Investment Banking Analyst: CV guide, skills and keywords

Role snapshot

A Investment Banking Analyst focuses on deal execution, financial models and pitch materials. This page shows what to put on a Investment Banking Analyst CV, which skills and keywords to include, how to write achievement bullets and which qualifications strengthen your application.

Professional summary starter

Detail-oriented Investment Banking Analyst with a solid foundation in deal execution, financial models and pitch materials. Skilled in financial modelling, pitch books and presentations and valuation (comps, precedents, dcf), with working knowledge of Bloomberg / Capital IQ / Refinitiv and Power BI. Seeking to contribute accuracy, reliability and a strong willingness to learn as a Investment Banking Analyst.

Replace each [bracket] with your own facts. Edit the wording until it sounds like you.

Core skills to show

Related keywords recruiters search for

Tools and standards

Achievement bullet ideas

Start each bullet with a strong verb and add a number, scale or time saved.

• Worked on [X] transactions worth [amount], building models and presentations for client meetings
• Prepared [X] pitch books under tight deadlines with minimal review comments
• Supported due diligence and data room management for [X] deals
• Wrote [X] research reports or investment memos, with [X]% of recommendations outperforming the benchmark.

How to quantify achievements honestly →

Suggested CV structure

1. Professional summary
2. Education
3. Experience
4. Core skills and tools
5. Certifications
6. Key achievements
7. Languages, awards and optional sections

Quantify deal sizes, assets managed and investment results. List modelling and data tools you use daily.

Recommended certifications and skills