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

  1. Quantify deal experience: "Executed 15+ transactions totaling $5B in value."

  2. List FINRA licenses prominently.

  3. Describe your transaction role: lead analyst, associate, VP coverage.

  4. 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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