Ensure your CV format is structured to best highlight your unique experience and life situation.

Investment banker CV template (text format)

CV 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. Adept at raising capital/ROI by designing and implementing risk management policies and financial models, as well as leading teams to enhance operational efficiency.

EDUCATION

The CFA Institute
Investment Management Certificate

Queen Mary University
MSc Investment Management (Distinction)

Sheffield University
BSc Finance (upper second-class honours)

WORK EXPERIENCE

AGI Corporate Finance Ltd.
Investment Banker, London, August 20XX–present

  • Managed £3.5 bil. acquisition of a public company by a private equity firm
  • Enhanced model portfolio allocation by incorporating tactical stances in alignment with macro views and market context
  • Actively traded derivatives to mitigate market risk and generated over £300K profit annually by managing over £80 mil. fixed income portfolio
  • Created multi-asset investment content, including conviction lists, investment policies, thematic notes, and product approvals
  • Designed and deployed 40+ financial models to perform accurate estimations for merger equity and capital-raising transactions
  • Secured hundreds of new corporate clients and retained existing ones by delivering exceptional services and cultivating strong professional relationships

Anchorage Capital Partners Ltd
Investment Banking Analyst, London, August 20XX–August 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
  • Boosted risk management department’s performance and productivity up to 4× by recalibrating existing policies and procedures
  • Analysed and presented financial reports to senior leadership twice a week while training two junior analysts on overall operational functions

Fox–Davies Capital Ltd
Investment Banking Intern, London, July 20XX–August 20XX

  • Maximised return on client investments by 47% through management of investment funds
  • Assisted bankers in execution of several projects, including pitch books and implementation of mergers and acquisition mandates
  • Prepared and presented slides to clients during weekly briefings
  • Conducted in-depth market research to discover investment opportunities
  • Resolved multiple issues related to risk management and trade by designing robust models
  • Formulated weekly financial reports to update executive management

KEY SKILLS

  • Portfolio Management
  • Risk Control & Mitigation
  • Strategic Planning & Execution
  • Client Engagement & Retention
  • Investment Proposals
  • Banking Operations
  • Market Research & Analysis
  • Relationship Building

HOBBIES & INTERESTS

  • Camping
  • Meditation
  • Music
  • Football

How to write a standout CV for an investment banker

Before you begin writing, make sure you know how to write a CV in a way that best emphasises your strengths.

Investment bankers provide advice on high-stakes financial matters such as capital raising, mergers and acquisitions, and strategic financial planning.

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.

To make your mark in investment banking, you’ll need to make a compelling CV that shows employers you have the specific skills they’re looking for. Here are three tips to make 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.

Investment banking 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 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 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.

Ida Pettersson
Written by

Ida Pettersson

After graduating from New College of Florida with a BA in Philosophy and Chinese Language and Culture, Ida moved to Hong Kong to begin her own career journey and finally settled in Taiwan. Her insights on CV writing, interview strategies, and career development have been featured on websites such as LawCareers.net, Digital Marketer, and SheCanCode.