Investment Banking Resume: The Complete 2023 Guide with 10+ Examples

by Hiration

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You cannot advance your job application without perfecting your investment banking resume.

In today’s world, fashioning the perfect resume is the first step towards attaining the job of your dreams. Without perfecting your resume, you cannot hope to get shortlisted. And without a shortlist, you are a hundred miles away from your dream job.

Before we begin, take a quick look at our sample investment banking resume to learn what an ideal resume for investment banking jobs should ideally look like.

But don’t worry. This guide will help you put together the perfect investment banking resume without outside help in no time.

Here’s a summary of our Investment Banking Resume 2023 Blog:

  • Write all the dates in your investment resume in a month and year format.
  • Write the key skills and the summary section towards the end: this helps you save time and optimize your resume as it makes it easy to draft your summary and identify your core skills when you do this at the end.
  • Do not use paragraphs to compose your resume. It makes your resume unnecessarily bulky and cluttered. Instead, use one-liner points to talk about your roles & responsibilities as doing this makes your resume more readable and comprehensible.
  • Write an investment banking resume objective if you have 0 to less than 3 years of work experience. Write a resume summary if your work experience transcends 3 years.

And here's the best part:

This blog is the only guide you'll need to write an impeccable shortlist-worthy investment resume.

By following the guidelines in this blog, you will be able to transform your investment banker resume into a rockstar of resumes.

By the end of our Investment Banking Resume Blog, you will learn:

  • How to correctly compose each section of your resume.
  • How to make your investment resume more readable and organized.
  • How to structure each section using the ideal font size and alignment.
  • How to endorse your investment banking skills in the key skills section.
  • How to curate an investment resume that is recruiter friendly and ATS-targeted.

. . . All so you can get shortlisted for your dream job!

By helping you draft your resume for investment banking jobs, this blog hopes to shorten the distance between you and your dream investment banking jobs.

In the meanwhile, try Hiration's Online Resume Builder to experience how an effortlessly impeccable resume can be written within minutes using our pre-filled and pre-designed investment banking resume template.

Our Resume Builder is equipped with 100+ content templates and 25+ resume templates that you can use to revolutionize your resume writing experience.

Mentioned below is a list of what you will learn from this blog:

Investment Banking Job Description for Resume

If you’re interested in dipping your toes in the highly challenging & equally vivacious world of investment banking, know that you’re not alone in this.

There are millions of people all over the world who dream to one day find success as an investment banker. But what you probably didn’t meditate on is this: Being an Investment Banker is not easy.

The job of an investment banker is challenging. The pay is high, and so is the pressure.

According to the information on Investopedia, the job description of an investment banker is described in the following ways:

“Investment bankers help their clients raise money in capital markets by issuing debt or selling equity in the companies. Other job duties include assisting clients with mergers and acquisitions (M&As) and advising them on unique investment opportunities such as derivatives”.

As you can see from the above definition, the job of an investment banker directly deals with money and clients. And we all know how rewarding and equally pressurizing such jobs can be.

If you’re up for the challenge, then you’ve most certainly picked the right profession.

And if you’re ready to start your vivacious life as an investment banker, you need to focus on getting shortlisted for the top investment banking jobs of your dreams.

Fortunately, this blog is all about helping you land your dream job as an investment banker.

So read on, there’s a lot of learning left to do (and we are just getting started!).

In the meanwhile, you can save the time and effort by using Hiration's Online Resume Builder to compose your resume using our pre-designed investment banking resume template.

Investment Banking Jobs

Your career as an investment banker is a melting pot of different colors and variations in the job title. This means that the particular order or job title of an investment banker might vary a little from firm to firm.

Many job titles come attached to the investment banking industry. We have compiled a list of the standard investment banking career order and mentioned it below:

  • Investment Banking Analyst
  • Investment Banking Associate
  • Vice President
  • Senior Vice President
  • Managing Director

Investment Banking Salary

Mentioned below is the salary figures quoted by top websites for investment bankers:

What is an Investment Banking Resume & why do you need it?

An investment banking resume is your professional ticket to the interesting world of investment banking careers. Your resume is the first stage of job application when you start applying for investment banking jobs.

If you perfect it, you stand a real chance of getting shortlisted for the investment banking jobs of your dreams. If you do not perfect it, you might never see the light of day where your investment banking career is concerned.

