Investment Banking Associate resume example

Andrew Fennell photo Andrew Fennell

Crunching numbers and handling complex financial models is second nature to you. The tough part is translating these facts and figures into impressive achievements on your resume.

The good news is we can help you with that.

In the guide below, we’ll teach you how to write an interview-winning application bursting with your biggest accomplishments. You can also use our investment banking associate resume example for inspiration.



Bold resume builder - small


Investment Banking Associate Resume Example

Investment Banking Associate Resume 1

Bold resume builder - small

Investment Banking Associate Resume 2

Bold resume builder - small


This Investment Banking Associate resume example gives you a good idea of how a good Investment Banking Associate resume should look and read.

The information is presented professionally and the content is well structured to ensure that time-strapped recruiters and hiring managers can find the important skills and knowledge quickly.

Refer to this example as you write your own resume.


Bold resume builder - large


Investment Banking Associate resume layout and formatting

Your resume layout and format will play a big role in helping hiring managers to take notice of your resume and stay glued to it.

Shoot for a simple yet professional look to ensure you make a strong first impression, and organize the page in a way that is easy for readers to digest the information.

The following formatting tips should help.


How to write a resume


Formatting your resume

  • Length: Given that recruiters have to sift through tons of resumes daily, it’s recommended to keep your resume brief (no more than 2 pages) to make sure it receives their full attention.
  • Font & readability: Readability is the name of the game when it comes to your resume. Ensure yours is a dream to read by using a simple clear font, and breaking the text up with plenty of bullet points and short paragraphs.
  • Layout & Structure: Allow recruiters to skim through your resume with ease, by dividing the page into clear sections with headings and borders. The design of your resume should be eye-catching but not overly complex – keep the style and color scheme simple and clean.
  • Photos: You don’t have to add a photo to your resume in the States, but some regions and industries like to see them.


Quick tip: Achieving a professional look for your resume can be difficult and time-consuming. If you want to create an attractive resume quickly, try our partner’s Resume Builder and use one of their eye-catching resume templates.


Resume formatting tips


Bold resume builder - small


Resume layout

When you write your resume, include the sections below.

  • Name and contact details – Pop these at the very top to ensure recruiters know how to contact you.
  • Resume summary – An eye-catching paragraph which summarizes your most valuable attributes – placed near the top of your resume
  • Skills section – A bullet pointed list of your most in-demand skills, enabling recruiters to see your suitability from a glance.
  • Work experience – List some or all of your previous jobs in reverse chronological order – voluntary work and college placements can be included if you have no paid experience.
  • Education – A summary of your professional training and academic qualifications.
  • Additional info – An optional section for anything that may boost your application, such as relevant hobbies and interests

Here’s what to include in each part of your resume.


Contact Details

Contact details


Add your name and contact details to the very top of your resume, making it easy for recruiters to get in touch

  • Name and profession title
  • Cell phone number – or another number you can answer quickly
  • Location – Add your local area such as San Diego or New York – not your full address as that will take up too much space.
  • Email address – Use your name or close variation – no nicknames from high school.

You can add a link to your LinkedIn profile if you have one – you do not need to include personal details like date of birth or marital status.


Investment Banking Associate Resume Summary

Make a strong first impression on recruiters by beginning your resume with a powerful summary that highlights your most valuable skills and experience.

This brief summary provides an opportunity to showcase why you’re the ideal candidate for the job and persuade recruiters to read further into your resume.


resume profile


How to create a resume summary that will excite recruiters:

  • Keep it short: To capture a recruiter’s attention and keep them interested in your resume, limit your summary to 4-7 lines as you only have a few seconds to make an impression
  • Tailor to target jobs: By carefully reviewing the job description and incorporating as many relevant skills as possible, you can customize your resume to better match your target jobs.
  • Avoid using cliches: Although you may believe that you’re a “team player who always gives 110%,” these kinds of cliches don’t communicate much about your skills and qualifications to potential employers. It’s more effective to stick to factual information in your resume.


Investment Banking Associate resume summary example

Dedicated Investment Banking Associate with experience in capturing business opportunities by supporting transactional execution, including preparing marketing pitches, formulating financial analyses, and presenting internal committee memoranda. Passionate about developing an understanding of industry trends to provide value-added advice to clients. Demonstrated ability to manage complex projects in fast-paced entrepreneurial environments alongside team members.


What to include in your Investment Banking Associate resume summary?

  • Summary of your experience: Summarize the type of work you have done in the past and the benefits you have delivered for the organizations you worked at.
  • Relevant skills: Instantly showcase your suitability for Investment Banking Associate jobs by including your skills that are highly relevant to them.
  • Qualifications: Mention any Investment Banking Associate qualifications that are important to your profession in the summary briefly, to show you are qualified to carry out the role.


