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Investment Banking Resume Samples and Templates for 2025

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Investment Banking Resume Guide for India

A well-crafted Investment Banking resume is essential for success in India’s competitive finance sector. Whether you’re a fresher from IIMs or a top engineering college or an experienced professional seeking positions at Goldman Sachs, JP Morgan, Kotak Investment Banking, or other leading firms, this guide provides everything you need to create a standout resume that impresses Indian employers and passes ATS screening on portals like Naukri and LinkedIn.

This comprehensive guide includes:

Resume format recommendations for Indian investment banking sector
Key skills Indian employers look for
Complete resume example with Indian context
Top investment banking employers in India
Salary insights in INR by experience level
CFA, CA, and MBA guidance for investment banking
ATS optimization tips for Indian job portals

Why Your Investment Banking Resume Matters in India

India’s investment banking sector has grown significantly, with both global banks and domestic firms actively hiring. Organizations like Goldman Sachs, JP Morgan, Morgan Stanley, Kotak Investment Banking, Axis Capital, and JM Financial actively hire investment banking professionals. A strong resume helps you:

Stand out from thousands of IIM, ISB, and CA graduates on LinkedIn
Pass ATS screening used by global banks and domestic firms
Showcase skills that Indian hiring managers value, including financial modeling, valuation, and deal experience
Demonstrate your analytical abilities and transaction expertise

Indian investment banking recruiters typically spend 6-10 seconds reviewing each resume initially. Your Investment Banking resume must immediately communicate your qualifications, modeling skills, and deal experience. With India being a major hub for investment banking, a well-optimized resume is essential.

Investment Banking Resume Format for India

Indian employers prefer clean, professional resume formats. Here’s what works best:

Recommended Format

Length: 1 page (strictly enforced in investment banking)
Layout: Reverse chronological (most recent first)
Font: Arial, Calibri, or Times New Roman (10-11pt)
Sections: Contact, Summary, Experience, Education, Skills, Certifications

One-Page Rule

Investment banking resumes are almost always one page, even for senior professionals. This demonstrates your ability to communicate concisely.

Personal Details for Indian IB Resumes

Indian resumes typically include:

Full name with credentials (CFA, CA)
Phone number with country code (+91)
Professional email address
LinkedIn profile URL
City (Mumbai typically for IB roles)

What to Avoid

Multiple pages (one page only)
Decorative fonts or graphics
Personal information like religion, caste, or father’s name
Salary expectations
References

Key Skills for Investment Banking in India

Indian employers look for a combination of technical skills and deal experience.

Technical Skills

Financial Modeling: DCF, LBO, M&A models, sensitivity analysis
Valuation: Comparable company analysis, precedent transactions, sum-of-parts
Financial Statement Analysis: Balance sheet, P&L, cash flow analysis
Credit Analysis: Debt structuring, credit metrics, covenants
Pitch Books: Client presentations, information memoranda
Due Diligence: Financial, commercial, and legal due diligence

Software & Tools

Excel: Advanced functions, macros, VBA, keyboard shortcuts
PowerPoint: Pitch books, investor presentations
Bloomberg Terminal: Data extraction, company analysis
Financial Databases: Capital IQ, FactSet, Refinitiv, PitchBook
Word: Documentation, agreements
BI Tools: Power BI, Tableau (for analytics roles)

Domain Knowledge

M&A: Cross-border transactions, domestic consolidation
ECM: IPOs, QIPs, rights issues, OFS
DCM: NCDs, bonds, structured credit
Private Equity: Buyouts, growth capital, PE exits
Restructuring: Debt restructuring, IBC, resolution plans
SEBI Regulations: LODR, ICDR, takeover code

Soft Skills for Indian IB Roles

Attention to Detail: Zero-error deliverables
Communication: Client presentations, deal discussions
Work Ethic: Managing demanding schedules
Team Collaboration: Working with cross-functional teams

How to Present Skills

Create a concise skills section. List skills in order of relevance. Use exact keywords from job postings.

