Resume Example

Investment Banker Resume Examples

Real-world investment banker resume examples across senior deal execution and analyst roles, with the transaction values, fees, models, and rankings that banks and recruiters look for.
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Contents

A strong investment banking resume should read like a deal sheet. Highlight the number and value of transactions closed or staffed, your role on each, valuation outcomes against the initial range, fees credited, and the models and materials you owned. Name your licences and tools, because Series 79, Series 63, Capital IQ, FactSet, and PitchBook are filtered on. State your level plainly, since a Vice President running execution and origination and a first-year analyst building models and pitch books are hired on different evidence. Use the examples below to see how to turn deal work into clear, results-focused resume achievements.

Investment Banker Resume Example

Meet Harrison Aldous, a Vice President in industrials M&A who has closed 14 transactions worth $6.8B. This example shows senior deal evidence: sell-side processes closed above the valuation range, $38M in fees credited, and a deal team of 4 led.

Harrison Aldous

(212) 555-0142 ◇ New York, NY

Objective

Investment banker with 9 years in mergers and acquisitions, currently a Vice President in the industrials coverage group of a mid-market investment bank. Has closed 14 transactions with $6.8B in aggregate value, led day-to-day execution on 5 sell-side processes that closed an average of 11% above the initial valuation range, and is credited with $38M in advisory fees. Runs a deal team of 4 analysts and associates and is known for models and materials that hold up in front of boards and buyers alike.

Education
MBA, Finance Concentration, Hudson Line University 2017 – 2019

Coursework in Corporate Valuation, Mergers and Acquisitions, Leveraged Finance, and Negotiation. Investment banking club president.

B.S. in Economics, Keystone Crown University 2011 – 2015

Minor in Accounting. Holds FINRA Series 79 and Series 63 licences.

Skills
Deal Execution
Sell-side and buy-side M&A, carve-outs, fairness opinion support, buyer outreach and process letters, management presentations, data room management, purchase agreement negotiation support
Financial Analysis
Discounted cash flow, comparable companies and precedent transactions, LBO modelling, accretion and dilution, synergy analysis, quality of earnings review, sum-of-the-parts valuation
Client Coverage
Industrials and business services coverage, pitch development, board presentations, private equity sponsor relationships, strategic alternatives reviews, team leadership and training
Tools & Platforms
Excel, PowerPoint, FactSet, Capital IQ, PitchBook, Bloomberg Terminal, Datasite, Intralinks, DealCloud
Experience
Vice President, Industrials M&A 07/2022 – Present
Hudson Crown Partners New York, NY
  • Led day-to-day execution on 5 sell-side processes worth $2.4B combined, closing an average of 11% above the initial valuation range.
  • Run a deal team of 4 analysts and associates across 3 live mandates at a time, with 0 missed process deadlines in 3 years.
  • Originated 6 new client mandates through sponsor coverage, contributing $17M of the $38M in advisory fees credited to date.
Associate, Mergers and Acquisitions 07/2019 – 06/2022
Lexington Line Capital New York, NY
  • Executed 6 closed transactions worth $3.1B, owning the operating model, buyer materials, and diligence tracker on each deal.
  • Built a synergy model for a $900M strategic acquisition that identified $42M in annual cost savings used in board approval.
  • Managed data rooms with more than 4,000 documents and answered about 600 buyer diligence questions per process.
Investment Banking Analyst 07/2015 – 06/2017
Beacon Crown Securities Boston, MA
  • Supported 3 closed M&A transactions worth $1.3B, building valuation analyses and 40-page confidential information memoranda.
  • Prepared about 35 pitch books a year for industrials and business services clients, ranked top 2 of 11 in the analyst class.
  • Built a precedent transaction database of 220 industrials deals that the group used as its standard source for 4 years.
Projects

Precision Components Sale Process. Ran execution on the sale of a family-owned precision components maker, contacting 85 strategic and sponsor buyers, holding 9 management meetings, and running 2 bid rounds, which produced 4 final bids and a $610M sale at 12.5 times EBITDA, 14% above the top of the initial range.

Carve-Out Standalone Cost Model. Built a standalone cost and transition services model for a $750M divisional carve-out, mapping 36 shared services and 1,200 employees, which gave buyers a credible standalone EBITDA, cut diligence questions on costs by about half, and supported signing in 5 months.

Sponsor Coverage Playbook. Mapped 140 private equity sponsors by fund size, sector focus, and portfolio age for the industrials group, then set a quarterly outreach plan, which led to 6 new mandates in 2 years and made the group a regular invitee to sponsor sell-side processes.

