Investment Banking CV Example

An investment banking CV that includes all the necessary details and is tailored carefully to the job description puts you in a great position. It can help you pass the ATS screening stage, make a strong impression with the employer and reach the latter stages of the recruitment process. Let’s take a closer look at the key parts of a CV and how to develop them for maximum impact.

Key sections of an investment banking CV

Your strategy for writing an investment banking CV will depend heavily on your experience, your level of seniority and the requirements listed in the job description.

However, no matter where you are in your career, an investment banking CV must present a clear, compelling narrative of your professional journey. To help you build that story, we’ll now break down the document piece-by-piece—from the initial contact header to your most significant career milestones.

CV Header

Kick off your investment banking CV with a header listing the essential contact information such as your name, email address, phone number and location. You don't typically need to include your full address. Incorporate design elements that set the tone and design language of your document. Additionally, add your LinkedIn profile, if this is in use and up-to-date. A well-utilised LinkedIn profile can give further information to the reader about your skills, experience, industry knowledge and career achievements.

For UK applications, it's not usually advisable to include a personal photo or any other personal details, such as your age, gender, nationality or ethnicity. These can risk introducing bias to the decision-making process and are discouraged under the terms of the Equality Act 2010.

CV Summary

Below your contact information, a short, concise CV summary or CV objective can set the tone for your application and provide brief, basic information on your key skills and qualities that gives a strong indication to the reader about your suitability for the investment banker role. A CV summary focuses on your key skills and achievements, while a CV objective provides an alternative approach, showcasing your career ambitions and how the role fits with these. This makes a CV objective ideal for entry-level candidates.

For either a CV summary or an objective, aim for a length of two or three sentences. Showcase a few key skills, personal qualities and career achievements or ambitions, always reviewing the job description as you write, to show how you fulfil the requirements of the role.

A good CV summary will highlight one or two key skills that match those listed in the job description, and show how you've put them to good use in your career to date. You'll want to set yourself apart from other candidates by focusing on unique qualities or particular areas of strength that have shaped your career to date. Find an example below of a positive investment banking CV summary, characterised by evidence to support your claims and well-structured, easy-to-read sentences.

Above is an example of CV summary that doesn't follow best practice, with some subtle shortcomings and failings. For a summary to make less of an impact, it might include generic or vague information, lack evidence of your impact, or fail to highlight specific personal qualities that make you stand out from other candidates. It may also lack tailoring to the job description or include long, poorly structured sentences.

Work Experience

A CV's work experience section is usually its most important element. Employers tend to value the work experience section, as it shows evidence of how you've put your relevant skills to good use in your career to date. Always tailor this section of your CV, focusing on keywords and phrases that match the job description, so employers can assess how you might put the same skills and qualities to good use in the future.

Create a list of all your most relevant roles, going back up to 10 or 15 years if necessary. Include your job title, the name of the employer, its location and the dates you worked there. Include bullet points that explain how you put your skills to good use in each previous role.

What differentiates one CV work experience section from all the others is the use of action verbs and quantifiable evidence in your bullet points. It should showcase how your actions led to positive outcomes for the employer, and show a progression in your skills throughout your career. Take a look at this investment banking CV example work experience section for inspiration:

Above you can see an example of what not to do with your investment banking CV work experience section. A less-effective work experience section could focus too much on irrelevant or out-of-date roles, or include generic information about your responsibilities that fails to show the impact you made. It might lack tailoring to the job description or fail to provide evidence to support the claims made in the bullet points.

Education

Your education section is the chance to list your most recent and highest qualifications, and anything that's relevant or required for the role.

Investment banker jobs tend to require a relevant university degree just to be eligible for the role, so you'll want to showcase this in your CV. If you have a Bachelor of Science in Finance or another related degree that makes you an eligible candidate for the position, add it to your CV. You could also add other degrees or qualifications that highlight your key skills, like quantitative risk management models or financial modelling and analysis.

When adding your qualifications to your education section, choose the highest relevant qualifications, and list them in reverse-chronological order, starting with your most recent. For each qualification, add its name and level, the awarding body or institution, its location (if necessary) and your dates of attendance or graduation. If you want to emphasise your education in your CV, include bullet points showing specialist areas of study, projects, awards, society memberships or anything else that helps show you've got the necessary skills for the job.

You might also wish to add specialist qualifications, certifications or licences that are required for the role. If you add any of these, include the expiry date, if the qualification requires renewal in the future.

Skills

Your CV's skills section CV's skills section is a great place to showcase some of the key skills necessary for the role. Check the job description to understand which skills are most essential, and provide a combination of hard and soft skills, reserving space to include some unique qualities that can help you to stand out from the competition. In an investment banking CV, focus on the most relevant and essential skills in your skills portfolio, such as communication and quantitative risk management models, to show you're qualified for the investment banker position and to put you in a strong position to progress.

Hard Skills

Hard skills and technical skills are the specialist skills required for completing the everyday duties of the role, such as the use of certain software or equipment, or specialist industry knowledge. You can develop these skills through study, training, on-the-job or through completing industry certifications. For investment banker jobs, essential hard skills from your career-to-date might include quantitative risk management models, and financial modelling and analysis. Review the job description, and include four or five key hard skills in your CV that show employers you're capable of completing the key duties of the role.

The ideal hard skills section will feature the most essential hard skills from the job description, while closely reflecting your own best technical abilities. The closer your strongest skills are to matching the job description, the higher your chances of success.

See below for examples of skills that are frequently included in the hard skills section of an investment banking CV:

Soft Skills

Your soft skills list should contain a list of your personal strengths that make you suitable for the role, and a good fit for the team and the organisation. In contrast to hard skills, these tend to be transferable and applicable to different roles and levels. As a result of rapid technological changes to modern ways of working, soft skills are becoming more and more valuable to employers. Soft skills can also be particularly useful for junior or entry-level roles where candidates haven't had the time or career experience to develop hard skills and notable achievements.

