You’re ready to provide detailed financial insights to key decision-makers and help them to choose the most profitable investments.
But the question is, have you invested enough time in your CV to secure yourself the job in the first place?
If you know that your CV could use a little TLC, you’re in the right place. Check out our detailed writing guide and investment banking analyst CV example below.
Investment Banking Analyst CV example
This CV example illustrates the ideal structure and format for your Investment Banking Analyst CV, making it easy for busy hiring managers to quickly identify your suitability for the jobs you’re applying for,
It also gives some guidance on the skills, experience and qualifications you should emphasise in your own CV.
Investment Banking Analyst CV layout and format
In today’s fast-paced job market, recruiters and employers are often short on time. If they can’t locate the information they’re searching for within a few seconds, it could result in them overlooking your application.
To avoid this happening, it’s critical to structure and format your CV in a way that allows them to quickly identify your key skills and offerings, even when they’re pressed for time.
Tips for formatting your Investment Banking Analyst CV
- Length: Recruiters will be immediately put off by lengthy CVs – with hundreds of applications to read through, they simply don’t have the time! Grabbing their attention with a short, snappy and highly relevant CV is far more likely to lead to success. Aim for two sides of A4 or less.
- Readability: Recruiters appreciate CVs that they can quickly scan through without trouble. Ensure yours makes the cut by formatting your headings for attention (bold or coloured fonts should do the trick) and breaking up long paragraphs into smaller chunks or short, snappy bullet points.
- Design: Your CV needs to look professional, sleek and easy to read. A subtle colour palette, clear font and simple design are generally best for this, as fancy designs are often harder to navigate.
- Photos: Don’t add profile photos to your CV unless you work in an industry or region which prefers to see them. Most employers in the UK will not need to see one.
Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our partner’s CV Builder and use one of their eye-catching professional CV templates.
When writing your own CV, break up your CV content into the following key sections:
- Name and contact details – Place them at the top of your CV, so that employers can easily get in touch.
- CV profile – A punchy sales pitch of your key experience, skills and achievements to reel readers in.
- Core skills section – A bullet-pointed snapshot of your abilities.
- Work experience – A well-structured list of your relevant work experience.
- Education – An overview of any relevant qualifications or professional training you have.
- Hobbies and interests – A short description of any relevant hobbies or interests (optional).
Now you understand the basic layout of a CV, here’s what you should include in each section of yours.
Kick-start your CV with your contact details, so recruiters can get in touch easily.
Here’s what you should include:
- Mobile number
- Email address – Make sure it’s professional, with no silly nicknames.
- Location – Your town or city is sufficient, rather than a full address.
- LinkedIn profile or portfolio URL – Ensure they’ve been updated and are looking slick and professional.
Quick tip: Avoid listing your date of birth, marital status or other irrelevant details – they’re unnecessary at this stage.
Investment Banking Analyst CV Profile
Recruiters and hiring managers are busy, so it’s essential to catch their attention from the get-go.
A strong introductory profile (or personal statement, for junior candidates) at the top of the CV is the first thing they’ll read, so it’s a great chance to make an impression.
It should be a short but punchy summary of your key skills, relevant experience and accomplishments.
Ultimately, it should explain why you’re a great fit for the role you’re applying for and inspire recruiters to read the rest of your CV.
CV profile writing tips:
- Make it short and sharp: Recruiters have piles of CVs to read through and limited time to dedicate to each, so it pays to showcase your abilities in as few words as possible. 3-4 lines is ideal.
- Tailor it: Recruiters can spot a generic, mass-produced CV at a glance – and they certainly won’t be impressed! Before you write your profile (and CV as a whole), read through the job advert and make a list of any skills, knowledge and experience required. You should then incorporate your findings throughout your profile and the rest of your CV.
- Don’t add an objective: You only have a small space for your CV profile, so avoid writing down your career goals or objectives. If you think these will help your application, incorporate them into your cover letter instead.
- Avoid generic phrases: Focus on fact, not fluff. Phrases like “Committed and enthusiastic thought-leader” and “Dynamic problem solver” might sound fancy, but they’ll do nothing for your application. Not only do they sound cheesy, but they have no substance – stick to real skills and facts
Example CV profile for Investment Banking Analyst
What to include in your Investment Banking Analyst CV profile?