Quick tip: Choose from hundreds of pre-written summaries across all industries, and add one to your resume with one-click in our partner’s Resume Builder. All written by recruitment experts and easily tailored to suit your unique skillset and style.


Core skills section

Sitting just underneath your resume summary, your core skills section gives recruiters 4-10 of your most in-demand skills in just a glance.

As Investment Banking Associate jobs may get hundreds of applications, this is a great way to stand out and quickly grab hiring managers’ attention.

It should be made up of 2-3 columns of bullet points and highlight attributes that are hyper-relevant to the jobs you are aiming for.


Core skills section resume


Best skills for your Investment Banking Associate resume

Financial analysis – Analyzing financial statements and performance metrics, including balance sheets and income statements, to evaluate investment opportunities and make informed decisions.

Investment research – Conducting investment research, including market analysis and company research, to identify potential investment opportunities and risks.

M&A modeling – Utilizing knowledge of mergers and acquisitions (M&A) modeling techniques, including discounted cash flow and accretion/dilution analysis, to analyze and evaluate M&A opportunities.

Valuation analysis – Performing valuation analysis, including comparable company analysis and precedent transactions analysis, to assess the value of potential investment opportunities.

Pitch book preparation – Preparing pitch books and other marketing materials to present to potential clients, including company background information and financial analysis.

Due diligence – Utilizing knowledge of due diligence processes, including legal and financial due diligence, to assess the risks and opportunities of potential investment opportunities.

Deal negotiation – Negotiating effectively with clients and other parties involved in investment deals, including price and terms negotiations, to ensure favorable outcomes for the firm and clients.

Industry knowledge – Utilizing comprehensive knowledge of investment banking industry trends, regulations, and developments to stay up to date with changes and developments.

Project management – Managing investment banking-related projects, including deal execution and client management, to ensure efficient and effective project completion.


Quick tip: Our partner’s Resume Builder contains thousands of in-demand skills for every profession that can be added to your resume in seconds – saving you time and greatly improving your chances of landing job interviews and getting hired.


Bold resume builder - large


Work experience

Once you’ve hooked the hiring manager with your summary, you can really blow them away with you work experience.

List your previous jobs from newest to oldest to show the impact you made at each organization.

If you have years of experience, you can leave out some of the older jobs, and if you have little/no experience, you can bulk this section up with voluntary work and college placements.


Work experience resume


Structuring your jobs

Resume job descriptions contain lots of information, so its crucial to structure them well.

Use the structure below to ensure hiring managers can consume the information easily.


Role descriptions


Job outline

Begin each job with a short summary of who the organization is, where you sit within it, and what the main goal of your position is.


Key responsibilities

Next, write up a punchy list of your daily duties and responsibilities, using short bullet points.

Describe how you apply your skills and contribute to the running of the employer’s business – highlighting skills which are applicable to your target jobs.


Key achievements

Round off each job by adding some impressive achievements you made in the role.

Anything you’ve done that has made a big impact on your employer will make a good impression, think; generating revenue, saving costs, or improving a product.

Quantify your achievements with number where possible e.g. “reduced call wait time by 10%”


Example job for Investment Banking Associate resume


Prepare cash flow models and draft memorandums with clients/ investors, for one of the oldest financial institutions that offers financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients.

Key Responsibilities

  • Advise on acquisitions, divestitures, and leveraged buyouts, as well as execute capital transactions, including equity offerings and debt issuances.
  • Conduct market research, review financial data, to build detailed models and implement M&A strategic initiatives.
  • Develop pitch materials to secure new business, monitor industry trends, and share insightful reports with the broader team, senior executives, and clients.
  • Generate novel ideas and analytical materials in support of new client meetings.


Quick tip: Create impressive job descriptions easily in our partner’s Resume Builder by adding pre-written job phrases for every industry and career stage.


Bold resume builder - small


Education section

After your work experience, add your education section.

If you are an experienced professional, you can keep this part short – adding basic details of each qualification.

If you have little or no experience, bulk this section up by adding more detail and highlight important skills and knowledge for your target jobs.


Additional information

If you have anything else to add which is relevant to the jobs you are applying for, the additional info section is the place to add it.

Perhaps you have a hobby which involves relevant skills, or maybe you have some awards or publications worth mentioning.


Bold resume builder - large


Writing your own winning Investment Banking Associate resume

Crafting a strong Investment Banking Associate resume can be a daunting task, but implementing the steps outlined above will significantly increase your chances of securing multiple interview opportunities.

Good luck with your job search!