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

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Investment Banking Analyst CV Example
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Investment Banking Analyst CV Example

Are you looking to break into the world of investment banking? If so, you'll need an impressive CV to get your foot in the door. Our Investment Banking Analyst CV Example will provide you with a comprehensive guide to creating a CV that is sure to grab the attention of potential employers. With tips on how to highlight your experience, skills, and education, our CV example will help you stand out as the ideal candidate.

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 Banking Analyst do?

An Investment Banking Analyst is responsible for providing financial advice to organizations and individuals to help them make the best decisions when it comes to their financial investments. This may include researching and analyzing financial data, preparing financial reports, and making recommendations on investments. They may also be involved in the structuring and negotiating of large transactions, such as mergers and acquisitions. Investment Banking Analysts typically work in the corporate finance departments of banks and other financial institutions.

What are some responsibilities of an Investment Banking Analyst?

  • Performing financial analysis of financial statements, including corporate financial statements, discounted cash flow models, and other related analyses
  • Assisting in the preparation of client presentations, pitch books and other documents
  • Analyzing industry trends and assisting in the development of client strategies
  • Conducting due diligence on potential investments
  • Assisting with the preparation of offering documents, including prospectuses and investor presentations
  • Participating in client meetings and conference calls
  • Developing financial models and valuations for potential investments
  • Monitoring and analyzing market and industry trends
  • Assisting with the development of marketing materials
  • Organizing and preparing for client meetings
  • Assisting in the preparation of transaction documents, such as term sheets and closing documents

Sample Investment Banking Analyst CV for Inspiration

Personal Details:
Name: John Doe
Address: 1 Street, City, State, Zip Code
Phone: 555-555-5555

John Doe is an experienced Investment Banking Analyst with more than 5 years of experience in the field. He excels in financial modeling, market and financial analysis, and due diligence. John is experienced in asset management, portfolio optimization, and financial analysis. He is highly organized and committed to providing the best financial advice.

Work Experience:

  • Investment Banking Analyst, Investment Bank, City, State (2015-2020)
    • Performed financial analysis, market analysis, and due diligence.
    • Developed financial models to support underwriting and valuation.
    • Developed strategies for portfolio optimization.
    • Advised clients on investment options.
  • Financial Analyst, Financial Services Company, City, State (2013-2015)
    • Performed financial analysis, market analysis, and due diligence.
    • Developed financial models to support underwriting and valuation.
    • Developed strategies for portfolio optimization.
    • Advised clients on investment options.

Bachelor of Science in Business Administration, City University, City, State (2009-2013)


  • Financial Modeling
  • Asset Management
  • Market and Financial Analysis
  • Portfolio Optimization
  • Due Diligence
  • Financial Advisory

Certified Investment Banking Analyst (CIBAn)

English (fluent)
Spanish (conversational)

CV tips for Investment Banking Analyst

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 Banking Analyst CV pointers.
We've curated top-notch advice from experienced Investment Banking Analyst individuals. Explore their insights to streamline your writing journey and enhance the likelihood of fashioning a CV that captivates potential employers' attention.

  • Highlight quantifiable results from previous positions that demonstrate your analytical abilities and financial management skills.
  • Focus your resume on the skills and competencies that are most relevant to investment banking analyst roles.
  • Showcase your expertise in financial modeling, research analysis, and strategic planning.
  • Include any relevant certifications, such as a Chartered Financial Analyst (CFA) designation.
  • Mention any additional software packages you are proficient in, such as Microsoft Excel or Bloomberg.

Investment Banking Analyst CV Summary Examples

A CV summary or CV objective can help an investment banking analyst stand out from the competition. It allows potential employers to quickly gain insight into the analyst's experience and skills and can help them make a decision of whether or not to continue reading the CV. It can also provide insight into the analyst's areas of expertise, what type of experience they have, and why they would be a great fit for the role.

For Example:

  • Recent graduate with an MBA in Finance and 3 years of experience as an Investment Banking Analyst.
  • Highly motivated Investment Banking Analyst with 5 years of experience in financial modeling and analysis.
  • Experienced Investment Banking Analyst with a background in corporate finance and a strong understanding of the stock market.
  • Accomplished Investment Banking Analyst with 8 years of experience in financial analysis and portfolio management.
  • Innovative Investment Banking Analyst with 10 years of experience in risk management and capital markets.

Build a Strong Experience Section for Your Investment Banking Analyst CV

Building a strong experience section for an investment banking analyst CV is important because this section is what will tell recruiters and hiring managers the most about the candidate. It is the most detailed section of the CV and gives employers an in-depth sense of the candidate's capabilities and work history. The experience section should include specific accomplishments, projects worked on, and relevant experience to the desired job. This section also demonstrates the candidate's abilities to work within the industry and highlights their strengths and weaknesses. By having a strong experience section, a candidate can make a great first impression and increase their chances of being offered a job.

For Example:

  • Led due diligence process in the acquisition of a $30M company.
  • Developed financial models for financial forecasting, budgeting, and valuation.
  • Conducted market research to analyze and identify potential clients and investments.
  • Prepared and presented financial reports to senior management and executive teams.
  • Performed financial analysis and assessment of financial statements.
  • Provided advice and consultation to clients on financial and investment decisions.
  • Negotiated terms and conditions of financial transactions.
  • Created and implemented strategies to maximize returns on investments.
  • Participated in the development and implementation of investment strategies.
  • Assisted in the preparation of pitch books and other sales materials.

Investment Banking Analyst CV education example

A Investment Banking Analyst typically must have a bachelor's degree in a finance-related field such as accounting, finance, economics, or business administration. Additional qualifications may include an MBA or a CFA (Chartered Financial Analyst) certification. Investment banking analysts also need strong analytical and problem-solving skills, the ability to think critically, and excellent communication and organizational skills.

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

  • B.S. in Finance, University of XYZ, May 2020
  • Relevant Coursework: Corporate Finance, Investment Banking, Financial Modeling, Accounting, Financial Reporting, Economics
  • Certified Financial Analyst, June 2020
  • Financial Risk Manager Certificate, May 2020

Investment Banking Analyst Skills for a CV

It is important to add skills for an Investment Banking Analyst CV because skills are a key factor in determining a candidate's suitability for a role. Investment Banking Analysts are expected to have a range of skills, such as strong financial modeling and analysis skills, the ability to analyse complex data, strong communication and presentation skills, and a good understanding of financial regulations and markets. By highlighting these skills on a CV, an Investment Banking Analyst is more likely to be seen as a suitable candidate for a role.

Soft Skills:

  1. Analytical Thinking
  2. Communication
  3. Problem Solving
  4. Time Management
  5. Leadership
  6. Teamwork
  7. Organizational
  8. Researching
  9. Networking
  10. Multi-tasking
Hard Skills:
  1. Financial Modeling
  2. Data Analysis
  3. M&A Experience
  4. Valuation Techniques
  5. Accounting Knowledge
  6. Project Management
  7. Excel Proficiency
  8. Financial Statements
  9. Investment Strategies
  10. Risk Assessments

Common Mistakes to Avoid When Writing an Investment Banking Analyst 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 Banking Analyst CV

  • Highlight relevant skills, such as financial analysis, financial modeling, and research.
  • Include a professional summary that outlines your qualifications and experience.
  • Mention key accomplishments to demonstrate your value to potential employers.
  • List the financial products and markets you have experience with.
  • Describe your educational background, including any relevant certifications.
  • Showcase your technical, client management, and communication skills.
  • Include any relevant extracurricular activities or volunteer experience.

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