How To Write an Investment Banking CV (With Example)

By Indeed Editorial Team

Published 29 September 2021

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

Whenever you apply for a new role, it's important to create an effective CV. Investment banking is a highly competitive field, and employers in this industry may receive many applications. Learning how to create an effective investment banking CV could help you stand out and earn an interview. In this article, we explain why an investment banking CV is important, show how to create a CV for this field and provide a template and example to help you create your own document when applying for an investment banking role.

Why is an investment banking CV important?

Your investment banking CV is important because it's often the first thing a prospective employer sees when you apply for a new role. A recruiter might scan your CV before they decide whether you could be a good fit for the position and the company. A clear, concise and effective CV can help show a recruiter how qualified you are. This can help you earn an interview and may help you begin your investment banking career.

Related: How To Write A Cover Letter For Banking

How to create your CV

Consider following these steps when creating a CV for an investment banking role:

1. Choose a format

Your CV format can help you show your relevant details in a clear and organised way. This can make it easier for a recruiter to scan your document and assess your qualifications. Consider keeping your CV to a maximum of two pages long. Also, consider using standard fonts and clear formatting. Bullet points can help you show information neatly and concisely.

2. Add a header

At the top of your CV, you may add a header with your contact information. Typically, this includes your name, phone number and email. By keeping this important information at the top of your document, you can make it easier for hiring managers to contact you about an interview.

3. Write a professional summary or objective statement

A professional summary or objective statement is a brief paragraph highlighting your most relevant qualifications. Consider reviewing the initial job posting to find the skills and experiences the employer is seeking. Many banks use Applicant Tracking Systems (ATS) to initially filter CVs. Because of this, including relevant keywords in your CV for investment banking can help to get your application through to the next stage. You may include these keywords throughout your CV, when applicable. The summary section can be a good place to show one or two of your most relevant skills.

4. Add your work experience

A CV shows employers your previous work experience. Consider listing your previous roles in reverse chronological order. You may include details about your job title, the company name and the years you worked in the role. Also, consider including details about your specific duties to show your skills and experience.

If you completed an internship during your education or as a recent graduate, consider adding this to your work experience, especially if it's in banking, finance or a related field. This can help show an employer you have experience in the industry. If you're a current student, consider looking for these types of opportunities to help you when you begin your career.

Related: What Is An Internship?

5. List your education experience

Your academic history is important when you're applying for an investment banking role. Consider including your grades and your A-level results. This can help show a hiring manager your work ethic and attention to detail. You can add the years you attended school and what you studied. If you have a graduate education, you may include those details as well. You may list these in reverse chronological order, beginning with your most recent education experience.

6. Add any certifications

If you earned any finance or business certification, consider listing those in a separate section. For interment banking, one common certification is to become a chartered financial analyst (CFA). To complete this, you may take the CFA exam through the CFA Society of the United Kingdom. This may be optional for entry-level investment positions, but it could help you earn a competitive role or a higher salary. When listing your certifications, you may write the name of the certificate and the date you completed or earned the title.

7. Include specific achievements

Including your past achievements can help you get your CV noticed. Your achievements can help show a prospective employer how you've performed in the past, which can reflect how you might succeed in the future. Consider academic achievements and accomplishments from your previous work experience. You may include details from an internship, extracurricular activity or volunteer programme.

You may include details about the specific projects you've worked on or been the lead on. If possible, include examples and statistics to show your responsibilities. You may also focus on the outcomes you achieved.

8. Add a skill section

Consider adding a skill section to highlight your relevant abilities. You may include both soft skills and technical banking skills. If you have experience with financial documents or investment banking software platforms, you may list it in this section. Consider reviewing the initial job posting and the important keywords again when writing this section. This can help you choose the most relevant skills for the particular role.

9. Review and revise your document

Attention to detail is essential in investment banking. You can help show your professionals and organisation by reviewing your CV for accuracy. Consider reviewing your document carefully to check your spelling and grammar.

Related: 6 Universal Rules for Writing Your CV

Tips for creating your CV for an investment banking role

Here are some additional tips you can use when creating your CV:

Customise your CV for each company

When applying to multiple positions, consider creating a separate CV for each role. You can review the job postings to find the most important skills and qualifications. If you possess these skills, you can reflect them on your CV to help show why you're right for that specific company.

Consider reflecting your personality

Consider adding a section showing your interests, activities or hobbies. This is optional but can be a good way to show a hiring manager your personality, which can help make your CV unique. If you belong to any sports teams, clubs or volunteer organisations, you may add those details.

Demonstrate an international mindset

Investment banking is a global business, and some employers may seek candidates with international experience. If you've spent time outside of your home country, for example, whilst studying abroad or volunteering, you may include this on your CV. Similarly, if you can speak multiple languages, you may add a language section to your CV. This is optional but may help you earn a competitive position.

Show that you understand data management

With the use of tech constantly increasing, having some understanding of programming and data science is an asset. Tech is becoming more prominent within investment banking, and showing you have technical experience could help you create a more effective CV. Consider showing your data management skills in the skills section or your experience details.

Investment banker CV template

Here's a template you can reference when creating your CV:

[Your name]
[Your phone number]
[Your email]

Professional summary: [One to three sentences showing most relevant qualifications.]

Professional History
[Name of most recent position]
[Name of organisation or employer]
[Start — end date]

  • Job duty

  • Job duty

  • Job duty

[Type of degree]
[Name of school]
[Date of attendance]


  • [Certification name, date earned]


  • [Details about achievement]


  • [Relevant skill]

  • [Relevant skill]

  • [Relevant skill]


  • [Hobby, extracurricular or other interests]

Investment banker CV example

Consider using this example as a guide to help you write your own CV for an investment banking role:

Taylor Poole
11111 222222

*Professional summary: Determined and organised professional with three years of financial experience seeking investment banking role. Certified CFA with experience in wealth management and banking.*

*Professional History
Junior investment banker
Bank of West Town
June 2020— present*

  • Advised 15 clients on investment strategies

  • Engaged in investment trades and purchases on clients' behalf

  • Increased clients' profits by over 36% on average

Part-time bank teller
Bank of West Town
May 2018—June 2020

  • Assisted customers with financial operations

  • Managed money and maintained accurate funds

  • Communicated with clients by answering questions and recommending services

Master's degree in finance
East Green University
September 2018—May 2020*

Bachelor's degree in finance
Great River University
September 2014—May 2018


  • CFA, May 2021


  • Academic honours, 2019 and 2020

  • Winner of Student Investment Pitch, 2018


  • Communication

  • Customer service

  • Collaboration

  • Organisation

  • Attention to detail

  • Mathematical reasoning

  • Financial analysis

  • Investment strategies

  • Investment regulations and guidelines

  • Portfolio management software


  • Captain of local club-level football team

  • Member of Investment Analysis club

  • Volunteer treasurer at local animal rescue centre

Please note that none of the companies mentioned in this article are affiliated with Indeed.

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