Finance & Accounting · Bold Geometry

Investment Banker Resume Template — Prism Design

Investment banking is hyper-competitive. Your resume needs deal tombstones, transaction values, and model types front and centre — crafted to pass both MD review and ATS screening. The Prism template — geometric prism corner accent — trending for PM and analyst roles. — pairs that with a layout built to get noticed by both recruiters and ATS software.

Use This Template — Free More Investment Banker Templates

Cameron Carter

Investment Banker

cameron.carter@email.com

(555) 123-4567

New York, NY

linkedin.com/in/cameroncarter🔗

Skills

Financial ModellingDCF ValuationM&AEquity ResearchCapital MarketsPitchbook PreparationBloombergExcelDeal ExecutionDue Diligence

Education

Bachelor's Degree

State University

2018

Certifications

Certified Professional in Investment Banker

Languages

EnglishNative

SpanishProfessional

Achievements

Excellence Award — Recognised for outstanding performance in Financial Modelling.Process Improvement — Led an initiative that improved team efficiency by 20%.

Strengths

LeadershipCommunicationProblem SolvingAdaptabilityTime Management

Interests

Reading · Hiking · Chess

Profile

Investment banking is hyper-competitive. Your resume needs deal tombstones, transaction values, and model types front and centre — crafted to pass both MD review and ATS screening.

Experience

Investment Banker

Acme Corporation

2022 — Present

▸Delivered measurable results by applying Financial Modelling and DCF Valuation across cross-functional projects.

▸Partnered with stakeholders to improve outcomes using M&A.

▸Recognised for consistent, high-quality delivery as a investment banker.

Investment Banker

Globex Inc.

2020 — 2022

▸Owned end-to-end initiatives involving Equity Research and Capital Markets, reporting directly to senior leadership.

▸Improved team processes by introducing structured use of Pitchbook Preparation.

▸Mentored new hires on Financial Modelling best practices and onboarding standards.

Junior Investment Banker

Initech LLC

2018 — 2020

▸Supported senior team members on initiatives involving Equity Research.

▸Built foundational experience in Capital Markets early in career.

Projects

Financial Modelling Initiative

Led a cross-functional project applying Financial Modelling to improve business outcomes.

Courses & Training

Advanced Financial Modelling — Professional CertificateDCF Valuation Fundamentals

Cameron Carter

Investment Banker

cameron.carter@email.com

(555) 123-4567

New York, NY

linkedin.com/in/cameroncarter🔗

Skills

Financial ModellingDCF ValuationM&AEquity ResearchCapital MarketsPitchbook PreparationBloombergExcelDeal ExecutionDue Diligence

Education

Bachelor's Degree

State University

2018

Certifications

Certified Professional in Investment Banker

Languages

EnglishNative

SpanishProfessional

Achievements

Excellence Award — Recognised for outstanding performance in Financial Modelling.Process Improvement — Led an initiative that improved team efficiency by 20%.

Strengths

LeadershipCommunicationProblem SolvingAdaptabilityTime Management

Interests

Reading · Hiking · Chess

Profile

Investment banking is hyper-competitive. Your resume needs deal tombstones, transaction values, and model types front and centre — crafted to pass both MD review and ATS screening.

Experience

Investment Banker

Acme Corporation

2022 — Present

▸Delivered measurable results by applying Financial Modelling and DCF Valuation across cross-functional projects.

▸Partnered with stakeholders to improve outcomes using M&A.

▸Recognised for consistent, high-quality delivery as a investment banker.

Investment Banker

Globex Inc.

2020 — 2022

▸Owned end-to-end initiatives involving Equity Research and Capital Markets, reporting directly to senior leadership.

▸Improved team processes by introducing structured use of Pitchbook Preparation.

▸Mentored new hires on Financial Modelling best practices and onboarding standards.

Junior Investment Banker

Initech LLC

2018 — 2020

▸Supported senior team members on initiatives involving Equity Research.

▸Built foundational experience in Capital Markets early in career.

Projects

Financial Modelling Initiative

Led a cross-functional project applying Financial Modelling to improve business outcomes.

Courses & Training

Advanced Financial Modelling — Professional CertificateDCF Valuation Fundamentals

Color

Investment Banker Resume — Frequently Asked Questions

How do I list deals on an investment banking resume?

Use a "Selected Transactions" or "Deal Experience" section. Format: Deal type | Sector | Value | Your role. Aggregate if under NDA.

Ready to build your Investment Banker resume?

Free to use. ATS-optimised. Download as PDF in one click.

Create My Free Resume

Investment Banker Resume Template — Prism Design

Investment Banker Resume — Frequently Asked Questions

How do I list deals on an investment banking resume?

Ready to build your Investment Banker resume?

Explore Features