Investment Banking Analyst Resume Example (2026)
By FindAJobAI team Updated How we built this page
Investment banking analyst resumes get judged on a narrow set of signals: can you model, have you touched real deal work, and can you survive the hours without dropping details. Hiring managers skim for named transactions, deal sizes and the exact piece you owned, not a general claim of 'financial modeling skills.'
The example below is an analyst with two years at a middle-market M&A boutique after a summer internship at a larger bank. Notice how each bullet names the deal type, the model or analysis built, and the dollar figure it informed, instead of just listing 'built DCF models.'
Investment Banking Analyst resume template
This example as a one-page template: one column, standard headings and plain text, the format applicant tracking systems read most reliably.
After you sign up, Create my CV builds your own resume in this same one-column layout, from your real experience.
Mid-level investment banking analyst resume example
A complete one-page example for a fictional investment banking analyst: every bullet pairs an action with what changed because of it.
Example resume · fictional person
Summary
Investment banking analyst with 2 years in middle-market M&A, building LBO, DCF and comparable company models for deals between $40M and $300M. Built the model and pitch book that supported a $165M sell-side transaction and maintained comps for a 40-company healthcare coverage list. Comfortable owning a workstream under tight deadlines.
Experience
Investment Banking Analyst, Harlow Grove Partners
New York, NY · Jul 2023 – Present
- Built and maintained a 3-statement LBO model for a $165M sell-side mandate in industrial distribution, running 8 leverage and exit scenarios for the final committee memo.
- Ran comparable company and precedent transaction analyses across 40 healthcare names, flagging a 1.5x EV/EBITDA gap that reframed the client's ask price.
- Drafted 6 pitch books and management presentations, coordinating with 3 associates to turn around first drafts within 24 hours of a request.
- Built a DCF with sensitivity tables on WACC and terminal growth for a $90M carve-out, presented directly to the client's CFO.
Summer Analyst, Investment Banking, Beacon & Ashworth Securities
New York, NY · Jun 2022 – Aug 2022
- Supported a 5-person deal team on a $220M buy-side mandate, building the acquisition financing model and debt schedule.
- Compiled a 25-company comparable set for a consumer products pitch, sourcing data from CapIQ and company filings.
- Proofed and formatted 4 confidential information memoranda, catching 11 figure mismatches before distribution.
Skills
- Modeling: LBO, DCF, merger (accretion/dilution), 3-statement operating models, sensitivity and scenario analysis
- Tools: Excel (advanced), CapIQ, PitchBook, Bloomberg Terminal, PowerPoint
- Deal work: Comparable company and precedent transaction analysis, pitch books, management presentations, data rooms
- Sectors: Industrials, healthcare, consumer products
Certifications
- Series 79 (FINRA)
- Series 63 (FINRA)
Education
- B.A. Economics, Georgetown University, 2023
Fictional example by the FindAJobAI team: the person, employers and numbers are invented. Keep the structure; use your own work and numbers you can explain in an interview.
Entry-level investment banking analyst resume example
A senior finance major with one summer internship and a semester-long valuation project standing in for deal experience. Education sits right under the summary since the internship is short, and the project bullet ends in a stated recommendation rather than a count of slides made.
Entry-level example resume · fictional person
Summary
Finance senior with a summer analyst internship in middle-market M&A and a semester-long equity valuation project on 3 mid-cap industrials. Builds LBO, DCF and comps models in Excel and has completed the Series 79 exam. Looking for a full-time analyst seat in M&A or leveraged finance.
Education
- B.S. Finance, Boston College, 2026
Experience
Summer Analyst, Investment Banking, Caldwell Ferris & Co.
Boston, MA · Jun 2025 – Aug 2025
- Built the comps set and football field valuation for a $75M sell-side pitch in specialty manufacturing, covering 18 public peers.
- Updated a 3-statement model for a $130M add-on acquisition, tracing 4 rounds of management guidance changes.
- Formatted and proofed 3 pitch books, resolving 9 figure discrepancies flagged by the deal team lead before client delivery.
Investment Club Analyst, Boston College Student Managed Fund
Chestnut Hill, MA · Sep 2023 – May 2025
- Pitched a long position in a mid-cap industrial name to a 12-member investment committee, backed by a DCF and comps model.
- Tracked a 15-stock portfolio's earnings calendar and wrote weekly summaries of guidance changes for 20 club members.
