Entry Level Investment Banker Resume
Entry-level Investment Banker resume sample highlighting financial modeling, DCF and LBO valuation, pitch books, licenses, and an ATS-friendly deal sheet.
Three free investment banker resume examples, one for each of the entry, mid, and senior stages of the role. Each is a complete, ATS-friendly sample you can copy; the comparison below shows what to change as you move between levels.
Entry-level Investment Banker resume sample highlighting financial modeling, DCF and LBO valuation, pitch books, licenses, and an ATS-friendly deal sheet.
Mid-level Investment Banker resume sample showing M&A deal execution, client management, financial modeling ownership, and a quantified, multi-billion deal sheet.
Senior Investment Banker resume sample emphasizing deal origination, mandate wins, board advisory, team leadership, and multi-billion-dollar closed transactions.
The three samples share the same section order and formatting; what changes is the scope each bullet claims. The differences are in the summary's framing, the size of the results in each bullet, and the skills that only show up once you have owned a bigger piece of the work. Pick the level that matches the scope you actually held, not the title you want next.
| Level | How the sample frames the candidate | Experience shown | Skills that appear only at this level |
|---|---|---|---|
| Entry Level | Investment Banking Analyst with a finance degree and strong three-statement, DCF, and LBO modeling skills. Registered (SIE, Series 79, 63) and experienced supporting live M&A transactions and pitch materials. | 1 role · latest: Investment Banking Analyst · 3 certifications | DCF Valuation, LBO Modeling, Comparable Company Analysis, Pitch Books, Capital IQ, Excel |
| Mid Level | Investment Banking Associate with 7+ years executing M&A and financing transactions across technology and industrials. Owns client-ready models and diligence, manages analyst teams, and interfaces directly with management. | 7+ years · 2 roles · latest: Investment Banking Associate · 3 certifications | M&A Execution, Deal Management, Client Management |
| Senior Level | Senior investment banker (VP) with 13+ years advising and executing across M&A and capital markets. Originates mandates, leads deal teams, advises boards, and has closed billions in transactions across technology and industrials. | 13+ years · 3 roles · latest: Vice President, Investment Banking · 4 certifications | Deal Origination, M&A Advisory, Board Advisory, Client Relationships, Revenue Generation |
Moving up a level is mostly a rewrite of the same bullets with bigger scope: a team instead of a task, a budget instead of a ticket, a result the business measured instead of one you did. The investment banker tailoring guide shows those rewrites line by line, and the free resume review tells you which level your current resume reads as.
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