Home Investment Banker Resume template
Investment Banker resume template
A clean starting structure with example content grounded in what investment bankers actually do day to day, not generic filler. Download and replace the bracketed placeholders with your own details.
Which resume format should you use?
Reverse chronological
You have a steady work history. This is the format almost every recruiter and ATS expects by default.
Functional
You're changing fields or have gaps in your employment. Leads with skills rather than a job-by-job timeline.
Combination
You're early career or have worked consistently but for only a few employers. Blends a skills summary with a shorter chronological history.
This template uses the reverse chronological format: the one most investment bankers should default to, since most Australian recruiters and ATS software expect it.
Professional summary
Investment banker with experience building financial models, structuring deals and advising corporate and institutional clients across equity and debt capital markets. Comfortable working on M&A, capital raising and advisory mandates under tight deadlines, with strong quantitative skills and attention to regulatory detail. Known for translating complex deal structures into clear recommendations clients can act on.
Key skills
- Financial modelling and valuation (DCF, comparables, LBO)
- M&A and capital raising advisory
- Due diligence and market research
- Deal structuring and negotiation
- Bloomberg Terminal
- Advanced Excel
- FactSet
- Capital IQ
- Pitchbook
- Client and stakeholder relationship management
Experience: example bullet points
- Built financial models and valuation analyses for M&A transactions and capital raises, giving deal teams the numbers to defend pricing decisions to clients and boards
- Prepared and delivered pitch materials for institutional and corporate clients, translating complex deal structures into a clear investment case
- Ran due diligence and market research across live transactions, flagging risks early enough to keep deals on schedule
- Negotiated terms and closing conditions with counterparties, lawyers and regulators through to completion
- Tracked market conditions using Bloomberg Terminal and FactSet to advise clients on timing and pricing for capital raises
Education
Bachelor degree in commerce, finance or economics, commonly followed by a postgraduate qualification (Master of Finance or MBA) or CFA charter, typically entered through a graduate analyst program at an investment bank or advisory firm.
Keywords an ATS is likely to scan for
Applicant tracking systems match your resume against terms in the job ad before a person ever sees it. Only include the ones that actually apply to your experience, but if a term below matches something you've done, use the same wording the job ad uses.
- ASIC
- AFSL
- ASX
- Corporations Act 2001
- APRA
- RG146
- M&A
- DCF valuation
- ECM
- DCM
- due diligence
- Bloomberg Terminal
- FactSet
- Capital IQ
- Pitchbook
- capital markets
- financial modelling
- underwriting
- IPO
- equity capital markets
- debt capital markets
Getting past ATS screening
- Match the specific skills, certifications and terms used in the job ad, not just your own wording for the same thing.
- Keep formatting simple: no tables, text boxes, columns, headers/footers or graphics. Parsers frequently drop content placed in these.
- Submit as .docx or PDF unless the job ad specifies otherwise.
- Use standard section headings (Experience, Education, Skills) rather than creative alternatives.
- List your core skills and technical competencies in their own section so a keyword scan can find them instantly.
This is a starting point, not a guarantee of interviews. Tailor every bullet point to your own real experience and the specific job ad.