- Experience overview: Demonstrate your suitability for your target jobs by giving a high level summary of your previous work work experience, including the industries you have worked in, types of employer, and the type of roles you have previous experience of.
- Targeted skills: Make your most relevant Investment Banking Analyst key skills clear in your profile. These should be tailored to the specific role you’re applying for – so make sure to check the job description first, and aim to match their requirements as closely as you can.
- Key qualifications: If you have any qualifications which are highly relevant to Investment Banking Analyst jobs, then highlight them in your profile so that employers do not miss them.
Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our partner’s CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.
Core skills section
To ensure that your most relevant skills catch the eye of readers, create a core skills section below your profile.
This section should be presented in 2-3 columns of bullet points highlighting your applicable skills. Before crafting this section, carefully examine the job description and create a list of any required skills, specialisms, or knowledge.
Use this list to include the necessary information in your section and present yourself as the ideal match for the position.
Important skills for your Investment Banking Analyst CV
Financial analysis – Conducting complex financial modelling, including discounted cash flows, financial ratios, and valuation methods to provide investment recommendations.
Data analysis – Performing rigorous quantitative analysis and interpreting large sets of data to make informed decisions.
Accounting proficiency – Utilising knowledge of financial statements and accounting principles to evaluate the financial health of a company.
Capital markets knowledge – Utilising knowledge of capital market transactions, including IPOs, M&A, debt financing, equity financing, and leveraged buyouts.
Industry knowledge – Utilising knowledge of the industry sector in which the company operates to provide investment recommendations.
Stakeholder communication – Communicating complex financial information effectively to clients, stakeholders, and colleagues.
Client presentation – Creating and delivering compelling presentations to clients and colleagues.
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Work experience section
Next up is your work experience section, which is normally the longest part of your CV.
Start with your current (or most recent) job and work your way backwards through your experience.
Can’t fit all your roles? Allow more space for your recent career history and shorten down descriptions for your older roles.
Structuring each job
Lengthy, unbroken chunks of text is a recruiters worst nightmare, but your work experience section can easily end up looking like that if you are not careful.
To avoid this, use my tried-and-tested 3-step structure, as illustrated below:
Start with a brief summary of your role as a whole, as well as the type of company you worked for.
Use bullet points to detail the key responsibilities of your role, highlighting hard skills, software and knowledge wherever you can.
Keep them short and sharp to make them easily digestible by readers.
To finish off each role and prove the impact you made, list 1-3 stand out achievements, results or accomplishments.
This could be anything which had a positive outcome for the company you worked for, or perhaps a client/customer.
Where applicable, quantify your examples with facts and figures.
Sample job description for Investment Banking Analyst CV
Conduct research and advise clients on investment opportunities for leading global investment banking firm, managing a portfolio of over 50 clients with a total transactional asset value of £800 million per annum.
- Maintain an in-depth understanding of how various areas of the organisation work and the financial services industry to optimize business growth
- Assist senior bankers in the preparation of pitch books and marketing materials
- Create investment mandates for discretionary accounts
- Ensure adherence to client Investment Objective Settings (IOS)
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Education and qualifications
At the bottom of your CV is your full education section. You can list your formal academic qualifications, such as:
- A levels
As well as any specific Investment Banking Analyst qualifications that are essential to the jobs you are applying for. Note down the name of the qualification, the organisation at which you studied, and the date of completion.
Hobbies and interests
This section is entirely optional, so you’ll have to use your own judgement to figure out if it’s worth including.
If your hobbies and interests could make you appear more suitable for your dream job, then they are definitely worth adding.
Interests which are related to the industry, or hobbies like sports teams or volunteering, which display valuable transferable skills might be worth including.
An interview-winning CV for a Investment Banking Analyst role, needs to be both visually pleasing and packed with targeted content.
Whilst it needs to detail your experience, accomplishments and relevant skills, it also needs to be as clear and easy to read as possible.
Remember to research the role and review the job ad before applying, so you’re able to match yourself up to the requirements.
If you follow these guidelines and keep motivated in your job search, you should land an interview in no time.
Best of luck with your next application!