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Investment Banking Resume Example and Complete Checklist

Recruiting12 min readDecember 9, 2025
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Recruiting Clock Is Running

Turn this timeline into a weekly recruiting system.

Most candidates know the deadlines too late. The edge is building the outreach, resume, and interview prep cadence before applications open.

Know what to do this weekPrioritize outreach before portalsAvoid the common non-target timing mistakes
How to Break Into Finance — 2026 - $79Resume Review

Investment banking recruiting is a process of elimination, not selection. Bankers don't read resumes to find reasons to hire you; they scan them for 30 seconds to find reasons to ding you. Your resume has one job: survive that initial scan by looking exactly like what a burned-out analyst expects to see.

If your font is too creative, your bullets are too vague, or your formatting is even slightly off, you will be rejected before anyone reads a word about your internship.

The Only Format That Works (The "Gold Standard")

Forget everything career services told you about "standing out" with design. In finance, standing out visually is a negative signal.

The Non-Negotiables:

  • Length: One page. Period. No exceptions.
  • Margins: 0.5" to 0.75" on all sides
  • Font: Times New Roman or Garamond, size 10-11pt
  • Structure: Header → Education → Work Experience → Skills & Interests

Section 1: Education (The Anchor)

For students and recent grads, Education goes at the top. This is where bankers look first.

  • GPA: If it's 3.5 or above, bold it. If below 3.0, you have a major problem.
  • Test Scores: If you have a 1500+ SAT or 34+ ACT, keep it. Bankers love standardized metrics.
  • Relevant Coursework: List 4-6 finance/accounting classes.

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Section 2: Work Experience (The Bullet Point Formula)

This is where 90% of candidates fail. Most students list responsibilities. Bankers want to see impact.

The Perfect Bullet Formula: [Action Verb] + [Context/Task] + [Quantified Result]

Before (Weak):

  • Researched potential acquisition targets for a client in the tech sector
  • Helped creating pitch decks for client meetings

After (Strong):

  • Screened 50+ potential acquisition targets in the SaaS sector based on EBITDA margins and recurring revenue, identifying 3 high-priority targets
  • Developed 15-slide management presentation for a $20M Series B fundraise, including market sizing and pro forma projections

Key Rules:

  • No "Assisted" or "Helped"—use Constructed, Evaluated, Spearheaded, Modeled, Executed
  • Quantify everything. If you don't have exact numbers, estimate conservatively.

Section 3: Skills & Interests (The "Airport Test")

The "Airport Test" is simple: If I'm stuck with you at O'Hare for 4 hours during a flight delay, will I be miserable?

  • Be Specific: "Travel" is boring. "Backpacking through 4 countries in Southeast Asia" is a conversation starter.
  • The Golden Rule: If you list it, you must be able to talk about it for 5 minutes.

Recommended Resource

How to Break Into Finance — 2026

110 pages. 24 chapters. The complete recruiting system from first outreach to signed offer.

Get the Guide — $7930-day money-back guarantee

10 Resume Mistakes That Kill Your Chances

  1. Typos: One typo = ding. Investment banking requires extreme attention to detail.
  2. Inconsistent Dates: Using "Jan 2023" in one place and "January 2023" in another.
  3. No GPA: Bankers assume it's sub-3.0 if you hide it.
  4. Bad Margins: Making margins 0.2" to cram text in.
  5. Fluff Skills: Listing "Leadership" or "Microsoft Word" as skills.
  6. Photo: Never put your photo on a US finance resume.
  7. Summary/Objective: Delete it. Your objective is obviously to get the job.
  8. Colored Text: Black and white only.
  9. Gaps in Timeline: Explain gaps or format dates to minimize them.
  10. Lying: If you say you "Built an LBO model," you will be asked to walk through it.

Final Step: The "Fresh Eyes" Review

You've looked at your resume for 10 hours; you are now blind to your own errors. You need a second pair of eyes—specifically, eyes that have screened thousands of these before.


Don't let a formatting error be the reason you miss out on a $110K starting salary. Get a Professional Resume Review from finance professionals who catch what you miss.

Ready to master the technical questions? Check out our Finance Technical Interview Guide.

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In This Article

  • The Only Format That Works (The "Gold Standard")
  • Section 1: Education (The Anchor)
  • Section 2: Work Experience (The Bullet Point Formula)
  • Section 3: Skills & Interests (The "Airport Test")
  • 10 Resume Mistakes That Kill Your Chances
  • Final Step: The "Fresh Eyes" Review
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Before interviews, there's the resume screen. Expert feedback on positioning, bullet structure, and formatting — tailored to your target firms and roles.

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  • Bullet structure optimization
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20 Must-Know Technical Questions

Quick-reference cheat sheet PDF

“Cold email templates got me 3 informational interviews in my first week of outreach.”

— Non-target → Lazard SA

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