First-year investment banking analyst in an industrials M&A group, after two banking internships. Helped close the $310M sale of a specialty packaging manufacturer and builds models for 6 live sell-side and buy-side mandates. Fast and careful in Excel and PowerPoint.
Experience
Investment Banking Analyst, Industrials, Calder Ridge Partners (New York, NY)
Jul 2025 – Present
Build operating models, DCF, LBO and accretion/dilution analyses for 6 live M&A mandates in industrial services
Helped close the $310M sale of a specialty packaging manufacturer, managing about 40 buyer data room requests a week
Draft CIM sections, management presentations and buyer lists covering 120 strategic and financial sponsors
Prepare trading comps and precedent transactions using FactSet, Capital IQ and PitchBook
Summer Analyst, Healthcare, Calder Ridge Partners (New York, NY)
Jun 2024 – Aug 2024
Built comps and pitch book pages for 3 client pitches and received a full-time offer
Investment Banking Intern, Fairmount Lane Capital (Philadelphia, PA)
Jun 2023 – Aug 2023
Screened 200 lower middle-market targets for 2 buy-side searches
Education
B.S. in Finance, Old Harbor University (Sep 2021 – May 2025)
Tools: Excel, PowerPoint, FactSet, Capital IQ, PitchBook, Bloomberg
Transactions: sell-side M&A, CIMs, data rooms, buyer outreach
Licenses: FINRA SIE, Series 79, Series 63
How to write a Investment Banking Analyst resume
A strong Investment Banking Analyst resume shows accuracy, risk reduction and the financial or legal outcomes you were accountable for. Put your most relevant recent role first and make every bullet show a result, not a duty.
Sections, in order
Summary
Experience
Education
Skills
Certifications
Length: One page for most candidates; move to two only if every line is relevant.
Summary: Write two or three lines: your role, your strongest skills, and one result that proves them.
Skills to feature
Financial modeling
FP&A
GAAP or IFRS
Audit and controls
Excel and SQL
ERP systems (NetSuite, SAP)
Contract drafting and review
Regulatory compliance
Risk assessment
Stakeholder reporting
Example bullet points
Shortened the monthly close from 10 to 5 business days by automating reconciliations in NetSuite
Built the three-statement model used in a $40M Series C, keeping forecast variance under 3%
Negotiated 120 vendor and customer contracts a year, cutting average review time from 9 to 4 days
Tips from recruiters
List licences and qualifications (CPA, CFA, bar admission) prominently; they are often hard filters.
Use a conservative, single-column layout; finance and legal readers value precision over style.
Quantify the scale you handled: revenue, assets, deal value or number of matters.
Recommended templates
Ledger (ATS-friendly): moderncv banking: accent name, bold dates on the right
Ivy (ATS-friendly): Harvard-style Times layout with centered headings
Classic (ATS-friendly): Jake's-style LaTeX classic: small caps and hairline rules
Investment Banking Analyst resume FAQ
What should a Investment Banking Analyst resume include?
A Investment Banking Analyst resume should show accuracy, risk reduction and the financial or legal outcomes you were accountable for. Use these sections in this order: Summary, Experience, Education, Skills and Certifications. Put your most relevant recent role first and make every bullet show a result, not a duty.
What is the best resume template for a Investment Banking Analyst?
Ledger, Ivy and Classic work well for Investment Banking Analyst roles. They are single-column with standard headings, so applicant tracking systems (ATS) parse them reliably.
How long should a Investment Banking Analyst resume be?
One page for most candidates; move to two only if every line is relevant.
Which skills should a Investment Banking Analyst put on a resume?
Prioritize the skills named in the job posting. Common ones for Investment Banking Analyst roles are Financial modeling, FP&A, GAAP or IFRS, Audit and controls, Excel and SQL and ERP systems (NetSuite, SAP).
How do I write strong Investment Banking Analyst resume bullet points?
Start with an action verb, say what you did, and end with a measurable result such as close time, forecast variance and savings. For example: "Shortened the monthly close from 10 to 5 business days by automating reconciliations in NetSuite."