Log InSign Up

JPMorgan Chase Investment Banking Analyst Resume Examples

Photo of Brenna Goyette
Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 9 min read

Discover key strategies for crafting a compelling resume to land an Investment Banking Analyst role at JPMorgan Chase. Learn what to highlight, including your analytical skills, financial acumen, and relevant experience, to stand out in this competitive field. This guide offers insights into tailoring your resume to meet JPMorgan's specific expectations, focusing on achievements and expertise that align with the bank's goals and values.

JPMorgan Chase Investment Banking Analyst Resume Created Using Our Resume Builder

Investment Banking Analyst Resume Example (Text)

Shizue Zoeckler, Investment Banking Analyst


(733) 519-7391

Austin, TX

Professional Summary

A detail-oriented Investment Banking Analyst with one year of experience in a fast-paced financial environment. Skilled in financial modeling, market analysis, and due diligence, with a strong foundation in M&A transactions and capital raising initiatives. Demonstrates exceptional analytical abilities, adept at synthesizing large datasets to inform investment strategies and decision-making. Proven track record of supporting senior bankers in executing deals and managing client relationships. Proficient in the use of Bloomberg Terminal and advanced Excel functions. Holds a Bachelor's Degree in Finance with a keen interest in continuing to grow professionally within the investment banking sector.

Work Experience

Investment Banking Analyst at Goldman Sachs, TX

Jan 2024 - Present

  • Spearheaded a comprehensive financial model for a $500M acquisition in the renewable energy sector, identifying key investment risks and opportunities, which ultimately increased the client's ROI by 20% within the first year post-acquisition.
  • Led due diligence efforts for a high-profile merger between two leading technology firms, valued at $2B, coordinating across legal, financial, and operational teams to ensure seamless execution and integration processes that resulted in a 15% market share increase for the newly formed entity.
  • Developed and implemented innovative valuation strategies for a portfolio of assets exceeding $1B in value, leveraging advanced statistical analysis and market forecasting to enhance asset allocation efficiency, contributing to a 25% improvement in portfolio performance against benchmarks over a two-year period.
  • Managed relationships with key stakeholders during a complex debt restructuring process for a major retail chain facing bankruptcy, negotiating terms that reduced the client's debt burden by 40% while securing fresh capital of $200M to facilitate operational turnaround and sustainability efforts.

Summer Analyst (Investment Banking) at Morgan Stanley, TX

Oct 2023 - Dec 2023

  • Spearheaded the creation and execution of a comprehensive financial model for a $500M acquisition deal in the energy sector, which facilitated client decision-making and contributed to a successful transaction closure within an aggressive 3-month timeline.
  • Conducted an in-depth market analysis on the telecommunications industry, identifying key trends and opportunities that led to the development of a strategic investment portfolio for a high-profile client, ultimately increasing their projected ROI by 20% over two years.
  • Managed the due diligence process for a series of potential investments totaling over $200M in the healthcare sector, coordinating across multiple teams to ensure thorough evaluation within tight deadlines, resulting in the identification of two high-potential investments that were successfully pursued.


Bachelor of Science in Finance or Economics at Texas A&M University, TX

Aug 2018 - May 2023

Relevant Coursework: Financial Accounting, Corporate Finance, Microeconomics, Macroeconomics, Econometrics, Investment Analysis, Financial Markets and Institutions, International Finance, and Risk Management.


  • Excel
  • PowerPoint
  • Financial Modeling
  • Bloomberg Terminal
  • SQL
  • VBA
  • Python


  • For Investment Banking Analysts, two specialized and diverse certifications that stand out are:
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)

Tips for Writing a Better JPMorgan Chase Investment Banking Analyst Resume

Creating a standout resume for an Investment Banking Analyst position at JPMorgan Chase requires a strategic approach. Your resume should not only showcase your expertise and experience in finance but also highlight your ability to thrive in a highly competitive and fast-paced environment. Here are some tips to help you craft a compelling resume:

1. Tailor Your Resume

  • Customize for the Role: Research the specific requirements for the Investment Banking Analyst role at JPMorgan Chase and tailor your resume to match these. Highlight your experiences and skills that align closely with the job description.
  • Use Keywords: Incorporate keywords and phrases from the job listing. This is especially important for getting past automated resume screening systems.

2. Start with a Strong Summary

  • Professional Summary: Lead with a compelling summary statement that encapsulates your professional background, key achievements, and how you can add value to JPMorgan Chase. Make it specific to investment banking.

3. Highlight Relevant Experience

  • Quantify Achievements: Wherever possible, use numbers and metrics to quantify your achievements. For instance, "Managed a portfolio exceeding $500M in assets" or "Contributed to a 20% increase in client investment returns year-over-year."
  • Use Action Verbs: Start bullet points with strong action verbs like "analyzed," "developed," "negotiated," or "implemented."

4. Showcase Your Education and Certifications

  • Degrees and Certifications: List your relevant degrees (e.g., Bachelor’s or Master’s in Finance, Economics, or related fields) and any additional certifications (such as CFA or FINRA licenses) that are pertinent to investment banking.

