Investment Banking Resume

The banking industry provides a myriad of career opportunities. There are different employees appointed in the banking industry to render different services to the customers of the bank. One such opportunity is in the investment-banking sector. This is a part of the banking industry and emphasizes on money management. An investment banker is a person who is extremely good at understanding the money market, and thus advising the customers with their investments. The banks usually invest on behalf of the customers, and monitor the investments to assure benefits for their customers. An investment-banking resume, caters to the resume needs of the investment bankers in this field.

Job description:

The investment bankers work for the banks as well as its customers. He/she based on the experience, plans the investments of the bank funds, and at the same time pitch customers to invest in different shares, stocks, mutual funds, etc. He/she also decides on venture capital decisions before passing the funds to certain organization. He/she must follow the money market regularly, and update the customers with the latest beneficial investments. At a smaller level, these bankers work for individuals, and invest individual funds, whereas at higher levels they handle funds from business organizations, and invest the same on their behalf. They are considered to be an expert in this field, and anyone who wishes to invest will look up to their advise for the same.

They can work with banks, financial institutions, with organizations that employ investment bankers on a full-time basis, who advise them on money management and investment, and work independently as a broker and invest funds independently.

They need to be good in communication and convincing skills. Their knowledge of the money market should be exceptionally good, and should be flexible in terms of traveling to meet clients.

Sample Investment Banker Resume

Edward M. Barnes
845 Ocala Street
Orlando, FL 32805
Phone: 407-408-591
Email Address: [email protected]


Result oriented, performance driven, avid investment banker, willing to work with some of the biggest clients of Florida in the time to come. Wish to work with some of the best corporate clients and handle huge amounts of investments.


  • Skilled in understanding the current financial situations of the client, and delineate an investment plan that would meet their financial goals
  • Personal monitoring of client's investments and providing timely updates
  • Good interpersonal skills that help in building professional relations, and getting new clients, to generate greater revenue
  • Good hold over portfolio investments rather than a specific sector to avoid risk and assure greater profits
  • Comfortable working in teams, and also independently
  • Good leadership skills and charismatic communication


  1. Bank of Florida (January 2010- Present)

    Role: Corporate Investment Banker

    • Handling corporate clients
    • Planning and implementing investment strategies for corporate clients
    • Handling the corporate portfolio investment and making suitable alterations
    • Responsible for customer relationship management as an integral part of corporate investment planning
    • Develop PR and get new clients
    • Send updated market reports and advice regularly to the clients


    • 100% satisfactory record of customers till date
    • Appreciated for investment decisions that fetch good profits with least risk
    • Awarded with the Best Investment Banker - 2011, at the Corporate Meet 2011

  2. Monet Tree Investment Solutions (October 2008-January 2010)

    Role: Investment Consultant

    • Pitching clients for investment products and services
    • Fixing appointments and meeting the clients
    • Explaining the various investment schemes to the clients and convincing them to make investments
    • Personal handling of investments of customers
    • Providing regular updates to existing customers
    • Taking investment decisions on behalf of premium customers


    • Awarded for getting the maximum number of clients within a short span of time
    • Appreciated for smart investments by rendering good profits to the clients and the organization


  • Masters of Business Administration with honors in Finance - University of Florida, 2008
  • Bachelors of Commerce - University of Florida, 2006

Professional Licenses and Training:

  • NASD licensed - series 7, 65 and 63
  • Computerized Account Management
  • Money market Analysis


Available on request


Edward M. Barnes

This sample investment-banking resume, helps an investment banker present his/her educational and professional details in a systematic manner that provides the employer with all the required information. Use the same to write your resume, and get your dream job.

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