Investment Banker Resume Sample

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Leonora Rippin
48965 Gregg Field,  Dallas, TX
+1 (555) 205 8215

Work Experience

Investment Banker VP, CME
12/2017 - PRESENT
New York, NY
  • , 63, 79
  • Strong interpersonal communication skills and attention to detail
  • Demonstrated interest in public sector/community service
  • Juris Doctorate, Chartered Financial Analysis, and/or Certified Public Accounting designation
  • These responsibilities include preparing presentations to clients and bond rating agencies regarding financing opportunities and assisting clients with the preparation of credit presentations to rating agencies
  • Strong computer skills utilizing Excel, Word and PowerPoint
  • Analysts are responsible for processing numerous transactions simultaneously. Such work requires the ability to distinguish clients from one another all the while monitoring the checklist/ for each transaction and ensuring that each step of the transaction is completed and proceeds to closing smoothly
  • Analysts draft numerous documents and communicate with consultants to retrieve the details and respond to requests for each MUD transaction. These documents include legal notices, offering documents, closing memos and many others
Investment Banker FSG Transactor
02/2015 - 07/2017
Chicago, IL
  • Series 63 and 79 licenses
  • Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization
  • Series 79 & 63 licensed
  • Preparation of materials used in the sale, acquisition and/or financing of our clients6. Preparation of investment memoranda and management presentations
  • Conduct financial analysis and valuation work.3
  • Management and execution of transactions
  • Performing detailed sector and company search
  • Financial and capital modeling, presentation developing and memo drafting related to marketing and execution
Investment Banker Junior
02/2011 - 11/2014
New York, NY
  • Very strong communication skills, organizational skills and attention to detail
  • BA with emphasis in finance/accounting
  • Solid understanding of all investment banking products including M&A, equity, debt, and convertible securities
  • Proven record of managing a large investor calling effort with demonstrated business development experience
  • Strong leadership abilities, excellent communication and speaking skills
  • Demonstrates ability to represent RBC in community and industry activities
  • Highly motivated, committed and responsible, with a demonstrated ability to manage conflicting priorities and requests


DeVry University's Keller Graduate School of Management
2006 - 2010
Bachelor's Degree in Finance

Professional Skills

  • Company/science-focused research, as well as excellent writing skills to create descriptive materials on companies and transactions
  • Sound quantitative and analytical skills
  • Some first-hand experience of transactions, such as PIPE/Private Placements of equity, M&A and Corporate Partnering
  • Experience in investment banking, accountancy, law, strategic consultancy, or a similar financial services profession
  • Several years of experience in investment banking
  • Several years of experience in Technology, Media & Telecommunications sector
  • Experience in the domestic A/H-share markets as well as cross-border transactions

How to write Investment Banker Resume

Investment Banker role is responsible for finance, software, languages, word, interpersonal, modeling, securities, credit, organization, typing.
To write great resume for investment banker job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Investment Banker Resume

The section contact information is important in your investment banker resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Investment Banker Resume

The section work experience is an essential part of your investment banker resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous investment banker responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment banker position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Investment Banker resume experience can include:

  • Corporate Finance skills
  • Experience in sales and marketing of financial products
  • Team player and successful track record in a demanding and dynamic environment
  • Motivate and inspire others by providing a vision of shared goals
  • Understand enabling technologies companies/ therapeutic diagnostics and tools in the medical device sector
  • Financial analysis, advanced financial modeling (MS Excel)

Education on an Investment Banker Resume

Make sure to make education a priority on your investment banker resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment banker experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Investment Banker Resume

When listing skills on your investment banker resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical investment banker skills:

  • Several years of experience in IBD
  • Build strong relationships with internal and external clients
  • Experiences in cross-border M&A on both buy-side and sell-side
  • Good knowledge of China domestic market
  • Strong leadership and can-do spirit
  • Manage a team and plan overall resource requirements, by recruiting, developing and retaining talented individuals

List of Typical Skills For an Investment Banker Resume


Skills For Investment Banker FSG Transactor Resume

  • A resilient team player, even in challenging
  • A great communicator, whether presenting to clients or senior executives
  • Capability to use, create and maintain proprietary databases
  • Able to develop creative solutions to meet client needs and identify cross-product opportunities
  • Increase the returns of products and services
  • Generate new ideas and creative approaches that push the business forward

Skills For Investment Banker VP, CME Resume

  • Identify and tailor solutions for clients through in-depth analysis
  • Identify problems and recommend solutions that are logical and realistic
  • Client relationship follow up and coordination

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