Investment Banking Resume Example for India

Here’s a complete resume example tailored for Indian employers:

Rohan Mehta, CA, CFA Level 3

Mumbai, Maharashtra | +91-98XXX-XXXXX | rohan.mehta@email.com | linkedin.com/in/rohanmehta-ib

Professional Summary

Investment banking professional with 5+ years of experience in M&A advisory, ECM transactions, and financial modeling for Indian corporates. Executed 12+ transactions worth $3B+ including cross-border M&A, IPOs, and QIPs across consumer, healthcare, and technology sectors. Proficient in DCF, LBO modeling, and valuation. CA with CFA Level 3 cleared. Seeking senior associate role at a leading investment bank.

Professional Experience

Associate | Kotak Investment Banking | Mumbai | June 2021 – Present

Lead financial modeling and valuation for M&A mandates in consumer and healthcare sectors
Executed 5 M&A transactions worth $1.2B including cross-border acquisition for leading FMCG company
Managed $400M IPO for healthcare company achieving 3x oversubscription
Prepare pitch books and information memoranda for new business development
Coordinate due diligence workstreams with legal, tax, and commercial teams
Present deal updates and recommendations to senior management and clients
Mentor team of 3 analysts on financial modeling and deal execution

Analyst | JM Financial | Mumbai | July 2019 – May 2021

Built financial models (DCF, comps, precedent transactions) for 8+ transactions
Executed 2 QIPs worth $300M for real estate and financial services clients
Prepared CIM and management presentations for sell-side mandates
Conducted industry research and competitive analysis for pitch materials
Supported M&A transactions from origination to closing

Summer Analyst | Goldman Sachs | Mumbai | April 2018 – June 2018

Supported IBD team on 2 live M&A transactions in technology sector
Built comparable company analysis and trading comps models
Prepared pitch materials for new business development
Received full-time offer (declined for CA articleship)

Education

Chartered Accountant (CA) | ICAI | 2019

Cleared Final in first attempt (AIR 48)

Bachelor of Commerce (B.Com Hons) | SRCC, Delhi University | 2016

First Class with Distinction (86%)
President, Finance & Investment Cell

Certifications & Skills

Select Transactions

$500M cross-border acquisition of Indian pharma company by US PE fund (Sell-side)
$400M IPO for multi-specialty hospital chain (Book Running Lead Manager)
$200M QIP for leading NBFC (Lead Manager)
$150M strategic investment in edtech company (Buy-side advisory)

Top Investment Banking Employers in India

India’s investment banking sector offers excellent opportunities. Here are the top employers:

Global Investment Banks (Bulge Bracket)

Goldman Sachs India: M&A, ECM, coverage
JP Morgan India: Full-service investment banking
Morgan Stanley India: M&A, ECM, research
Citi India: Investment banking and capital markets
Bank of America India: M&A and ECM
Barclays India: Investment banking coverage
UBS India: M&A and private clients

Domestic Investment Banks

Kotak Investment Banking: Leading domestic IB
Axis Capital: Strong M&A and ECM franchise
JM Financial: M&A and capital markets
ICICI Securities: ECM and institutional equities
IIFL Securities: Investment banking and research
Edelweiss: M&A, restructuring, PE
Avendus: Tech-focused M&A

Boutique Advisory Firms

Veda Corporate Advisors: Mid-market M&A
Spark Capital: Tech and consumer focus
RBSA Advisors: M&A advisory
o3 Capital: Cross-border transactions

Private Equity (IB Exit Opportunities)

KKR India: PE investing
Warburg Pincus India: Growth investing
Bain Capital India: PE and credit
Blackstone India: Real estate and PE
Carlyle India: PE investing

How to Apply

Apply through company career pages
Network through IIM/ISB alumni
Use LinkedIn for networking and applications
Attend campus placements (for freshers)
Referrals from current employees

Investment Banking Salary in India

Investment banking offers some of the highest salaries in India. Compensation includes base salary plus bonus.

