Investment Banking Resume

Follow CFI's guide and download the investment banking resume template

How to tailor your investment banking resume

The Investment banking resume is unique.  It’s important to tailor your resume to the industry standard to avoid being immediately deleted if they don’t comply with the standard format.

Here are some critical points to be aware of:

  • Your resume has to be only 1 page (I cannot stress this enough).  It doesn’t matter how many internships you’ve done and clubs you’re a member of, you have to get your resume down to one page. Hiring managers are busy people, and will often skip resumes that are more than a page long.
  • Convey your academic achievements.  Investment bankers love to hire people with high GPA who are on the Dean’s List and appear to be smart.
  • Demonstrate relevant finance experience.  It’s important to demonstrate that you’ve done some type of relevant work experience.  If you’re able to get an internship somewhere that is ideal, but if not you can put a position as an officer in a student club. Either way, be sure to prove you have financial modeling and valuation skills.
  • Prove you are a hard worker by listing and describing the organizations you’re a part of, on top of your full-time academic workload.  Bankers love to hire people who are varsity athletes, have special talents, and hold leadership positions.

 

Download CFI’s investment banking resume template

 

investment banking resume template

 

Investment banking resume checklist

Here are some more important tips and guidelines for your investment banking resume, whether you’re an analyst or an associate, these are absolutely critical to follow:

  1. Run spellcheck (or a more advanced software like Grammarly)
  2. Get at least one other person to thoroughly proofread it
  3. Use a safe font like Time New Roman, Arial, Open Sans, etc (nothing crazy or too fancy)
  4. Ensure it’s only one page long
  5. Set a reasonable margin (you can maximize the space, but don’t make the margin so small it looks bad)
  6. Optimize the line spacing to fit more information, but as with the point above, don’t over do it
  7. Highlight any transaction or investment banking related experience very prominently
  8. If you don’t have relevant work experience, add extracurriculars that involve relevant skills like financial modeling, investing, trading, case competitions etc.
  9. Demonstrate your hard work ethic (via juggling school, plus internships, plus clubs, plus athletics, plus arts, etc, etc)
  10. Display your academic achievement clearly with GPA, major, relevant courses, etc.
  11. Run spellcheck and proofread again!

 

Additional resources

Thank you for reading CFI’s guide and checklist for perfecting your investment banking resume.  Please check out these additional relevant resources below: