How to write a investment banker resume
A strong investment banker resume leads with closed and live deals: transaction type, deal value, your role, and the outcome. Quantify everything (deal size in dollars, number of transactions, dollars raised) and name the technical work you did such as LBO, DCF, and comparable-company modeling, pitch books, and due diligence. List your Series 79 and SIE licenses and the group or coverage area you worked in.
What recruiters and ATS look for in a investment banker resume
Banking resumes reward deal credibility and modeling depth. Recruiters and ATS filters look for M&A, financial modeling, LBO, DCF, valuation, and pitch books, plus Series 79. Lead every experience bullet with a quantified deal and your specific contribution to it, not team-level summaries.
Section order: Summary → Experience → Deal Sheet → Skills → Licenses → Education.
ATS keywords for a investment banker resume
These are the keywords most investment banker job descriptions use as ATS-filter inputs. Include the ones you genuinely have evidence for in your Skills section.
Starter Skills section
A starting point for your Skills section. Prune to what you genuinely have evidence for.
Best action verbs for investment banker bullets
Lead every bullet with a strong, specific verb. For this role, the strongest openers are:
Example bullet points (before → after)
Three rewrites following the action-verb / quantified-outcome pattern. Replace the specifics with your own. Never invent numbers.
More investment banker bullet examples
Three more starter bullets in the same pattern. Swap the bracketed placeholders for your real numbers.
Common investment banker resume mistakes
The patterns that get investment banker resumes filtered out, and what to do instead.
Investment Banker resume FAQ
Yes. A concise deal sheet listing transaction type, size, and your role is the strongest signal on a banking resume.
The Series 79 and SIE, plus the Series 63 where relevant. List them in a Licenses section as they are expected credentials.
Very. Name LBO, DCF, and comparable-company work explicitly, then tie each model to a specific deal and dollar outcome.
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