Investment Banking Analyst resume example

IB resumes get roughly six seconds on the first pass. Lead every bullet with the deal or transaction, then the valuation method, then the dollar figure — screeners are trained to hunt those three data points in that order. Naming DCF, LBO, and comps explicitly matters because it signals technical range before anyone opens a model.

The strongest analyst bullets show deal volume and complexity: total transaction value covered, number of live deals staffed on, pitch books turned in under deadline. This example uses a formal serif layout that mirrors the conservative tone of bulge-bracket and boutique banks.

Alexandra Petrov

Investment Banking Analyst

New York, NY alexandra.petrov@email.com +1 (212) 555-0298 linkedin.com/in/alexandrapetrov-ib

Summary

Investment Banking Analyst with 3+ years of experience executing mergers and acquisitions (M&A), debt financings, and equity underwriting in technology and healthcare coverage groups. Proficient in DCF, LBO, and comparable company valuations, building transaction pitch materials that supported $1.4B in closed transaction volume across competitive auction processes.

Experience

Investment Banking Analyst, M&A

Harrowgate & Vance · New York, NY

Jul 2024 — Present

Constructed complex discounted cash flow (DCF), leveraged buyout (LBO), and precedent transaction valuation models for 15 enterprise transactions valued at $1.4B.
Authored comprehensive confidential information memorandums (CIM) and pitch books that supported $1.4B in closed enterprise transactions.
Conducted detailed financial due diligence on target companies, identifying accounting adjustments that impacted deal purchase price by $25M.

Summer Analyst, Investment Banking

Sable Point Capital · New York, NY

Jun 2023 — Aug 2023

Audited target company financial statements and quality of earnings reports, preparing dynamic sensitivity tables for managing directors across 12 months.
Managed virtual data rooms and coordinated third-party diligence streams across 8 concurrent transaction workstreams over 18 months.
Prepared board presentations and fairness opinion materials, delivering polished financial analyses under 24-hour turnaround deadlines.

Skills

DCF Modeling · LBO Modeling · Comparable Company Analysis · Precedent Transactions · M&A · Valuation · Pitch Books · Capital IQ · Due Diligence · Advanced Excel · Financial Modeling · M&A Due Diligence

Education

University of Pennsylvania (Wharton)

B.S. in Finance

2020 — 2024

GPA 3.8 · Wharton Investment & Trading Group

Certifications

Series 79 (SIE) · CFA Level I candidate

Investment Banking Analyst · Executive Serif template · single-column, ATS-safe.

ATS keywords for a Investment Banking Analyst resume

Applicant tracking systems match your resume against the job description's vocabulary. Mirror the terms below that are true of you — ideally with a metric attached.

DCFLBOComparable Company AnalysisPrecedent TransactionsM&AValuationPitch BooksFinancial ModelingDue DiligenceCapital MarketsDeal ExecutionCIMManagement Presentations

What recruiters look for

Deal size and transaction volume, quantified.
The specific valuation methods used (DCF, LBO, comps, precedents).
Number of live deals or pitches staffed on simultaneously.
Target school, GPA, and any Series licenses or CFA progress.
A formal, conservative layout with no color or graphics.

Before & after: one bullet

Weak

Worked on financial models and presentations for client deals.

Strong

Built LBO and DCF models supporting a $410M sell-side mandate, presenting sensitivity cases directly to the deal MD.

Common mistakes to avoid

Describing 'financial analysis' without naming the deal or its size.
Omitting the valuation methodology used.
Leaving GPA and school prestige signals off when they're strong.
Using a modern, colorful template in a conservative industry.