The importance of your investment banker resume lies in its potential to get you shortlisted for the job of your dreams.

But the trends of the time demand that you write an investment banking resume that is impeccably structured. It needs to be both recruiter-friendly and ATS-targeted too.

An ATS-targeted recruiter friendly investment banker resume has a higher chance of getting you shortlisted than an average resume which is designed without mindful direction.

If you're new at writing resumes, don't know where to start, then read Hiration's Resume Tips: The Do's & Don'ts for your resume.

In the meanwhile, get your investment resume professionally reviewed by our resume experts at Hiration using Hiration’s Resume Review Service.

Investment Banking Resume Sections

The first step in writing the perfect investment banker resume lies in correctly composing the sections of your resume.

Mentioned below is a list of sections that you should not miss out on when drafting your job-winning investment banker resume:

  • Header
  • Personal Information
  • Profile Title
  • Summary/Objective
  • Key Skills
  • Professional Experience
  • Education
  • Certifications (if any)
  • Awards & Recognition (if any)
  • Additional Information (if any)

The sections that we have listed above need to be professionally presented in your resume. To learn the art of perfecting it, read Hiration's Guide to sections in a resume.

In the meanwhile, build your resume with Hiration’s Online Resume Builder. Our readymade investment banking resume template will help you perfect your investment banker resume without breaking a sweat.

Our investment banking resume template is pre-filled, with pre-adjusted text sizes and correct spacing. This feature helps you effortlessly curate and perfect your resume.

How to write your Investment Banking Resume

To write an impeccable investment banking resume, you need to follow the right rhythm. This can be done by following three main stages. You need to approach resume writing in the order listed below:

  • First stage: Master Investment Banking Resume
  • Second stage: First Draft of your Investment Banking Resume
  • Third stage: Final Draft of your Investment Banking Resume

Master Investment Banking Resume

The first stage of resume writing is the master resume stage. In this stage, your job is to compile all your work-related information, irrespective of their present relevance, and store them in one place.

This storage room of your career details is called the mater resume.
Your master investment resume has 2 main uses. We have mentioned them below:

  • Resume compilation in the present: The presence of all your career-related information in one place guarantees that you can easily pinpoint the information you need due to the easy accessibility. It enables you to single out the relevant details of your professional experience, which helps you perfectly compose your resume in the present timeline to suit the needs of your target job listing.
  • Resume update in the future: The second major benefit of making a master resume lies in its capacity to help you update your resume in the future. Most of us tend to leave our resume unattended for years without updating it. By maintaining a record of all imaginable work-related information in one storage unit, you are helping yourself. With this methodology, you have all the resources you need at your disposal to update your resume.

First Draft of your Investment Banking Resume

The next stage of writing your resume includes making the first draft of your investment banker resume. This stage of resume writing includes composing the following sections:

  • Header
  • Personal Information
  • Profile Title
  • Professional Experience
  • Education
  • Certification
  • Awards & Recognition (if any)
  • Additional Information (if any)

Final Draft of your Investment Banking Resume

The third stage of resume writing includes making the final draft of your investment banking resume. As part of this stage, compose the sections that we have mentioned below:

  • Compose the key skills section: This section is the second last section that you should compose after drafting the sections that we have mentioned in the second stage of the resume writing above.
  • Compose the summary or objective section: The last section you should compose is the summary or the objective section. This is written at the end as it makes it easy to pick relevant information for your investment banking resume summary. Whether you write a resume summary or an investment banking resume objective will depend entirely on the number of years you put in.

How to write your Investment Banking Resume: Conclusion

You have probably written multiple investment banking resumes to date without being aware of the right approach this whole time!

But with this knowledge, you will be able to write a better resume than the millions of investment banking resumes that have given you a tough competition to date.

You will be able to write a better resume than you did in the years preceding this by following the 3 stages of resume writing that we have mentioned above.

By following these stages, you will be able to curate a better structured and better-organized resume than your competitors.

Get ahead of your game and give yourself a winner’s start with Hiration’s Guide on writing resumes for beginners.

In the meanwhile, use Hiration's Online Resume Builder to curate a job-winning investment banker resume with ease. It comes with a pre-filled investment banking resume template that you can personalize according to your needs and requirements.

