Use bullets instead of paragraphs to explain your Investment Banking Analyst work experience.
  • While describing your work experience focus on highlighting what you did and the impact you made (you can use numbers to describe your success as a Investment Banking Analyst).
  • Use action verbs in your bullet points.

Investment Banking Analyst Resume Example

Investment Banking Analyst

  • Calculate Initial and Variation Margin using SIMM, GRID, and AANA methods.
  • Engage in non-centrally cleared derivatives trading.
  • Handle trade documentation like ISDAs and Sleeve agreements.
  • Manage collateral documentation, including Collateral Schedules, CSAs, and CSDs.
  • Collaborate regularly with clients, sales, and legal teams to identify the most suitable remediation approach for each client, ensuring compliance before regulatory deadlines.
  • Conduct in-depth analysis of clients' accounts and trading documentation to assess the need for monitoring or revising trade documentation.

Investment Banking Analyst Resume Example

Investment Banking Analyst

  • Managed the project tracker and entity adherence data, scoped requirements, and integrated extensive data reconciliations.
  • Gained proficiency in handling intricate data, formulas, databases, and various internal systems.
  • Expanded role to become the primary contact for Senior Management in remediating platinum clients' accounts, supporting Business-As-Usual (BAU) transitions, overseeing bilateral negotiation data, charting paths to compliance, addressing client inquiries, and preparing for audits.

Investment Banking Analyst, Valuations & Opinions Resume Example

Investment Banking Analyst, Valuations & Opinions

  • Conducted valuations for clients, encompassing Private Equity, Private Credit, and Business Development Companies across diverse industries, including Technology, Healthcare, Consumer Products, Industrials, Business Services, and more. Valuations included enterprise, private debt, and equity valuations, involving approximately 100 companies each quarter.
  • Developed, reviewed, and ensured the precision of financial models and advanced valuation analyses (DCF, LBO, comparable companies' analysis, etc.), then created reports and presentations based on the analysis.
  • Presented investment analyses to the Technical Review Committee of Managing Directors for discussion and approval of the valuation conclusions before preparing the final client deliverables.
  • Led recruitment and training efforts for Lincoln's VOG product group, resulting in approximately 68% growth during my tenure.

Investment Banking Analyst Resume Example

Investment Banking Analyst

  • Successfully closed a syndicated loan financing AMX's acquisition of PCFT in Acquisition Finance.
  • Managed and coordinated projects in collaboration with local/foreign advisors and other banks.
  • Conducted market research to identify potential leads and business opportunities, including financial analysis of companies, assessing financial health, leverage, and liquidity.
  • Constructed financial models to project P&L, liquidity, and lending viability.
  • Took a leadership role in Corporate lending deals, starting from the initial stages. This included developing business analysis, creating financial models, leading internal negotiations, presenting to the credit risk department, and negotiating final documentation with companies.

M&A Investment Banking Analyst Resume Example

M&A Investment Banking Analyst

  • Profound expertise in quantitative financial modeling, financial statement analysis, valuation techniques, and analytical skills.
  • Successfully presented buy and sell-side transaction pitches, teasers, and Confidential Information Memorandums (CIM).
  • Developed merger financial models for live deals, including LBO and private equity transactions.
  • Created integrated valuation models from the ground up for assessing company valuations.
  • Well-versed in M&A, LBO, financial markets, and corporate finance.

Investment Banking Analyst Resume Example

Investment Banking Analyst

  • Documenting all portfolio investment transactions, including purchases and sales.
  • Conducting reconciliation of cash and assets.
  • Delivering top-tier customer service to both internal and external clients, addressing account-related inquiries.
  • Overseeing data management, report generation, and offering analysis for leadership assessments.

Investment Banking Analyst Intern Resume Example

Investment Banking Analyst Intern

  • Conducting due diligence on public companies by utilizing various valuation methods and extracting data from financial terminals like Bloomberg and MSX to support corporate researchers in crafting industry reports.
  • Applying both fundamental and technical analyses to public equities to inform decisions aimed at enhancing portfolio returns.
  • Employing financial valuation techniques such as DCF and multiples methods to assess company value and assess investment feasibility.

Top Investment Banking Analyst Resume Skills for 2023

  1. Financial modeling and valuation
  2. Financial statement analysis
  3. Excel proficiency (advanced functions and macros)
  4. Equity research and analysis
  5. Investment analysis and due diligence
  6. Business and industry research
  7. Market research and trend analysis
  8. Company valuation methods (e.g., DCF, comps)
  9. Mergers and acquisitions (M&A) analysis
  10. Initial public offering (IPO) preparation
  11. Investment pitch book creation
  12. Capital markets knowledge
  13. Financial data analysis and interpretation
  14. Investment risk assessment
  15. Investment memorandum preparation
  16. Private placement and capital raising
  17. Pitching and presenting investment opportunities
  18. Investment banking software and tools usage
  19. Bloomberg Terminal proficiency
  20. Financial modeling software (e.g., Wall Street Prep)
  21. Leveraged buyout (LBO) analysis
  22. Financial due diligence and audit support
  23. Investment committee documentation
  24. Regulatory compliance in investment banking
  25. Capital structure analysis
  26. Debt and equity financing strategies
  27. Investment research reports writing
  28. Investment banking pitch development
  29. Valuation modeling and sensitivity analysis
  30. Financial statement projection modeling
  31. Investment banking deal execution
  32. Investment banking industry knowledge
  33. Data analysis and visualization tools (e.g., Tableau)
  34. Equity and debt offering documentation
  35. Investment banking legal documentation
  36. Investor presentation preparation
  37. Investment banking pitch delivery
  38. Financial market trends analysis
  39. Financial derivatives knowledge (e.g., options, swaps)
  40. Investment banking deal structuring
  41. Investment banking regulatory knowledge (e.g., SEC)
  42. Investment banking deal negotiation
  43. Investment banking transaction support
  44. Investment banking relationship management
  45. Financial modeling for mergers and acquisitions
  46. Credit analysis and credit risk assessment
  47. Investment banking compliance and ethics
  48. Investment banking project management
  49. Financial risk management

How Long Should my Investment Banking Analyst Resume be?

Your Investment Banking Analyst resume length should be less than one or two pages maximum. Unless you have more than 25 years of experience, any resume that’s more than two pages would appear to be too long and risk getting rejected.

On an average, for Investment Banking Analyst, we see most resumes have a length of 2. And, that’s why we advise you to keep the resume length appropriate to not get rejected.

Investment Banking Analyst Resume Sample and Template
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