How to Structure Your Investment Banker Resume for Success

This article will teach you everything you need to know about structuring an investment banker resume for success from the most basic rules to the more advanced ones.

How to Structure Your Investment Banker Resume for Success
Photo of Hasan Sefa Ozalp
Hasan Sefa Ozalp
9 min read

Creating a strong resume for an investment banker is not as easy as it looks. You need to be both competitive and strategic in terms of what you choose to include on your resume. It's important to know the industry standards for resumes for this particular profession, which can vary depending on the type of institution you're applying for.

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Some institutions may require that you include more personal information than others, or demand that your resume follow their own template. Understanding these guidelines will allow you to put together an impressive resume that will impress hiring managers.

How to Write an Investment Banker Resume

The first step in writing a resume for an investment banking job is to identify the key points that should be included. A well-crafted resume can serve as your introduction, summarizing what you have accomplished so far in your career. It should include the following:

  • The name of the company you are applying for
  • Your current position
  • The date you started your current position
  • The date you graduated from college
  • A list of positions or internships that are relevant to your field

It's also important to include any other relevant information, such as languages spoken or skills that might be helpful in this line of work. You might want to include a section called "Personal Attributes" that speaks to who you are outside of the workplace and how you would contribute to the company's culture.

What to Include in Your Investment Banker Resume

A lot of people think that the only important information on a resume is your work history. While this information can certainly be important, it's not always what hiring managers are looking for.

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It's also important to remember that you won't have much time to impress a potential employer. Your resume will likely be one of the first things they read when reviewing your application, so you want to make sure it stands out from the rest.

Below are a few items worth including in your investment banker resume:

  • Education: Listing your university and degree can help show hiring managers that you have the appropriate qualifications for the job. Showing off scholarships or awards you've received can also give them an idea of what kind of student you were in college.
  • Skills: Including skills relevant to the job description is a must. You should also include any experience with excel or PowerPoint, which may be required by the company's standards.

What You Should Avoid

  • Avoid listing personal information
  • Don't exceed two pages
  • Keep your resume to one page if you're applying for an entry-level position

Since the industry standards vary, it's important to know what your institution is looking for. You can find these guidelines on the website or in an email from them. For example, some institutions may only want to see your resume in PDF format while others are okay with Microsoft word. That being said, there are a few things that should be avoided regardless.

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One thing that you should avoid is listing any personal information that isn't relevant to the job you're applying for. This includes your age, height, weight, marital status, and even gender! The hiring manager doesn't need this information in order to determine whether they want to hire you or not so it's best not to include it at all.

Another thing that should be avoided is including more than two pages of content on your resume. If you have too much content on your resume then they may not take the time to read through it all which could lead them missing out on important details about your career history. Including only one page of content will make it easier for them to quickly glance over and determine if you're qualified

Shape your Investment Banker Resume Right

To create an impressive resume for investment bankers, you need to know what's expected. This will help you shape your resume so that it includes the appropriate information and design.

For example, if you're applying for positions with an international bank, such as HSBC or Citigroup, you'll want to include all high school diplomas and degrees from foreign universities in addition to your US-based degrees and certificates. If your resume doesn't follow the institution's format, then it won't be considered.

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Additionally, citing specific achievements can help you stand out to hiring managers and show that you're the right candidate for the job. For instance, if you've successfully restructured a large company during a merger or acquisition in your past role, mention this when describing your past experience on your CV.

If the institution has a specific template for resumes (such as CitiGroup), try to follow it closely in order to make sure that you're presenting yourself in the best light possible.

How to Write Resume Summary or Resume Objective for Investment Banker

Many people are put off by the idea of creating a resume for investment bankers. However, the process doesn't have to be complicated. In this post, we'll show you how to create an impressive resume summary or resume objective for investment bankers so that you can get your banking career underway.

A well-tailored resume summary or resume objective is one of the most important aspects of your investment banker's resume. It sets the tone for what's to come and tells hiring managers who you are in just a few words. When writing this section for your investment banker resume, it's important that you focus on accomplishments rather than just responsibilities or skills.

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An example of a strong summary might read "Successfully led team of five professionals with expertise in commercial lending." Your summary should also include quantifiable information like numbers and percentages––anything that will help employers know how successful you've been and what they can expect from you in terms of performance and productivity in their firm.

Investment Banker Job Description for a Resume

The investment banker is a person who analyzes and evaluates securities and makes recommendations to provide the best returns on investment.

The investment banker's role is to work with companies and investors, and analyze different investments for their future value. The investment banker must have extensive knowledge of stocks, bonds, derivatives, hedging, financial statements, company reports, accounting standards for public companies, foreign exchange rates, international securities markets, market trends, government regulations for capital investments or acquisitions of other companies.

An investment banker often advises clients on how to make wise decisions about financial transactions.

Add your Education as Investment Banker

Education is a key factor in investment banking. You need to have a degree from a top-tier institution to make the cut at a top investment bank. Above all, you should include your education on your resume as one of your major strengths.

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If you're applying for a position with an MBA, it's important to note the MBA brand of your school. Your prospective employer will likely care more about where you obtained an MBA from rather than what type of MBA it is (i.e., general, specialized).

It's also important to list the year of completion for your degree along with any specific coursework you've had related to finance and investments. Listing these items will establish that you have high levels of intelligence and knowledge in this area.

Write a Skills Section

The skills section is one of the most important parts of your resume. This is where you'll detail what you're qualified to do in your field, so it's vital that you have a good selection of keywords to choose from.

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Some job seekers are tempted to list every skill they have on their resume, but this can backfire if they don't include skills relevant to the position they're applying for. It's better to focus on listing five or six skills that are related to the work opportunity at hand, and have the rest available as supporting material for future applications.

Include a Cover Letter for your Investment Banker Resume

A cover letter is typically included for any job application, but it's especially important when you are applying to be an investment banker. A hiring manager will only have a few minutes to skim over your resume before deciding whether or not they want to continue reading. Your cover letter is the perfect opportunity for you to quickly introduce yourself and your qualifications in a way that stands out from other applicants.

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Your cover letter should not include unnecessary information about your personal life, but instead should focus on why you're qualified for the position. You do not need to go into too much detail, as this will be outlined in the body of your resume. Just briefly summarize why you would be a valuable asset to their company.

Here are some examples of introductory statements that may work well in a cover letter:

  • "I am writing in my interest in becoming an investment banker at XYZ Investment Bank."
  • "As someone who has excelled academically and professionally, I am confident that I would be able to contribute significantly towards XYZ Investment Bank."
  • "I know that XYZ Investment Bank expects their investment bankers to meet high standards every day, which is why I am eager to contribute my skills."

Key Takeaways

There are a few key takeaways from this blog post.

  • You should have a personal statement at the top of your resume that briefly discusses who you are and what you're looking for in a career. This should be placed at the top of your resume, directly below your contact information.
  • When it comes to work experience, list chronological order with the most recent job first. If you have a gap in employment, explain what you were doing instead of just skipping it on the resume.
  • Include a list of accomplishments and skills under "Professional Experience." It's always better to provide concrete examples rather than just listing generic skills like "Excel."
  • Have someone with experience in your industry review your resume before submitting it to make sure it doesn't contain any typos or grammatical errors that could be easily caught.