Ideal Resume Format for your Investment Banking Resume

There are 3 types of resume formats when it comes to composing a resume. We have mentioned them briefly below:

  • Reverse Chronological Resume Format: This resume format approaches time from a reverse order. It showcases your most relevant work experience first and has thus proven to be the most accepted resume format for structuring resumes amongst recruiters and experts around the world.
  • Functional Resume Format: This resume format endorses the skills that you have picked up in your career and prioritizes it over the timeline of your work experience. This approach covers potential gaps in your work experience. It is thus considered the ideal format for people with gaps in their employment history.
  • Combination/Hybrid Resume Format: As the name suggests, this resume format is a combination of both the resume formats that we have mentioned above. It gives equal weight to your skills and the timeline of your work experience.

hile there is no one ideal format for structuring resumes, the reverse-chronological resume format has proved to be a winner of resume formats. It is a favorite amongst recruiters and is seen as an ideal resume format for professionals across all industries.

Hiration Pro Tip: The reverse-chronological resume format has a higher chance of ranking high in the ATS system. Use this resume format to write a highly relevant, ATS-targeted & recruiter friendly resume.

Given below are reasons why the Reverse Chronological Resume Format is considered the ideal resume format:

  • ATS Friendly: The reverse chronological format ensures that your resume gets correctly parsed by any applicant tracking system.
  • Recruiter Friendly: This resume format is the preferred format amongst recruiters and is thus considered recruiter-friendly.
  • Easy to compose: It is easy to draft your resume using the reverse-chronological resume format. As such, it is viewed favorably and is considered the ideal format.
  • Makes your resume relevant: Your most recent work experience = most relevant work experience of your career. By endorsing it first, this resume format makes your investment resume highly “relevant” in the eyes of the recruiter.

Read Hiration’s Blog on Resume Formats to learn more about resume formats. It will help you better decide the ideal resume format for you.

While you’re at it, get your investment banker resume professionally reviewed by our in-house team of resume experts at Hiration.

They will give you an informed explanation of what you’re doing wrong and the approach that you can take to correct it.

Investment Banking Resume: Professional Experience

The professional experience section is the crux of your resume. It is the legs on which your resume stands. It is the foundation on which your resume is built.

This section allows you to talk about your roles & responsibilities explicitly and gives you the perfect opportunity to stand out.

You get the chance to endorse your career highlights and talk about the key skills that make you a distinguished candidate through this section.

Certain tricks can do wonders to elevate your investment banker resume. Given below is a list of what you can do to perfect this section:

  • Use the STAR format
  • Frame points
  • Use bucketing & bolding

Let us now discuss the above points in detail. But before we do, read Hiration's Blog on how to compose the work experience section of your resume to learn the tricks of perfecting this section.

STAR Format in your Investment Banking Resume

STAR format stands for the following:

  • S: Situation - The situation/backdrop/context of your contributions.
  • T: Task - The actual task that was assigned to you.
  • A: Action - The strategy you used to execute the assigned task.
  • R: Result - The result/outcome of your action in the form of an achievement figure.

The STAR format uses the cause-effect relationship to explain the “why” and the results of your actions. This helps you show how you benefitted the key stakeholders of your organization with your professional contribution.

This makes it possible for you to demonstrate your professional caliber to potential recruiters using numbers, which significantly enhances your job application as they can see the extent of your expertise in quantifiable figures.

Framing Points in your Investment Banking Resume

When it comes to resume writing, people approach it in two ways

  • Approach 1: using paragraphs to compose the professional experience section.
  • Approach 2: using points to formulate the professional experience section.

Approach 1 is the wrong way to go about writing resumes.

Using paragraphs to talk about your roles & responsibilities unnecessarily elongates your resume and makes it difficult for the recruiter to read & comprehend your resume. This is likely to put off a recruiter, which means you unintentionally end up sabotaging your chances of a shortlist.

On the contrary, using points creates the opposite effect and positively impacts your chances of getting shortlisted for your target job (more on this later).

Before we get into an analysis of the same, here are two examples. We want you to observe them closely:

Example 1:

“As part of my roles & responsibilities as a Senior Associate – Investment Banking, I designed complex Microsoft Excel models to perform business & industry forecasting. I was also responsible for predicting growth projections & valuations using Discounted Cash Flow models & trading/transaction multiples. Alongside this, I was also tasked with the responsibility of conducting industry, financial and competitive analysis for client advisory and firm investments¬¬¬¬¬. Other responsibilities include facilitating and managing surveys to study macro-environmental trends for better understanding of the potential market & model assumptions which led to better strategy making for the company”.

