Investment Banking CV Example


With so many people seeking jobs, it can sometimes feel like a nearly impossible task to stand out from the crowd. One of the best options is to create a curriculum vitae that will catch employers’ attention. This document is meant to communicate your skill set, work experience, and professional abilities in a concise and effective package. Many candidates do not prioritize their CV, which allows anyone who does write a stand-out CV to draw attention to themselves. To prepare for writing your CV, take a look at this investment banking CV example and included writing guide.
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Harvey Baker

3621 Crystal Canyon Blvd. ,Klamath Fall, OR 11111

E: P: 555-425-8862

Professional Summary

Banking expert with extensive experience in management, finance, and investment analysis. Hold nearly 10 years of experience in the banking industry. Developed excellent mathematics, prediction, and data analysis skills. Prioritize communication to ensure effective and efficient banking operations. Proven record of improving profits and minimizing losses. A candidate who utilizes a history of exceptional banking experience and applies foundational economic principles in all aspects of operation.

    ?Extensive financial knowledge and experience, including investment, risk, and general finance.?Management skills, able to lead a team efficiently and delegate tasks as needed for maximum effectiveness.?Strong communication skills used to build relationships with customers and create lifelong business partners.?Critical thinking abilities, financial analysis, and a strong attention to small details.?Organization and administration skills.
Work Experience
Risk Analyst
2015 to present

  • Review financial information, finding meaning and compiling information into a report.
  • Present reports at monthly directors meeting, making improvement suggestions based on analysis.
  • Identify risk involved with each potential investment, paying special attention to which is most likely to yield the highest financial gain.
  • Work alongside other financial professionals, putting communication skills into practice on a daily basis.
  • Decreased the percentage of failed investments by nearly 5 percent.

Banking Manager
2013 to 2015

  • Organized team of tellers, managing schedules, labor costs, and special projects.

  • Oversaw all operations and made assignment changes as needed.

  • Ensured money was handled responsibly and protected at all times.

  • Improved efficiency of customer interactions by an average of 10 percent over two years.

2009 to 2013

  • Interacted with clients, built relationships, and answered inquiries accurately.
  • Ensured customer satisfaction at all times.
  • Relayed complicated information quickly and clearly.

Master of Economics in Finance

University of Oregon
Eugene OR
Bachelor in Math

University of Oregon
Eugene OR
Hobbies and Interests

I always make an effort to read economic magazines on a monthly basis to remain up-to-date on market trends, rules, regulations, laws, and news. To stay active, I enjoy engaging in soccer and tennis, and I also run on a daily basis. I also volunteer my time with several charity organizations when I can.

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Investment Banking CV Must-Haves

What Does Investment Banking Do?

Investment banking is unique from public banks. Investment banks typically do not take deposits from customers and are involved in underwriting investments, such as acquisitions and mergers. If you are trying to break into investment banking, a history in traditional banking is sure to make you more appealing to employers. Other aspects that are good to emphasize include communication, mathematics, management, and finance. Nearly every position related to investment banking will use these elements in one way or another. The above investment banking CV example demonstrates what a successful CV looks like. Keep in mind that the most successful CV’s are specific to the position they are used to apply for, so you should incorporate elements from the job posting. Investment banking is a field that is quite unique, so there are many opportunities to make your CV specific and strong to the position for which you are applying.

Tips for Creating a Great Investment Banking CV

Review the following tips to gain a better understanding of what belongs in your CV:

– Do include specific metrics and numbers. While they are not required, doing so will give readers a stronger idea of exactly how effective you are, and it adds credibility to your CV.
– Do not make your CV too long or short. It is best to aim for one full page unless you have more than 10 years of working experience. In this case, it is acceptable to use two pages. Manage the length of your CV by removing gaps or breaking up large blocks of text.
– Focus on your experience section above all else. This is what employers are most interested in reading about, especially in investment banking. This section should include the most and strongest information.
– Make sure you begin each bullet point in the experience section with a strong action verb. You should list your jobs in reverse chronological order, beginning with the most recent, which should also be the only one in present tense.


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