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Investment Banker CV Template & Example
An investment banking CV is a deal sheet first and a job history second. Recruiters scan it in seconds for live deal experience, modeling depth, and the prestige signals that survive a 200-applicant screen.
Investment Banker CV professional summary example
Open with two or three lines covering what you do, how long you have done it, and one measurable result.
M&A analyst with 3 years at a bulge-bracket bank, executing £4.2B across 11 sell-side and buy-side transactions in TMT and industrials.
Core skills for a Investment Banker CV
The skills worth naming in your skills section. Different from the ATS keywords below, which are the terms a parser scans for.
- LBO & DCF modeling
- M&A execution
- Comparable company analysis
- Pitch deck preparation
- Due diligence management
- Capital markets (ECM / DCM)
How to write a standout Investment Banker CV
Three things hiring managers and applicant tracking systems look for — get these right and you clear the first screen.
Build a deal experience block
Group your transactions: deal type, sector, size, and your role. '£1.1B sell-side advisory to a healthcare SaaS target, owned the operating model' beats any responsibility bullet.
Show modeling, not buzzwords
Specify the models you built end to end: three-statement, LBO, accretion/dilution, DCF. Bankers want to know you can build, not just review.
Keep it to one page, prestige-forward
Lead with your bank, group, and degree classification if strong. Recruiters expect a single tight page; cut anything that does not signal deal capability or pedigree.
ATS keywords for Investment Banker CVs
Applicant tracking systems scan for role-specific terms before a human reads your CV. Weave the ones that genuinely apply to you into your summary, skills, and bullets.
Investment Banker CV bullet point examples
Achievement-led bullets that show impact with numbers — concrete beats vague. Adapt them to your own results.
- Executed a £1.1B sell-side M&A advisory by building the full operating model and managing a 6-week diligence process across 40+ workstream items.
- Built LBO and DCF models supporting £4.2B in closed transactions, with valuation ranges adopted in all 11 final pitch books.
- Drafted 30+ pitch books and CIMs that contributed to winning 4 new sell-side mandates worth £80M in advisory fees.
Frequently asked questions
Common questions about writing a Investment Banker CV.
What should an investment banker put on a CV?
A deal experience section listing transaction type, sector, size, and your specific role, plus your modeling skills, your bank and group, and a strong degree classification if you have one.
Should I include confidential deal sizes?
Use announced or rounded figures for closed public deals. For confidential mandates, describe scale and sector without naming the client.
How long should an IB CV be?
One page, almost always. Recruiters screen high volumes and expect a dense, single-page document focused on deals and modeling.
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