Example 2:

  • Built exciting Microsoft Excel models to perform business & industry forecasting
  • Predicted growth projections & valuations using Discounted Cash Flow models & trading/transaction multiples
  • Conducted industry, financial and competitive analysis for client advisory and firm investments
  • Researched macro-environmental trends for better understanding of the potential market & model assumptions

Framing points: Analysis

You can draw the following conclusions from the examples that we have mentioned above:

  • Example 1 uses a paragraph to talk about a candidate’s work experience. It fails to create a positive impact as it is not reader-friendly. On the contrary, it is hard to read and harder to comprehend. This needlessly discourages the recruiter from reading your resume completely, which goes on to reduce your chances of getting shortlisted.
  • The goal of your resume is to effectively communicate your roles & responsibilities. Using paragraphs fails to achieve this objective.
  • Example 2 is easier to read and comprehend than example 1. It is reader-friendly and keeps the recruiter interested in reading your resume in its entirety.
  • Conclusion: Do not use paragraphs to write the professional experience section of your investment banker resume.

Bucketing & Bolding in your Investment Banking Resume

While framing points makes your resume more readable, it does nothing to enhance the effectiveness of your resume.

The objective of your professional experience section is to effectively communicate your roles & responsibilities, which one-liner points fail to accomplish.

This is why bolding & bucketing is a game-changer. It revolutionizes your resume by meaningfully communicating information.

Before we get into the details, here are two examples to illustrate the points that we have made:

Example 1:

  • Built exciting Microsoft Excel models to perform business & industry forecasting
  • Predicted growth projections & valuations using Discounted Cash Flow models & trading/transaction multiples
  • Conducted industry, financial and competitive analysis for client advisory and firm investments
  • Researched macro-environmental trends for better understanding of the potential market & model assumptions

Example 2:

Market Research, Business Forecasting & Growth Projection

  • Built exciting Microsoft Excel models to perform business & industry forecasting
  • Predicted growth projections & valuations using Discounted Cash Flow models & trading/transaction multiples
  • Conducted industry, financial and competitive analysis for client advisory and firm investments
  • Researched macro-environmental trends for better understanding of the potential market & model assumptions

Bucketing & Bolding: Analysis

You can draw the following conclusions from the above-mentioned examples:

  • Example 1 uses points which makes the resume easier to read and comprehend. However, it does nothing to accentuate your career highlights. All it does is make your resume more readable.
  • On the contrary, example 2 directs the recruiter’s attention to the highlights of the applicant’s work experience which enhances the effectiveness of the applicant’s resume and makes the candidate more appealing in the recruiter’s eyes.
  • In example 2, the applicant is grouping similar points under unique subheadings which makes it easier to comprehend the exact details of the applicant’s roles & responsibilities without having to spend too much time analyzing the resume.
  • Thus, you should use bucketing & bolding alongside points to enhance the effectiveness of your resume.

Investment Banking Resume Sample for Professional Experience

To learn what an ideal professional experience section should look like, take a look at our sample investment banking resume below:

Investment Banking Resume: Header

There are certain rules & regulations that you should follow while composing your resume header. We have mentioned them below:

  • Writing “CV” or “Resume” as the resume header is the wrong way of composing resume headers. It is also seen as highly unprofessional by recruiters who go through your resume.
  • Your resume header features on the top-most part of your resume. By default, your real full name is the de-facto resume header of your resume. So, if your name is Leannah Stark, you should write your resume header as Leannah Stark.
  • Give a single space between your first name and your last name and write it in the font range of 16-20 font size.
  • If you have a middle name: write your first name, followed by the first initial of your middle name, followed by your last name. Example: 'Leannah B. Stark'.

Read Hiration’s Guide To Writing The Perfect Resume Header to learn the art of perfecting resume headers.

Take a look at the investment banking resume sample that we have mentioned below to learn what your resume header should ideally look like:

To get your existing resume professionally reviewed by our resume experts at hiration, use Hiration’s Resume Review Service.

Investment Banking Resume: Personal Information

The personal information section of your investment resume consists of the following things:

  • Updated mobile number
  • Professional email address
  • Location

Align these points horizontally in the below-mentioned format:

{Personal Mobile number} | {Professional E-mail Address} | {Current Location}

To learn more about this section, read Hiration's 2023 Guide to composing your contact information. This blog gets into the depth of each element in your personal information section.

