Investment Banker CV: Sample & Guide [Entry Level + Senior Jobs]

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Investment Banker CV Example
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Investment Banker CV Example

For anyone looking to enter the world of investment banking, having a strong and comprehensive CV is essential. Our Investment Banker CV Example article provides an easy-to-follow guide on how to format and structure your CV, as well as useful tips and advice on what to include and leave out. With the help of our Investment Banker CV Example, you can create a CV that will impress potential employers and help you stand out from the competition.

We will cover:

  • How to write a CV, no matter your industry or job title.
  • What to put on a CV to stand out.
  • The top skills employers from every industry want to see.
  • How to build a CV fast with our professional CV Builder.
  • What a CV template is, and why you should use it.
Moreover, we'll offer expert advice on crafting CVs and share professional examples to ignite your inspiration.

What does an Investment Banker do?

An investment banker is a financial professional who helps companies and governments access capital through the sale of securities such as stocks and bonds. They also help companies manage their financial assets, and advise them on mergers and acquisitions. Investment bankers typically work for large banks or investment firms, and their job duties can include underwriting and issuing securities, providing financial advice to clients, and researching potential investments.

What are some responsibilities of an Investment Banker?

  • Advise clients on financial strategies, such as mergers and acquisitions.
  • Assist companies in raising capital by underwriting or acting as the client’s agent in the issuance of securities.
  • Analyze financial data and create financial models for decision making.
  • Help manage and plan public offerings or private placements of securities.
  • Conduct financial research and analysis on market trends.
  • Develop financial plans and strategies for clients.
  • Cultivate relationships with companies and investors.
  • Assess risk and recommend appropriate investment strategies.
  • Evaluate the financial performance of companies.
  • Monitor the financial performance of investments.
  • Provide financial advice to clients on investment opportunities.
  • Conduct due diligence and other financial investigations.

Sample Investment Banker CV for Inspiration

Personal Details:

  • Name: John Doe
  • Date of Birth: 1st March 1980
  • Address: 123 Main Street, Anytown, TX 12345
  • Phone: +1 (123) 456-7890
  • Email:


John Doe is a seasoned Investment Banker with a strong record of success in the financial services industry. He has a proven track record of driving financial growth and developing complex financial strategies for his clients. He has a deep understanding of the capital markets, and is highly skilled in financial analysis and portfolio management. He is an expert in mergers and acquisitions, and has a track record of successful exits. He is a self-starter, highly motivated and has a strong commitment to excellence.

Work Experience:

  • Senior Investment Banker, XYZ Investment Bank, Anytown, TX, 2015-Present
  • Junior Investment Banker, ABC Investment Bank, Anytown, TX, 2013-2015


  • MBA, Finance, Anytown University, 2012
  • BA, Economics, Anytown University, 2010


  • Financial Modeling
  • Financial Analysis
  • Mergers and Acquisitions
  • Portfolio Management
  • Risk Management
  • Capital Markets


  • Chartered Financial Analyst (CFA), 2016
  • Certified Investment Banking Analyst (CIBA), 2014


  • English (Native)
  • Spanish (Fluent)

CV tips for Investment Banker

Crafting an impeccable CV that kickstarts your career is a challenging endeavor. While adhering to fundamental writing principles is beneficial, seeking guidance customized for your unique job pursuit is equally prudent. As a newcomer to the professional realm, you require Investment Banker CV pointers.
We've curated top-notch advice from experienced Investment Banker individuals. Explore their insights to streamline your writing journey and enhance the likelihood of fashioning a CV that captivates potential employers' attention.

  • Highlight technical skills such as financial modeling, data analysis, and market research.
  • Demonstrate an understanding of the investment banking industry and the role.
  • Include accomplishments such as deals closed, accounts managed, and portfolios managed.
  • Emphasize communication skills such as negotiations, client relations, and presentations.
  • Include relevant educational qualifications and certifications.

Investment Banker CV Summary Examples

Investment banker CV summaries and CV objectives are important for summarizing your experience and qualifications, highlighting your skills and accomplishments, and making sure that employers can quickly and easily understand why you’re the best candidate for the job. They also help you stand out from other applicants and can be used to showcase your strengths and qualifications for the job.

For Example:

  • Experienced Investment Banker with 5+ years of experience in financial services and a proven track record of successful investments.
  • Highly skilled at creating innovative strategies to maximize returns and minimize risk.
  • Excellent analytical and problem-solving abilities, used to identify new opportunities and manage complex transactions.
  • Strong communication and interpersonal skills, used to build relationships with clients and colleagues.
  • Deep knowledge of financial markets, products, and regulations to develop bespoke solutions for clients.