Salary by Experience Level

Level	Global Banks (INR)	Domestic Banks (INR)
Analyst (0-3 years)	₹15 - ₹30 LPA	₹10 - ₹20 LPA
Associate (3-6 years)	₹30 - ₹60 LPA	₹20 - ₹40 LPA
VP (6-10 years)	₹60 - ₹1.2 Cr	₹40 - ₹80 LPA
Director (10-15 years)	₹1.2 - ₹2 Cr	₹80 LPA - ₹1.5 Cr
MD (15+ years)	₹2 - ₹5 Cr+	₹1.5 - ₹3 Cr

Note: Bonuses can be 50-150% of base salary at global banks. PE exit opportunities offer even higher compensation.

Salary by City

City	Salary Range (Associate Level)
Mumbai	₹25 - ₹55 LPA
Delhi NCR	₹22 - ₹48 LPA
Bangalore	₹20 - ₹45 LPA

Mumbai dominates investment banking roles in India.

Factors Affecting Salary

Bank Tier: Bulge bracket pays 30-50% more than domestic
Deal Flow: Active deal markets increase bonuses
Specialization: M&A, restructuring, and PE pay premium
Qualifications: CA, CFA, IIM/ISB command higher packages
Performance: Individual deal contributions affect bonus

Salary data based on industry surveys and executive search firms.

Certifications for Investment Banking in India

Professional certifications are valued in investment banking.

Essential Qualifications

CA (Chartered Accountant): Highly valued for technical rigor
CFA (Chartered Financial Analyst): Gold standard for finance
MBA (IIM/ISB): Strong for career progression

Preferred Qualifications

CA + CFA Combination: Very strong profile
MBA from IIM A/B/C/ISB: Top-tier programs
Engineering + MBA: Common background for IB
Law (LLB): Valued for M&A and restructuring

Technical Certifications

Financial Modeling (WSP, CFI): Practical modeling skills
Bloomberg Market Concepts: Terminal proficiency
NISM Series XV: Regulatory requirement for research

How to List Certifications

Display CA and CFA prominently after your name. Include only relevant certifications to maintain the one-page format.

ATS Tips for Your Investment Banking Resume

Most banks use Applicant Tracking Systems (ATS) to screen resumes. Optimize yours:

For LinkedIn Applications

Match your resume to your LinkedIn profile
Use standard job titles (Analyst, Associate, VP)
Include relevant keywords in your LinkedIn skills
Get endorsements from colleagues

General ATS Tips

DO: Use standard fonts, clear headings, bullet points
DO: Include deal values ($500M acquisition, $400M IPO)
DO: Mention bank names and transaction types
DON’T: Use headers/footers, text boxes, or images
DON’T: Use creative formatting

Keyword Strategy for IB Roles

Common keywords from job postings:

Investment Banking, M&A, ECM, DCM
Financial Modeling, DCF, LBO, Valuation
Pitch Books, Information Memorandum, Due Diligence
Excel, PowerPoint, Bloomberg, Capital IQ
CA, CFA, IIM, ISB
IPO, QIP, Private Placement, Acquisition

Final Tips for Your Investment Banking Resume

✅ Keep it to one page—strictly enforced in IB

✅ Quantify deal experience ($500M acquisition, 12+ transactions, $3B+ deal value)

✅ Show transaction types—M&A, IPO, QIP, debt raises

✅ Highlight technical skills—DCF, LBO, comps modeling

✅ Include prestigious credentials—CA, CFA, IIM prominently displayed

✅ Use deal bullets—specific transactions with values

✅ Proofread meticulously—zero tolerance for errors in IB

Quick Checklist

One page only (strictly)
Contact with +91 phone and LinkedIn
CA/CFA credentials after name
Professional summary with deal experience
Experience showing transaction values and types
Select transactions section with deal details
Education with CA/CFA/MBA credentials
Skills section with technical and software
Zero formatting errors

Ready to create your professional Investment Banking resume? Use our resume builder to get started with expert-designed templates optimized for finance roles.

For more guidance on resume structure, check out our resume format guide with tips specifically for the Indian investment banking job market.

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.