5. Include Relevant Skills and Technologies

  • Industry-Specific Skills: Highlight your proficiency in financial modeling, valuation techniques, market analysis, and due diligence.
  • Technological Proficiency: Mention your expertise in relevant software and tools such as Bloomberg Terminal, Excel (advanced functions), and financial analysis software.

6. Demonstrate Soft Skills

  • Teamwork and Communication: Investment banking is a team-oriented environment. Showcase experiences where you effectively worked in teams or led projects. Highlight your ability to communicate complex financial information clearly and persuasively.

7. Add Internships and Projects

  • Relevant Internships: If you have completed internships in investment banking or related fields, list them prominently. Describe the scope of your responsibilities and any noteworthy accomplishments.
  • Projects: Include any academic or personal projects relevant to finance, particularly those that demonstrate your analytical and valuation skills.

8. Professional Organizations and Networking

  • Memberships: If you are a member of any finance or investment banking professional organizations, include these. It demonstrates your commitment to the industry.
  • Networking: Mention any investment banking or finance-related events or seminars you have attended, especially those connected to JPMorgan Chase, if any.

9. Proofread and Format

  • Error-Free: Ensure your resume is free from grammatical errors and typos. A mistake can significantly reduce your chances of being considered.
  • Professional Format: Keep the formatting clean, professional, and consistent. Use bullet points for easy readability and ensure your resume does not exceed two pages.

10. Cover Letter

  • Personalize Your Cover Letter: Always include a personalized cover letter with your application. It should reflect your enthusiasm for the role at JPMorgan Chase and how you plan to contribute to their investment banking team.

Crafting a resume for a prestigious institution like JPMorgan Chase demands attention to detail and a clear demonstration of your value as a candidate. By following these tips, you can create a resume that stands out and showcases your potential as an investment banking analyst.

Related: Investment Banking Analyst Resume Examples

Key Skills Hiring Managers Look for on JPMorgan Chase Investment Banking Analyst Resumes

Incorporating keywords from the job description when applying for an Investment Banking Analyst position at JPMorgan Chase is crucial due to the company's reliance on Applicant Tracking Systems (ATS). These systems are designed to screen resumes and applications automatically, filtering candidates based on specific criteria and keywords set by the employer. Since JPMorgan Chase, a leading global financial services firm, receives a high volume of applications for their investment banking roles, they utilize ATS to manage and streamline the hiring process. By carefully integrating keywords and phrases directly from the job description into your resume and cover letter, you significantly increase your chances of passing through the initial ATS screening. This strategy ensures that your application highlights your alignment with the specific skills, experiences, and qualifications JPMorgan Chase is seeking, making it more likely for your resume to reach the hands of a human recruiter for further review. Therefore, tailoring your application with relevant keywords is not just beneficial but essential for advancing in the competitive selection process for an Investment Banking Analyst role at JPMorgan Chase.

Here are essential skills and key terms often encountered in applications for investment banking analyst roles at JPMorgan Chase:

Key Skills and Proficiencies
Financial ModelingValuation Techniques
Analytical SkillsExcel Proficiency
Financial Statement AnalysisMarket Research
Mergers & Acquisitions KnowledgeCorporate Finance Understanding
Deal StructuringInvestment Strategies
Risk ManagementQuantitative Analysis
Presentation SkillsAttention to Detail
Time ManagementRegulatory Compliance Awareness
Networking AbilitiesClient Relationship Management
Teamwork and CollaborationAdaptability
Critical ThinkingCommunication Skills

Related: Investment Banking Analyst Skills: Definition and Examples

Common Action Verbs for JPMorgan Chase Investment Banking Analyst Resumes

Crafting a resume for a position such as an Investment Banking Analyst at JPMorgan Chase requires meticulous attention to detail, especially in the use of language. One of the significant challenges in this process is the selection of action verbs. These verbs are crucial because they not only describe your responsibilities and achievements but also convey your dynamism and proactivity, qualities highly valued in the fast-paced world of investment banking. The difficulty lies in finding a variety of strong, relevant verbs that capture the breadth of your experience without repetition or dilution of impact. Employing varied and powerful action verbs is essential in constructing a compelling resume. It helps differentiate your application, ensuring that it stands out in a competitive job market. Each verb should be chosen to precisely convey the nature and outcome of your work, illustrating your contributions and successes in a manner that is both accurate and engaging. This strategic use of language demonstrates your communication skills and your ability to present information in a persuasive and concise manner, which are key competencies for an Investment Banking Analyst at a prestigious institution like JPMorgan Chase.

To provide you with a competitive advantage, we have assembled a collection of impactful action verbs designed to enhance your resume and secure your upcoming interview:

Action Verbs

Related: What does an Investment Banking Analyst do?

Editorial staff

Photo of Brenna Goyette, Editor


Brenna Goyette

Expert Verified

Brenna is a certified professional resume writer, career expert, and the content manager of the ResumeCat team. She has a background in corporate recruiting and human resources and has been writing resumes for over 10 years. Brenna has experience in recruiting for tech, finance, and marketing roles and has a passion for helping people find their dream jobs. She creates expert resources to help job seekers write the best resumes and cover letters, land the job, and succeed in the workplace.

Similar articles