Skills
- Modeling: LBO, DCF, comparable company analysis, 3-statement models
- Tools: Excel (advanced), CapIQ (student access), PowerPoint, Bloomberg Terminal (coursework)
- Finance coursework: Corporate finance, financial accounting, fixed income
Certifications
- Series 79 (FINRA)
Projects
- Industrials sector valuation (Excel): built DCF and comps models for 3 mid-cap companies, concluding one traded at a 20% discount to peers.
- LBO case study (Excel): modeled a hypothetical $50M buyout with 3 debt tranches, solving for the entry multiple needed to hit a 20% IRR.
Senior investment banking analyst resume example
A vice president eight years in, now leading deal teams instead of building every model himself. The bullets move from modeling to running execution, negotiating terms and mentoring analysts, and the summary names the deal count and the dollar volume he's closed.
Senior example resume · fictional person
Marcus Delacroix
Vice President, Investment Banking
Chicago, IL · [email protected] · (312) 555-0154 · LinkedIn
Summary
Vice president with 8 years in M&A advisory across industrials and healthcare, leading deal execution on transactions up to $1.2B. Closed 14 deals totaling $2.8B in enterprise value, manages a team of 3 analysts and associates, and leads valuation negotiation directly with clients and counterparties.
Experience
Vice President, M&A Advisory, Westbrook Lane Capital
Chicago, IL · Apr 2021 – Present
- Led execution on 9 closed deals totaling $1.9B in enterprise value, managing 3 analysts and associates across concurrent mandates.
- Negotiated final purchase price and working capital terms on a $410M sale, closing a $15M gap between buyer and seller positions.
- Built the valuation framework presented to a client's board for a $1.2B strategic sale, defending assumptions across 3 rounds of questions.
- Standardized the team's LBO and merger model templates, cutting model-build time for new mandates from 5 days to 2.
Associate, M&A Advisory, Harlow Grove Partners
New York, NY · Aug 2018 – Mar 2021
- Managed analyst work product on 5 deals a year, reviewing models and pitch books before partner review.
- Ran buy-side due diligence coordination for a $300M industrials acquisition, tracking 60 open items across 4 workstreams.
- Presented sector comps and precedent transactions directly to clients in 20 pitch meetings.
Investment Banking Analyst, Beacon & Ashworth Securities
New York, NY · Jul 2016 – Jul 2018
- Built LBO and merger models for 12 pitches across consumer and industrial sectors.
- Maintained a 35-company comps database used across the group's live mandates.
Skills
- Deal execution: LBO, DCF, merger modeling, valuation negotiation, due diligence management
- Tools: Excel (advanced), CapIQ, PitchBook, Bloomberg Terminal
- Leadership: Managing analysts and associates, client presentation, cross-team coordination
Certifications
- Series 79 (FINRA)
- Series 63 (FINRA)
Education
- B.A. Economics, University of Chicago, 2016
How to write an investment banking analyst resume
Five steps, in the order a recruiter reads the page. The format around them stays plain for every job: one column, standard headings, newest role first.
Header: name, target title and links
Use the title that matches the job family (Investment Banking Analyst, M&A Analyst) and list the group you worked in if your bank had named sector coverage (industrials, healthcare, TMT). Screens often search for the exact group name.
Summary: what you do and your best proof
State your years, your sector coverage and the deal size range you've worked on, then one concrete deal result. Skip phrases like 'strong financial acumen'; every applicant claims it.
Experience: newest first, a result in every bullet
Open each bullet with the deal type and size, then the model or analysis you built and what it informed. 'Built models' says little; 'built the LBO that shaped an $165M committee memo' says a lot.
Skills: grouped, in the ad's words
Group by modeling type, deal tools and sector coverage. Name the specific models (LBO, DCF, merger) rather than a single 'financial modeling' line, and list CapIQ, PitchBook or Bloomberg if you've used them.
Education and certifications
List your degree, year and any FINRA licenses (Series 79, 63) near the top since some screens filter on licensing. Without deal experience, add a Projects section with a valuation or LBO case study stating its conclusion.
Skills to put on an investment banking analyst resume
Hard skills are the tools and methods of the job; soft skills are how you work with people. Each comes with one way to prove it, because a skill named only in a list counts for little. Add the ones you really have.