Build a Strong Experience Section for Your Investment Banker CV

A strong experience section for an investment banker CV is important because it demonstrates the candidate’s ability to manage complex financial transactions, analyze financial data, and provide sound advice to clients. It also demonstrates their knowledge of the banking industry and the regulations that govern it. A strong experience section is also an indication of the candidate’s commitment to the industry and knowledge of the field, which can help them stand out from other candidates. Ultimately, a strong experience section on an investment banker CV can help the candidate demonstrate their qualifications to potential employers.

For Example:

  • Provided financial modeling and valuation analysis to support deal execution for over 50 mergers and acquisitions
  • Conducted detailed analysis to identify strategic investments for the firm
  • Built and maintained effective relationships with clients and colleagues to ensure successful transactions
  • Prepared and presented financial reports to senior management for decision making
  • Assisted in the development of capital raising strategies for clients
  • Analyzed and evaluated alternatives to optimize client outcomes
  • Generated financial models for client’s potential investments
  • Researched and monitored industry and competitive trends
  • Identified potential risks, and recommended strategies to mitigate them
  • Advised clients on the best strategies and practices to maximize their returns

Investment Banker CV education example

Investment bankers typically need a college degree in finance, accounting, economics, or a related field. Many employers prefer candidates with a master's degree in business administration (MBA) with a concentration in finance. Investment bankers should also have strong analytical, communication, and problem-solving skills. In addition, experience in the financial services industry, such as securities sales or financial analysis, is beneficial.

Here is an example of an experience listing suitable for a Investment Banker CV:

  • B.S. in Finance, University of London, 2016
  • M.S. in Investment Banking, University of Oxford, 2018
  • Certificate in Investment Analysis, London Business School, 2019
  • Certificate in Advanced Financial Modeling, Imperial College London, 2020

Investment Banker Skills for a CV

Adding skills to an Investment Banker CV is important because it allows potential employers to quickly see what areas the applicant excels in. This can include technical skills, such as an understanding of financial analysis and capital markets, as well as soft skills, such as communication, collaboration, and problem-solving. Having a comprehensive list of skills on an Investment Banker CV can help employers quickly determine if the applicant is a good fit for the role.

Soft Skills:

  1. Interpersonal Skills
  2. Organizational Skills
  3. Financial Analysis
  4. Analytical Thinking
  5. Problem Solving
  6. Time Management
  7. Leadership
  8. Attention to Detail
  9. Communication
  10. Negotiation
Hard Skills:
  1. Financial Analysis
  2. Risk Management
  3. Portfolio Management
  4. Capital Markets
  5. Derivative Trading
  6. Financial Modeling
  7. Mergers & Acquisitions
  8. Equity Research
  9. Accounting
  10. Valuation Modeling

Common Mistakes to Avoid When Writing an Investment Banker CV

In today's competitive job market, an average of 180 applications floods employers' inboxes for each vacant position. To streamline this influx of CVs, companies frequently employ automated applicant tracking systems that weed out less qualified candidates. If your CV manages to surpass these digital gatekeepers, it must still captivate the attention of the recruiter or hiring manager. Given the sheer volume of applications, a mere 5 seconds is typically allocated to each CV before a decision is reached. With this in mind, it's crucial to eliminate any extraneous information that might relegate your application to the discard pile. To ensure your CV shines, consult the list below for elements to avoid including in your job application.

  • Skipping the cover letter: A well-crafted cover letter is an opportunity to showcase your suitability for the role and express your enthusiasm for it.
  • Excessive jargon: CVs laden with technical terms can alienate hiring managers who lack specialized knowledge.
  • Neglecting vital details: Incorporate your contact information, education, work history, and pertinent skills and experiences.
  • Relying on generic templates: Tailoring your CV to the specific job exhibits your commitment to the position and company.
  • Errors in spelling and grammar: Proofreading is essential to eliminate typos, spelling errors, and grammatical blunders.
  • Overemphasizing duties: Highlight accomplishments to underline your candidacy's value.
  • Sharing personal information: Steer clear of revealing personal details like age, marital status, or religious affiliations.

Key takeaways for a Investment Banker CV

  • Highlight knowledge of financial products, markets, and regulations
  • Showcase a track record of success in investment banking roles
  • Showcase experience in financial modeling and analysis
  • Highlight strong communication and interpersonal skills
  • Demonstrate an ability to work with clients and other stakeholders
  • Showcase an understanding of the financial markets and trends
  • List any relevant certifications or qualifications
  • Highlight experience in generating business development leads
  • Showcase experience in financial analysis and investment recommendations

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