Updated Mobile Number

When it comes to writing mobile numbers on your resume, you need to follow certain rules & regulations. We have mentioned these rules below:

  • Use your country’s ISD code as a prefix before your phone number.
  • Put a plus sign (+) before the ISD code.
  • Write your updated mobile number after the ISD code.
  • Eg: +1 (654) 325 1981.

E-mail Address

The importance of your email ID lies in its utility as the official mode of communication between you and the recruiter.

It is through your email ID that the recruiter gets in touch with you. Thus, you must write your email ID correctly without any spelling mistakes. if you mess it up, you might never hear from an interested recruiter as he/she won’t be able to get in touch with you.

Mentioned below is the correct format for drafting your email address:
Your_full_name@xyz.com

For eg: if your name is Demi Lovato, the correct way to compose your email ID is demilovato@xyz.com or demi.lovato@xyz.com or demi-lovato@xyz.com.

You can use any of these styles according to your preference. All you have to do is write your full name in your email ID. This makes your email ID look more professional. Your goal is to appear as professional as you possibly can.

Location

Like the rest of the elements in your resume, your location also needs to be impeccably composed. We have mentioned below the guidelines that you should follow while curating your location in your resume.

  • Location stands for your current city of residence. You should position it in the right-most corner of the personal information section.
  • Irrelevant details like your house address, street name, and locality name should not be mentioned in your resume.
  • If you’re looking for a job in the same country, mention your city and state name.
  • If you’re looking for a job in another country, mention your city and country name.

Investment Banking Resume Sample for Personal Information

Check out the investment banking resume example that we have attached below to get a glimpse of what a perfectly composed personal information section should look like.

Investment Banking Resume: Profile Title

Since your profile title is a reflection of your latest job designation, it is important that you accurately curate your profile title. It tells the recruiter what your functional industry is.

It is also telling of your level of seniority in your functional industry.

Write this section below the personal information section of your resume in the size range of 14-16 font size.

Mentioned below is our investment banking resume sample illustrating the ideal profile title for your resume.

Investment Banking Resume: Education

The education section of your investment banker resume should communicate the following education-specific details about you:

  • Name of the school/university you have attended.
  • Name of the pursued courses.
  • Location of your school/university.
  • Enrollment and graduation dates in the month and year format.

These should be arranged in the below-mentioned format:

{Name of the school/university} | {Location} | {Dates} (in month and year format)
{Name of the degree} | {CGPA}

Learn the art of perfecting this section with Hiration's Guide on how to list education on your resume. It gets into a detailed explanation of the key points that you should follow to curate this section with perfection.

Given below is a sample investment banking resume for your reference. It shows what an ideal education section should look like.

Investment Banking Resume: Certifications

The Certifications section of your resume for investment banking should showcase the below-mentioned details:

  • Name of the certification you have pursued.
  • Name of the certification issuing body.
  • Location of the certifying body.
  • Enrollment and completion date in a month and year format.

This needs to be aligned in the format we have mentioned below:

{Name of certification} | {Affiliating Institution} | {Location} | {Date} (in month and year format)

If you are an investment banker who has done relevant diplomas or certifications in CFA or any other field, list them down in this section.

Your certifications tell the recruiter that you are an enthusiastic professional who is eager to pick up new skills. It reflects a sense of competence that transcends the moribund realms of conventional schooling and education.

It shows that you are a go-getter who takes initiatives. It reflects ambition. As such, the certifications section is important and should not be overlooked when you draft your resume for investment banking.

The need to perfect is a matter of priority. Learn to perfect it with Hiration's Guide on listing certifications on a resume.

In the meanwhile, take a look at our sample investment banking resume to learn what a perfectly curated certifications section is all about.

Investment Banking Resume Key Sections

Investment Banking Resume: Key Skills

The key skills section is your best opportunity to hack into the recruiter’s good books. A recruiter is likely to scan this section first because the recruiter looks for the ideal skill sets in a job applicant.

Based on this analysis, a recruiter takes a personal call on if he/she should evaluate your resume further.

This means that you need to possess the key skills that the recruiter is looking for and mention it in this section to give yourself the chance of getting shortlisted.

Without exaggeration, this section thus carries a lot of weight in deciding if you get that coveted interview call or not.

