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Investment Banking Resume Samples and Templates for 2026

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Investment Banking Resume Examples and Templates: A Complete Guide

A professional investment banking resume is essential for standing out in India’s highly competitive finance sector. Whether you’re applying for positions at bulge bracket banks like Goldman Sachs, JP Morgan, or Morgan Stanley, Indian investment banks like Kotak Investment Banking, Avendus, or JM Financial, or boutique advisory firms, your resume should highlight your deal experience, financial modelling expertise, and ability to deliver exceptional results under pressure.

This guide walks you through investment banking resume examples and templates, formatting tips, and keywords to help you write a resume that stands out to recruiters at leading investment banks in India.

Understanding the Investment Banking Role in India

Investment bankers are financial advisors who help companies raise capital, execute mergers and acquisitions, and provide strategic advisory services. From advising on billion-dollar M&A deals to managing IPO processes, investment bankers play a crucial role in India’s growing capital markets and corporate finance landscape.

Key responsibilities include:

Executing mergers, acquisitions, and divestitures
Managing initial public offerings (IPOs) and follow-on offerings
Building financial models (DCF, LBO, merger models)
Conducting valuation and due diligence
Preparing pitch books and client presentations
Negotiating transaction terms and documentation
Liaising with regulators (SEBI, RBI, stock exchanges)
Managing client relationships and deal origination

India’s active M&A market, growing startup ecosystem seeking exits, and increasing capital market activity create strong demand for skilled investment banking professionals.

Preparing to Write Your Investment Banking Resume

Before drafting your resume, gather all relevant information:

Professional details to compile:

Complete employment history in finance roles
Deals executed with transaction values
Financial modelling and valuation experience
Sector and industry expertise
Education and certifications (CFA, CA)
Technical skills and software proficiency
Team sizes and responsibilities
Notable achievements and recognition

Research target employers:

Review requirements from bulge brackets (Goldman Sachs, Morgan Stanley)
Understand expectations at Indian banks (Kotak, Avendus, Axis Capital)
Note specific deal types and sectors mentioned in job descriptions

Choosing the Best Resume Format

Select a format that best presents your investment banking experience:

Chronological Format

Best for investment banking professionals with progressive career growth through analyst to associate to VP roles. Highlights your work at firms in reverse chronological order.

Functional Format

Suitable for career changers from corporate finance, audit, or consulting backgrounds transitioning into investment banking.

Combination Format

Ideal for professionals with diverse experience across equity capital markets, M&A, and private equity or combining banking with other finance roles.

Format recommendations by experience: | Experience Level | Recommended Format | Resume Length | |-----------------|-------------------|---------------| | Analyst (0-3 years) | Chronological | 1 page | | Associate (3-6 years) | Chronological | 1 page | | VP+ (6+ years) | Chronological | 1-2 pages |

Professional Summary Examples

Your professional summary should immediately communicate your investment banking expertise:

Investment Banking Analyst

CA from ICAI and MBA from IIM Ahmedabad seeking analyst position at leading investment bank. Completed summer internship at Goldman Sachs Mumbai working on M&A transactions in technology sector. Built DCF and LBO models for 3 live deals. Proficient in financial modelling, valuation, and pitch book preparation. Strong analytical and communication skills. Eager to contribute to deal execution while developing expertise in investment banking.

Associate Investment Banker

Results-driven investment banking associate with 4+ years of experience in M&A and ECM. Currently Associate at Kotak Investment Banking Mumbai having executed 15+ transactions worth ₹25,000 crore. Expertise in technology and consumer sector M&A, IPOs, and QIPs. Led financial modelling and due diligence for marquee deals. CA and CFA charterholder with strong client relationship skills. Consistently ranked top performer in annual reviews.

Vice President - Investment Banking

Strategic investment banking leader with 10+ years of experience executing M&A and capital markets transactions. Currently Vice President at Avendus Capital leading technology and digital economy practice. Executed 40+ transactions worth ₹50,000 crore including landmark deals. Expertise in cross-border M&A, private equity exits, and growth capital. MBA from IIM Bangalore with CFA charter. Strong origination track record and client relationships with top PE funds and corporates.

Director - Investment Banking

Senior investment banking executive with 15+ years of experience building and leading advisory practices. Currently Managing Director at JM Financial overseeing consumer and retail investment banking. Led India’s largest consumer sector IPO and 5 marquee M&A transactions. Expertise in deal origination, client coverage, and transaction execution. CA and MBA from ISB with deep sector expertise and board-level relationships across leading consumer companies.