As with hard skills, review the job description to understand the best soft skills to mention in your investment banking CV. The best CV soft skills section includes specific skills that you can evidence with examples throughout your CV. Create a list of four or five transferable skills, combining the most essential skills from the job description with the skills that help you to stand out as a unique and compelling candidate for the position.

The section below provides an overview of soft skills often highlighted in an investment banking CV.

Languages

If you speak any additional languages, you might want to consider adding a languages section to your CV. Even if languages aren't a requirement of the job description, speaking a foreign language can reflect well on you as a candidate, and correlate with other soft skills that can increase your employability. Within this section, list the foreign languages you speak to a reasonable degree of competence, together with an indicator of your skill levels.

The methods for indicating your foreign language skills on your CV include assigning a basic descriptive word, such as:

• English: Fluent
• Spanish: Intermediate

You might choose to adopt an international standard framework for languages, such as the Common European Framework of Reference (CEFR). This assigns a standardised level to your language skills, for example:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications

To showcase additional qualifications and training beyond the basic requirements for the role, consider adding a certifications section to your CV. If you've been proactive in pursuing professional development opportunities throughout your career, it's worth showcasing them. Not only do they make you more qualified, they also show a proactive and motivated mindset. Furthermore, a certifications section is particularly valuable if you're applying for a role that sets out required certifications or licences in the job description. These might include technical roles that require the use of specialist software or equipment.

See below for a list of example certifications and licences you might add to your CV for investment banker roles:

Optional Sections

Optional sections can be useful to add to your CV, to provide additional evidence that you have the skills for the investment banker job. Consider including a few optional sections to your CV if you think you need to provide extra information to prove your credentials. These sections can be particularly valuable if you lack relevant work experience, such as for entry-level roles, or if you're changing careers to a completely new field or specialism.

And if you'd like more tips on making your CV stand out, explore our career resources. They’re designed to help you showcase your strengths and boost your chances of landing the job.

Hobbies and Interests

One valid way to show you have relevant skills for the job is by listing your hobbies and interests. Additionally, hobbies and interests are an ideal way to show the employers some elements of your personality and interests beyond work, which can set you apart from other candidates. However, a hobbies and interests section will only make an impact with the reader if the skills you showcase are relevant to the role. As such, only include this section if it helps you fulfil requirements of the role that you've been unable to show elsewhere.

Career Achievements

Listing your key career achievements in a distinct section can be an effective way of drawing attention to them. In this section, add any awards or recognition you've received for achievements, and any career milestones you've reached that show you're a strong candidate for the job.

Voluntary Roles

Listing any previous voluntary work is another useful way of showing you have the necessary skills and experience for the job. If you don't have much relevant work experience, either because you're a junior candidate or you're changing jobs from an unrelated field, volunteering can provide valuable examples of your skills in action. In your volunteering section, use a similar structure to your work experience section.

Add your job title or a description of the volunteer role, the organisation name, its location and the dates you volunteered (start and end date). Under this, add bullet points to show the skills you used, and evidence of how they contributed to positive achievements for the organisation.

Best action verbs for an engaging investment banking CV

Adding strong action verbs to the bullet points in your CV's work experience section is a great way to focus on the key skills required for the job, while showing the impact you've made. Start each bullet point with an action word that reflects the job description, so the reader can easily identify your best qualities. Always remember to back up any action verbs you use with evidence that shows the impact it made and the achievements that it led to. Use past tense for action verbs that describe previous roles, and present tense for your current position.

Investment banking CV example

Now you know how to create an investment banking CV for maximum impact, take a look below at this full, completed example:

To see how your CV might look after finalising its design and layout, take a look at our CV examples.

How to optimise your CV for ATS screening

Applicant tracking systems (ATS) are becoming more and more integral to the recruitment process for many employers. These systems ease the burden of the recruitment process by performing various tasks, including scanning and ranking CVs based on their likely fit to the job description. By taking on this task, the systems can save hiring managers the time and effort of reviewing every CV in detail. With vacancies regularly receiving hundreds of applications, this can increase the efficiency of the recruitment process.

The increasing usage of ATS apps by recruiters and employers means it's critical to adapt and prepare your applications to successfully navigate this stage of the selection process. Following the tips below will give you everything you need for an ATS-compatible CV:

• Include keywords and phrases that mirror the job description, increasing your chances of ranking highly in the ATS screening stage.
• Use clear, standard CV headings that are easily recognisable, such as 'work experience', 'education' and 'skills'.
• Choose a standard CV layout, avoiding special design elements such as text boxes, columns or unlabelled graphics that can confound ATS scanning apps.
• Select a font that can enhance the readability of your CV, such as popular serif and sans serif fonts, with size 10 to 12 for body text and 14 to 16 for headings.
• Use bullet points throughout your CV in place of full sentences. This serves a few purposes, reducing the overall length, helping keywords stand out and making it overall more scannable by ATS apps.

You might feel there are a lot of steps to creating an ATS-compatible investment banking CV, but with just a few small changes, you can ensure your CV passes this stage. Use one of our ATS-compatible CV templates, which are designed by experts to give you the best chances of success.

Key takeaways for your investment banking CV

To stand out from the crowd with your CV, tailor your approach to each individual application, incorporating keywords and phrases that match the job description. Select a suitable CV format that reflects your experience level, and focus on highlighting your key skills, and demonstrating how you've put them to good use to achieve positive outcomes in your career to date.

Finally, using a clean, professional CV template like those offered by Jobseeker, can help your CV stand out among its competitors and give you the best chance of success with your applications.

Sources:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, HR Statistics