Table of Contents

Investment banker CV template (text format)

PERSONAL STATEMENT

Analytically astute and meticulous professional with 8+ years of experience managing investment funds and facilitating high-profile clients with top-tier investment opportunities. Instrumental in cultivating strong relationships, overseeing mergers, acquisitions, and divestitures, revamping corporate structures, and consulting on equity management.

WORK EXPERIENCE

AGI Corporate Finance Ltd, Canary Wharf, London
Investment Banker, December 20XX – Present

  • Managed £3.5 bil. acquisition of a public company by a private equity firm
  • Actively traded derivatives to mitigate market risk and generated over £300K profit annually by managing over £80 mil. fixed income portfolio
  • Designed and deployed 47 financial models to perform accurate estimations for merger equity and capital-raising transactions

Anchorage Capital Partners Ltd., Holborn, London
Investment Banking Analyst, April 20XX – November 20XX

  • Analysed all aspects of capitalisation, including amounts and sources, to identify and provide suitable investment opportunities for clients
  • Offered best-in-class solutions to client companies constantly facing financial difficulties by evaluating fiscal performance
  • Collaborated with various professionals, including lawyers, accountants, and public relations experts, to execute M&A projects

EDUCATION

  • Queen Mary University (20XX) – Master’s in Investment Management (Distinction)

KEY SKILLS

  • Portfolio management
  • Risk Control & Mitigation
  • Strategic Planning
  • Client Retention
  • Research

QUALIFICATIONS & CERTIFICATIONS

  • Chartered Financial Analyst Program – Level II
  • Investment Management Certificate – The CFA Institute

How to write a standout CV for an investment banker

A good example of a CV.
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Employers value candidates who can demonstrate a breadth of expertise in financial analysis, deal structuring, market research, and regulatory compliance. And the competition for jobs is often fierce.

Here are three tips on how to write a CV that makes your skills and experience stand out:

1. Sum up your strengths in a powerful personal statement

Your investment banking personal statement is the executive summary of your CV: a concise summary of your relevant strengths and professional goals.

As a result, a great personal statement reflects the employer’s needs by highlighting the skills and experience they’re looking for in their next hire.

Personal statement template

In your first sentence, specify your years of experience and the specific area of investment banking that you specialise in. Then highlight one or two skills or achievements that demonstrate your technical expertise (e.g., developing an effective cash management solution). Finally, set out a career goal that this opportunity will help you achieve or specify a strength you can bring to the team.

2. Highlight the right banking skills

Adding a skills section to your CV will help you highlight your relevant expertise, which will catch the employer’s eye when they skim over your application.

The following hard skills are highly sought-after in investment banking:

 

  1. Financial modelling
  2. Accounting knowledge
  3. Valuation techniques
  4. M&A process expertise
  5. Deal structuring
  6. Capital markets knowledge
  7. Strategic analysis
  8. Proactive risk mitigation
  9. Persistence and resilience
  10. Process orientation
  11. Market insights
  12. Adviser mindset
  13. Pragmatism
  14. Executive presence
  15. People leadership
  16. Persuasive communication
  17. Strategic orientation
  18. Resilience under pressure
  19. Competitive spirit
  20. Continuous learning

 

Only include hard skills in this section because soft skills, such as communication and interpersonal skills, are best demonstrated through specific examples in your work experience section and investment banking cover letter.

3. Demonstrate that you’re a culture fit with the right hobbies and interests

Demonstrating the right specialist knowledge for the job will help you get your foot in the door of a financial institution. However, most recruiters will only invite you in for an interview once they see you’re a good fit for the company culture.

Adding a tailored hobbies and interests section will help you demonstrate that you’re a natural team member who will integrate well into the hiring team.

At the end of your CV, include 3–5 personal interests or job-relevant pursuits that add flavour to your application.

If you need some ideas, have a quick read of the best hobbies for the finance industry to get some inspiration. Mentioning them on your CV could make the difference between getting an interview and a polite rejection email.

You can find even more guidance on applying for specific finance jobs by checking our library of CV examples.

Samuel Johns
Written by

Samuel Johns

Samuel Johns is a Certified Professional Resume Writer (CPRW) and Senior Editor on the CV Genius team, with 7+ years of experience in the careers space. He has helped countless job hunters craft high-quality CVs and cover letters, exceed expectations at interviews, and obtain their dream jobs. Born and raised in County Durham in the beautiful North East, he graduated with a BA (Hons) in French Language and Literature from the University of Bristol in 2013 and has worked in Newcastle-upon-Tyne, London, Paris, and Taipei as a French–English translator. He’s determined to use his native English and fluent French skills to help UK and French candidates get the jobs they deserve. In addition to the British and French versions of CV Genius, Samuel’s job-hunt advice has been published on numerous websites, including Careers.org, the University of Warwick, the Enterprisers Project, and HR.com. If you’d like to collaborate, please reach out to Samuel through LinkedIn. Please note, we don’t accept guest posts and won’t reply to such requests.