An effective resume is one that showcases your skills and accomplishments and demonstrates to future employers how you bring value to the position. Hiring managers typically decide whether or not to invite an applicant in for an interview based on the resume, so it is imperative yours is well-written. Using a sample resume when writing your own can help tremendously. It helps you with formatting and gives you examples of what information you should use in your own professional document.

Before you begin creating your resume, refer to our investment banking analyst resume sample below. We have included some writing guidelines so you know how to write in a concise and professional way that will help you stand out from other jobseekers. We also point out what makes a strong resume and what it means to managers. A little effort can go a long way to grab the attention of a potential employer and help you find the job you want.


Investment Banking Analyst Resume Sample

John Anderson
New York, NY 11111 • [email protected] • 555-999-9999


Investment banking analyst with more than 10 years of experience in the banking industry. Detail-oriented, self-confident, and great at making quick decisions. Strong analytical skills with ability to explain recommendations in a clear manner.

Skills and Qualifications

  • Great attention to detail and effective at communicating
  • Strong analytical, numerical, problem-solving, and quantitative skills
  • Excellent time-management and organizational skills
  • Motivated with ability to work independently and collaboratively
  • Strong ability to work in a fast-paced, stressful environment with frequently changing priorities
  • Advanced knowledge of PowerPoint and Excel
  • Uncompromisingly committed to practicing ethical principles

Work Experience

Investment Banking Analyst – UBS Financial Services
March 2013 – present
  • Perform financial modeling and valuation analysis for live and prospective transactions
  • Develop proposals and reports on analytic results and present them to current clients, management, and prospective clients
  • Interact with external and internal financing team members to develop, execute, and close transactions including SEC filings, new business development, and investor presentations
  • Initiate new business opportunities by networking and contacting prospective new clients, analyzing their financial situations, and identifying ways to help grow their assets
  • Perform company and industry research to cut losses by 10% and improve profit margins by 15% on a yearly basis
Investment Banking Associate – ABC Securities Firm
February 2007 - March 2013
  • Developed and built company valuation, capital adequacy analyses, and financial models for use by investors and management; prepared reports for review and reference
  • Partnered with 10 senior bankers to develop proposals for prospective clients, both sell- and buy-side
  • Researched relevant transaction, competitive, and industry data to increase gains by 10%
  • Developed pitch books to assist the company’s business and marketing development efforts
  • Drafted management presentations and information memorandums
  • Collaborated with senior bankers in client coverage efforts, creating marketing materials and sector content
  • Recognized as employee of the year in both 2011 and 2012


CFA Certification - 2011

Master of Business in Finance and Banking – 2007
Courses include bond valuation, options pricing, and risk management
New York State University

Bachelor of Arts in Finance – 2004
Summa cum laude, GPA 3.9
New York State University

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Is This a Good Investment Banking Analyst Resume? Let’s Check

Does the investment banking analyst resume sample demonstrate the applicant’s ability to prepare investment portfolios based off research and data?

Absolutely! In the work experience section, the candidate includes a variety of examples of researching the market, the competition, and using other financial data to prepare portfolios for the best investing strategies. With this type of job, it is vitally important to showcase the main responsibilities of the position in the work experience section.

Look at the skills section. Does it showcase the skills that are relevant to this position?

Yes, it does. In the investment banking analyst resume sample, the applicant points out the skills that this role calls for in a concise way. Aptitudes such as analytical, organized, detail-oriented, and time management are all important qualifications for a banking analyst. It also showcases computer skills and the ability to work in a highly stressful environment.

Does the education section of the investment banking analyst resume sample showcase the level and type of education this position calls for?

The education section of this resume sample is very complete and informational. The applicant lists both the undergraduate and graduate degrees, and then includes even more helpful data. Pointing out a high GPA and specific courses that relate to this job helps the candidate stand out over others who may have the same education. Including the professional certification of CFA is also helpful.

Does the work experience section demonstrate actual accomplishments that show the applicant brings value?

Yes, it does. Using numbers and percentages help show future employers exactly what you can bring to the position. Phrases such as “cut losses by 10%,” “improve profit margins by 15%,” “partnered with 10 senior bankers,” and “increased gains by 10%” are quantitative ways to show exactly how the applicant is successful as an investment banking analyst. The more numbers you can use to demonstrate accomplishments the better.

Is the investment banking analyst resume sample formatted well, and is it easy to read?

The format of this sample is perfect, with all relevant information included. Because the Summary is the first thing hiring managers read, using only a few short phrases to illuminate the most important skills is important. Using bullet point in the skills and work experience sections helps keep information concise and quick to read. The education section is extremely informative and inclusive, but it is easy to read. Most employers will only spend a few seconds glancing over each resume, so you want to make sure the important stuff stands out.

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The Most Important Investment Banking Analyst Resume Sample Takeaways

Using the investment banking analyst resume sample as a guide will help you write a strong and effective professional document. As demonstrated above, make sure you include all relevant and important information in a concise way that is easy to read by using bullet points and shorter phrases. Use metrics to demonstrate your value and include skills that are imperative for an investment banking analyst. For more tips about writing your resume, reference our helpful resume builder.