What to Highlight in an Investment Banker Resume

An effective investment banker resume should highlight your expertise in financial modeling, valuation methods, deal execution, and client advisory. Focus on showcasing your experience with mergers and acquisitions (M&A), capital raising, and transaction structuring. Include the size and scope of deals you’ve worked on, the industries you’ve served, and the tools you use (e.g., Excel, Bloomberg, Capital IQ). Demonstrate your ability to thrive in high-pressure environments, manage complex projects, and communicate effectively with clients and stakeholders. Relevant licenses (like Series 79/63) and certifications such as CFA further strengthen your resume.

Investment Banker resume example:

Jonathan Lee

Investment Banker | M&A & Corporate Finance Specialist
📍 New York, NY | 📞 (212) 555-7123 | 📧 jonathan.lee@email.com
🌐 www.jonathanleefinance.com | LinkedIn: linkedin.com/in/jonathanleebanker

Summary

Analytical and driven Investment Banker with 7+ years of experience in mergers and acquisitions, capital markets, and strategic advisory services. Proven expertise in financial modeling, valuation, deal structuring, and client relationship management. Skilled in managing end-to-end transactions, working with Fortune 500 clients and high-growth startups across sectors. Known for working under high-pressure environments and delivering results in fast-paced deal cycles.

Work Experience

Vice President – Investment Banking
Goldman Partners Group — New York, NY
2021 – Present

• Led M&A transactions valued at over $2.5B, including cross-border and leveraged buyouts.
• Managed client relationships, built pitch books, and conducted financial due diligence.
• Oversaw junior analysts and associates, reviewing valuation models and investor presentations.
• Presented deal strategies and updates to executive clients and internal stakeholders.

Investment Banking Associate
Eastbridge Capital — New York, NY
2017 – 2021

• Created detailed DCF, precedent transaction, and LBO models to support strategic recommendations.
• Supported IPO and equity financing efforts, including roadshow prep and regulatory filings.
• Conducted market research and prepared industry comps and investment memorandums.
• Participated in deal execution, working closely with legal, tax, and compliance teams.

Investment Banking Analyst
Midtown Advisory — New York, NY
2015 – 2017

• Built and maintained valuation models for M&A and restructuring deals.
• Assisted in the preparation of pitch materials and client deliverables.
• Conducted company and market research to support deal strategy.

Education

Bachelor of Science in Finance and Economics
The Wharton School, University of Pennsylvania — Philadelphia, PA
Graduated: 2015

Skills

• Mergers & Acquisitions (M&A)
• Financial Modeling & Valuation (DCF, LBO, Comps)
• Capital Markets & Equity Financing
• Strategic Advisory & Pitch Book Development
• Due Diligence & Deal Execution
• Excel, PowerPoint, FactSet, Capital IQ, Bloomberg
• Project Management & Team Leadership
• SEC Filings & Regulatory Compliance

Certifications

• Series 79 & 63 Licensed
• CFA Level II Candidate

Languages

• English – Native
• Mandarin – Conversational

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