Showcasing Your Work Experience

Present your investment banking experience with specific achievements and deal metrics:

Vice President - Investment Banking

Avendus Capital | Mumbai April 2019 – Present

Lead technology sector coverage originating and executing M&A transactions
Executed 20+ transactions worth ₹30,000 crore across M&A and PE exits
Led sell-side advisory for ₹2,500 crore tech company acquisition
Managed IPO process for ₹1,500 crore technology company
Originate mandates through relationships with PE funds and founders
Supervise team of 4 associates and analysts on transaction execution
Build complex financial models including DCF, LBO, and merger models
Prepare board presentations and negotiate transaction documentation
Achieved “Top Performer” recognition for 3 consecutive years

Associate - Investment Banking

Kotak Investment Banking | Mumbai June 2015 – March 2019

Executed 15+ M&A and ECM transactions worth ₹25,000 crore
Led due diligence and financial modelling for consumer sector M&A
Managed IPO and QIP processes for 5 listed companies
Built valuation models (DCF, trading comps, precedent transactions)
Prepared pitch books and information memoranda for mandates
Coordinated with legal, tax, and accounting advisors
Worked 80+ hours per week during live transactions
Promoted from Analyst to Associate within 3 years
Received “Rising Star” recognition for deal execution

Analyst - Investment Banking

Goldman Sachs | Bangalore July 2012 – May 2015

Supported execution of M&A and ECM transactions
Built financial models for technology and consumer deals
Prepared pitch books and client presentations
Conducted industry research and competitive analysis
Participated in due diligence and data room management
Worked on 10+ transactions during tenure
Completed Goldman Sachs analyst training programme
Received “Analyst of the Year” nomination (2014)

Essential Skills for Investment Bankers

Technical Skills

Financial modelling (3-statement, DCF, LBO)
Valuation methodologies
Merger models and accretion/dilution
Due diligence and analysis
Pitch book and presentation creation
Industry research and analysis
Transaction structuring
Regulatory and compliance knowledge
Data room management
Deal documentation review

Software Proficiency

Microsoft Excel (advanced modelling)
Microsoft PowerPoint (pitch books)
Bloomberg Terminal
Capital IQ / FactSet
PitchBook / Mergermarket
Virtual data rooms (Intralinks, Merrill)
Microsoft Word
Financial databases
Presentation design tools
Deal tracking systems

Soft Skills

Analytical and critical thinking
Communication and presentation
Attention to detail and accuracy
Time management under pressure
Client relationship management
Team leadership and collaboration
Negotiation skills
Work ethic and stamina
Commercial awareness
Problem-solving

Certifications for Investment Bankers

Professional Certifications

Certification	Issuing Body	Relevance
CFA Charter	CFA Institute	Investment analysis
CA (Chartered Accountant)	ICAI	Accounting and audit
CPA	AICPA	US accounting
FRM	GARP	Risk management
NISM Series	NISM	Indian securities
Investment Banking Certificate	CFI/WSO	Technical skills

Academic Qualifications

MBA from premier institutes (IIMs, ISB, XLRI)
CA with articleship from Big Four
B.Tech/B.E. from IITs/NITs with MBA
B.Com from top colleges
MS Finance from global universities
CFA with relevant experience

Additional Certifications

Financial Modelling certification
Valuation certification
M&A certification
SEBI registered categories
LBO modelling course
Excel advanced certification

Tips by Experience Level

Investment Banking Analysts (0-3 years)

Highlight IIM/ISB MBA or CA qualification
Include internship and deal exposure
Emphasise financial modelling skills
Showcase attention to detail and work ethic
Include technical certifications (CFA progress)

Target employers: Bulge brackets, top Indian banks, Big Four corporate finance

Associates (3-6 years)

Quantify deals executed with transaction values
Highlight sector expertise and deal types
Showcase leadership and client interaction
Demonstrate progression from analyst role
Include CFA charter or CA qualification

Target positions: Associate, Senior Associate, VP candidate

Vice Presidents and Above (6+ years)

Emphasise origination and client relationships
Highlight marquee transactions and sector expertise
Showcase team management and P&L contribution
Demonstrate strategic thinking and market knowledge
Include board relationships and industry recognition

Target positions: Vice President, Director, Managing Director

ATS Optimisation for Investment Banking Resumes

Ensure your resume passes Applicant Tracking Systems:

Essential keywords to include:

Investment banking, M&A, ECM, DCM
Financial modelling, valuation, DCF
LBO, merger model, due diligence
IPO, QIP, private placement
Pitch book, information memorandum
Transaction, deal execution
CFA, CA, MBA
Goldman Sachs, Morgan Stanley, Kotak
Excel, PowerPoint, Bloomberg
Analyst, associate, vice president

ATS-friendly formatting:

Use standard section headings (Summary, Experience, Skills, Education)
List deal values in ₹ crore format
Avoid tables, graphics, and complex formatting
Use standard fonts (Arial, Calibri, Times New Roman)
Keep to one page unless VP+ level

Conclusion

A professional investment banking resume is essential for success in India’s competitive finance sector. Whether you’re targeting positions at bulge bracket banks like Goldman Sachs and Morgan Stanley, or Indian investment banks like Kotak, Avendus, and JM Financial, your resume must demonstrate your deal experience, technical skills, and ability to deliver under pressure.

