Investment Banker 
 Resume Template
Create a winning impression with our Harvard University Approved template for Investment Banker.
Investment Banker 
 Resume Template
Create a winning impression with our Harvard University Approved template for Investment Banker.

Investment Banker Resume Sample (2025)
How to Present Your Contact Information
- Full name.
 - Professional email address (avoid unprofessional ones).
 - Link to your portfolio, LinkedIn, or relevant online profiles (if applicable).
 - Phone number with a professional voicemail.
 
How to Write a Great Investment Banker Resume Summary
Dynamic and results-oriented Investment Banker with over 8 years of experience in executing high-value M&A transactions and capital raising activities. Proven track record of closing deals totaling over $5 billion, offering deep analytical insights and strategic advice to corporate clients. Seeking to leverage comprehensive financial expertise and a strong portfolio of successful engagements to drive business growth at ABC Financial Group.
What Skills to Add to Your Investment Banker Resume
Technical Skills:
- Financial modeling
 - Valuation methods
 - Risk analysis
 - Mergers and acquisitions (M&A)
 - Capital markets
 - Bloomberg Terminal
 
Soft Skills:
- Analytical thinking
 - Negotiation
 - Attention to detail
 - Communication
 - Team management
 - Client relationship management
 
What are Investment Banker KPIs and OKRs, and How Do They Fit Your Resume?
KPIs (Key Performance Indicators):
- Number of deals closed
 - Total transaction value
 - Client acquisition and retention rate
 
OKRs (Objectives and Key Results):
- Achieve $3 billion in deal value for the fiscal year
 - Increase client portfolio by 15%
 - Enhance operational efficiency through process improvements leading to 10% time savings
 
How to Describe Your Investment Banker Experience
List your experience in reverse chronological order. Focus on achievements, responsibilities, and quantifiable outcomes.
Right Example:
- Led a $500 million merger between two multinational corporations, resulting in a 20% increase in combined market share.
 - Executed a capital raising initiative that secured $300 million in funding for a tech startup, surpassing initial target by 30%.
 - Conducted comprehensive financial analysis and valuations for potential M&A targets, advising senior management on strategic fit.
 
Wrong Example:
- Worked on several deals related to mergers and acquisitions.
 - Responsible for various banking tasks at the firm.
 - Participated in some financial analyses for the company.
 