Hard skills
- LBO modeling
- Name the deal size and how many debt or exit scenarios you built into the model.
- DCF modeling
- Mention the sensitivity variables you ran, such as WACC or terminal growth, and who saw the output.
- Merger modeling
- State the deal size and whether the model showed accretion or dilution, and by how much.
- Comparable company analysis
- Give the peer set size and one finding it produced, like a valuation gap.
- Precedent transaction analysis
- Name the sector and deal count in your set, and how it was used in a pitch or memo.
- 3-statement modeling
- Point to a specific forecast you built and the scenario or guidance change it tracked.
- Pitch book creation
- Count the books built and the turnaround time, especially under deadline pressure.
- Excel (advanced)
- Mention specific functions or structures (dynamic arrays, INDEX/MATCH, circularity breakers) tied to a model.
- CapIQ / PitchBook / Bloomberg
- Say what you sourced with it, such as a comps set or a company's debt schedule.
- Due diligence coordination
- Give the item count or workstream count you tracked across a live deal.
- Valuation negotiation
- State the dollar gap you helped close between parties.
- Industry research
- Name the sector and the output, such as a coverage list or a sector primer.
Soft skills
- Attention to detail
- Give an error or figure mismatch you caught before it reached a client.
- Working under deadline
- State a turnaround time you hit on a model or pitch book under pressure.
- Communication with senior bankers
- Describe a finding you presented directly to a managing director or client.
- Team coordination
- Name the team size you worked with or managed on a live deal.
- Client-facing presence
- Count the pitch meetings or client calls you presented in.
- Resilience under workload
- Describe a period of concurrent deals and how you kept deliverables on time.
- Mentoring
- Count the analysts or associates whose work you reviewed or trained.
Investment Banking Analyst resume bullet examples: weak vs strong
The same work, written two ways. The strong version names the tool, the scope and a result; the numbers are examples, yours must be real.
Weak: Built financial models.
Strong: Built a 3-statement LBO model for a $165M sell-side deal, running 8 leverage scenarios that shaped the final committee memo.
Names the deal type, size and what the model was used for.
Weak: Worked on pitch books.
Strong: Drafted 6 pitch books across 2 sectors, turning first drafts around within 24 hours for 3 associates on tight deal timelines.
Shows volume, speed and the people relying on the work.
Weak: Performed valuation analysis.
Strong: Ran comps across 40 healthcare names and flagged a 1.5x EV/EBITDA gap that reframed the client's ask price.
A specific finding with a concrete effect on the deal.
Weak: Assisted senior bankers.
Strong: Supported a 5-person deal team on a $220M buy-side mandate, owning the acquisition financing model and debt schedule.
States the deal size, team size and the exact piece owned.
Weak: Good attention to detail.
Strong: Proofed 4 confidential information memoranda before distribution, catching 11 figure mismatches that would have reached the client.
Turns a trait into a specific catch with a count.
Weak: Knowledge of Excel and PowerPoint.
Strong: Built sensitivity tables on WACC and terminal growth for a $90M DCF, presenting the output directly to the client's CFO.
Shows the technical depth and who saw the result.
15 more investment banking analyst resume bullet examples
Grouped by area of the job, so you can find the ones closest to your work. Keep the shape (action, scope, result) and replace the invented numbers with your own.
Modeling
- Built an LBO model for a $210M buyout with 3 debt tranches, solving for the entry multiple needed to hit a 22% IRR.
- Updated a merger model for a $340M stock-and-cash deal, showing 6% EPS accretion in year one that supported the board recommendation.
- Built a DCF with 5 WACC and growth scenarios for a $95M asset sale, used as the anchor valuation in the final negotiation.
- Rebuilt a client's 3-statement model after 4 rounds of guidance changes, cutting model turnaround from 2 days to 4 hours.
Valuation and deal analysis
- Ran a comps analysis across 30 specialty retail names, identifying a 2.0x EV/EBITDA premium that informed the client's counteroffer.
- Built a precedent transaction set of 20 deals in business services, used to benchmark a $150M sale's proposed multiple.
- Analyzed a $400M carve-out's standalone cost structure, flagging $8M in dis-synergies the buyer hadn't modeled.
- Presented a sum-of-the-parts valuation for a diversified holding company that supported a decision to pursue a breakup sale.
