Investment Banker Resume Sample

Investment Banker Resume Sample Template

An investment banker’s resume must showcase financial modelling skills and transaction execution abilities gained from top-tier institutions. This resume brings attention to the $5B+ in successful equity, debt and M&A deals closed, advanced financial modelling competencies, valuation analysis and investor presentation development highlighted in 8 years as an investment banking associate and analyst at Morgan Stanley and Goldman Sachs. The investor relations and client communications strengths featured in this investment banker resume example, position a candidate to leverage their expertise for an investment banking vice president role.

Tori Hodge

123 Main Street, Louisville, KY 40118 | (502) 555-1234 |

Senior Investment Banking Associate

Mergers and Acquisitions specialist with over 8 years of experience in valuation analysis, transaction structuring, and deal execution, seeking to leverage financial expertise into a Vice President role at a top-tier investment bank.

Core Competencies

  • Financial Modeling
  • Valuation Analysis
  • Mergers & Acquisitions
  • Investor Presentations
  • Client Communications

Professional Experience

Senior Associate, Investment Banking | Morgan Stanley | 2019 – Present

  • Promoted early after closing $5B+ in equity, debt, and M&A transactions
  • Built complex merger models and LBO analysis driving deal processes
  • Designed optimal capital structures and devised solutions enabling key deals to progress
  • Primary associate on IPOs and M&A deals worth over $500M each

Analyst, Investment Banking | Goldman Sachs | 2016 – 2019

  • Completed full investment banking analyst program with top reviews
  • Created presentations, comps, and valuation summaries used by executive directors in client pitches
  • Assisted senior bankers in authoring pitch decks, investment memorandums and marketing documents to successfully win $1B+ in new business
  • Modelled, analyzed and structured numerous transactions across healthcare, fintech and consumer industries

Summer Analyst, Investment Banking | Credit Suisse | Summer 2015

  • Completed a 10-week summer analyst program in the Healthcare investment banking group
  • Built DCF and precedent transaction analyses used in live deals and client presentations
  • Shadowed associates and VPs in client meetings to gain an understanding of transaction processes


The University of Pennsylvania – Philadelphia, PA

Bachelor of Science in Economics, magna cum laude

Minor in Finance

Technical Skills

  • Advanced Excel and Financial Modeling
  • Oracle, SQL and Argus
  • PowerPoint, Word

Leadership and Volunteering

Professional Women’s Network – Fundraising Chair

Big Sisters Association – Program Volunteer and Mentor


Similar Posts:

Scroll to Top