Investment Banking CV Template & Examples for Investment Bankers
An investment banker helps companies raise money and buy or sell businesses, and an investment banking CV template should show how: building financial models and valuations, writing pitch books, information memoranda and teasers, running due diligence, managing data rooms and working with investors, lawyers and auditors to close deals. An investment banker CV should prove skills such as financial modelling (3-statement, LBO), valuation (DCF, comparables, precedents), and pitch books and information memoranda with numbers from your own work. Below are three samples, graduate to senior, with summaries, bullets and skills.
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Investment banking CV examples by experience level
All three samples are illustrative: the people, employers and every figure are made up.
Graduate sample
Silas Grayson
MSc Finance / CFA Level II candidate · financial modelling · valuation · 2 banking internships
London, UK · 07700 900142 · silas.grayson@example.com
Summary
- MSc Finance graduate and CFA Level II candidate seeking an investment banking analyst role, with two internships building models and pitch books for 5 live mandates, including a £45 million private equity raise.
Education
- MSc Finance, a London business school · 2026 · Distinction
- BSc Economics, a Russell Group university · 2025 · First-class honours
- CFA Level I cleared · 2025
Internships
- Summer Analyst, a mid-market investment bank, London · Jul – Sep 2025 · Built the operating model for a £45 million PE raise in consumer healthcare; wrote 20 slides of the information memorandum; screened 60 financial investors.
- Intern, a boutique M&A advisory, London · Dec 2024 – Jan 2025 · Comparable company and precedent transaction analysis for 2 sell-side pitches.
Skills
- Three-statement modelling, DCF, trading and transaction comparables, LBO basics, pitch books, Capital IQ, Excel, PowerPoint
Mid-level sample
Zoe Stanton
Associate, Equity Capital Markets · 5 years · 7 IPOs and follow-ons · £1.1 billion raised
London, UK · 07700 900188 · zoe.stanton@example.com
Summary
- Investment banking associate with five years in equity capital markets, executing 7 IPOs and follow-on offerings that raised £1.1 billion. Lead analyst teams on prospectus drafting, valuation and investor roadshows, and handle regulator queries.
Experience
- Associate, ECM, a UK investment bank, London · 2023 – present · Executed 4 IPOs and 3 follow-ons (£1.1 billion); led prospectus drafting and regulator query responses; built valuation and peer benchmarking; coordinated 120+ investor meetings on roadshows.
- Analyst, ECM, London · 2021 – 2023 · Models, diligence and offer documents.
Education
- ACA qualification · 2020
- BSc Accounting and Finance, a Russell Group university · 2017
Skills
- ECM execution, prospectus and offer documents, listing rules, valuation, due diligence, investor roadshows, team leadership
Senior sample
Uriel Ingram
Director, M&A · 13 years · 22 closed deals · £2.2 billion deal value · industrials and consumer
London, UK · 07700 900231 · uriel.ingram@example.com
Summary
- M&A banker with thirteen years, now director covering industrials and consumer. Closed 22 deals worth £2.2 billion, originated 9 of them, and lead a team of 6 across origination and execution.
Experience
- Director, M&A, a global investment bank's London office · 2019 – present · Closed 14 deals (£1.6 billion); originated 9 mandates; cross-border deals with Japan, Germany and the US; lead 6 bankers.
- Vice President and Associate, M&A, London · 2013 – 2019 · 8 deals closed (£600 million).
Education
- MBA, a leading European business school (part time) · 2016
- MEng Mechanical Engineering, a Russell Group university · 2011
Skills
- M&A origination and execution, cross-border deals, negotiation, valuation, client coverage, team leadership, deal structuring
Start your investment banker CV
Related CV examples
- Financial Analyst CV
- Finance CV
- Banker CV
- Consultant CV
- Accountant CV
- Auditor CV
- Business Analyst CV
- Bookkeeper CV
What does an investment banker do?
Bankers work on IPOs, debt and equity raises, private placements and mergers and acquisitions in the City and other financial centres. Use the samples below to show deals by type and size, your role in each, and the academic scores and credentials that analyst and associate applications are screened on.
Best CV format for an investment banker
- List deals with type, size and your role, respecting confidentiality.
- Keep it to one page for analysts and associates.
- Put degree classification and test scores near the top for analyst applications.
The section order and what goes in each are on the how to write a resume guide; the resume format guide covers every format by type and country.
Summary examples by level
- Graduate: MSc Finance graduate and CFA Level II candidate with two banking internships, modelling a £45 million private equity raise.
- Mid-level: Investment banking associate with five years in equity capital markets, executing seven IPOs and follow-ons that raised £1.1 billion.
- Senior: M&A director with thirteen years in investment banking, closing 22 deals worth £2.2 billion and originating nine.
Work experience bullet points
- Built the operating model for a £45 million private equity raise in consumer healthcare.
- Wrote 20 slides of an information memorandum and screened 60 financial investors.
- Executed 4 IPOs and 3 follow-ons raising £1.1 billion.
- Led prospectus drafting and regulator query responses on 4 IPOs.
- Coordinated 120+ investor meetings across roadshows.
- Closed 22 M&A deals worth £2.2 billion.
- Originated 9 mandates through client coverage in industrials and consumer.
Key skills to list
Hard skills: Financial modelling (3-statement, LBO), Valuation (DCF, comparables, precedents), Pitch books and information memoranda, Due diligence, Prospectus and offer documents, Deal execution and data rooms, Capital IQ and Bloomberg, Excel and PowerPoint, Deal structuring, Investor outreach.
Soft skills: Attention to detail, Working long hours under deadlines, Client communication, Teamwork, Negotiation.
Education and certifications
- Name your degree, grade and university, and any master's or MBA, with the year; analyst applications are screened on academic results.
- CFA levels cleared or ACA, ACCA or similar qualifications: list them with the year.
- Modelling courses help applicants without banking internships.
FAQ
Investment Banker CV questions, answered.
Still unsure? Send us a message — a real person replies.
How do I write an investment banking CV with no deal experience?
Lead with education and scores, internships with deals and models, CFA progress, case competitions and modelling skills. Keep it to one page, and describe each internship with the deal type, the size and the part you built, such as the operating model or ten slides of the pitch.
How long should an investment banking CV be?
One page for analysts and associates, and up to two pages for senior bankers with a deal list. Put the strongest deals and your role in them on the first page, and cut older work to a single line each.
Can I list deals I worked on?
List public deals by name. Describe private ones by sector, size and type without identifying the client, and never include confidential figures. Say what you did on each deal, such as the model, the pitch book or the due diligence workstream.