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 | tori.hodge@email.com
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
Education
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