Sample Investment Banker Resume

By Monster Contributor

Going for an investment banking position? First, you’ll need a professional investment banker resume that communicates your credentials. Here are some key points to keep in mind as you’re writing your resume:

  • Start with a concise resume objective for investment banking that tells employers who are you, what you do, and where you excel.
  • Include a section on investment banking skills or, like in the example below, areas of key emphasis.
  • Focus on the numbers—potential employers want to know how much you’ve added in assets in previous roles and whether you met or exceeded expectations.
  • Be sure to mention any awards or accolades you’ve received during your career.
  • Add investment banking resume keywords targeted to the position you’re applying for. You can find which phrases to include by reading the job ad and mirroring their language in your resume.

You can read through this sample investment banker resume to see these resume best practices in action.

Investment Banker Resume

Darryl Jones
123 Main Street • Chicago, Illinois 60290
Cell 800-550-5000 • darrylj@myisp.com

Investment Banker

More than 7 years of investment management experience with award-winning results.

Well-developed relationship management expertise that complements account acquisition skills.

Broad knowledge of numerous financial instruments and complex investment scenarios.

Areas of Key Emphasis

  • Portfolio Management
  • Mutual & Hedge Funds
  • Client Relations
  • Private & Institution Accounts
  • High-Impact Presentations
  • Team Leadership
  • Negotiation & Closing
  • Regulatory Compliance
  • Exceeding Revenue Goals

Signature Achievements

Shattered performance expectations, including adding $12.7M in assets in one year.

Attained national renown for outstanding performance on highly traded mutual funds.

Recognized among the top 200 advisors worldwide.

Professional Experience

Investment Officer - 11/2010 – Present
Heritage Trust, Chicago, Illinois

Lead team in investment product sales; oversee relationship-banking team with a tireless focus on increasing revenue and maximizing profitability. Consult with clients to assess financial situations and goals; develop targeted investment strategies.

Key Accomplishments:

  • Consistently maintained 100% or better of established production goals.
  • Successfully attained 127% of 2011’s $10M objective through outstanding relationship management.
  • Earned multiple national awards for outstanding acumen and above-the-bar production with Kieheen Capital and Persephone mutual funds in 2013 and 2014.
  • Received Alliance Capital Advisory Award for ranking among the top 200 advisers worldwide for new business development.

Investment Associate - 7/2008 – 11/2010
Edward Jones, Portland, Oregon

Assisted Outside Sales Representatives throughout the investment sales process. Coordinated transactions with top brokerage houses.

Key Accomplishments:

  • Supported continual revenue growth by planning and executing client-focused sales events.
  • Assisted sales team with securing and growing major institutional account that added millions of dollars to total assets under management.

Education and Credentials

Bachelor of Business Administration (MBA) – 2008 | Oregon State University, Portland, Oregon

Professional Licenses : FINRA Series 7, 6, 63, & 65

Training & Development : Dale Carnegie Sales Training | Leadership & Team Building

If you need an investment banking resume PDF, you can download the sample resume for an investment banker in Word, fill in your own work experience, and save it as a PDF file.

Financial consultants make a median salary of $100,877 a year, but investment bankers can expect to receive bonuses and stock options as part of their compensation package. You can also look up your exact job title and location on Monster Salary Tools to find what your base salary might be.

You can look for investment banker jobs on Monster across the U.S., or in these cities with a large number of investment banking job opportunities:

Invest in Your Career With a Polished Resume

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