Finance

Entry LevelInvestment Banker Resume Example

Use this free entry levelinvestment banker resume sample as your starting point, then tailor it for your experience level and target job.

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Investment Banker Resume Template (entry level)

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Professional Summary

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.

Professional Experience

Investment Banking AnalystJul 2025 - Present
Halstead Partners, New York, NY
  • Built three-statement DCF and LBO models for a $500M M&A sell-side transaction with 5-scenario sensitivity tables.
  • Produced 20+ pitch books and CIMs, sourcing comps and precedent transactions in Capital IQ, FactSet, and Bloomberg.
  • Passed the SIE, Series 79, and Series 63 within six months while supporting 5 live deals under VPs and MDs.

Skills

Financial Modeling, DCF Valuation, LBO Modeling, Comparable Company Analysis, Pitch Books, Due Diligence, Capital IQ, Excel

Education

B.B.A. FinanceMay 2025
University of Michigan, Ross School of Business

Certifications

  • SIE
  • Series 79
  • Series 63

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Key Skills for Investment Banker

Financial ModelingDCF ValuationLBO ModelingComparable Company AnalysisPitch BooksDue DiligenceCapital IQExcel

ATS Keywords for Investment Banker

Use these naturally in your summary, skills, and experience when they reflect your background.

Investment Banking Analystfinancial modelingDCFLBOcomparable company analysispitch booksvaluationdue diligenceCapital IQSIESeries 79M&A

How to Write an Entry Level Investment Banker Resume

An entry-level investment banking resume should prove modeling firepower and stamina, not soft traits. Anchor it in three-statement, DCF, and LBO models you built, the comps and pitch books you produced, the tools you used, and the licenses you earned, all tied to real or internship deal work.

Resume Writing Tips

Lead with modeling

Open bullets with the models you built, three-statement, DCF, or LBO, and a concrete detail like sensitivity ranges or debt schedules, since the analyst seat is judged first on modeling accuracy and speed.

Show your licenses

List the SIE and any Series exams you have passed with dates, and note ones in progress, because registration determines whether you can be staffed on live deals from day one.

Quantify internship deals

Frame internship work as real reps: the number of live deals you supported, pitch books produced, and models built, so a staffer sees transaction exposure rather than classroom theory.

Skills to Highlight

Financial Modeling

Name the three-statement or operating models you built and a component like debt schedules, showing you can construct a model, not just navigate one.

DCF / LBO Valuation

Describe a DCF or LBO you built and the transaction it supported, including a return or valuation output, to prove applied valuation ability.

Comparable Company Analysis

Cite a comp set you assembled in Capital IQ or FactSet and the deal it valued, showing you can benchmark against real public multiples.

Pitch Books

Explain the pitch books or CIMs you produced and how you tailored valuation ranges and positioning for prospective buyers or clients.

Common Questions

I only have internship deal experience, is that enough?

Yes for analyst roles. Quantify the internship: live deals supported, models built, pitch books produced, and tools used. Banks recruiting analysts expect internship reps, not a closed personal deal sheet, so show real transaction exposure and technical output rather than years of experience.

Should I list my GPA and test scores?

For entry banking, yes, if strong. A high GPA from a target or semi-target school and strong quantitative coursework still matter at the analyst level. Pair them with modeling and internship work so the resume proves both academic pedigree and applied technical ability.

How do I show licenses I have not taken yet?

Note them as in progress or sponsored, for example SIE passed; Series 79 scheduled. It signals awareness of the requirement and a clear path to full registration, which reassures a staffer even before you are placed on live deals.

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