Here’s what you can do to perfect this section:

  • Your goal here is to show the recruiter that you have the desired skill set for your target job listing.
  • You need to identify the keywords that the recruiter mentions in your target job listing and replicate these keywords in the key skills section of your resume for investment banking. But while you’re at it, make sure that you don’t mindlessly reiterate these keywords. Look for the keywords that you are skilled in, and replicate only those keywords that resonate with the skills that you have.
  • You can further expand the vivaciousness of this section by listing down all the skills that you have accumulated over the years. All you have to do is objectively single out the key skills that are specific to you from your professional experience section. After identifying your key skills, single them out in the key skills section of your investment resume in 2 – 3 words.

Learn all about perfecting the key skills section of your resume for investment banking by going through Hiration's Guide on what skills to put on a resume.

In the meanwhile, write a professionally curated investment resume with our professionally designed Online Resume Builder.

Check out our sample investment banking resume to learn what an impeccably curated key skills section of your should ideally look like.

Investment Banking Resume Summary

Your resume summary is one of the most important section of your resume as it gives the recruiter a quick overview of your work experience and the highlights of your career.

These are important determinants when it comes to finalizing the future of a candidate’s job application.

Your goal here is to write an impeccable kick-ass resume that leaves a lasting impact on the recruiter.

Here are some facts that you should know about resume summaries:

  • A resume summary should be written by only those of you who have a minimum of 3 years of work experience. If you have worked for 0 to less than 3 years, write a resume objective instead.
  • To maximize the effectiveness of your resume summary, pick the highlights of your career from the professional experience section of your resume and lay them down in your resume summary in 2-3 lines.

Read a detailed guide on resume summaries on Hiration's Resume Summary Guide to learn how to maximize the effectiveness of your resume summary.

Learn what an ideal resume summary should look like by evaluating the investment banking resume example that we have mentioned below.

Investment Banking Resume Objective

Here are some key highlights of an investment banking objective that you should know:

  • You should write an investment banking resume objective only if you have less than 3 years of work experience.
  • Just like the resume summary, your investment banking resume objective is also a statement of proficiency you make to a potential employer.
  • Since you have very limited work exposure, you need to distinguish your worth using different metrics such as your certifications, your voluntary experience, etc. You should highlight them in your investment banking resume objective as it adds value to your job application.

Learn how to perfect your investment banking resume objective with Hiration's Guide on Resume Objectives.

Investment Banking Resume Sample

MICHELLE CHAPMAN
Investment Banker
SUMMARY
~8 years experienced Investment Banker adept at investment & portfolio management to meet the investment goals of the investors. Proficient in drafting business proposals and scrutinizing competitive landscape for identifying potential clientele. Highly skilled in financial reporting & analysis to evaluate the financial performance of the company. Track record of negotiating with key stakeholders & implementing marketing tactics for facilitating business acquisition and growth.
KEY SKILLS
• Investment & Portfolio Management • Financial Strategy • Asset Underwriting • Market Research
• Economic Analysis • Business & industry Forecasting • Competitor Analysis • Financial Reporting & Analysis
• Corporate Finance • Growth Projection • Finance Proposals • Debt Syndication • Investment Consulting
PROFESSIONAL EXPERIENCE
Senior Associate - Investment Banking
202120212020202020192019201820182017201720162016201520152014201420132013201220122011201120102010
202120212020202020192019201820182017201720162016201520152014201420132013201220122011201120102010
Finance Capital Inc.
Start typing, then use the up and down arrows to select an option from the list
    A private equity & investment bank headquartered in LAn, California with presence in USA, EU, and Australia
    Debt Syndication & Project Financing
    • Secured debt of USD 50 million to acquire assets worth USD 200 million in Europe
    • Secured an investment of USD 45 million from German clients to fund multiple infrastructure projects

    Strategy Implementation & NPV Valuation
    • Oversaw all aspects of asset underwriting, due diligence market research and economic analysis
    • Developed Excel cash flow projection and NPV valuation models based on in depth market research
    • Implemented 5+ financing strategies leading to a 30% increase in the projected return on investment

    Business Forecasting, Market Research & Growth Projection
    • Built complex Microsoft Excel models to perform business & industry forecasting
    • Administered industry, financial and competitive analysis for client advisory and firm investments
    • Predicted growth projections & valuations using Discounted Cash Flow models & trading/transaction multiples
    • Researched macro environmental trends to provide a robust understanding of the potential market & model assumptions