Deal execution and diligence
- Tracked 75 open diligence items across 5 workstreams on a $280M acquisition, closing 90% before the agreed deadline.
- Coordinated 4 advisor teams (legal, tax, accounting) on data room access for a $500M sale process.
- Drafted the management presentation for a $120M sell-side process, incorporated into the final confidential information memorandum.
Pitch and client work
- Built 8 pitch books across industrials and healthcare in a single quarter, each turned around within 36 hours of request.
- Prepared the sector primer behind a successful pitch for a $600M mandate, covering 15 comparable companies.
- Presented a valuation bridge directly to a client's CFO, resolving a disagreement over normalized EBITDA.
- Turned around 15 revised valuation pages within 24 hours during a live auction, with no formula errors found in senior review.
Investment Banking Analyst resume summary examples
Two or three lines on what you do and your strongest proof. Start from the one closest to your level and use your own facts.
Economics graduate with a summer analyst internship in investment banking and a semester-long equity research project on 3 mid-cap industrials. Built LBO and comps models in coursework and the internship. Series 79 and 63 in progress.
Investment banking analyst with 2 years in middle-market M&A, building LBO, DCF and comps models for deals between $40M and $300M. Owned the model behind a $165M sell-side transaction and maintains a 40-company healthcare coverage list.
Vice president with 8 years in M&A advisory, leading deal execution on transactions up to $1.2B and managing 3 analysts and associates. Led the modeling and negotiation support on 14 closed deals across industrials and healthcare.
Common investment banking analyst resume mistakes
Each one is easy to make and quick to fix before you apply.
Vague deal descriptions
'Worked on an M&A deal' hides the sector, size and your role. Name the deal type, approximate size and your specific contribution.
Listing models with no output
'LBO, DCF, comps' in Skills says what you can build; the bullets need to say what the model showed or what it was used for.
Confusing summer and full-time experience
Label internships clearly with dates and don't blend internship bullets into a full-time role's section; readers check this closely.
Omitting team size and your exact role
On team deals, state the team size and which piece was yours (model, comps, diligence tracker) so credit isn't ambiguous.
Resume longer than one page
Analyst and associate resumes are expected at one page. Cut to your 2 or 3 strongest deals and trim early coursework once you have real deal bullets.
ATS tips for an investment banking analyst resume
Applicant tracking systems turn your file into text that recruiters search, mostly for the skills and titles in the ad. They rarely reject a resume on their own; one that parses badly or misses the ad's words just doesn't come up.
- Name the deal size and sector for every transaction you worked on; 'M&A deal' alone tells a recruiter nothing.
- List the specific model types you've built (LBO, DCF, merger model) rather than a single line of 'financial modeling.'
- Mention the data and deal tools by name (CapIQ, PitchBook, Bloomberg); ads usually ask for at least one.
- If you hold Series 79 or 63, list them near the top; some screens filter on licensing before anything else.
- Keep bullets to one deal or workstream each, naming your exact contribution when you worked as part of a team.
For the format itself, run the free ATS resume checklist.
Everything for Investment Banking Analysts
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Investment Banking Analyst resume FAQ
What should an investment banking analyst resume include?
Named deal types and sizes, the specific models you built (LBO, DCF, comps), the tools you used, and your exact role on each deal team. Recruiters look for evidence of real transaction work, not general finance coursework.
How do I list deals I can't name due to confidentiality?
Describe the deal by sector, size and type instead of the company name, for example '$165M sell-side mandate in industrial distribution.' This is standard practice and still gives a reader what they need.
Do I need Series 79 to apply for analyst roles?
Many banks sponsor the exam after hiring, so its absence usually isn't disqualifying for entry-level roles. If you already hold it, list it since it can shorten onboarding and some internal transfer screens ask for it directly.
Should a one-page resume be strict for investment banking?
Yes, for analyst and associate-level resumes. Keep it to one page by cutting to your 2 or 3 strongest deals and trimming coursework once you have real deal experience.
How we built this page
The FindAJobAI team wrote the three example resumes, the bullets, the skills and the advice for investment banking analyst roles. The people, employers and numbers in the examples are invented; the structure, the tools and the way each bullet is built are the parts to copy.
Once we track enough live investment banking analyst job ads, this page also shows the skills they ask for most, counted the same way as our in-demand skills report.
Last reviewed on November 1, 2026.