Skip to content

Complete Guide

Investment Banking Resume

Make your contribution easy to understand with accurate bullets, readable formatting and evidence matched to the role you want.

A PRACTICAL EVIDENCE CHECK

Make the analytical contribution easy to find

Explain the assignment, your analysis and who used or reviewed it. Use a number only when it is accurate and relevant. Do not turn a team result, forecast or cancelled process into a personal completed-deal claim.

Write down the fact, your contribution, the assumption and the limit of the claim. Then identify the one question you still cannot answer. Use the related worked resource to practice that gap before choosing additional support.

WORK THROUGH THE DECISION

Can a reader reconstruct your contribution?

A banking resume should let a reader identify the assignment, your analytical contribution and the boundary of your ownership. Use the following audit before deciding whether you need editing support.

Audit one bullet, not the whole page at once

TestWeak evidenceStronger evidence, if true
AssignmentWorked on dealsSupported a sell-side valuation
ContributionHelped the teamReconciled peer-company EBITDA adjustments
MethodUsed ExcelCompared reported and adjusted figures from public filings
BoundaryExecuted the transactionSupported the senior analyst’s valuation work

Fictional revision: “Reconciled EBITDA adjustments from public filings for the selected peer set, supporting a sell-side valuation.” The improvement comes from revealing the task, not adding a prestigious client or an unverified deal value. Be ready to explain one adjustment and who reviewed it.

Decide whether the problem is evidence or writing

If you cannot fill in the contribution column, gather an accurate account of your responsibilities before editing. If the facts are clear but buried in vague language, rewrite one bullet yourself using assignment, action and use. If the whole document targets several unrelated roles, decide which role family comes first before buying a rewrite.

A review fits when you can implement feedback and mainly need diagnosis. A rewrite fits when the underlying experience is real but the structure and positioning need reconstruction. Neither creates experience. Start with the impact-without-numbers exercise if the missing ingredient is a measurable result.

Check the final document

Use readable fonts and consistent dates rather than treating a particular font as an employer rule. Follow the posting’s requested format and include required facts even when they are not your strongest selling points. Harvard’s resume guidance supports factual, concise presentation; these fictional examples are not client outcomes.

Before sharing, run the confidential-client check, verify transaction status, and use the resume-services comparison to inspect deliverables and complete fictional before-and-after samples.

Choose support only for the gap you found

Useful for: Candidates with real experience whose bullets hide the analytical task or ownership.

Limit: Editing cannot supply missing experience, authorize confidential disclosures or guarantee interviews.

A standard review gives written feedback for you to implement; a rewrite rebuilds one resume for one target role family. Standard review: $199. Standard rewrite: $499. Transaction-heavy or substantial transition work may require advanced scope; compare the included work before choosing.

Compare review and rewrite →

The sample bullet rewrites below are illustrative. Use only responsibilities, figures and outcomes you can substantiate; they are not client placement results.

Make the assignment, your contribution and its context easy to find without relying on unsupported claims.

Formatting Checks Before You Submit

Prioritize readable text, consistent dates and the employer’s stated requirements. These are practical formatting choices, not a universal bank screening rule.

Length suited to the application

One page is often useful for early-career applications; follow the employer’s instructions and the scope of your experience.

Readable, consistent typography

Choose a readable, consistent font; there is no universal employer rule requiring one font family.

10-11pt font size

Small enough to fit content, large enough to read easily.

0.5-0.75" margins

Don't go smaller than 0.5" or it looks cramped.

Consistent date formatting

Pick 'Jan 2024' or 'January 2024' and stick with it.

No color, no photos

Black text on white paper. That's it.

The Bullet Point Formula

[Action Verb] + [What You Did] + [Quantified Result/Context]

Weak Bullets

  • •Responsible for financial analysis
  • •Helped with pitch books
  • •Assisted team with various projects
  • •Worked on M&A transactions

Strong Bullets

  • •Built 3-statement financial model for $50M revenue SaaS company, identifying 15% EBITDA margin improvement opportunity
  • •Created 25-page management presentation for Series B fundraise, directly contributing to successful $30M raise
  • •Screened 50+ potential acquisition targets in healthcare sector, recommending 3 for further due diligence
  • •Analyzed trading comparables for 12 public companies, supporting $200M sell-side M&A engagement

Notice the difference? Strong bullets have specific numbers, clear actions, and business context. Weak bullets describe responsibilities without showing impact.

Resume Section Breakdown

Education

Top of resume for students/recent grads

✓ Include

  • •School name, degree, graduation date
  • •GPA when requested by the employer
  • •Relevant completed coursework
  • •Other academic information required by the application

✕ Avoid

  • •Irrelevant school details
  • •Omitting information the employer explicitly requires
  • •Listing planned coursework as completed

Experience

Main body of resume

✓ Include

  • •Company, title, dates, location
  • •Concise bullets selected for relevance
  • •Verifiable scope, method or outcomes
  • •Verbs that reflect your actual ownership

✕ Avoid

  • •'Responsible for' or 'Helped with'
  • •Paragraphs instead of bullets
  • •Generic descriptions

Skills & Interests

Bottom of resume

✓ Include

  • •Technical skills (Excel, Bloomberg, SQL)
  • •Languages if fluent
  • •Specific, interesting hobbies
  • •Things you can discuss for 5 minutes

✕ Avoid

  • •'Microsoft Office proficient'
  • •Generic interests like 'Travel'
  • •Anything you can't talk about

9 Resume Mistakes That Get You Dinged

Check these issues before sharing; no single checklist predicts the hiring decision.

1Typos or grammatical errors that undermine clarity
2Inconsistent formatting (dates, fonts, spacing)
3Listing responsibilities instead of achievements
4Metrics or outcomes you cannot substantiate
5Including a photo (never do this in US finance)
6Objective statement or summary (waste of space)
7Length or file format that ignores the application instructions
8Unexplained gaps in timeline
9Lying or exaggerating (you WILL be caught)

Get Expert Eyes on Your Resume

If you have identified a positioning or writing gap, compare written feedback with a full rewrite. Inspect the deliverables and examples before choosing a service.

private review, clear delivery timelines, and secure checkout.

More Resources

Continue with preparation that matches your next step. A resume or guide cannot guarantee an interview or offer.