Extra-Curricular Activities
  • Mentor 4 undergraduate students a year through a finance career access nonprofit programme.
  • Guest speaker on sell-side M&A processes at a business school finance club, 2 sessions a year.
  • Completes an annual charity cycling ride of 100 miles, raising about $8,000 for youth education.
Leadership
  • Lead analyst and associate recruiting for the industrials group, interviewing about 60 candidates a year.
  • Run the modelling training week for each incoming analyst class of 12 at the bank.
  • Serve as staffing coordinator for the group, balancing workloads across 9 junior bankers.
Use this resume

Investment Banking Analyst Resume Example

Meet Ishani Varadarajan, a 2025 finance graduate and first-year analyst in a healthcare coverage group. This example shows analyst evidence: 4 live deals staffed, the operating model on a $480M sale, 28 pitch books, and a top 3 class ranking.

Ishani Varadarajan

(312) 555-0167 ◇ Chicago, IL

Objective

First-year investment banking analyst in a healthcare coverage group, a 2025 finance graduate who joined full time after a summer analyst offer. Has staffed 4 live deals in 14 months, including 2 closed transactions worth $1.1B combined, built the operating model on a $480M sell-side process, and prepared 28 pitch books. Ranked in the top 3 of a class of 16 analysts at the mid-year review and wants to keep building execution depth in healthcare M&A.

Education
B.B.A. in Finance, Minor in Data Analytics, Great Lakes Crown University 2021 – 2025

GPA 3.87. Coursework in Corporate Finance, Financial Modelling, Accounting for Mergers, and Econometrics. Student investment fund sector head.

Financial Modelling and Valuation Certification, Corporate Finance Institute 2024

Three-statement modelling, DCF, LBO, and merger modelling. Holds FINRA SIE and Series 79 licences.

Skills
Financial Modelling
Three-statement operating models, discounted cash flow, LBO models, merger consequences and accretion analysis, sensitivity tables, reimbursement and payer mix scenarios
Valuation and Research
Trading comparables, precedent transactions, buyer universe screening, industry research, healthcare services and medical device sector analysis, earnings summaries
Deal Materials
Pitch books, confidential information memoranda, management presentations, teasers, diligence trackers, data room indexing, board discussion materials
Tools & Platforms
Excel, PowerPoint, Capital IQ, FactSet, PitchBook, Bloomberg Terminal, Datasite, Macabacus, Tableau
Experience
Investment Banking Analyst, Healthcare Group 07/2025 – Present
Lakefront Crown Advisors Chicago, IL
  • Staffed 4 live deals in 14 months, including 2 closed transactions worth $1.1B combined in healthcare services and devices.
  • Built the operating model for a $480M sell-side process covering 3 payer mix scenarios, used in all buyer diligence sessions.
  • Prepared 28 pitch books and ranked in the top 3 of a class of 16 analysts at the mid-year performance review.
Summer Analyst, Investment Banking 06/2024 – 08/2024
Lakefront Crown Advisors Chicago, IL
  • Built trading comparables and precedent analyses for 6 pitches in 10 weeks and received a full-time return offer.
  • Screened a buyer universe of 120 strategic and sponsor names for a $300M dental services platform sale process.
  • Wrote 2 sections of a 55-page confidential information memorandum, reviewed by the Vice President with 0 rewrites.
Corporate Development Intern 06/2023 – 08/2023
Prairie Line Health Systems Milwaukee, WI
  • Profiled 45 outpatient clinic acquisition targets across 3 states for a regional health system with 12 hospitals.
  • Built a clinic-level returns model used to rank 8 shortlisted targets for the executive team review in August.
  • Cut a monthly market research summary from 2 days to 4 hours by rebuilding it on a shared Excel template.
Projects

Specialty Pharmacy Sell-Side Model. Built the operating model for a $480M specialty pharmacy sale, with 5-year projections by payer, drug category, and site, 3 reimbursement scenarios, and a 40-cell sensitivity table, which the deal team used across 7 buyer diligence sessions and which held through signing with 0 restatements.

Student Investment Fund Healthcare Sector. Led a 6-person healthcare sector team in a $1.2M student-run fund, pitching 9 stocks over 2 years with full DCF and comparables support, of which 5 were bought and the sector book returned 14% against a 9% benchmark.

Precedent Transaction Tracker. Built a searchable tracker of 180 healthcare services deals since 2019 with multiples, buyer type, and deal size, updated monthly, which cut the time to produce a precedent page for a pitch from about 3 hours to 30 minutes for the group.

Extra-Curricular Activities
  • Finalist in a national undergraduate M&A case competition among 60 university teams in 2024.
  • Volunteer tutor in introductory accounting for first-generation college students, 3 hours a week.
  • Member of a women in finance association, attending 4 industry panels and networking events a year.
Leadership
  • Healthcare sector head of the student investment fund, leading a team of 6 analysts for 2 years.
  • Organise campus recruiting events for the bank at the university, reaching about 150 students a year.
  • Onboarding buddy to 2 summer analysts in 2025, covering modelling standards and deal etiquette.
Use this resume

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