Focus on quantifying your achievements—transaction values, deals executed, and client relationships built. Highlight your qualifications like CA, CFA, and MBA from premier institutes that validate your expertise. With India’s active capital markets and growing M&A activity, skilled investment banking professionals have excellent career opportunities across all levels.

Use our resume builder to create an ATS-optimised investment banking resume, or explore our professional templates designed specifically for finance professionals in India.

Frequently Asked Questions

What sections should a strong investment banking resume include?

At minimum, include contact information, a professional summary, work experience, key skills, and education. Depending on your experience level, you may also add certifications, achievements, projects, or industry-specific sections that highlight your expertise.

How do I write a professional summary for an investment banking role?

Keep it concise — two to three sentences highlighting your experience level, core competencies, and a key achievement or strength that shows why you're right for the job. Tailor it to match the specific role you're applying for.

What skills are most important to list on an investment banking resume?

Include a mix of technical skills specific to investment banking roles and soft skills like communication, problem-solving, and teamwork. Research job postings in your target companies to identify the most commonly requested skills.

How detailed should my work experience be?

Use bullet points to describe your roles, focusing on specific results, tools used, and the impact you made. Quantify achievements where possible — numbers and percentages help recruiters quickly understand your contributions.

Do I need certifications on my investment banking resume?

Certifications aren't always required, but they can strengthen your application — especially if they demonstrate advanced training or specialised expertise. List the certification name, issuing organisation, and year obtained.

What's the best resume format for an investment banking?

Most investment banking professionals benefit from a reverse-chronological format that lists your most recent experience first. If you're changing careers or have gaps, a functional or combination format might work better.

How long should my investment banking resume be?

Aim for one page if you're early in your career. Experienced professionals with extensive achievements can use two pages — just ensure every section adds value and remains relevant to the role.

Should I tailor my resume for each job application?

Yes. Customising your resume with keywords and responsibilities from the job posting improves your chances of passing Applicant Tracking Systems (ATS) and resonating with recruiters. Focus on relevant experience and skills for each role.

Investment Banking Text-Only Resume Templates and Samples

Arvind Yadav

Phone: 01234567890

Email: abc@email.com

Address: Sec-44, Noida, Noida

About Me

Investment Banker / Investment Banking Associate

Extensive experience of XX years in thoroughly researching market conditions and developments; identifying new business opportunities; carrying out financial modeling, then developing and presenting appropriate financial solutions to clients; liaising with the chief executive and chief financial officers of large organizations
Adept in managing and assisting in the preparation of financial models and business valuations; creating client marketing presentations; attending client meetings; conducting industry and company-specific due diligence related to transactions; drafting memoranda for sale assignments; assisting in the preparation of fairness opinions
Adroit in creating marketing materials for our equity sales organization; assisting in the development and continued cultivation of client relationships; developing an understanding of the underlying trends that affect equity capital markets; understanding of the interests and investment criteria of a number of middle-market private equity firms
Conceptually sound knowledge of concepts like Derivatives, Fixed Income Securities, Corporate Finance, etc. A strong work ethic, detail orientation, and a passion for excellence; knowledge of general accounting and finance principles; ability to work in a fast-paced, team-based environment with minimal supervision
Working knowledge of deal structuring and closing principles; strong communication and networking skills; impeccable research, quantitative and analytical skills, especially in explaining market events

Education

Mass Communication, Bachelor of Mass Communications, Completed, March 2001

ABC School

GTSN University

Ganga Nagar, UP

Certifications

CFA Certification- 2016, Completed , January 2005
Financial Modeling Certification, Completed , January 2008

Work Experience

Period: February 2003 - Current

Investment Banking / Investment Banking Analyst

Abc Pvt Ltd

XXX, UP

Created detailed financial models for valuation and prepared marketing documents and materials.
Created marketing pitch materials and management presentations.
Prepared documentation for M&As and strategic alternatives and evaluated risk and return parameters for transactions.

Performed detailed financial quantitative analysis and pitched investing deals to potential clients.
Analyzed investment strategies, identify potential investments, and conduct risk assessments

Attend meetings with clients and prepare presentations providing an overview of clients' investment portfolios.
Develop various types of financial models to value debt and equity for mergers, acquisitions, and capital-raising transactions.
Solicit potential investors. Found and followed leads for qualified clients and investors.

Period: April 1970 - July 1973

Investment Banking Associate

Qion Ltd

Soiu, AR

Conducted strategic research and due diligence investigations.
Issued debt and sell equity to raise capital.
Managed IPOs and private equity placements; discovered and closed potential investors
Facilitated mergers and acquisitions; assisted with corporate restructuring.
Analyzed risk and offer financial advice; prepared reports, models, and forecasts.
Liaised with different internal/external parties to provide a truly professional, independent analysis.
Developed and standardized the existing price verification processes and control framework.
Understood financial markets, followed-up market movements, and understood the impact on the business.