Investment Banking CV Example
An investment banking CV should showcase your deal experience, financial modelling expertise, and ability to advise clients on capital markets, M&A, and strategic transactions.
Recommended template: ElegantPro
Key Skills to Include
Quick Tips
- List notable deal experience including transaction type, sector, and deal value.
- Highlight your technical skills in building complex financial models.
- Include your target school credentials and any CFA or relevant certifications.
- Demonstrate your ability to manage multiple workstreams under tight deadlines.
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Upgrade to ProHow to Write Your Investment Banking CV
An investment banking CV must be concise, achievement-focused, and technically credible. Hiring managers at banks and advisory firms expect to see clear deal experience, strong modelling skills, and evidence of the ability to perform under pressure. At analyst and associate levels, technical proficiency and work ethic are paramount; at VP level and above, client origination and team leadership become equally important. Your CV should reflect the demands and expectations of this highly competitive profession.
CV Structure
Use a clean, reverse-chronological one-page format for analyst and early associate roles; two pages for VP and above. Lead with your profile and education, followed by work experience and a skills or deal list section. For each role, describe the firm, coverage group, and transaction types. Bullet points should be concise and focused on impact. Consider a supplementary deal list if you have extensive transaction experience.
CV Format
Use a conservative, text-focused template with minimal design elements. Investment banking CVs should be polished but understated. Use a standard font, consistent formatting, and precise language. Every word should earn its place — eliminate filler and focus on specifics. Save as PDF to ensure formatting consistency.
CV Profile Examples
Investment Banking Associate
CFA Level III candidate with four years of investment banking experience advising mid-market and large-cap clients on M&A, equity capital markets, and restructuring transactions. Skilled in building complex financial models including DCF, LBO, and accretion/dilution analyses, and preparing compelling pitch materials for senior client presentations. Contributed to completed transactions with aggregate deal values exceeding £2.5 billion.
Investment Banking VP
Commercially astute investment banking vice president with eight years of experience in M&A advisory and capital markets across industrials, consumer, and financial services sectors. Proven ability to originate mandates, manage live deal execution, and mentor junior team members. Track record of building trusted client relationships that generate repeat advisory engagements and fee income growth.
Investment Banking Analyst
High-performing investment banking analyst with two years of experience at a bulge bracket firm, specialising in technology sector M&A and equity capital markets transactions. Proficient in DCF, comparable company, and precedent transaction analysis with strong attention to detail and the ability to work effectively under demanding deadlines. Seeking an associate role offering increased client exposure and execution responsibility.
State your experience level, coverage group or sector focus, and qualification status in two to three sentences. Mention aggregate deal values and the types of transactions you have executed. Keep it concise — investment banking profiles should be shorter than those in other finance disciplines.
Key Skills for Your Investment Banking CV
M&A Advisory
Advising corporate and private equity clients on buy-side and sell-side mergers, acquisitions, and divestitures.
Equity & Debt Capital Markets
Supporting IPOs, secondary offerings, and debt issuances through financial analysis, documentation, and investor engagement.
Financial Modelling (DCF, LBO, Comps)
Building sophisticated valuation and transaction models to support deal pricing, structuring, and negotiation.
Pitch Book Preparation
Creating persuasive client-facing materials that articulate strategic rationale, market positioning, and valuation perspectives.
Client Relationship Management
Building and maintaining senior-level client relationships that generate advisory mandates and recurring engagement.
Due Diligence Coordination
Managing cross-functional due diligence workstreams to ensure comprehensive assessment of transaction risks and opportunities.
Market Research
Conducting industry and competitive analysis to inform deal strategy, target identification, and market positioning.
Bloomberg / FactSet
Using financial data platforms for market analysis, comparable company screening, and real-time transaction monitoring.
Work Experience Examples
For each role, state the firm, division, and coverage group. Describe the types of transactions worked on, your specific responsibilities, and your most notable deal contributions. Include deal values, sectors, and outcomes. At senior levels, emphasise origination, client management, and team leadership alongside technical execution.
Investment Banking Associate
Rothschild & Co
Executed M&A advisory and strategic review mandates for clients across industrials and business services sectors, supporting transactions with enterprise values ranging from £50M to £800M.
Responsibilities
- Led financial modelling and valuation workstreams for sell-side, buy-side, and fairness opinion engagements.
- Managed due diligence processes, coordinating with legal, tax, and commercial advisors across multiple simultaneous transactions.
- Prepared and reviewed pitch books, information memoranda, and board presentations for senior partner delivery.
- Supervised and mentored two analysts, reviewing their modelling output and supporting their professional development.
- Maintained ongoing client relationships, providing market intelligence and strategic advice between mandated engagements.
Achievements
- Led the financial analysis supporting a £420M cross-border acquisition in the industrials sector, resulting in successful completion and partner commendation.
- Originated a new advisory mandate worth £180,000 in fees through proactive relationship development with a mid-market PE firm.
- Developed a sector-specific LBO model template adopted by the team, reducing model build time by approximately 35%.
Investment Banking Analyst
J.P. Morgan
Provided analytical support across M&A and equity capital markets transactions within the technology, media, and telecommunications coverage group.
Responsibilities
- Built detailed financial models including DCFs, LBOs, and merger analyses for live transaction and pitch purposes.
- Prepared pitch books and marketing materials for prospective client meetings and industry conferences.
- Conducted industry research and comparable transaction analysis to support valuation and strategic positioning.
- Managed virtual data rooms and coordinated due diligence information requests during active sell-side processes.
Achievements
- Contributed modelling and analysis to three completed transactions with combined deal values exceeding £1.1 billion.
- Received the annual analyst excellence award for consistently delivering high-quality work under tight deadlines during peak deal season.
Education & Qualifications
List your degree institution, subject, and classification. Include CFA progress if applicable. For analyst roles, include A-level results or equivalent if they are strong. Note any academic prizes, scholarships, or relevant extracurricular leadership positions.
CFA (Level I–III)
Chartered Financial Analyst programme demonstrating analytical rigour and investment expertise valued in banking.
ACA / ACCA
Chartered accountancy qualification providing technical financial knowledge applicable to transaction advisory.
MSc Finance / MBA
Postgraduate qualification in finance or business demonstrating advanced analytical and strategic capability.
Financial Modelling Certification
Specialist training validating proficiency in building and auditing transaction-grade financial models.
Frequently Asked Questions
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