Investment Banking Resume Example

Investment Banking Resume

The main responsibility of Investment Bankers is to ensure that clients earn money out of their investments.  They give constant advices to their clients to which investments they should take and consider.  This is after thorough examination and evaluation of the client’s financial records, economic stability and their needs and interests.  Investment Bankers may be employed by big commercial banks or by investment banking firms where finance processing, advice and recommendations are sought by clients.

Investment Banking Resume Template

Henry Todd

6372 Atlanta

Georgia, 7687

Phone: (212) 210-2100


Hard working and responsible individual seeking for an Investment Banking position as in an investment banking firm

Summary of Qualification

  • Very knowledgeable in investment theories and practice as well as interest accumulation and finance risk management
  • Excellent communication and interpersonal skills with the ability to maintain good business and professional relationships with clients
  • Highly organized in sorting and categorizing information and prepare it for calculation
  • Highly professional and honest in delivering the service
  • Very good health condition, can perform physical activities with ease in order to access meters
  • Willing to travel

Career Experience/Job History

2008 –present: Investment Banking Analyst, Stanley and Peers

  • Developed financial models for clients and assisted in the decision-making for investments
  • Evaluated and assessed financial records and capabilities of the clients and identified their financial strengths and weaknesses
  • Collected, categorized and processed financial information from clients and drafted economic projections for generation of funds
  • Analyzed and forecasted financial growth of existing investments of clients and gave recommendations whether revisions are necessary
  • Introduced and educated clients to possible investment ventures that they may enter to

2004-2008: Financial Analyst, Partners Bank

  • Executed data processing, data analysis and evaluation
  • Made and presented financial projections and forecasts for clients
  • Gave recommendations and advice to clients as to their financial stability and ability to generate funds for future use


2004-2006: Master in Business Administration, University of Atlanta

Professional reference will be furnished upon request

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