    VC & PE Investor Identification & Client Acquisition
    • Identified and analyzed potential strategic buyers, VC and PE investors for active transactions
    • Led investor meetings & drafted client proposals leading to 5+ new client acquisition every 6 months
    • Created roadshow presentation for potential investors and assisted client managers for investor meetings
    Associate - Corporate Finance
    202120212020202020192019201820182017201720162016201520152014201420132013201220122011201120102010
    202120212020202020192019201820182017201720162016201520152014201420132013201220122011201120102010
    West Shore Banking Inc.
    Start typing, then use the up and down arrows to select an option from the list
      A private investment bank with 100+ centers across USA and Europe and 20+ banks in USA itself
      Investment Consulting & Client Relationship Management
      • Interacted with high-profile clients & counseled them regarding potential investments leading to 100+ investments
      • Delivered marketing pitches to C-suite members of 20+ blue chip companies to maintain good client relationships
      • Estimated valuations, created & analyzed financial models to propose business pitch to 20+ potential clients

      Leadership, Valuation & Financial Modelling
      • Led Junior Analysts & mentored 5+ associates for forecasting cash flows of development projects
      • Used discounted cash flow & comparable valuation methods to determine the valuation of projects worth USD 500 million
      • Deployed cash flow forecast & NPV methodologies to create and validate financial models, assess feasibility & returns

      Market Research
      • Steered market research to prepare company briefs, update investors & deliver ~5 presentations per week
      • Researched sales trends and assessed consumer preferences to make meaningful fact-based reports on industry trends

      Key achievement:
      • Awarded the 'Best Client Acquisition Award' for acquiring 150+ new clients over a period of 3 years
      Executive Assistant
      202120212020202020192019201820182017201720162016201520152014201420132013201220122011201120102010
      202120212020202020192019201820182017201720162016201520152014201420132013201220122011201120102010
      West Shore Banking Inc.
      Start typing, then use the up and down arrows to select an option from the list
        A private investment bank with 100+ centers across USA and Europe and 20+ banks in USA itself
        Strategic Planning & Project Management
        • Collated & analyzed quarterly traffic & revenue data from 20+ toll booths to implement 5+ operational projects while assisting the Chief Executive
        • Achieved savings of 500 person-hours per quarter and reduced the turn around time for report generation by 60%

        Coordination & Due Diligence
        • Conducted comprehensive due diligence to raise debt of USD 100 million from a sovereign wealth fund
        • Drafted analytical reports to simplify decision-making w.r.t funding & manpower needs for the senior leadership
        EDUCATION
        UCLA
        200920092008200820072007200620062005200520042004200320032002200220012001200020001999199919981998
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        BA - Economics
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          The University of California is a leading public university in the US with a student base of over 42k
          • Top 5 percentile of the class
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          • Passed CFA Level 3 | CFA Institute| Jun '18 - Jul '18
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          Key Takeaways

          • Use the month and year format across all sections of your resume for investment
          • To write an ATS-targeted investment resume, use the Reverse Chronological Format to structure your resume.
          • Maximize the readability and effectiveness of your investment banker resume by framing points and using bucketing & bolding to structure the professional experience section of your resume for investment banking.
          • Begin the points of your work experience with a power verb and establish a cause-effect relationship across all the points in your resume.
          • Use power verbs in the past tense for past profiles and projects.
          • Use power verbs in the present continuous tense for present profiles and projects.
          • Write an investment banker resume objective if you have minimal professional exposure of 0 – 3 years.
          • Write a resume summary if you have worked for 3 years and above.
          • If you are applying for a job in the same country, write your location in city/state format.
          • If you are applying for a job in another country, write the location in city/country format.

          Whether you are writing an investment banking resume for freshers or an experienced investment banking resume for experienced professionals, you will be able to fashion impeccable investment resumes from scratch with this guide.

          Now that we have reached the end of this blog, we’d like to end it with the following advice:

          Take a mental note of the guidelines that we have mentioned in this blog and put it to practice to write impeccable investment resumes that breeds excellence.

          You can also opt for Hiration’s Online Resume Builder to simplify your resume writing experience. With our resume building tool, you will be able to draft impeccable investment resumes without breaking a sweat.

          Go to Hiration resume builder and create a professional resume for yourself. Additionally, reach out to us at support@hiration.com and you can get 24/7 professional assistance with all your job & career-related queries.