Investment Banker Resume Template
An investment banker resume should highlight deal experience (M&A, debt, equity), transaction values, industry specialization, and any FINRA licenses (Series 79, 63).
Key skills to include in a Investment Banker resume
ATS systems scan for specific keywords. Including these skills in your resume increases the chance of passing automated screening for investment banker roles.
- M&A advisory & execution
- Valuation: DCF, LBO, comparable companies
- Financial modeling & deal structuring
- Pitch book & client presentation creation
- Due diligence & negotiation
- Series 79 / 63 / 7 licensed
- Industry specialization (TMT, healthcare, FIG, energy)
- Transaction management
Investment Banker resume writing tips
Quantify deal experience: "Executed 15+ transactions totaling $5B in value."
List FINRA licenses prominently.
Describe your transaction role: lead analyst, associate, VP coverage.
Mention industry specialization and notable clients or deals.
Best resume templates for Investment Bankers
These free templates are well-suited for investment banker resumes — clean, ATS-friendly, and professionally designed.
Pro tip — tailor every resume to the job description
Mirror the exact keywords from the job posting in your resume. ATS systems score resumes based on keyword matches — a tailored resume consistently outperforms a generic one for investment banker roles.
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