Investment Banker CV Example and Writing Guide
Investment banking CVs are concise and deal-focused. List transactions with value, type and your role, show modelling and valuation skills, and include strong academic credentials.
What employers look for in an Investment Banker
- Deal experience (M&A, ECM, DCM)
- Valuation and modelling
- Pitch book preparation
- Strong academics
- Attention to detail under pressure
Investment Banker CV example
Use this sample as inspiration. Replace every number and detail with your own real achievements.
Your Name
Investment Banker
City, Country · phone · email@example.com · linkedin.com/in/yourname
Professional profile
Investment banking associate with 5+ years in M&A and capital markets. Executed 15+ transactions with a combined value of $3B+. Expert in DCF, LBO and comparable company analysis, pitch book preparation and client management.
Experience — key achievements
- Executed 15+ M&A and debt transactions with a combined value of over $3B
- Built detailed DCF and LBO models used in client negotiations and board presentations
- Prepared 50+ pitch books, contributing to 6 new mandates won in one year
- Coordinated due diligence across legal, tax and accounting advisers for a $400M acquisition
- Supervised and reviewed the work of 4 analysts on live transactions
- Ranked in the top quartile of the associate class in annual performance reviews
Skills
Financial Modelling · DCF Valuation · LBO Modelling · Comparable Company Analysis · M&A Execution · Pitch Books · Due Diligence · Capital Markets · Excel & PowerPoint · Bloomberg / Capital IQ · Client Relationship Management · Deal Negotiation Support
Entry-level Investment Banker CV profile
No experience yet? Lead with education, projects and transferable skills. Here is a profile you can adapt:
Finance graduate with strong financial modelling and valuation skills developed through an investment banking internship and CFA Level I. Highly analytical and comfortable working long hours under pressure. Seeking an analyst role.
Career objective version: Analytical finance professional seeking an investment banking role to deliver rigorous valuation work and high-quality client execution.
Typical Investment Banker responsibilities
Do not copy duties straight onto your CV. Instead, turn each one into an achievement with a number — for example, how many, how much, or how much faster.
- Build financial models and valuations
- Prepare pitch books and client materials
- Support deal execution and due diligence
- Analyse industries and companies
- Manage client and adviser communication
Key skills for an Investment Banker CV
Read our guide to the CV skills section and how to use CV keywords.
Certifications worth listing
- CFA
- FINRA Series 79/63 (US)
- Financial modelling courses
Requirements vary by country and employer — always check the job advert and the relevant licensing body.
How to write a stronger Investment Banker CV
- 1
Put your target job title — "Investment Banker" — directly under your name so recruiters and ATS see the match immediately.
- 2
Open with a three-line profile: experience level, two or three core skills and one measurable result.
- 3
Write experience bullets as action verb + task + result. Aim for a number in at least half of your bullets.
- 4
Mirror the exact skills and tools named in the job advert, but only those you genuinely have.
- 5
Use a clean, single-column layout and save as a text-based PDF unless the employer asks for Word.
Applying abroad?
CV conventions — photo, length, personal details — change from country to country. Read the guide for your target market:
Investment Banker CV — frequently asked questions
What should I include in an Investment Banker CV?
Include a short professional profile, reverse-chronological experience with measurable achievements, a skills section and your education. Employers hiring for investment banker roles especially look for: deal experience (m&a, ecm, dcm), valuation and modelling, pitch book preparation.
What are the best skills for an Investment Banker CV?
Strong investment banker CVs usually feature skills such as Financial Modelling, DCF Valuation, LBO Modelling, Comparable Company Analysis, M&A Execution, Pitch Books. Match the exact wording of the job advert and prove key skills inside your experience bullets.
Which certifications help an Investment Banker CV stand out?
Depending on your country and level, useful credentials include CFA, FINRA Series 79/63 (US), Financial modelling courses. List them with the year achieved or your expected completion date.
How long should an Investment Banker CV be?
One page for students and early-career candidates; two pages for most experienced professionals. Senior or highly specialised candidates may need more, but every line should be relevant to the role.
Can I create an Investment Banker CV for free?
Yes. The BuildCVFast builder is free to use. Choose "Investment Banker" as your job title to load a starting profile, skills and bullet points, then edit them with your own details and download a PDF.